CAT icon

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 %
KA
1276
Kozak & Associates
Colorado
$501K +$719 +4 +0.1%
CG
1277
Corundum Group
Colorado
$499K +$30K +183 +6%
TYCC
1278
Texas Yale Capital Corp
Florida
$496K -$71.7K -437 -13%
IC
1279
Inverness Counsel
New York
$493K +$493K +3,002 New
EP
1280
Edgestream Partners
New Jersey
$492K -$35.8K -218 -7%
CT
1281
Chicago Trust
Illinois
$492K -$328 -2 -0.1%
SACTSONJ
1282
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$492K
CGH
1283
CMG Global Holdings
Texas
$491K +$3.28K +20 +0.7%
GCM
1284
Graham Capital Management
Connecticut
$489K +$489K +2,981 New
CAMG
1285
CWA Asset Management Group
Florida
$488K +$5.41K +33 +1%
VT
1286
Vise Technologies
New York
$487K +$177K +1,080 +57%
KFS
1287
Kurt F. Somerville
$486K
HA
1288
Harfst & Associates
Wyoming
$485K -$331K -2,015 -41%
CB
1289
CNB Bank
Pennsylvania
$485K -$47.7K -291 -9%
FHA
1290
Flagship Harbor Advisors
Massachusetts
$484K -$63.1K -385 -12%
IWA
1291
Intercontinental Wealth Advisors
Texas
$483K +$1.31K +8 +0.3%
PWM
1292
Perigon Wealth Management
California
$481K -$34.8K -212 -7%
BL
1293
Balentine LLC
Georgia
$480K -$89K -542 -16%
TIA
1294
Tiemann Investment Advisors
California
$476K -$529K -3,223 -53%
EGA
1295
E&G Advisors
Texas
$476K -$82.1K -500 -15%
GM
1296
GeoWealth Management
Illinois
$476K -$16.4K -100 -3%
LSA
1297
Lion Street Advisors
Texas
$475K -$812 -5 -0.2%
RCM
1298
Raleigh Capital Management
North Carolina
$473K +$39.1K +238 +9%
JFGIW
1299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$471K +$638 +3 +0.1%
BFC
1300
Bedel Financial Consulting
Indiana
$471K +$117K +511 +33%