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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 %
4WM
1201
44 Wealth Management
Oregon
$578K +$14.1K +86 +3%
Wealth Enhancement Advisory Services
1202
Wealth Enhancement Advisory Services
Minnesota
$578K +$28.7K +162 +5%
CFG
1203
Cooper Financial Group
California
$577K -$3.28K -20 -0.6%
First Manhattan
1204
First Manhattan
New York
$577K +$656 +4 +0.1%
JSC
1205
Jackson Square Capital
California
$574K -$192K -1,168 -25%
MWM
1206
Modera Wealth Management
New Jersey
$574K -$12.6K -77 -2%
MWM
1207
Mission Wealth Management
California
$574K +$42.5K +259 +8%
1WM
1208
1900 Wealth Management
Texas
$571K
GAM
1209
Grandview Asset Management
Pennsylvania
$568K -$64.7K -394 -10%
MA
1210
Montag & Associates
Georgia
$567K +$187K +1,140 +49%
IIA
1211
IPG Investment Advisors
California
$566K
RIA
1212
Regal Investment Advisors
Michigan
$565K -$995K -6,064 -64%
BA
1213
Ballast Advisors
Minnesota
$563K
WA
1214
Wealth Architects
California
$562K -$21.3K -130 -4%
PWMAG
1215
Pinnacle Wealth Management Advisory Group
New Jersey
$561K -$45.9K -280 -8%
TF
1216
Tompkins Financial
New York
$559K
LC
1217
Lavaca Capital
Texas
$559K +$357K +1,800 +176%
RCAG
1218
Rehmann Capital Advisory Group
Michigan
$559K +$12K +73 +2%
CRIG
1219
Charter Research & Investment Group
Connecticut
$558K
LWAM
1220
Legacy Wealth Asset Management
Minnesota
$556K -$278K -1,690 -33%
KIG
1221
Kowal Investment Group
Wisconsin
$556K +$65.3K +398 +13%
RPCONE
1222
Retirement Planning Company of New England
Rhode Island
$553K +$4.92K +30 +0.9%
TSS
1223
Two Sigma Securities
New York
$551K +$73.2K +446 +15%
FB
1224
Fulton Bank
Pennsylvania
$551K +$101K +616 +22%
MHIC
1225
Marble Harbor Investment Counsel
Massachusetts
$550K