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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 %
JPLA
2101
Joseph P. Lucia & Associates
New York
-599 Closed
VRM
2102
Vectors Research Management
New York
-532 Closed
VanEck Associates
2103
VanEck Associates
New York
-530 Closed
WOSD
2104
WFA of San Diego
California
-492 Closed
NIM
2105
NuWave Investment Management
New Jersey
-400 Closed
BFG
2106
Baron Financial Group
New Jersey
-350 Closed
AW
2107
ACG Wealth
Georgia
-348 Closed
WAM
2108
Worth Asset Management
Texas
-334 Closed
GKIM
2109
GW&K Investment Management
Massachusetts
-274 Closed
HFS
2110
Heritage Financial Services
Massachusetts
-250 Closed
CWM
2111
Curi Wealth Management
North Carolina
-152 Closed
FBT
2112
First Bank & Trust
South Dakota
-110 Closed
SFG
2113
Steward Financial Group
Texas
-63 Closed
SSC
2114
Syverson Strege & Co
Iowa
-60 Closed
BI
2115
Bramshill Investments
Florida
-39 Closed
BMD
2116
Better Money Decisions
New Mexico
-30 Closed
AWM
2117
Activest Wealth Management
Florida
-19 Closed
CAC
2118
Certified Advisory Corp
Florida
-14 Closed
RIM
2119
Rockbridge Investment Management
New York
-13 Closed
FSWA
2120
Financial Synergies Wealth Advisors
Texas
-10 Closed
TCM
2121
Tradewinds Capital Management
Washington
-3 Closed
PAG
2122
Paladin Advisory Group
Iowa
BBPWM
2123
Blue Bell Private Wealth Management
Pennsylvania
HT
2124
HAP Trading
New York
CL
2125
CSS LLC
Illinois