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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 %
IIC
1226
Ironwood Investment Counsel
Arizona
$550K +$7.87K +48 +1%
WTA
1227
Washington Trust Advisors
Massachusetts
$547K
9WM
1228
9258 Wealth Management
Ohio
$543K +$58.6K +357 +12%
KWMG
1229
King Wealth Management Group
Florida
$542K +$328 +2 +0.1%
IAIM
1230
International Assets Investment Management
Florida
$542K +$85.9K +524 +19%
CHA
1231
Carmichael Hill & Associates
Maryland
$541K
AA
1232
Altman Advisors
Illinois
$541K +$541K +3,300 New
SAMT
1233
Select Asset Management & Trust
Pennsylvania
$537K -$197K -1,200 -27%
TC
1234
Trust Company
Kansas
$537K
AIC
1235
Archer Investment Corporation
Indiana
$536K
SAM
1236
Sawgrass Asset Management
Florida
$536K -$9.35K -57 -2%
FG
1237
Fiduciary Group
Georgia
$536K +$8.6K +37 +2%
PAMG
1238
Patton Albertson Miller Group
Tennessee
$534K -$63.2K -385 -11%
BCA
1239
Bay Colony Advisors
Massachusetts
$533K -$27.4K -167 -5%
FMLI
1240
Fukoku Mutual Life Insurance
Japan
$532K -$18.1K -110 -3%
ZF
1241
Zhang Financial
Michigan
$532K -$1.64K -10 -0.3%
SFS
1242
Security Financial Services
Indiana
$530K +$164 +1 +0%
FMN
1243
Financial Management Network
California
$530K +$6.64K +37 +1%
NSB
1244
Norway Savings Bank
Maine
$530K +$25.4K +155 +5%
FCFS
1245
First Command Financial Services
Texas
$528K -$4.43K -27 -0.8%
FCB
1246
First Command Bank
Texas
$528K -$4.43K -27 -0.8%
AP
1247
Atwood & Palmer
Missouri
$526K
CT
1248
Colonial Trust
South Carolina
$526K +$526K +3,203 New
EHC
1249
Everett Harris & Co
California
$525K -$590K -3,600 -53%
KA
1250
Kercheville Advisors
Texas
$525K