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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 %
MCA
1751
Martin Capital Advisors
Texas
$204K -$262K -1,600 -56%
CWM
1752
Calamos Wealth Management
Illinois
$204K +$204K +1,244 New
BFA
1753
Beacon Financial Advisory
Ohio
$203K -$46.6K -284 -19%
BWP
1754
BSW Wealth Partners
Colorado
$203K -$7.86K -48 -4%
CWM
1755
Cordatus Wealth Management
Pennsylvania
$203K
SCA
1756
Sandy Cove Advisors
Massachusetts
$203K +$329 +2 +0.2%
D
1757
Diversified
Delaware
$203K +$203K +1,235 New
BWM
1758
Birchcreek Wealth Management
Ohio
$202K -$9.67K -59 -5%
SAS
1759
Stelac Advisory Services
New York
$202K
TIM
1760
Tortoise Investment Management
New York
$202K +$185K +1,127 +1,073%
RCG
1761
Resource Consulting Group
Florida
$201K
EA
1762
Eclectic Associates
California
$201K
NEAM
1763
New England Asset Management
Connecticut
$200K +$200K +1,221 New
Q
1764
QVR
California
$197K -$95.8K -585 -33%
OC
1765
Oakworth Capital
Alabama
$189K +$2.95K +18 +2%
ACM
1766
AUA Capital Management
Pennsylvania
$186K -$121K -737 -39%
IFAM
1767
Institutional & Family Asset Management
Colorado
$181K +$986 +6 +0.5%
GA
1768
GoalVest Advisory
New York
$180K -$691K -4,204 -79%
MWA
1769
Miller Wealth Advisors
Colorado
$179K
SCM
1770
Silvant Capital Management
Georgia
$177K
Pacer Advisors
1771
Pacer Advisors
Pennsylvania
$177K +$37.3K +227 +27%
RTC
1772
Riverview Trust Company
Washington
$175K -$8.04K -49 -4%
QC
1773
Quent Capital
New York
$172K +$24.6K +150 +17%
PP
1774
Paloma Partners
Connecticut
$171K -$247K -1,510 -59%
KIG
1775
Kessler Investment Group
Indiana
$170K +$8.06K +49 +5%