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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 %
DCBT
2101
Dakota Community Bank & Trust
North Dakota
$135K 565
PSB
2102
Piscataqua Savings Bank
New Hampshire
$132K 551
FA
2103
Fiduciary Alliance
South Carolina
$132K 551 +551 New
Nomura Holdings
2104
Nomura Holdings
Japan
$128K 541 -1,700 -76%
BHWM
2105
Beaird Harris Wealth Management
Texas
$127K 531 +31 +6%
LS
2106
Livforsakringsbolaget Skandia
Sweden
$123K 513
DWMG
2107
DB Wealth Management Group
California
$121K 506
GGI
2108
Godsey & Gibb Inc
Virginia
$120K 500
MCI
2109
MRP Capital Investments
Georgia
$120K 500 +500 New
CWC
2110
Carolinas Wealth Consulting
North Carolina
$116K 486 -16 -3%
JMF
2111
Johnson Midwest Financial
Iowa
$116K 484 +2 +0.4%
BWM
2112
BerganKDV Wealth Management
Minnesota
$115K 478
BFPW
2113
BOK Financial Private Wealth
Colorado
$112K 468 +468 New
MPCL
2114
My Personal CFO LLC
Washington
$111K 465 +465 New
AWM
2115
Atticus Wealth Management
Florida
$111K 463 -14 -3%
FFL
2116
Financial Freedom LLC
Ohio
$110K 459 +459 New
FFA
2117
Farther Finance Advisors
California
$108K 452 +452 New
ONST
2118
Old North State Trust
North Carolina
$108K 450
AWM
2119
AllSquare Wealth Management
New York
$107K 448
FRA
2120
Front Row Advisors
California
$107K 447 -1 -0.2%
RP
2121
Rowlandmiller & Partners
Georgia
$103K 431 +431 New
BONH
2122
Bank of New Hampshire
New Hampshire
$103K 428
AAP
2123
Arax Advisory Partners
Colorado
$102K 424 +2 +0.5%
LSV Asset Management
2124
LSV Asset Management
Illinois
$96K 400 +400 New
DSC
2125
Duncker Streett & Co
Missouri
$94.4K 394 +49 +14%