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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.

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 %
AP
1951
Arlington Partners
Alabama
$6K
DFCM
1952
Dark Forest Capital Management
Puerto Rico
$6K +$6K +37 New
TAM
1953
Tucker Asset Management
Colorado
$5.41K +$5.41K +25 New
IHWM
1954
Iron Horse Wealth Management
Iowa
$5K -$14.3K -86 -74%
MIM
1955
Macroview Investment Management
Maryland
$5K
DWP
1956
Destiny Wealth Partners
Florida
$5K
MUMSS
1957
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K
TJHA
1958
Thomas J. Herzfeld Advisors
Florida
$5K
AWM
1959
Abound Wealth Management
Tennessee
$4.94K +$4.94K +30 New
ACA
1960
Atlas Capital Advisors
Wyoming
$4.76K -$16.4K -100 -78%
PWP
1961
Principle Wealth Partners
Connecticut
$4.02K +$453 +2,763 +13%
PHK
1962
Point72 Hong Kong
Hong Kong
$4K -$358K -1,968 -99%
AFG
1963
Albion Financial Group
Utah
$4K -$522 -3 -12%
TFM
1964
TFC Financial Management
Massachusetts
$4K
FCG
1965
Financial Connections Group
California
$4K
NC
1966
NewSquare Capital
Pennsylvania
$4K
HH
1967
HWG Holdings
Texas
$4K +$4K +22 New
NMG
1968
New Millennium Group
Utah
$3K
IRAG
1969
Investment Research & Advisory Group
Georgia
$2K
UFF
1970
USA Financial Formulas
Michigan
$2K
SFCL
1971
Strengthening Families & Communities LLC
Massachusetts
$2K
Kayne Anderson Rudnick Investment Management
1972
Kayne Anderson Rudnick Investment Management
California
$2K +$2K +13 New
BIM
1973
Baldwin Investment Management
Pennsylvania
$1.53K +$82 +500 +6%
MOS
1974
MGO One Seven
Ohio
$1.15K -$354 -1,866 -24%
SFA
1975
Semmax Financial Advisors
North Carolina
$1K -$1K -5 -50%