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 %
FPWM
1501
FSB Premier Wealth Management
Iowa
$318K +$164 +1 +0.1%
GWANC
1502
Guardian Wealth Advisors (North Carolina)
North Carolina
$317K +$74.7K +455 +31%
SIM
1503
Stratos Investment Management
Ohio
$315K -$52.8K -322 -14%
GWM
1504
Greenwich Wealth Management
Connecticut
$315K -$13.9K -85 -4%
PCI
1505
Planning Center Inc
Illinois
$315K
SAF
1506
Smith Anglin Financial
Texas
$314K -$13.6K -83 -4%
FA
1507
Financial Advantage
Maryland
$313K
WAG
1508
Winthrop Advisory Group
Massachusetts
$313K +$328 +2 +0.1%
LAM
1509
L2 Asset Management
Massachusetts
$313K +$61.6K +376 +25%
GA
1510
GraniteShares Advisors
New York
$312K -$31.3K -191 -9%
CC
1511
Constitution Capital
Connecticut
$312K +$312K +1,900 New
AP
1512
Appleton Partners
Massachusetts
$311K -$7.55K -46 -2%
SCM
1513
SevenOneSeven Capital Management
Pennsylvania
$310K -$21K -128 -6%
FWTB
1514
First Western Trust Bank
Colorado
$308K -$138K -843 -31%
RW
1515
REDW Wealth
New Mexico
$308K
WCM
1516
WealthBridge Capital Management
Ohio
$308K
MYIA
1517
Mount Yale Investment Advisors
Colorado
$308K +$2.79K +17 +0.9%
AIA
1518
Alera Investment Advisors
Illinois
$308K +$88.6K +540 +40%
ECM
1519
Elgethun Capital Management
South Dakota
$307K +$165K +1,003 +116%
AT
1520
American Trust
Kentucky
$307K +$307K +1,867 New
EWM
1521
Evermay Wealth Management
Virginia
$306K
MA
1522
MCF Advisors
Kentucky
$306K +$164 +1 +0.1%
EHWM
1523
Eads & Heald Wealth Management
Georgia
$305K -$3.28K -20 -1%
AMM
1524
American Money Management
California
$305K +$27.9K +170 +10%
LWM
1525
Laidlaw Wealth Management
New York
$304K +$28.9K +176 +11%