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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 %
SL
1976
Salomon & Ludwin
Virginia
$232K +$458 +2 +0.2%
HCM
1977
Hollencrest Capital Management
California
$232K
ST
1978
Sabal Trust
Florida
$231K -$272K -1,190 -54%
DWA
1979
Delos Wealth Advisors
Texas
$231K -$1.13M -4,959 -83%
CAM
1980
Concorde Asset Management
Michigan
$231K +$1.14K +5 +0.5%
EM
1981
Excalibur Management
Massachusetts
$230K
LSPW
1982
Lake Street Private Wealth
Illinois
$230K -$22.7K -99 -9%
FPB
1983
First PREMIER Bank
South Dakota
$230K +$10.9K +48 +5%
NAM
1984
NTV Asset Management
West Virginia
$230K
MRCM
1985
M&R Capital Management
New Jersey
$230K
WCM
1986
Wedge Capital Management
North Carolina
$230K +$9.38K +41 +4%
HWM
1987
HFR Wealth Management
New York
$229K -$22K -96 -9%
BONST
1988
Bank of Nova Scotia Trust
Ontario, Canada
$229K -$252K -1,100 -52%
WF
1989
WoodTrust Financial
Wisconsin
$229K -$4.58K -20 -2%
CAM
1990
Cubic Asset Management
Massachusetts
$229K
NB
1991
Northwest Bancshares
Pennsylvania
$229K
SG
1992
Somerset Group
Minnesota
$229K
QFA
1993
Quattro Financial Advisors
Texas
$229K
BWM
1994
Baron Wealth Management
Michigan
$229K
BAM
1995
Bosun Asset Management
Illinois
$229K
SAM
1996
S.A. Mason
Michigan
$229K
ERWM
1997
Elk River Wealth Management
Colorado
$229K
SPC
1998
Stewart & Patten Company
California
$228K +$28.6K +125 +14%
CF
1999
Copperwynd Financial
Arizona
$228K +$228K +998 New
NRI
2000
NFP Retirement Inc
California
$228K -$22.2K -97 -9%