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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 %
HIM
1926
Hillsdale Investment Management
Ontario, Canada
$16K +$16K +100 New
TLCM
1927
Twin Lakes Capital Management
California
$16K +$16K +100 New
CMP
1928
Coston McIsaac & Partners
Maine
$15K
AFS
1929
Annapolis Financial Services
Maryland
$15K +$3.19K +20 +27%
MFT
1930
Moisand Fitzgerald Tamayo
Florida
$15K +$6.86K +43 +84%
GIS
1931
Grayhawk Investment Strategies
Alberta, Canada
$14K
FCMT
1932
Founders Capital Management (Texas)
Texas
$13K
OLVIG
1933
Oliver Lagore Vanvalin Investment Group
Michigan
$13K
KLWA
1934
Kelly Lawrence W & Associates
California
$13K
TWP
1935
TFO Wealth Partners
Ohio
$13K +$11.5K +70 +778%
CSPAM
1936
Cary Street Partners Asset Management
Virginia
$13K +$13K +77 New
LWA
1937
Lowe Wealth Advisors
Maryland
$12K
Loomis, Sayles & Company
1938
Loomis, Sayles & Company
Massachusetts
$12K +$2.8K +17 +30%
PWS
1939
Paragon Wealth Strategies
Florida
$12K +$12K +70 New
M1FG
1940
Mach-1 Financial Group
Arkansas
$11K -$6.88K -45 -38%
BC
1941
Belmont Capital
California
$11K
IWP
1942
IAG Wealth Partners
Wisconsin
$11K +$1.12K +7 +11%
FMP
1943
Financial Management Professionals
Texas
$11K +$1.62K +10 +17%
CQS
1944
Credential Qtrade Securities
$11K
BA
1945
Bellwether Advisors
Nebraska
$10K
MGIM
1946
M&G Investment Management
United Kingdom
$9.73K -$12K -72,961 -55%
KFS
1947
Kelly Financial Services
Massachusetts
$8.7K
ETC
1948
Exchange Traded Concepts
Oklahoma
$8K -$2.56M -16,339 -100%
SCA
1949
Stuart Chaussee & Associates
California
$7K
TCM
1950
TD Capital Management
Tennessee
$7K +$7K +41 New