CAT icon

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 %
FNBOSM
1801
First National Bank of South Miami
Florida
$127K -$19.6K -119 -13%
PB
1802
Pinnacle Bancorp
Nebraska
$126K
EW
1803
Evoke Wealth
California
$124K -$7.88K -48 -6%
ST
1804
Sageworth Trust
Pennsylvania
$123K
TCWA
1805
Ten Capital Wealth Advisors
Washington
$120K +$30K +182 +33%
FDCC
1806
Foster Dykema Cabot & Co
Massachusetts
$119K
TFGT
1807
TS Financial Group (TSFG)
Illinois
$117K -$658 -4 -0.6%
UIA
1808
Ulland Investment Advisors
Minnesota
$117K
GFPC
1809
Global Financial Private Client
Florida
$117K
PP
1810
Pacifica Partners
Canada
$115K
SIS
1811
Sound Income Strategies
Florida
$113K -$329 -2 -0.3%
EWM
1812
Endurance Wealth Management
Rhode Island
$108K
PCFFS
1813
Pacific Center for Financial Services
California
$108K +$493 +3 +0.5%
CC
1814
Centiva Capital
New York
$107K -$928K -5,644 -90%
ME
1815
McIlrath & Eck
Washington
$107K
CAM
1816
Close Asset Management
United Kingdom
$103K +$42K +255 +69%
VCM
1817
Versant Capital Management
Arizona
$101K +$17.3K +106 +21%
IWA
1818
Icon Wealth Advisors
Texas
$101K +$101K +615 New
CAL
1819
Capital Analysts LLC
Pennsylvania
$100K -$10.9K -66 -10%
C
1820
Covestor
United Kingdom
$99K -$29.8K -181 -23%
PAM
1821
Paradigm Asset Management
New York
$98.4K -$32.8K -200 -25%
NL
1822
NVWM LLC
Pennsylvania
$98K -$976K -5,976 -91%
WBC
1823
West Branch Capital
Massachusetts
$98K
AWM
1824
Accel Wealth Management
Iowa
$97K -$35.6K -198 -27%
LWANC
1825
Laurel Wealth Advisors (North Carolina)
North Carolina
$94K