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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 %
GAMC
1401
Garner Asset Management Corp
Texas
$387K -$49.2K -300 -11%
AMG
1402
Advisors Management Group
Wisconsin
$387K +$3.77K +23 +1%
OPPTF
1403
OPSEU Pension Plan Trust Fund
Ontario, Canada
$387K +$12K +70 +3%
P
1404
Pitcairn
Pennsylvania
$385K -$425K -2,590 -52%
FSA
1405
Fort Sheridan Advisors
Illinois
$385K
THWM
1406
Taylor Hoffman Wealth Management
Virginia
$385K
Nomura Holdings
1407
Nomura Holdings
Japan
$383K -$9.28M -54,302 -96%
HIIFS
1408
Harel Insurance Investments & Financial Services
Israel
$382K
BST
1409
Bath Savings Trust
Maine
$380K -$95.8K -584 -20%
SF
1410
Summit Financial
New Jersey
$378K +$53.3K +325 +16%
DE
1411
Day & Ennis
Georgia
$378K +$1.97K +12 +0.5%
AIM
1412
Athena Investment Management
California
$378K +$11.5K +70 +3%
MFC
1413
Mechanics Financial Corp
Ohio
$377K
SFS
1414
Summit Financial Strategies
Ohio
$375K
NEWAS
1415
N.E.W. Advisory Services
Wisconsin
$375K +$107K +652 +40%
HFG
1416
Heron Financial Group
New York
$373K +$11.5K +70 +3%
PWMG
1417
Prestige Wealth Management Group
New Jersey
$373K +$27.2K +166 +8%
ISWM
1418
Independent Solutions Wealth Management
New York
$372K +$372K +2,270 New
AWM
1419
Aberdeen Wealth Management
Illinois
$372K
WP
1420
WealthSource Partners
California
$372K +$15.9K +97 +4%
AI
1421
Accredited Investors
Minnesota
$372K +$19.4K +118 +5%
MW
1422
Marcum Wealth
Ohio
$371K +$14.1K +86 +4%
MWM
1423
Marion Wealth Management
Pennsylvania
$368K +$1.8K +11 +0.5%
EAM
1424
Evanson Asset Management
California
$366K -$29.1K -177 -7%
CFO
1425
Colony Family Offices
North Carolina
$366K -$3.94K -24 -1%