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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 %
RFG
1551
Range Financial Group
Oregon
$292K +$1.64K +10 +0.6%
CGA
1552
Crescent Grove Advisors
Illinois
$292K +$52.6K +321 +22%
ABLA
1553
Alan B. Lancz & Associates
Ohio
$291K
LA
1554
Lakeside Advisors
Washington
$291K +$16.5K +101 +6%
MHWM
1555
Montz Harcus Wealth Management
Louisiana
$291K +$24.9K +152 +9%
KWM
1556
Kaydan Wealth Management
Michigan
$289K
GCA
1557
Gradient Capital Advisors
California
$288K -$35.6K -217 -11%
TBNY
1558
Trustco Bank (New York)
New York
$288K -$32.9K -200 -10%
MGWM
1559
Marks Group Wealth Management
Minnesota
$287K -$40.6K -247 -12%
GBT
1560
Grove Bank & Trust
Florida
$287K
TW
1561
TrinityPoint Wealth
Connecticut
$286K -$6.9K -42 -2%
YIA
1562
YHB Investment Advisors
Connecticut
$286K +$329 +2 +0.1%
WP
1563
WealthShield Partners
North Carolina
$286K +$12.1K +74 +4%
PCP
1564
Proficio Capital Partners
Massachusetts
$285K -$58.4K -366 -17%
RMAM
1565
Raab & Moskowitz Asset Management
New Jersey
$283K -$7.38K -45 -3%
TTWM
1566
TCV Trust & Wealth Management
Virginia
$282K -$29.6K -180 -10%
CCM
1567
Check Capital Management
California
$282K
SC
1568
Stephens Consulting
Michigan
$282K
BIC
1569
Beach Investment Counsel
Pennsylvania
$281K -$57.9K -353 -17%
HPWM
1570
Highland Private Wealth Management
Washington
$281K -$33.6K -205 -11%
BWM
1571
BigSur Wealth Management
Florida
$281K
WPC
1572
Waters Parkerson & Co
Louisiana
$281K
IF
1573
Intrua Financial
Texas
$281K +$10.2K +62 +4%
DWM
1574
Drive Wealth Management
Utah
$281K +$66.5K +406 +31%
TSS
1575
Thomas Story & Son
Indiana
$279K