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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 %
BWA
1351
Bordeaux Wealth Advisors
California
$434K +$22K +134 +5%
PP
1352
PrairieView Partners
Minnesota
$433K
MMM
1353
Mendel Money Management
Illinois
$433K
BBL
1354
Beck Bode LLC
Massachusetts
$432K +$60K +365 +16%
PHIC
1355
Pine Haven Investment Counsel
Massachusetts
$430K
CFO
1356
CVA Family Office
Colorado
$429K +$235K +1,435 +122%
PIM
1357
Perpetual Investment Management
Australia
$427K
WCM
1358
Windsor Capital Management
Arizona
$427K
AFG
1359
Allegheny Financial Group
Pennsylvania
$427K +$164 +1 +0%
PFSC
1360
Peoples Financial Services Corp
Pennsylvania
$427K +$126K +766 +42%
TFO
1361
Tarbox Family Office
California
$426K
CM
1362
Castleark Management
Illinois
$425K
KPW
1363
Kore Private Wealth
New York
$424K -$14.3K -87 -3%
SNB
1364
Security National Bank
Nebraska
$424K -$2.46K -15 -0.6%
RDWM
1365
Red Door Wealth Management
Tennessee
$424K +$424K +2,585 New
CPIG
1366
Chicago Partners Investment Group
Illinois
$420K +$84.8K +371 +25%
MIAS
1367
Mason Investment Advisory Services
Virginia
$419K -$59.7K -364 -12%
HWA
1368
Heritage Wealth Advisors
Virginia
$419K
WAL
1369
W Advisors LLC
Tennessee
$419K -$493 -3 -0.1%
BFA
1370
Bill Few Associates
Pennsylvania
$419K -$164 -1 -0%
CWP
1371
Concord Wealth Partners
Virginia
$418K -$3.61K -22 -0.9%
PTP
1372
Platform Technology Partners
New York
$417K -$38.7K -236 -8%
SAM
1373
Seelaus Asset Management
New Jersey
$414K +$2.46K +15 +0.6%
VIA
1374
Vident Investment Advisory
Georgia
$414K +$26.4K +245 +7%
ECM
1375
Evergreen Capital Management
Washington
$414K +$44.5K +271 +12%