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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 %
EWA
1701
Exencial Wealth Advisors
Oklahoma
$228K +$2.79K +17 +1%
LMKC
1702
L.M. Kohn & Company
Ohio
$227K -$29.5K -179 -11%
AA
1703
Alesco Advisors
New York
$227K +$227K +1,384 New
BF
1704
Blankinship & Foster
California
$226K
AW
1705
Apricus Wealth
South Carolina
$226K
PAM
1706
Premier Asset Management
Illinois
$226K +$226K +1,375 New
JWM
1707
JGP Wealth Management
Oregon
$225K +$225K +1,267 New
NFG
1708
Nadler Financial Group
Illinois
$224K
HGERS
1709
Householder Group Estate & Retirement Specialist
Arizona
$223K +$22.6K +138 +11%
EFSCE
1710
Enterprise Financial Services Corp (EFSC)
Missouri
$222K -$1.64K -10 -0.7%
IIC
1711
Integrated Investment Consultants
Michigan
$221K -$12.6K -77 -5%
WAM
1712
Winslow Asset Management
Ohio
$221K
GWM
1713
Guardian Wealth Management
Illinois
$221K +$1.15K +7 +0.5%
MSE
1714
MUFG Securities EMEA
United Kingdom
$221K +$60.8K +370 +38%
ESBC
1715
E.S. Barr & Co
Kentucky
$220K -$7.73K -47 -3%
YWP
1716
YorkBridge Wealth Partners
New York
$220K
CFC
1717
Coyle Financial Counsel
Illinois
$220K
PMG
1718
ProVise Management Group
Florida
$219K -$21.7K -132 -9%
JCM
1719
Jag Capital Management
Missouri
$219K -$8.19K -50 -4%
LJHT
1720
Laurie J. Hall Trustee
$218K
NLP
1721
Next Level Private
New York
$218K +$218K +1,220 New
IAP
1722
Indie Asset Partners
Indiana
$217K
BSB
1723
Bangor Savings Bank
Maine
$216K -$2.3K -14 -1%
MCM
1724
Monarch Capital Management
Indiana
$216K
LSPW
1725
Lake Street Private Wealth
Illinois
$215K -$65.6K -400 -23%