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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 %
FPB
1776
First PREMIER Bank
South Dakota
$170K +$154K +936 +936%
Bank of Montreal
1777
Bank of Montreal
Ontario, Canada
$170K -$24.4K -110,416 -13%
HBT
1778
Hills Bank & Trust
Iowa
$166K -$120K -725 -42%
1832 Asset Management
1779
1832 Asset Management
Ontario, Canada
$165K +$44.4K +270 +37%
JWM
1780
Jupiter Wealth Management
Colorado
$164K -$1.14M -6,965 -87%
PR
1781
Payden & Rygel
California
$164K
MRCM
1782
M&R Capital Management
New Jersey
$164K
SAM
1783
S.A. Mason
Michigan
$164K
MCM
1784
Magnolia Capital Management
New York
$164K
FP
1785
Financial Perspectives
Minnesota
$161K
TSWM
1786
Tyler-Stone Wealth Management
Ohio
$160K -$97.9K -597 -38%
CP
1787
Castleview Partners
Texas
$160K -$3.77K -23 -2%
EBA
1788
Eagle Bay Advisors
New York
$160K +$30.1K +183 +23%
PMFA
1789
Plante Moran Financial Advisors
Michigan
$160K +$146K +891 +1,024%
AWM
1790
Avior Wealth Management
Nebraska
$155K +$25.2K +154 +19%
CDIA
1791
Capital Directions Investment Advisors
Georgia
$152K -$166K -928 Closed
JEST
1792
JTC Employer Solutions Trustee
Jersey
$152K
IBOK
1793
Independence Bank of Kentucky
Kentucky
$150K +$6.54K +40 +5%
SOW
1794
State of Wyoming
Wyoming
$150K +$87.3K +532 +139%
TFP
1795
Tilia Fiduciary Partners
North Carolina
$149K -$8.28K -46 -5%
OCM
1796
Orion Capital Management
California
$143K
LWCFA
1797
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K -$127K -776 -47%
CAC
1798
Core Alternative Capital
Georgia
$133K +$93.9K +572 +240%
DI
1799
Disciplined Investments
Oklahoma
$129K -$329 -2 -0.3%
Cohen & Steers
1800
Cohen & Steers
New York
$128K