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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 %
SS
1151
Simplicity Solutions
Minnesota
$640K +$39.8K +243 +7%
LF
1152
Lantz Financial
Illinois
$636K +$164 +1 +0%
AA
1153
Ancora Advisors
Ohio
$636K +$14.9K +91 +2%
PWPS
1154
Pinnacle Wealth Planning Services
Ohio
$636K +$109K +663 +21%
SFG
1155
SNS Financial Group
Minnesota
$634K -$492 -3 -0.1%
LC
1156
Lindbrook Capital
California
$633K -$8.04K -49 -1%
ZIC
1157
ZWJ Investment Counsel
Georgia
$633K
HWAM
1158
Hennion & Walsh Asset Management
New Jersey
$631K +$6.56K +40 +1%
CC
1159
Courier Capital
New York
$630K +$4.6K +28 +0.7%
CFS
1160
CRA Financial Services
New Jersey
$629K
XWM
1161
Xcel Wealth Management
Florida
$629K
SB
1162
Strategic Blueprint
Georgia
$626K +$25.6K +156 +4%
WA
1163
Waverly Advisors
Alabama
$617K +$74K +451 +14%
PWSG
1164
Pacific Wealth Strategies Group
California
$614K +$17.7K +108 +3%
MBT
1165
Montecito Bank & Trust
California
$613K -$6.9K -42 -1%
CWP
1166
Curated Wealth Partners
California
$609K +$10.1K +62 +2%
CIC
1167
Crawford Investment Counsel
Georgia
$608K -$1.8K -11 -0.3%
CWM
1168
Concentric Wealth Management
California
$607K
FFS
1169
Founders Financial Securities
Maryland
$607K +$100K +611 +20%
SIM
1170
Sentry Investment Management
Wisconsin
$606K
AA
1171
Aire Advisors
California
$605K -$15.3K -93 -2%
HVIA
1172
Hudson Valley Investment Advisors
New York
$604K -$28.7K -175 -5%
WC
1173
Woodstock Corp
Massachusetts
$603K +$57.4K +350 +11%
SWA
1174
Stratos Wealth Advisors
Ohio
$602K -$55.3K -337 -8%
GWSG
1175
GPS Wealth Strategies Group
Colorado
$602K +$29.9K +182 +5%