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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 %
BCMLT
1626
Beacon Capital Management LLC (Tennessee)
Tennessee
$260K +$26.7K +149 +11%
CCMD
1627
Cypress Capital Management (Delaware)
Delaware
$259K
JE
1628
JMAC Enterprises
Pennsylvania
$259K +$9.68K +59 +4%
SAS
1629
Sanford Advisory Services
Michigan
$258K
HFM
1630
Harvest Fund Management
China
$257K -$90.9K -555 -26%
OA
1631
Operose Advisors
Wisconsin
$257K +$1.15K +7 +0.4%
PP
1632
PDS Planning
Ohio
$256K -$164 -1 -0.1%
ASC
1633
Atalanta Sosnoff Capital
New York
$256K +$2.46K +15 +1%
DA
1634
Doliver Advisors
Texas
$255K +$255K +1,553 New
PL
1635
Plancorp LLC
Missouri
$254K -$5.9K -36 -2%
AC
1636
Addison Capital
Pennsylvania
$254K +$1.64K +10 +0.7%
COCM
1637
Charter Oak Capital Management
New Hampshire
$253K -$2.79K -17 -1%
SA
1638
SAM Advisors
California
$253K
QFA
1639
Quantum Financial Advisors
California
$253K +$984 +6 +0.4%
SSW
1640
Smith Shellnut Wilson
Mississippi
$253K +$5.08K +31 +2%
CRI
1641
Colonial River Investments
Virginia
$252K -$44.5K -271 -15%
WFMPM
1642
Woodley Farra Manion Portfolio Management
Indiana
$252K +$10.8K +66 +4%
GI
1643
GAMCO Investors
Connecticut
$251K -$35.1K -214 -12%
LNB
1644
Ledyard National Bank
$251K -$6.58K -40 -3%
CS
1645
Capital Square
Tennessee
$251K
PFGIA
1646
Patriot Financial Group Insurance Agency
Massachusetts
$251K +$25.9K +158 +11%
RWM
1647
RKL Wealth Management
Pennsylvania
$250K
WFI
1648
West Family Investments
California
$249K +$41.5K +253 +20%
WFA
1649
WMG Financial Advisors
Tennessee
$248K -$25.8K -158 -9%
BB
1650
Bell Bank
North Dakota
$248K +$5.09K +31 +2%