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Caterpillar

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
1076
Biltmore Family Office
North Carolina
$724K
HFA
1077
High Falls Advisors
New York
$724K +$656 +4 +0.1%
TPWA
1078
TRUE Private Wealth Advisors
Oregon
$720K -$37K -226 -5%
XF
1079
XML Financial
Maryland
$718K +$143K +869 +25%
HNWAG
1080
High Net Worth Advisory Group
Florida
$717K
OPS
1081
Orion Portfolio Solutions
Nebraska
$717K +$30.8K +188 +4%
OCM
1082
Orleans Capital Management
Louisiana
$716K -$36.1K -220 -5%
S
1083
Seeyond
France
$715K -$39K -238 -5%
AWA
1084
Acorn Wealth Advisors
Michigan
$714K +$330K +2,014 +86%
BHBT
1085
Burke & Herbert Bank & Trust
Virginia
$713K
IGGA
1086
Iron Gate Global Advisors
Utah
$713K +$170 +1 +0%
BG
1087
Bahl & Gaynor
Ohio
$711K -$478K -2,910 -40%
PIMG
1088
Patriot Investment Management Group
Tennessee
$709K -$80.5K -491 -10%
SIA
1089
Sit Investment Associates
Minnesota
$706K
RCI
1090
RS Crum Inc
California
$706K
BAM
1091
Belpointe Asset Management
Nevada
$705K -$6.9K -42 -1%
NQWM
1092
Northwest Quadrant Wealth Management
Oregon
$704K +$3.61K +22 +0.5%
SFG
1093
Summit Financial Group
West Virginia
$701K -$65K -396 -8%
SC
1094
Solstein Capital
California
$700K
CRC
1095
Curi RMB Capital
Illinois
$699K +$17.1K +104 +3%
CWP
1096
Capital Wealth Planning
Florida
$697K -$462K -2,820 -40%
MS
1097
Maven Securities
Jersey
$697K -$157K -958 -18%
BA
1098
Birinyi Associates
Connecticut
$697K
FLPIM
1099
F.L. Putnam Investment Management
Massachusetts
$696K -$239K -1,459 -26%
HI
1100
Harbour Investments
Wisconsin
$694K