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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 %
LSA
2076
L & S Advisors
California
-29,787 Closed
WorldQuant Millennium Advisors
2077
WorldQuant Millennium Advisors
New York
-25,276 Closed
SAM
2078
Sabadell Asset Management
Spain
-21,507 Closed
WMSA
2079
Weiss Multi-Strategy Advisers
New York
-20,265 Closed
QIM
2080
Quantitative Investment Management
Virginia
-19,463 Closed
ADL
2081
Asset Dedication LLC
California
-19,035 Closed
CCM
2082
Channing Capital Management
Illinois
-17,760 Closed
RCAP
2083
Resolute Capital Asset Partners
Colorado
-15,000 Closed
SFM
2084
Sphera Funds Management
Israel
-12,000 Closed
HI
2085
HBK Investments
Texas
-10,749 Closed
CCWA
2086
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-10,281 Closed
CW
2087
Connectus Wealth
Ohio
-9,906 Closed
IRF
2088
IBM Retirement Fund
New York
-8,638 Closed
Tudor Investment Corp
2089
Tudor Investment Corp
Connecticut
-7,488 Closed
OAM
2090
Oak Asset Management
California
-7,076 Closed
SCA
2091
Southern Capital Advisors
Tennessee
-6,693 Closed
SG
2092
StoneX Group
New York
-6,299 Closed
BC
2093
Brookfield Corp
Ontario, Canada
-6,012 Closed
DA
2094
Duality Advisers
Florida
-5,809 Closed
DF
2095
Donoghue Forlines
Massachusetts
-5,778 Closed
FC
2096
FORA Capital
Florida
-5,219 Closed
JCA
2097
Jade Capital Advisors
New Jersey
-5,003 Closed
HT
2098
HighTower Trust
Texas
-4,985 Closed
VCM
2099
Virtue Capital Management
Tennessee
-3,874 Closed
RFM
2100
Royal Fund Management
Florida
-3,769 Closed