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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 Market Value Shares Shares
Change
Shares
Change %
Capstone Investment Advisors
2076
Capstone Investment Advisors
New York
$172K 751 +655 +682%
ST
2077
Sageworth Trust
Pennsylvania
$172K 750
LWCFA
2078
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$168K 732 -128 -15%
PB
2079
Pinnacle Bancorp
Nebraska
$164K 718 -33 -4%
UIA
2080
Ulland Investment Advisors
Minnesota
$164K 715
WIM
2081
Westside Investment Management
California
$162K 709
GFPC
2082
Global Financial Private Client
Florida
$161K 701 +20 +3%
TCWA
2083
Ten Capital Wealth Advisors
Washington
$158K 692 -192 -22%
FNBOSM
2084
First National Bank of South Miami
Florida
$158K 690 -131 -16%
ME
2085
McIlrath & Eck
Washington
$157K 688 +37 +6%
HIIFS
2086
Harel Insurance Investments & Financial Services
Israel
$157K 700 -859 -55%
PSB
2087
Piscataqua Savings Bank
New Hampshire
$157K 686 +135 +25%
FMTCOCP
2088
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$154K 675 +75 +13%
FDCC
2089
Foster Dykema Cabot & Co
Massachusetts
$154K 674 +674 New
WBC
2090
West Branch Capital
Massachusetts
$153K 670 -75 -10%
EWM
2091
Endurance Wealth Management
Rhode Island
$152K 664
PCFFS
2092
Pacific Center for Financial Services
California
$152K 663 +663 New
GGI
2093
Godsey & Gibb Inc
Virginia
$151K 659 +159 +32%
PP
2094
Pacifica Partners
Canada
$149K 715
BWM
2095
BerganKDV Wealth Management
Minnesota
$142K 618 +140 +29%
IWP
2096
Icon Wealth Partners
Texas
$140K 613 +613 New
LS
2097
Livforsakringsbolaget Skandia
Sweden
$140K 613 +100 +19%
ITFISA
2098
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$138K 613 +613 New
PAM
2099
Paradigm Asset Management
New York
$137K 600
AWM
2100
Accel Wealth Management
Iowa
$135K 592 -147 -20%