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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 %
RPWA
1601
Regent Peak Wealth Advisors
Georgia
$267K -$5.89K -36 -2%
GAM
1602
Gould Asset Management
California
$267K -$822 -5 -0.3%
NSAM
1603
North Star Asset Management
Wisconsin
$267K
WA
1604
Wealth Alliance
New York
$267K +$4.26K +26 +2%
FAG
1605
Fortitude Advisory Group
Washington
$267K +$28.3K +173 +12%
FBC
1606
Fairfield, Bush & Co
Connecticut
$266K
BRA
1607
Bender Robert & Associates
California
$265K
AA
1608
Addison Advisors
Vermont
$265K +$5.74K +35 +2%
SFO
1609
Stokes Family Office
Louisiana
$264K -$45.6K -278 -15%
CNB
1610
Camden National Bank
Maine
$264K -$3.28K -20 -1%
VBFG
1611
Vishria Bird Financial Group
Tennessee
$264K
PFG
1612
Pinnacle Financial Group
Illinois
$264K
SIM
1613
SSI Investment Management
California
$264K +$824 +5 +0.3%
BIA
1614
Bigelow Investment Advisors
Maine
$264K +$45.7K +279 +21%
CPSAC
1615
Chas P. Smith & Associates (CPS)
Florida
$263K -$23.7K -144 -8%
ICM
1616
IMS Capital Management
Oregon
$263K
PWP
1617
Pursue Wealth Partners
California
$263K
PWM
1618
PBMares Wealth Management
Virginia
$263K
WMG
1619
WESCAP Management Group
California
$262K
IIM
1620
Ironwood Investment Management
Massachusetts
$262K
WA
1621
WealthTrust Axiom
Pennsylvania
$262K +$164 +1 +0.1%
SWMG
1622
Sanchez Wealth Management Group
Florida
$262K +$1.64K +10 +0.6%
TVAMP
1623
Tennessee Valley Asset Management Partners
Tennessee
$261K +$1.15K +7 +0.4%
ACA
1624
Affinity Capital Advisors
California
$260K -$821 -5 -0.3%
BWA
1625
BDO Wealth Advisors
Florida
$260K