CAT icon

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 %
KBFS
2051
Kohmann Bosshard Financial Services
Ohio
$210K 875 +875 New
TC
2052
Telemus Capital
Michigan
$210K 842 +842 New
SPC
2053
Stewart & Patten Company
California
$209K 873 -918 -51%
OCM
2054
Orion Capital Management
California
$208K 869
TCM
2055
Teza Capital Management
Illinois
$208K 868 +868 New
CWG
2056
Cornerstone Wealth Group
North Carolina
$207K 863 +863 New
LWCFA
2057
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$206K 860
LFGO
2058
Legacy Financial Group (Oklahoma)
Oklahoma
$205K 854 +854 New
PSCM
2059
Per Stirling Capital Management
Texas
$204K 853 +853 New
CAM
2060
Covenant Asset Management
New Jersey
$204K 852 +852 New
WMA
2061
West Michigan Advisors
Michigan
$204K 852 +852 New
PFWA
2062
Paces Ferry Wealth Advisors
Georgia
$203K 846 +846 New
SWIM
2063
Smallwood Wealth Investment Management
New Jersey
$202K 845 +845 New
PIA
2064
Pinion Investment Advisors
Kansas
$202K 844 +844 New
RCM
2065
Requisite Capital Management
Texas
$202K 842 +842 New
EWA
2066
Encompass Wealth Advisors
Oregon
$201K 841 +841 New
GAM
2067
Gemmer Asset Management
California
$201K 839 +839 New
AC
2068
Apella Capital
Connecticut
$201K 838 +838 New
Fiera Capital (Canada)
2069
Fiera Capital (Canada)
Quebec, Canada
$201K 837 +837 New
PFM
2070
Patton Fund Management
Texas
$200K 836 +836 New
TFP
2071
Tilia Fiduciary Partners
North Carolina
$198K 825 -3 -0.4%
FNBOSM
2072
First National Bank of South Miami
Florida
$197K 821 +48 +6%
Cohen & Steers
2073
Cohen & Steers
New York
$187K 781
HWMA
2074
Heritage Wealth Management (Arizona)
Arizona
$186K 776 +410 +112%
DI
2075
Disciplined Investments
Oklahoma
$185K 773 -11 -1%