CAT icon

Caterpillar

2,266 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 165 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,266
Holders Change
-6
Holders Change %
-0.26%
% of All Funds
36.27%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
165
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 %
SFP
2026
Sterling Financial Planning
New Jersey
$217K
KBFS
2027
Kohmann Bosshard Financial Services
Ohio
$217K +$17.2K +75 +9%
GFG
2028
Goldstone Financial Group
Illinois
$217K +$217K +949 New
PMG
2029
ProVise Management Group
Florida
$216K -$96.3K -421 -31%
WFAG
2030
Wescott Financial Advisory Group
Pennsylvania
$216K +$216K +945 New
HL
2031
HeadInvest LLC
Maine
$215K
OCM
2032
One Capital Management
California
$214K -$59.3K -259 -22%
CA
2033
Claro Advisors
Massachusetts
$214K -$12.6K -55 -6%
FIB
2034
First Interstate Bank
Montana
$213K -$21.5K -94 -9%
PFG
2035
PAX Financial Group
Texas
$213K +$2.52K +11 +1%
BFW
2036
Brady Family Wealth
Missouri
$213K
PMFA
2037
Plante Moran Financial Advisors
Michigan
$212K +$11.4K +50 +6%
PCH
2038
PGIM Custom Harvest
New Jersey
$212K -$6.41K -28 -3%
CNC
2039
Citizens & Northern Corp
Pennsylvania
$212K
CPWA
2040
Cerro Pacific Wealth Advisors
California
$212K +$9.15K +40 +5%
BEAM
2041
Baker Ellis Asset Management
Washington
$211K +$5.26K +23 +3%
FDDB
2042
Fidelity D&D Bancorp
Pennsylvania
$211K +$211K +576 New
MWPCG
2043
Measured Wealth Private Client Group
New Hampshire
$211K +$211K +922 New
SB
2044
Sunflower Bank
Texas
$211K -$42.1K -184 -17%
EBA
2045
Eagle Bay Advisors
New York
$210K -$53.3K -233 -20%
JEST
2046
JTC Employer Solutions Trustee
Jersey
$210K
TWA
2047
Tandem Wealth Advisors
Arizona
$210K
FG
2048
Foster Group
Iowa
$210K -$38K -166 -15%
PVM
2049
Palogic Value Management
Texas
$208K +$208K +910 New
CG
2050
CFO4Life Group
Texas
$208K -$17.8K -78 -8%