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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 %
PPC
2126
Park Place Capital
Alabama
$94K 394 +394 New
GPI
2127
General Partner Inc
Pennsylvania
$93.7K 391 +391 New
MS
2128
Madden Securities
Texas
$93.4K 390 +390 New
PMA
2129
Prudent Man Advisors
Illinois
$93K 390 +390 New
HWM
2130
HighMark Wealth Management
Minnesota
$91.1K 380 +2 +0.5%
CAS
2131
Coppell Advisory Solutions
Texas
$85.8K 358 +358 New
CASC
2132
Coppell Advisory Solutions Corp
Texas
$85.8K 358 +358 New
BIA
2133
Bell Investment Advisors
California
$85.5K 357 +103 +41%
CPG
2134
Cornerstone Planning Group
New Jersey
$84.7K 344 +344 New
FPFS
2135
First Personal Financial Services
North Carolina
$84.6K 353
OWA
2136
One Wealth Advisors
California
$82.4K 344 +344 New
CCA
2137
Column Capital Advisors
Indiana
$82.2K 343
CA
2138
Centerpoint Advisors
Massachusetts
$81K 340
SWA
2139
SOA Wealth Advisors
New York
$80.5K 336 +2 +0.6%
EI
2140
Ellevest Inc
New York
$80.3K 335 +149 +80%
JWM
2141
Janiczek Wealth Management
Colorado
$76.5K 300
RWM
2142
Ruedi Wealth Management
Illinois
$76.5K 319 +319 New
JFA
2143
JNBA Financial Advisors
Minnesota
$76.4K 319
BLC
2144
Brown, Lisle/Cummings
Rhode Island
$75.5K 315 -50 -14%
EE
2145
EWG Elevate
California
$75K 313 +313 New
RCG
2146
Rock Creek Group
District of Columbia
$74.7K 312
MFA
2147
McClarren Financial Advisors
Pennsylvania
$72K 303 +2 +0.7%
ECM
2148
Estabrook Capital Management
New York
$71.9K 300
MAM
2149
Marquette Asset Management
Minnesota
$71.9K 300
WIM
2150
Westside Investment Management
California
$71.8K 709