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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 %
DBT
1651
Dubuque Bank & Trust
Iowa
$247K -$15.4K -94 -6%
RDIA
1652
RE Dickinson Investment Advisors
Iowa
$246K -$815K -4,967 -77%
RC
1653
RBO & Co
California
$246K
CCM
1654
Chickasaw Capital Management
Tennessee
$246K
LI
1655
Lafayette Investments
Maryland
$246K
CWA
1656
Centennial Wealth Advisory
Michigan
$246K +$246K +1,499 New
HWA
1657
Heartwood Wealth Advisors
Virginia
$246K +$246K +1,500 New
FWM
1658
Fingerlakes Wealth Management
New York
$245K +$1.48K +9 +0.6%
BW
1659
Bison Wealth
Georgia
$245K +$22K +134 +10%
WMA
1660
Wealth Management Associates
New Jersey
$245K -$12.6K -77 -5%
HCM
1661
Highview Capital Management
Illinois
$244K
CFAM
1662
Center For Asset Management
Florida
$244K +$164 +1 +0.1%
SWA
1663
SFMG Wealth Advisors
Texas
$244K +$1.08K +6 +0.4%
MCM
1664
Mengis Capital Management
Oregon
$244K +$12.3K +75 +5%
FIB
1665
First Interstate Bank
Montana
$244K +$244K +1,490 New
HWM
1666
Hohimer Wealth Management
Washington
$242K
TA
1667
Tectonic Advisors
Texas
$242K +$45.1K +275 +23%
RIA
1668
Richwood Investment Advisors
Ohio
$241K
SIAG
1669
Signet Investment Advisory Group
Rhode Island
$240K -$7.37K -45 -3%
PCG
1670
Prosperity Consulting Group
Maryland
$240K -$7.07K -43 -3%
WCA
1671
Waypoint Capital Advisors
Minnesota
$240K
SEM
1672
Strategic Equity Management
Arizona
$240K +$1.64K +10 +0.7%
FCT
1673
First Community Trust
Iowa
$238K -$90.3K -550 -28%
LA
1674
Legacy Advisors
Pennsylvania
$238K +$238K +1,449 New
VNA
1675
Valley National Advisers
Pennsylvania
$237K -$16K -87 -6%