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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 %
CWM
1826
CarsonAllaria Wealth Management
Illinois
$94K +$326 +2 +0.3%
RA
1827
Rise Advisors
New York
$93K +$10.5K +64 +13%
DCBT
1828
Dakota Community Bank & Trust
North Dakota
$93K +$93K +565 New
PSB
1829
Piscataqua Savings Bank
New Hampshire
$90K
JG
1830
Jefferies Group
New York
$86.3K +$86.3K +526 New
FMTCOCP
1831
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$86K +$16.4K +100 +24%
AWM
1832
Atticus Wealth Management
Florida
$85K
LS
1833
Livforsakringsbolaget Skandia
Sweden
$84K -$377K -2,300 -82%
OPW
1834
Oxler Private Wealth
New York
$83.6K +$493 +3 +0.6%
DWMG
1835
DB Wealth Management Group
California
$83K
CWC
1836
Carolinas Wealth Consulting
North Carolina
$82K -$8.98K -55 -10%
BWP
1837
Baldwin Wealth Partners
Massachusetts
$82K
BHWM
1838
Beaird Harris Wealth Management
Texas
$82K
GGI
1839
Godsey & Gibb Inc
Virginia
$82K +$82K +500 New
AIP
1840
Almanack Investment Partners
Pennsylvania
$81K -$177K -1,082 -69%
BWM
1841
BerganKDV Wealth Management
Minnesota
$78K -$2.45K -15 -3%
AWM
1842
AllSquare Wealth Management
New York
$74K
FRA
1843
Front Row Advisors
California
$74K
ONST
1844
Old North State Trust
North Carolina
$74K +$74K +450 New
CA
1845
Crewe Advisors
Utah
$72K +$8.4K +51 +13%
BONH
1846
Bank of New Hampshire
New Hampshire
$70K -$8.18K -50 -10%
AAP
1847
Arax Advisory Partners
Colorado
$69K -$33.5K -205 -33%
BC
1848
Barrett & Company
Rhode Island
$67.7K +$67.7K +282 New
SPWG
1849
Sage Private Wealth Group
Illinois
$66K
HWM
1850
HighMark Wealth Management
Minnesota
$62K