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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 %
SN
1576
Sittner & Nelson
Oregon
$279K +$45.5K +277 +19%
TFA
1577
Trinity Financial Advisors
Ohio
$279K +$279K +1,700 New
HCM
1578
Hutchinson Capital Management
California
$278K -$4.92K -30 -2%
EWA
1579
EverSource Wealth Advisors
Alabama
$278K +$54.9K +333 +25%
SWP
1580
Summit Wealth Partners
Florida
$276K
FAFN
1581
First Affirmative Financial Network
Colorado
$276K -$57.3K -349 -17%
WDA
1582
Wendell David Associates
New Hampshire
$276K
PCA
1583
Peddock Capital Advisors
Massachusetts
$275K -$8.7K -53 -3%
LF
1584
LifeSteps Financial
California
$275K
WQ
1585
Wealth Quarterback
New Jersey
$275K +$7.55K +46 +3%
DIA
1586
Davidson Investment Advisors
Montana
$274K -$9.02K -55 -3%
ARMC
1587
American Research & Management Company
Massachusetts
$274K -$5.91K -36 -2%
SFG
1588
Sunburst Financial Group
Alabama
$274K
SWM
1589
Sugarloaf Wealth Management
Georgia
$274K +$20.6K +125 +8%
STA
1590
Summit Trail Advisors
New York
$274K +$22K +134 +9%
TWM
1591
Tradition Wealth Management
Minnesota
$274K +$31.5K +192 +13%
AAS
1592
Annex Advisory Services
Wisconsin
$273K -$6.41K -39 -2%
FFMBT
1593
First Farmers & Merchants Bank Trust
Tennessee
$273K
DWM
1594
Doyle Wealth Management
Florida
$273K +$13.1K +80 +5%
APWM
1595
Atlas Private Wealth Management
New York
$272K -$164 -1 -0.1%
RFA
1596
Resurgent Financial Advisors
Georgia
$270K
CFCI
1597
Comprehensive Financial Consultants Institutional
Indiana
$270K
SFG
1598
Sovereign Financial Group
Connecticut
$270K +$2.47K +15 +0.9%
BWM
1599
BNC Wealth Management
Oregon
$270K +$5.41K +33 +2%
SC
1600
Schulhoff & Co
Ohio
$270K +$16.4K +100 +6%