CAT icon

Caterpillar

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 188 closing their positions.

Holders
2,062
Holders Change
-102
Holders Change %
-4.71%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
188
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M
Name Market Value Shares Shares
Change
Shares
Change %
BA
2026
Bellwether Advisors
Nebraska
$11K 66
SSC
2027
Syverson Strege & Co
Iowa
$11K 60 +60 New
SFG
2028
Steward Financial Group
Texas
$11K 63 +63 New
Loomis, Sayles & Company
2029
Loomis, Sayles & Company
Massachusetts
$10K 56 -4,683 -99%
FMP
2030
Financial Management Professionals
Texas
$10K 58 -43 -43%
KFS
2031
Kelly Financial Services
Massachusetts
$9.47K 53
BI
2032
Bramshill Investments
Florida
$9K 39 +39 New
MFT
2033
Moisand Fitzgerald Tamayo
Florida
$9K 51 +51 New
AP
2034
Arlington Partners
Alabama
$7K 38
SCA
2035
Stuart Chaussee & Associates
California
$7K 40 +40 New
DWP
2036
Destiny Wealth Partners
Florida
$6K 33 +33 New
AFG
2037
Albion Financial Group
Utah
$5K 26 -1,500 -98%
MUMSS
2038
Mitsubishi UFJ Morgan Stanley Securities
Japan
$5K 30
MIM
2039
Macroview Investment Management
Maryland
$5K 30
FCG
2040
Financial Connections Group
California
$5K 28
TJHA
2041
Thomas J. Herzfeld Advisors
Florida
$5K 29 +29 New
BMD
2042
Better Money Decisions
New Mexico
$5K 30 +30 New
TFM
2043
TFC Financial Management
Massachusetts
$4K 24
NC
2044
NewSquare Capital
Pennsylvania
$4K 25
CAC
2045
Certified Advisory Corp
Florida
$3K 14 -1,042 -99%
AWM
2046
Activest Wealth Management
Florida
$3K 19
SFCL
2047
Strengthening Families & Communities LLC
Massachusetts
$3K 12
NMG
2048
New Millennium Group
Utah
$3K 19 +19 New
BPC
2049
Banque Pictet & Cie
Switzerland
$2.97K 16,626 -3,107 -16%
RIM
2050
Rockbridge Investment Management
New York
$2.32K 13