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 %
BWA
1376
BlueSky Wealth Advisors
North Carolina
$411K +$84.6K +516 +26%
SCA
1377
Sippican Capital Advisors
Massachusetts
$410K
GWA
1378
Gibson Wealth Advisors
Texas
$410K +$410K +2,500 New
FSC
1379
Full Sail Capital
Oklahoma
$408K +$60.9K +371 +18%
CA
1380
Claris Advisors
Missouri
$407K
ST
1381
Sabal Trust
Florida
$406K -$30.9K -188 -7%
BEI
1382
Benjamin Edwards Inc
Missouri
$405K +$17.2K +105 +4%
WANY
1383
Wealthspire Advisors (New York)
New York
$405K +$74.7K +455 +23%
TAM
1384
Trillium Asset Management
Massachusetts
$404K
WF
1385
Wayfinding Financial
Washington
$404K +$5.91K +36 +1%
RMCM
1386
Reynders McVeigh Capital Management
Massachusetts
$403K -$8.19K -50 -2%
KP
1387
Keel Point
Alabama
$403K +$30.7K +187 +8%
AIA
1388
Avalon Investment & Advisory
Texas
$402K -$47.2K -288 -11%
FCFC
1389
First Citizens Financial Corp
Iowa
$400K -$3.12K -19 -0.8%
OSNBOA
1390
Old Second National Bank of Aurora
Illinois
$398K
FPAS
1391
Focus Partners Advisor Solutions
Missouri
$397K +$46.6K +284 +13%
JIC
1392
Joel Isaacson & Co
New York
$397K +$205K +1,251 +107%
CG
1393
Clarus Group
Texas
$395K +$492 +3 +0.1%
CWA
1394
Clarus Wealth Advisors
Arizona
$395K +$36.6K +205 +10%
ACM
1395
Aljian Capital Management
Nevada
$394K
RIM
1396
Regent Investment Management
Kentucky
$394K
1WA
1397
180 Wealth Advisors
Washington
$394K +$4.93K +30 +1%
HAIM
1398
Hunter Associates Investment Management
Pennsylvania
$394K +$52.7K +321 +15%
HIM
1399
Hotaling Investment Management
Pennsylvania
$389K +$9.19K +56 +2%
FAB
1400
First American Bank
Illinois
$388K +$157K +956 +68%