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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 %
BONST
1451
Bank of Nova Scotia Trust
Ontario, Canada
$345K
RSVP
1452
Ramsay Stattman Vela & Price
Colorado
$345K
SAM
1453
Sompo Asset Management
Japan
$344K -$1.13M -6,880 -77%
SIAP
1454
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$343K +$164 +1 +0%
LFG
1455
Larson Financial Group
Missouri
$343K +$214K +1,307 +166%
ECG
1456
Edge Capital Group
Georgia
$342K -$1.29M -7,878 -79%
ACP
1457
Arcus Capital Partners
Georgia
$342K +$492 +3 +0.1%
B
1458
Brightworth
Georgia
$342K +$22.8K +139 +7%
KA
1459
KLCM Advisors
Wisconsin
$341K
CPA
1460
Capital Planning Advisors
California
$340K -$46.6K -284 -12%
TCPWM
1461
Traverso Chambers Private Wealth Management
California
$340K
GFS
1462
GYL Financial Synergies
Connecticut
$340K +$26.6K +162 +8%
MTIC
1463
Missouri Trust & Investment Company
Missouri
$339K
KFA
1464
Kelleher Financial Advisors
New York
$339K +$820 +5 +0.2%
AA
1465
AF Advisors
California
$338K -$102K -620 -23%
S
1466
SimplyRich
California
$338K -$9.19K -56 -3%
AIM
1467
Avity Investment Management
Connecticut
$338K -$4.11K -25 -1%
OR
1468
Olympiad Research
Connecticut
$338K +$338K +2,058 New
AIM
1469
Acropolis Investment Management
Missouri
$337K -$983 -6 -0.3%
MPIA
1470
Mountain Pacific Investment Advisers
Idaho
$336K +$164 +1 +0%
FBB
1471
Fulton Breakefield Broenniman
Maryland
$335K +$164 +1 +0%
LFA
1472
Landmark Financial Advisors
Kentucky
$335K +$28.2K +172 +9%
AC
1473
Applied Capital
Arkansas
$334K -$1.31K -8 -0.4%
GIA
1474
GHP Investment Advisors
Colorado
$333K
RCA
1475
Ranch Capital Advisors
Florida
$333K +$492 +3 +0.1%