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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 %
BCAM
1526
Boston Common Asset Management
Massachusetts
$303K -$492 -3 -0.2%
MCWA
1527
Meadow Creek Wealth Advisors
Georgia
$303K
ACS
1528
Archford Capital Strategies
Illinois
$303K
PG
1529
Patten Group
Tennessee
$303K +$36.7K +207 +14%
PAA
1530
Peregrine Asset Advisers
Oregon
$302K -$11.2K -68 -4%
NPPM
1531
North Point Portfolio Managers
Ohio
$302K
SIA
1532
Soltis Investment Advisors
Utah
$302K +$46.6K +284 +18%
WTFG
1533
Wells Trecaso Financial Group
Ohio
$300K
HGWM
1534
Horst & Graben Wealth Management
Oregon
$299K +$1.8K +11 +0.6%
WKWM
1535
Walter & Keenan Wealth Management
Indiana
$298K -$657 -4 -0.2%
AWG
1536
Altus Wealth Group
Colorado
$298K
SIC
1537
Shoker Investment Counsel
Ohio
$298K +$1.8K +11 +0.6%
JWM
1538
Jeppson Wealth Management
California
$297K -$14.9K -91 -5%
AAMC
1539
Asset Allocation & Management Company
Illinois
$297K
ARG
1540
Advisory Resource Group
Oklahoma
$297K +$4.1K +25 +1%
BBNB
1541
Baker Boyer National Bank
Washington
$296K
MA
1542
MBA Advisors
Pennsylvania
$296K
MIP
1543
Marietta Investment Partners
Wisconsin
$296K
DCM
1544
Dupont Capital Management
Delaware
$295K -$27.7K -169 -9%
SXL
1545
Summit X LLC
Missouri
$295K +$46K +273 +18%
BAM
1546
Blueshift Asset Management
New Jersey
$294K -$986K -6,001 -77%
SPC
1547
Stewart & Patten Company
California
$294K
JSW
1548
Journey Strategic Wealth
New Jersey
$293K +$293K +1,778 New
SMH
1549
Sanders Morris Harris
Texas
$292K
BWM
1550
Benchmark Wealth Management
Connecticut
$292K +$328 +2 +0.1%