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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 %
KFP
1901
KB Financial Partners
New Jersey
$31K -$166 -1 -0.5%
AA
1902
AlphaMark Advisors
Kentucky
$31K
MWC
1903
MBM Wealth Consultants
Missouri
$30K +$3.58K +21 +14%
SAM
1904
Strategic Asset Management
Minnesota
$29K +$163 +1 +0.6%
DFC
1905
DB Fitzpatrick & Co
Idaho
$28K
HFS
1906
HBC Financial Services
Washington
$27K +$164 +1 +0.6%
LF
1907
Lee Financial
Texas
$26K -$658 -4 -2%
HC
1908
Hoese & Co
Minnesota
$25K -$100K -600 -80%
MWM
1909
Mascoma Wealth Management
New Hampshire
$25K
SIA
1910
SkyView Investment Advisors
New Jersey
$25K
SC
1911
Steph & Co
Wisconsin
$25K
AIM
1912
Arcadia Investment Management
Michigan
$25K
PO
1913
Private Ocean
California
$23K -$326 -2 -1%
EC
1914
EdgeRock Capital
Colorado
$23K +$23K +139 New
CMA
1915
Cedar Mountain Advisors
Oregon
$22K
MSFP
1916
Mark Sheptoff Financial Planning
Connecticut
$22K
CC
1917
Corsicana & Co
Texas
$21K
BAM
1918
Bellevue Asset Management
Washington
$21K +$3.44K +20 +20%
CAL
1919
Capital Advisors Ltd
Ohio
$21K +$4.88K +30 +30%
RAM
1920
Riggs Asset Management
Pennsylvania
$20K
ACM
1921
Antonetti Capital Management
Florida
$19K
TH
1922
TCTC Holdings
Texas
$16K
SMG
1923
Spectrum Management Group
Indiana
$16K
ACK
1924
Andrew C. Karlinski
$16K
SC
1925
Schubert & Co
Texas
$16K +$1.81K +11 +13%