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Caterpillar

1,980 hedge funds and large institutions have $59B invested in Caterpillar in 2022 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 787 increasing their positions, 722 reducing their positions, and 143 closing their positions.

Holders
1,980
Holders Change
-82
Holders Change %
-3.98%
% of All Funds
34.24%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
94
Increased
787
Reduced
722
Closed
143
Calls
$1.48B
Puts
$1.88B
Net Calls
-$400M
Net Calls Change
+$75.7M
Name Market Value Shares Shares
Change
Shares
Change %
PGIM
2076
Pacific Global Investment Management
California
-1,183 Closed
MVA
2077
Mount Vernon Associates
Maryland
-1,176 Closed
CA
2078
CapWealth Advisors
Tennessee
-1,176 Closed
F
2079
F3Logic
Minnesota
-1,170 Closed
LWP
2080
Legacy Wealth Planning
Nevada
-1,168 Closed
GWM
2081
GSB Wealth Management
Connecticut
-1,165 Closed
CWM
2082
C2C Wealth Management
Arizona
-1,165 Closed
RCWM
2083
Royal Capital Wealth Management
Indiana
-1,158 Closed
BBI
2084
Baxter Bros Inc
Connecticut
-1,155 Closed
WDG
2085
Wealth Dimensions Group
Ohio
-1,154 Closed
BA
2086
Bennicas & Associates
California
-1,150 Closed
BOS
2087
Bank of Stockton
California
-1,140 Closed
VHAM
2088
Van Hulzen Asset Management
California
-1,137 Closed
BFG
2089
Beacon Financial Group
Texas
-1,137 Closed
NRI
2090
NFP Retirement Inc
California
-1,135 Closed
LAM
2091
LFS Asset Management
California
-1,135 Closed
SAM
2092
Secure Asset Management
Michigan
-1,133 Closed
CCG
2093
Coastwise Capital Group
California
-1,129 Closed
CVM
2094
Cheviot Value Management
California
-1,128 Closed
PM
2095
Parametrica Management
Hong Kong
-1,127 Closed
SIA
2096
Sage Investment Advisers
New York
-1,122 Closed
SCM
2097
Spring Capital Management
Texas
-1,120 Closed
FWP
2098
Firethorn Wealth Partners
Georgia
-1,061 Closed
AIP
2099
Ahrens Investment Partners
Louisiana
-895 Closed
GWMIA
2100
Global Wealth Management Investment Advisory
Florida
-670 Closed