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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 %
FFA
1251
Founders Financial Alliance
North Carolina
$522K -$421K -2,569 -45%
CCFM
1252
Clear Creek Financial Management
Washington
$521K +$16.6K +101 +3%
WPC
1253
Wedmont Private Capital
Pennsylvania
$520K +$46.8K +285 +10%
PFA
1254
Pathway Financial Advisors
Vermont
$519K
QCG
1255
Quadrant Capital Group
Ohio
$517K -$51.8K -316 -9%
SWM
1256
Segment Wealth Management
Texas
$516K +$164 +1 +0%
HWA
1257
HHM Wealth Advisors
Tennessee
$516K +$36.8K +224 +8%
GWM
1258
Gray Wealth Management
Maine
$515K
AI
1259
AXS Investments
New York
$514K -$60.9K -371 -11%
FFG
1260
Fortem Financial Group
California
$514K
SFP
1261
Sweet Financial Partners
Minnesota
$514K
CPA
1262
Cardiff Park Advisors
California
$513K -$8.85K -54 -2%
WA1
1263
Wimmer Associates 1
California
$513K
HH
1264
Hilltop Holdings
Texas
$513K +$33.8K +206 +7%
LCM
1265
LVM Capital Management
Michigan
$513K +$160K +975 +45%
FHC
1266
First Heartland Consultants
Missouri
$512K -$38.2K -233 -7%
CWM
1267
CCG Wealth Management
California
$512K -$9.02K -55 -2%
HBW
1268
Hazlett, Burt & Watson
West Virginia
$512K -$3.28K -20 -0.6%
WE
1269
Wealth Effects
Massachusetts
$511K +$1.8K +11 +0.4%
VCWA
1270
Vanguard Capital Wealth Advisors
Colorado
$510K +$820 +5 +0.2%
RPC
1271
Rossmore Private Capital
Connecticut
$507K +$3.28K +20 +0.7%
BAM
1272
Berkshire Asset Management
Pennsylvania
$506K +$272K +1,660 +117%
CWM
1273
Cornerstone Wealth Management
Missouri
$504K +$1.31K +8 +0.3%
ZB
1274
Zions Bancorporation
Utah
$502K -$337K -2,054 -40%
VWA
1275
Visionary Wealth Advisors
Illinois
$501K -$36.8K -224 -7%