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 %
MS
1851
Mizuho Securities
Japan
$60K -$44.1K -270 -42%
HWMA
1852
Heritage Wealth Management (Arizona)
Arizona
$60K +$3.28K +20 +6%
BLC
1853
Brown, Lisle/Cummings
Rhode Island
$59.9K
FPFS
1854
First Personal Financial Services
North Carolina
$58K
M
1855
MOTCO
Texas
$58K +$7.11K +43 +14%
DSC
1856
Duncker Streett & Co
Missouri
$57K
CA
1857
Centerpoint Advisors
Massachusetts
$56K -$24.7K -150 -31%
CCA
1858
Column Capital Advisors
Indiana
$56K
JWM
1859
Janiczek Wealth Management
Colorado
$54K
SWA
1860
SOA Wealth Advisors
New York
$54K +$323 +2 +0.6%
JFA
1861
JNBA Financial Advisors
Minnesota
$52K -$4.56K -28 -8%
ODG
1862
O'Dell Group
Ohio
$52K
RCG
1863
Rock Creek Group
District of Columbia
$51K -$19.3K -118 -27%
TF
1864
TimeScale Financial
Massachusetts
$50K +$8.17K +50 +20%
WIM
1865
Westside Investment Management
California
$49.3K
ECM
1866
Estabrook Capital Management
New York
$49.2K
MAM
1867
Marquette Asset Management
Minnesota
$49K
EC
1868
Estate Counselors
Wisconsin
$49K
MFA
1869
McClarren Financial Advisors
Pennsylvania
$49K +$49K +301 New
APC
1870
Aspire Private Capital
North Carolina
$48K
DAC
1871
Dividend Assets Capital
South Carolina
$48K
EARNEST Partners
1872
EARNEST Partners
Georgia
$47K
WWM
1873
Wagner Wealth Management
South Carolina
$45K -$18.6K -113 -29%
MW
1874
Milestone Wealth
New York
$44K
BIA
1875
Bell Investment Advisors
California
$42K -$3.8K -23 -8%