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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 %
T
1301
TOBAM
France
$470K
WP
1302
Wealthspan Partners
Iowa
$469K
MLFP
1303
MPS Loria Financial Planners
Illinois
$468K +$5.75K +35 +1%
JWM
1304
Jackson Wealth Management
Florida
$468K +$468K +2,853 New
HWA
1305
HCR Wealth Advisors
California
$467K
MG
1306
Mather Group
Illinois
$467K +$33.2K +202 +8%
V
1307
VeraBank
Texas
$466K
WDL
1308
Well Done LLC
Michigan
$465K +$3.45K +21 +0.7%
APG
1309
Abacus Planning Group
South Carolina
$463K -$38.6K -235 -8%
O
1310
Ossiam
France
$462K -$8.41M -51,242 -95%
APP
1311
Alpha Paradigm Partners
Illinois
$462K +$425K +2,593 +1,163%
TFA
1312
Toth Financial Advisory
Virginia
$461K +$5.74K +35 +1%
HCP
1313
Hexagon Capital Partners
Arkansas
$461K +$64.6K +394 +16%
BI
1314
Ballast Inc
Kentucky
$460K -$86K -525 -16%
AWM
1315
Accurate Wealth Management
Florida
$460K -$59.3K -330 -11%
WWA
1316
WCG Wealth Advisors
Nevada
$460K -$38.9K -213 -8%
FIM
1317
Fernwood Investment Management
Massachusetts
$459K -$115K -700 -20%
NB
1318
Nicolet Bankshares
Wisconsin
$459K -$32.8K -200 -7%
PC
1319
Peavine Capital
Nevada
$459K
FIA
1320
Foundations Investment Advisors
Arizona
$456K -$23.6K -144 -5%
6F
1321
626 Financial
Michigan
$456K -$12.6K -77 -3%
SGK
1322
Steigerwald Gordon & Koch
Virginia
$455K
GP
1323
Girard Partners
Pennsylvania
$453K -$15.4K -94 -3%
MCM
1324
Manchester Capital Management
Vermont
$453K +$3.45K +21 +0.8%
EBWM
1325
Eagle Bluffs Wealth Management
Missouri
$452K -$30.4K -185 -6%