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Caterpillar

2,062 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 822 increasing their positions, 791 reducing their positions, and 188 closing their positions.

Holders
2,062
Holders Change
-102
Holders Change %
-4.71%
% of All Funds
34.87%
Holding in Top 10
24
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-40%
% of All Funds
0.41%
New
114
Increased
822
Reduced
791
Closed
188
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M
Name Market Value Shares Shares
Change
Shares
Change %
PBF
2126
Petix & Botte Financial
California
-1,312 Closed
KM
2127
Kalos Management
Georgia
-1,278 Closed
NLP
2128
Next Level Private
New York
-1,267 Closed
NWM
2129
Northcape Wealth Management
New York
-1,267 Closed
SPWM
2130
Spartan Planning & Wealth Management
North Carolina
$0 2 -1,241 -100%
AC
2131
ASB Consultores
Florida
-1,233 Closed
DCM
2132
Deuterium Capital Management
Florida
-1,227 Closed
BA
2133
Bridgewater Advisors
New York
-1,225 Closed
HC
2134
HNP Capital
New York
-1,221 Closed
WF
2135
WoodTrust Financial
Wisconsin
-1,214 Closed
AAP
2136
Ardsley Advisory Partners
Connecticut
-1,200 Closed
DA
2137
Doliver Advisors
Texas
-1,181 Closed
AFS
2138
Access Financial Services
Minnesota
-1,164 Closed
GCP
2139
GSA Capital Partners
United Kingdom
-1,157 Closed
MW
2140
MBL Wealth
North Carolina
-1,134 Closed
MTC
2141
McDaniel Terry & Co
Texas
-1,125 Closed
CWA
2142
Canvas Wealth Advisors
Kansas
-1,121 Closed
IP
2143
Isthmus Partners
Wisconsin
-1,112 Closed
SW
2144
SkyOak Wealth
Michigan
-1,109 Closed
ECM
2145
Exchange Capital Management
Michigan
-1,103 Closed
YMRC
2146
Yorktown Management & Research Company
Virginia
-1,101 Closed
VAM
2147
Vienna Asset Management
California
-1,100 Closed
FIBT
2148
First International Bank & Trust
North Dakota
-1,100 Closed
CC
2149
Constitution Capital
Connecticut
-1,100 Closed
HC
2150
Hourglass Capital
Texas
-1,092 Closed