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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 %
VA
1476
Valmark Advisers
Ohio
$332K +$21.2K +129 +7%
LDFR
1477
Lehman & Derafelo Financial Resources
Pennsylvania
$332K +$32.8K +200 +11%
AWA
1478
Aaron Wealth Advisors
Illinois
$331K -$19.8K -121 -6%
JWBC
1479
J.W. Burns & Co
New York
$331K
MSCM
1480
McElhenny Sheffield Capital Management
Texas
$331K
TIM
1481
Total Investment Management
Arizona
$330K
EWM
1482
Edge Wealth Management
New York
$330K
SSG
1483
Summit Securities Group
New York
$328K -$705K -4,298 -68%
CHA
1484
Cooper/Haims Advisors
New York
$328K -$13.1K -80 -4%
QFA
1485
Quattro Financial Advisors
Texas
$328K
BCM
1486
Bienville Capital Management
New York
$328K
CCG
1487
Ceeto Capital Group
Florida
$328K
QC
1488
Quaero Capital
Switzerland
$328K
FCFC
1489
First Commonwealth Financial Corp
Pennsylvania
$327K +$6.71K +41 +2%
ST
1490
Smithfield Trust
Pennsylvania
$326K
DA
1491
DSC Advisors
Illinois
$324K -$81.9K -499 -20%
AFC
1492
AFT Forsyth & Company
Florida
$322K
LA
1493
Latitude Advisors
Florida
$321K +$19.2K +117 +6%
APA
1494
Astoria Portfolio Advisors
New York
$321K +$93.3K +568 +41%
HIC
1495
Hartline Investment Corp
Illinois
$321K +$321K +1,958 New
PPP
1496
Private Portfolio Partners
New Jersey
$321K +$32.8K +200 +11%
MCA
1497
MSH Capital Advisors
Arizona
$320K +$8.37K +51 +3%
NAS
1498
Nicolet Advisory Services
Wisconsin
$320K -$5.9K -33 -2%
VCP
1499
Verus Capital Partners
Arizona
$320K -$5.09K -31 -2%
NFSG
1500
Newbridge Financial Services Group
Florida
$320K +$182K +1,107 +131%