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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 %
FC
1676
Forte Capital
New York
$237K
SHWM
1677
Silicon Hills Wealth Management
Texas
$237K
OCM
1678
One Capital Management
California
$235K -$59.7K -364 -20%
GWS
1679
Glassman Wealth Services
Virginia
$235K -$45K -275 -16%
ZIG
1680
Zullo Investment Group
Pennsylvania
$235K +$16.4K +100 +8%
BWS
1681
Buck Wealth Strategies
Colorado
$234K +$234K +858 New
FFWM
1682
Future Financial Wealth Management
Ohio
$234K
TA
1683
TFG Advisers
Michigan
$234K +$2.3K +14 +1%
MHR
1684
Matthew Hamilton Rosenberg
$234K +$10.3K +63 +5%
APW
1685
Acima Private Wealth
Virginia
$233K
AMC
1686
Asset Management Corp
Illinois
$233K +$984 +6 +0.4%
GKWIM
1687
Gerber Kawasaki Wealth & Investment Management
California
$233K +$23.8K +145 +11%
AWP
1688
Abacus Wealth Partners
California
$232K -$28.1K -171 -11%
WFA
1689
WestHill Financial Advisors
California
$232K +$11.8K +72 +5%
LA
1690
LVW Advisors
New York
$232K +$12K +73 +5%
RCG
1691
Regatta Capital Group
California
$231K
FFG
1692
Frisch Financial Group
New York
$231K +$1.31K +8 +0.6%
FNC
1693
First National Corp
Massachusetts
$230K -$1.48K -9 -0.6%
NJBEST
1694
New Jersey Better Educational Savings Trust
New Jersey
$230K
WSCM
1695
Wellington Shields Capital Management
New York
$230K
EWA
1696
ERTS Wealth Advisors
Michigan
$230K
AA
1697
Alta Advisers
United Kingdom
$230K +$230K +1,400 New
CFA
1698
Compass Financial Advisors
Indiana
$229K +$8.35K +51 +4%
FPGK
1699
Financial Partners Group (Kansas)
Kansas
$228K -$8.87K -54 -4%
CA
1700
Cortland Associates
Missouri
$228K