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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 %
SC
2101
Stephens Consulting
Michigan
$129K 566 -1,050 -65%
DCBT
2102
Dakota Community Bank & Trust
North Dakota
$129K 565
TFGT
2103
TS Financial Group (TSFG)
Illinois
$128K 560 -112 -17%
FFA
2104
Farther Finance Advisors
California
$128K 558 +106 +23%
PFA
2105
Pathway Financial Advisers
Indiana
$125K 544 -91 -14%
CIA
2106
Cape Investment Advisory
Georgia
$124K 542 +542 New
FPFS
2107
First Personal Financial Services
North Carolina
$122K 533 +180 +51%
DWMG
2108
DB Wealth Management Group
California
$116K 506
BHWM
2109
Beaird Harris Wealth Management
Texas
$114K 500 -31 -6%
MCI
2110
MRP Capital Investments
Georgia
$114K 500
CAL
2111
Capital Analysts LLC
Pennsylvania
$112K 490 -104 -18%
CWC
2112
Carolinas Wealth Consulting
North Carolina
$111K 486
JMF
2113
Johnson Midwest Financial
Iowa
$111K 486 +2 +0.4%
RTC
2114
Riverview Trust Company
Washington
$111K 485 -768 -61%
BFPW
2115
BOK Financial Private Wealth
Colorado
$107K 468
FFL
2116
Financial Freedom LLC
Ohio
$105K 461 +2 +0.4%
ONST
2117
Old North State Trust
North Carolina
$105K 460 +10 +2%
FRA
2118
Front Row Advisors
California
$103K 449 +2 +0.4%
AWM
2119
AllSquare Wealth Management
New York
$103K 448
VWM
2120
Venturi Wealth Management
Texas
$102K 446 +446 New
AAP
2121
Arax Advisory Partners
Colorado
$101K 442 +18 +4%
AP
2122
Arlington Partners
Alabama
$101K 441 +403 +1,061%
C
2123
Covestor
United Kingdom
$99K 433 -132 -23%
Commonwealth Equity Services
2124
Commonwealth Equity Services
Massachusetts
$98.7K 431,520 +1,184 +0.3%
BONH
2125
Bank of New Hampshire
New Hampshire
$97.9K 428