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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.

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 Market Value Shares Shares
Change
Shares
Change %
DWM
2026
Destination Wealth Management
California
$220K 919 +919 New
TWA
2027
Tandem Wealth Advisors
Arizona
$220K 917 +917 New
SPWM
2028
Spartan Planning & Wealth Management
North Carolina
$219K 915 +913 +45,650%
ORAM
2029
One River Asset Management
Connecticut
$219K 911 +911 New
PI
2030
Pettee Investors
Connecticut
$218K 908 +908 New
HIA
2031
HTG Investment Advisors
Connecticut
$217K 906 +906 New
CJFS
2032
Coulter & Justus Financial Services
Tennessee
$217K 906 +906 New
BWA
2033
Blodgett Wealth Advisors
California
$216K 902 +902 New
ORC
2034
O'Rourke & Company
Massachusetts
$216K 901 +901 New
BA
2035
Ballew Advisors
Mississippi
$216K 847 +847 New
CCM
2036
Cullen Capital Management
New York
$216K 900 +900 New
BEAM
2037
Baker Ellis Asset Management
Washington
$216K 900 +900 New
SRC
2038
Shufro Rose & Co
New York
$216K 900 +900 New
MF
2039
Manchester Financial
California
$215K 897 +897 New
FMTC
2040
Farmers & Merchants Trust Company
California
$214K 894 +894 New
WI
2041
Wedgewood Investors
Pennsylvania
$214K 893 +893 New
SWS
2042
SYSTM Wealth Solutions
Illinois
$213K 888 +888 New
WCM
2043
WealthBridge Capital Management
Ohio
$213K 888 -833 -48%
OCPWS
2044
One Charles Private Wealth Services
Massachusetts
$213K 887 +887 New
KCM
2045
Kornitzer Capital Management
Kansas
$212K 887 +887 New
CPWA
2046
Cerro Pacific Wealth Advisors
California
$212K 885 +885 New
TCWA
2047
Ten Capital Wealth Advisors
Washington
$212K 884 +155 +21%
PMFA
2048
Plante Moran Financial Advisors
Michigan
$210K 877 -101 -10%
JGC
2049
J. Goldman & Co
New York
$210K 877 +877 New
AWM
2050
Adams Wealth Management
Utah
$210K 876 +876 New