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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 %
TCM
1126
Telos Capital Management
California
$663K +$6.89K +42 +1%
AA
1127
Argent Advisors
Louisiana
$663K +$16.4K +100 +3%
NL
1128
NWAM LLC
Washington
$663K +$60.2K +367 +10%
MJP
1129
Michael J. Puzo
$661K
RT
1130
Rockland Trust
Massachusetts
$660K -$13.3K -81 -2%
CNFG
1131
Creegan & Nassoura Financial Group
New Hampshire
$660K
MF
1132
Montis Financial
Massachusetts
$657K -$1.31K -8 -0.2%
NA
1133
Navellier & Associates
Nevada
$656K -$32.8K -200 -5%
SC
1134
Saybrook Capital
North Carolina
$656K
MAG
1135
MRA Advisory Group
New Jersey
$655K +$58.8K +329 +10%
LOPW
1136
Live Oak Private Wealth
North Carolina
$653K
WAM
1137
Werlinich Asset Management
Connecticut
$652K
IA
1138
Insight Advisors
Pennsylvania
$652K -$1.64K -10 -0.3%
CIM
1139
CIM Investment Management
Pennsylvania
$652K
TCB
1140
Texas Capital Bancshares
Texas
$648K
PP
1141
Patten & Patten
Tennessee
$648K +$328 +2 +0.1%
CA
1142
CGN Advisors
Kansas
$648K +$189K +1,155 +41%
MAM
1143
Morse Asset Management
Connecticut
$647K +$28.7K +175 +5%
TCWM
1144
Total Clarity Wealth Management
Illinois
$645K -$1.15K -7 -0.2%
FNB
1145
Farmers National Bank
Kentucky
$645K -$46.1K -281 -7%
NF
1146
Norwood Financial
Pennsylvania
$644K
AIM
1147
Aspen Investment Management
Michigan
$644K
FMB
1148
Field & Main Bank
Kentucky
$643K -$15.6K -95 -2%
ITIM
1149
Indiana Trust & Investment Management
Indiana
$643K +$71.9K +438 +13%
GI
1150
Gradient Investments
Minnesota
$641K -$8.69K -53 -1%