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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 %
WCM
2001
Wedge Capital Management
North Carolina
$231K +$231K +963 New
PWW
2002
Pettyjohn Wood & White
Virginia
$231K +$231K +965 New
FPB
2003
First PREMIER Bank
South Dakota
$230K -$18K -75 -7%
BBA
2004
Braun-Bostich & Associates
Pennsylvania
$229K +$229K +958 New
CP
2005
Castleview Partners
Texas
$229K -$4.79K -20 -2%
PCH
2006
PGIM Custom Harvest
New Jersey
$228K +$228K +953 New
ECM
2007
Exchange Capital Management
Michigan
$228K +$228K +953 New
EA
2008
Eclectic Associates
California
$228K -$65.4K -273 -22%
AFM
2009
Abbot Financial Management
Massachusetts
$228K +$228K +950 New
SFP
2010
Sterling Financial Planning
New Jersey
$228K +$228K +950 New
AF
2011
Apexium Financial
Texas
$226K +$226K +944 New
SAM
2012
Secure Asset Management
Michigan
$226K +$226K +942 New
PWM
2013
Purus Wealth Management
California
$225K +$225K +939 New
HL
2014
HeadInvest LLC
Maine
$225K +$225K +938 New
CCT
2015
Capital City Trust
Florida
$224K +$224K +933 New
ACP
2016
Aveo Capital Partners
Colorado
$223K +$223K +932 New
VFP
2017
Verus Financial Partners
Virginia
$223K +$223K +884 New
BFW
2018
Brady Family Wealth
Missouri
$223K +$223K +929 New
CDIA
2019
Capital Directions Investment Advisors
Georgia
$222K +$222K +928 New
RW
2020
Reframe Wealth
Virginia
$222K +$222K +928 New
CNC
2021
Citizens & Northern Corp
Pennsylvania
$222K +$222K +925 New
JEST
2022
JTC Employer Solutions Trustee
Jersey
$221K
KFGK
2023
Keystone Financial Group (Kentucky)
Kentucky
$221K +$221K +921 New
MAM
2024
Meeder Asset Management
Ohio
$221K -$1.49M -6,226 -87%
PFG
2025
PAX Financial Group
Texas
$220K +$220K +919 New