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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 %
SFS
1176
Stiles Financial Services
Minnesota
$601K -$8.86K -54 -1%
CWM
1177
Circle Wealth Management
New Jersey
$598K -$9.02K -55 -1%
SFA
1178
Source Financial Advisors
New York
$596K -$21.5K -131 -3%
DIM
1179
Delta Investment Management
California
$596K -$493 -3 -0.1%
JWCA
1180
J.W. Coons Advisors
Ohio
$596K
SHFA
1181
SS&H Financial Advisors
Michigan
$595K
DBIA
1182
Dumont & Blake Investment Advisors
New Jersey
$595K +$3.44K +21 +0.6%
XS
1183
XR Securities
Illinois
$595K +$595K +3,627 New
CG
1184
Cynosure Group
Utah
$591K
P
1185
&Partners
Tennessee
$590K +$17.4K +106 +3%
CW
1186
CreativeOne Wealth
Kansas
$589K -$40.7K -248 -6%
GG
1187
Gleason Group
Kentucky
$587K +$3.61K +22 +0.6%
TNB
1188
Thomasville National Bank
Georgia
$586K
WLIM
1189
White Lighthouse Investment Management
Massachusetts
$586K
BJL
1190
Brighton Jones LLC
Washington
$585K +$29.7K +181 +5%
TAM
1191
Taurus Asset Management
New York
$584K
HWM
1192
Horizon Wealth Management
Illinois
$583K -$42.8K -261 -7%
SAM
1193
SignalPoint Asset Management
Missouri
$583K +$4.92K +30 +0.9%
HIA
1194
Harbor Investment Advisory
Maryland
$582K -$67.9K -414 -10%
AAM
1195
Auxier Asset Management
Oregon
$581K
BRM
1196
Boston Research & Management
Massachusetts
$581K
KFS
1197
Kaizen Financial Strategies
California
$581K +$657 +4 +0.1%
HW
1198
Hancock Whitney
Mississippi
$580K -$48.9K -298 -8%
CIC
1199
Carnegie Investment Counsel
Ohio
$579K +$18.6K +113 +3%
CHJWM
1200
Carlton Hofferkamp & Jenks Wealth Management
Texas
$578K -$1.9K -10 -0.3%