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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 %
PFC
2001
Phocas Financial Corp
California
$228K +$80.1K +350 +54%
MWA
2002
Meridian Wealth Advisors
Texas
$227K
RPGK
2003
Retirement Planning Group (Kansas)
Kansas
$227K
FBT
2004
First Bankers Trust
Kentucky
$227K
HBT
2005
Hills Bank & Trust
Iowa
$227K +$2.29K +10 +1%
AWM
2006
Act Wealth Management
Texas
$226K -$4.35K -19 -2%
AO
2007
Advisor OS
Illinois
$226K +$226K +986 New
CTI
2008
Community Trust & Investment
Kentucky
$224K
CWG
2009
Cornerstone Wealth Group
North Carolina
$224K +$26.8K +117 +14%
FP
2010
Financial Perspectives
Minnesota
$224K
ECM
2011
Exchange Capital Management
Michigan
$224K +$5.95K +26 +3%
RW
2012
Rede Wealth
Virginia
$223K +$229 +1 +0.1%
AF
2013
Apexium Financial
Texas
$223K +$7.1K +31 +3%
CP
2014
Castleview Partners
Texas
$222K +$3.2K +14 +1%
APW
2015
Austin Private Wealth
Texas
$222K +$222K +971 New
EFM
2016
E Fund Management
China
$222K -$10.5K -46 -5%
IFS
2017
Ifrah Financial Services
Arkansas
$222K -$3.66K -16 -2%
MAM
2018
Martingale Asset Management
Massachusetts
$222K -$10.8K -47 -5%
PWW
2019
Pettyjohn Wood & White
Virginia
$221K
MAM
2020
Meeder Asset Management
Ohio
$221K +$10.1K +44 +5%
WI
2021
Wedgewood Investors
Pennsylvania
$220K +$16K +70 +8%
HCM
2022
Highview Capital Management
Illinois
$220K -$121K -530 -36%
AIFAIM
2023
American Institute for Advanced Investment Management
Arizona
$219K -$10.5K -46 -5%
SCP
2024
Shorepoint Capital Partners
Massachusetts
$218K -$49.2K -215 -18%
EA
2025
Eclectic Associates
California
$218K