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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 %
RWP
1426
Ridgecrest Wealth Partners
California
$365K
NCM
1427
Novare Capital Management
North Carolina
$365K +$66.7K +406 +22%
EGM
1428
Engineers Gate Manager
New York
$364K -$9.34M -56,903 -96%
RF
1429
Rollins Financial
Georgia
$364K -$25.9K -158 -7%
RP
1430
Riverwater Partners
Wisconsin
$363K +$656 +4 +0.2%
NCM
1431
NCM Capital Management
New Jersey
$362K
SFG
1432
StrategIQ Financial Group
Indiana
$362K +$6.56K +40 +2%
TWM
1433
Tolleson Wealth Management
Texas
$361K
II
1434
Inspire Investing
Idaho
$361K +$23.3K +142 +7%
RWB
1435
RMR Wealth Builders
New Jersey
$359K +$82.4K +502 +30%
BCM
1436
Bluefin Capital Management
New York
$358K
DAM
1437
Derbend Asset Management
Georgia
$358K
MAWCM
1438
Mine & Arao Wealth Creation & Management
California
$358K +$986 +6 +0.3%
BFG
1439
Berger Financial Group
Minnesota
$357K -$15.4K -94 -4%
GB
1440
Goepper Burkhardt
South Carolina
$354K -$16.4K -100 -4%
FFC
1441
First Financial Corp
Indiana
$354K +$1.97K +12 +0.6%
SS
1442
Sunbelt Securities
Texas
$353K
MA
1443
McBroom & Associates
Nevada
$351K +$351K +2,141 New
B
1444
Bensler
Washington
$351K
MFG
1445
Magnus Financial Group
New York
$349K +$14K +85 +4%
CWM
1446
Cahaba Wealth Management
Georgia
$347K -$23.1K -141 -6%
BFM
1447
Boston Financial Management
Massachusetts
$347K +$24.8K +151 +8%
MCM
1448
Maryland Capital Management
Maryland
$346K -$175K -1,065 -34%
HFBOT
1449
Home Federal Bank of Tennessee
Tennessee
$346K
FC
1450
Financial Consulate
Maryland
$345K