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Caterpillar

2,272 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 751 increasing their positions, 788 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,272
Holders Change
+292
Holders Change %
+14.75%
% of All Funds
36.66%
Holding in Top 10
60
Holding in Top 10 Change
+37
Holding in Top 10 Change %
+160.87%
% of All Funds
0.97%
New
407
Increased
751
Reduced
788
Closed
79
Calls
$2.62B
Puts
$4.33B
Net Calls
-$1.71B
Net Calls Change
-$1.31B
Name Holding Trade Value Shares
Change
Shares
Change %
LT
1926
Legacy Trust
Michigan
$252K +$252K +1,054 New
HHGA
1927
Halbert Hargrove Global Advisors
California
$252K +$252K +1,053 New
KIG
1928
Kessler Investment Group
Indiana
$252K +$3.84K +16 +2%
WRM
1929
Weybosset Research & Management
Rhode Island
$252K +$252K +1,050 New
AWM
1930
Avior Wealth Management
Nebraska
$252K +$24.4K +102 +11%
BA
1931
Bennicas & Associates
California
$252K +$252K +1,050 New
GIM
1932
Greylin Investment Management
Virginia
$252K +$252K +1,050 New
BWM
1933
BlackDiamond Wealth Management
New York
$251K +$251K +1,003 New
CAC
1934
Certified Advisory Corp
Florida
$250K +$250K +1,044 New
MS
1935
Maven Securities
Jersey
$250K -$768K -3,206 -75%
JC
1936
JB Capital
Connecticut
$250K +$250K +1,043 New
LAM
1937
LifePro Asset Management
California
$250K +$250K +1,043 New
HC
1938
Hourglass Capital
Texas
$250K +$250K +1,042 New
DLG
1939
Daniel L. Goodwin
$249K +$249K +1,040 New
AG
1940
Ascent Group
Virginia
$248K +$18K +75 +8%
UF
1941
Univest Financial
Pennsylvania
$248K +$248K +1,034 New
GSAM
1942
Grant Street Asset Management
Pennsylvania
$248K +$248K +1,034 New
SMF
1943
Sterling Manor Financial
New York
$248K +$248K +1,034 New
EFG
1944
Everhart Financial Group
Ohio
$247K +$247K +1,033 New
CHP
1945
Cable Hill Partners
Oregon
$247K +$247K +1,032 New
CBFP
1946
Cedar Brook Financial Partners
Ohio
$246K +$246K +1,028 New
GFP
1947
Gryphon Financial Partners
Ohio
$245K +$245K +1,023 New
FIB
1948
First Interstate Bank
Montana
$245K -$111K -464 -31%
WC
1949
Wexford Capital
Florida
$245K +$245K +1,022 New
WF
1950
WoodTrust Financial
Wisconsin
$244K +$244K +1,020 New