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Caterpillar

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
FAFN
1951
First Affirmative Financial Network
Colorado
$244K -$57.9K -253 -19%
CFGSD
1952
Compass Financial Group (South Dakota)
South Dakota
$244K +$244K +1,065 New
MJRIC
1953
Mogy Joel R Investment Counsel
California
$243K
NFSG
1954
Newbridge Financial Services Group
Florida
$242K -$151K -661 -38%
LT
1955
Legacy Trust
Michigan
$241K
PWA
1956
Peterson Wealth Advisors
Utah
$241K +$15.3K +67 +7%
LAM
1957
Lifestyle Asset Management
Texas
$241K -$91.8K -401 -28%
GIM
1958
Greylin Investment Management
Virginia
$240K
AF
1959
Alerus Financial
North Dakota
$240K -$11K -48 -4%
WRM
1960
Weybosset Research & Management
Rhode Island
$240K
GWM
1961
GSB Wealth Management
Connecticut
$239K -$28.4K -124 -11%
HC
1962
Hourglass Capital
Texas
$238K
HHGA
1963
Halbert Hargrove Global Advisors
California
$238K -$2.75K -12 -1%
DLG
1964
Daniel L. Goodwin
$238K
GFP
1965
Gryphon Financial Partners
Ohio
$237K +$3.2K +14 +1%
JC
1966
JB Capital
Connecticut
$237K -$1.6K -7 -0.7%
CWA
1967
Centennial Wealth Advisory
Michigan
$237K -$127K -555 -35%
GSAM
1968
Grant Street Asset Management
Pennsylvania
$237K
AGA
1969
Accuvest Global Advisors
Utah
$236K -$236K -1,030 -50%
FA
1970
FDx Advisors
Illinois
$236K
CBFP
1971
Cedar Brook Financial Partners
Ohio
$235K -$687 -3 -0.3%
BFG
1972
Beacon Financial Group
Texas
$234K -$10.8K -50 -4%
MPW
1973
Monterey Private Wealth
California
$233K -$51.5K -225 -18%
CB
1974
Cadence Bank
Mississippi
$233K -$796K -3,477 -77%
AP
1975
Americana Partners
Texas
$233K +$233K +1,016 New