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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 %
PFA
1876
Professional Financial Advisors
Nebraska
$42K
CFFP
1877
Center for Financial Planning
Michigan
$41K
BAM
1878
Baldrige Asset Management
Pennsylvania
$41K
AW
1879
Avion Wealth
Texas
$40K -$4.07K -25 -9%
PCA
1880
Providence Capital Advisors
North Carolina
$40K
TC
1881
Tacita Capital
Ontario, Canada
$40K
CYG
1882
Clean Yield Group
Vermont
$40K +$5.39K +33 +16%
AIM
1883
Axiom Investment Management
New York
$40K +$40K +234 New
POIA
1884
Pin Oak Investment Advisors
Texas
$38K
HCM
1885
Horrell Capital Management
Arkansas
$37K
CWM
1886
Castle Wealth Management
Florida
$37K +$6.11K +37 +20%
CH
1887
Canton Hathaway
Rhode Island
$36K
MWA
1888
Moser Wealth Advisors
Washington
$36K
BCA
1889
Bray Capital Advisors
Florida
$36K +$164 +1 +0.5%
BWM
1890
Baystate Wealth Management
Massachusetts
$36K +$164 +1 +0.5%
WPA
1891
West Paces Advisors
Georgia
$35.8K
LS
1892
Leelyn Smith
Illinois
$35K
SC
1893
Sierra Capital
Florida
$35K +$4.44K +27 +15%
IRC
1894
Investors Research Corp
Georgia
$34K
S
1895
Surevest
California
$33K -$12.2K -74 -27%
FEG
1896
Financial Enhancement Group
Indiana
$33K
CL
1897
COWA LLC
Oklahoma
$33K +$33K +200 New
MDCM
1898
Morgan Dempsey Capital Management
Wisconsin
$33K +$33K +200 New
WWM
1899
Wolff Wiese Magana
California
$32K +$1.98K +12 +7%
EI
1900
Ellevest Inc
New York
$31K -$27K -162 -47%