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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 %
WOC
1101
West Oak Capital
California
$692K
CWS
1102
Confluence Wealth Services
Pennsylvania
$691K -$510K -3,112 -42%
BHIA
1103
Birch Hill Investment Advisors
Massachusetts
$691K
Federated Hermes
1104
Federated Hermes
Pennsylvania
$691K +$95.1K +579 +16%
QCIG
1105
Quad-Cities Investment Group
Iowa
$690K -$159K -971 -19%
RBFC
1106
Roman Butler Fullerton & Co
Missouri
$690K +$1.08K +6 +0.2%
PFT
1107
Providence First Trust
Arizona
$687K
SAA
1108
Southeast Asset Advisors
Georgia
$686K -$2.46K -15 -0.4%
PWM
1109
Penobscot Wealth Management
Maine
$686K +$40.5K +247 +6%
JAG
1110
Journey Advisory Group
Kentucky
$684K -$6.57K -40 -1%
AA
1111
Advisory Alpha
Michigan
$684K +$125K +762 +22%
BTWM
1112
Baker Tilly Wealth Management
Wisconsin
$681K -$258K -1,571 -27%
IWA
1113
IVC Wealth Advisors
Pennsylvania
$679K +$11.8K +72 +2%
CCG
1114
Cypress Capital Group
Florida
$678K -$46.7K -285 -6%
CC
1115
Chicago Capital
Illinois
$678K
FCIM
1116
Fairview Capital Investment Management
California
$674K
MFG
1117
Menard Financial Group
Texas
$670K +$51.4K +313 +8%
WDC
1118
Woodward Diversified Capital
California
$668K -$40.2K -245 -6%
TNBTD
1119
Trustmark National Bank Trust Department
Mississippi
$666K -$88.6K -540 -12%
DIA
1120
Dana Investment Advisors
Wisconsin
$666K -$14.3K -87 -2%
DG
1121
DMC Group
Alabama
$666K +$5.82K +34 +0.9%
LA
1122
LexAurum Advisors
Kansas
$665K -$62K -378 -9%
MFA
1123
Mayflower Financial Advisors
Massachusetts
$664K -$3.77K -23 -0.6%
SVWAG
1124
Sound View Wealth Advisors Group
Georgia
$664K -$1.31K -8 -0.2%
WT
1125
Washington Trust
Rhode Island
$663K -$164 -1 -0%