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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 %
CAM
2076
Close Asset Management
United Kingdom
$185K 771 +145 +23%
MWM
2077
MinichMacGregor Wealth Management
New York
$181K 757 +757 New
ECM
2078
Elgethun Capital Management
South Dakota
$181K 759 -1,111 -59%
PB
2079
Pinnacle Bancorp
Nebraska
$180K 751 -18 -2%
ST
2080
Sageworth Trust
Pennsylvania
$180K 750
WBC
2081
West Branch Capital
Massachusetts
$178K 745 +150 +25%
AWM
2082
Accel Wealth Management
Iowa
$177K 739 +200 +37%
PP
2083
Pacifica Partners
Canada
$174K 715 +50 +8%
IBOK
2084
Independence Bank of Kentucky
Kentucky
$173K 722 -195 -21%
UIA
2085
Ulland Investment Advisors
Minnesota
$171K 715
GFPC
2086
Global Financial Private Client
Florida
$163K 681
TFGT
2087
TS Financial Group (TSFG)
Illinois
$161K 672 -39 -5%
EWM
2088
Endurance Wealth Management
Rhode Island
$159K 664 +4 +0.6%
GJIA
2089
Glass Jacobson Investment Advisors
Maryland
$159K 663 +663 New
ME
2090
McIlrath & Eck
Washington
$156K 651
PFC
2091
Phocas Financial Corp
California
$155K 645 +645 New
PFA
2092
Pathway Financial Advisers
Indiana
$152K 635 +635 New
RA
2093
Rise Advisors
New York
$152K 636 +71 +13%
VCM
2094
Versant Capital Management
Arizona
$151K 631 +13 +2%
FMTCOCP
2095
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$144K 600 +75 +14%
PAM
2096
Paradigm Asset Management
New York
$144K 600
CAL
2097
Capital Analysts LLC
Pennsylvania
$142K 594 -13 -2%
WOSD
2098
WFA of San Diego
California
$139K 582 +582 New
LWANC
2099
Laurel Wealth Advisors (North Carolina)
North Carolina
$137K 570
C
2100
Covestor
United Kingdom
$135K 565 -37 -6%