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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 %
BFA
1726
Beaumont Financial Advisors
Massachusetts
$215K +$8.69K +53 +4%
WW
1727
Westshore Wealth
California
$215K +$28.9K +176 +16%
SIC
1728
SJS Investment Consulting
Ohio
$215K +$215K +1,312 New
MIC
1729
Means Investment Company
Maine
$214K +$2.79K +17 +1%
SC
1730
Sepio Capital
Utah
$214K +$6.07K +37 +3%
MAM
1731
Marotta Asset Management
Virginia
$214K -$5.58K -34 -3%
NB
1732
Northwest Bancshares
Pennsylvania
$213K -$123K -752 -37%
CTA
1733
Chesley Taft & Associates
Illinois
$212K +$11.5K +70 +6%
BFA
1734
Benedict Financial Advisors
Georgia
$211K -$67.9K -414 -24%
MPW
1735
Monterey Private Wealth
California
$211K -$20.9K -126 -9%
HA
1736
Herold Advisors
New York
$211K +$164 +1 +0.1%
GHAM
1737
Gilman Hill Asset Management
Connecticut
$210K +$210K +1,280 New
BWP
1738
Balboa Wealth Partners
Arizona
$210K +$210K +1,281 New
EA
1739
Eudaimonia Advisors
Tennessee
$209K -$12.5K -76 -6%
GC
1740
Grimes & Company
Massachusetts
$209K -$2.79K -17 -1%
WSWA
1741
Warren Street Wealth Advisors
California
$209K +$16.2K +99 +8%
AC
1742
Avestar Capital
New York
$208K -$122K -742 -37%
1IA
1743
1834 Investment Advisors
Wisconsin
$208K -$31.8K -194 -13%
GLLW
1744
Graves Light Lenhart Wealth
Virginia
$208K +$164 +1 +0.1%
LWP
1745
Lumature Wealth Partners
Georgia
$208K +$11.8K +72 +6%
AG
1746
Ascent Group
Virginia
$208K +$208K +960 New
D
1747
Dentgroup
Louisiana
$208K +$208K +1,157 New
CA
1748
Cornerstone Advisory
Maryland
$207K +$494 +3 +0.2%
SWM
1749
Selective Wealth Management
Virginia
$207K +$1.48K +9 +0.7%
OLA
1750
Oliver Luxxe Assets
New Jersey
$205K -$4.59K -28 -2%