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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 %
FMP
2126
Financial Management Professionals
Texas
$97K 426 +349 +453%
NA
2127
Nordwand Advisors
Pennsylvania
$96.1K 420 +420 New
GPI
2128
General Partner Inc
Pennsylvania
$95.1K 418 +27 +7%
IBOK
2129
Independence Bank of Kentucky
Kentucky
$94.3K 412 -310 -43%
DSC
2130
Duncker Streett & Co
Missouri
$90.5K 396 +2 +0.5%
PMA
2131
Prudent Man Advisors
Illinois
$89K 390
BLC
2132
Brown, Lisle/Cummings
Rhode Island
$85.8K 375 +60 +19%
EI
2133
Ellevest Inc
New York
$84.9K 371 +36 +11%
AWM
2134
Atticus Wealth Management
Florida
$83.8K 366 -97 -21%
KI
2135
Kapitalo Investimentos
Brazil
$83.3K 364 +364 New
CQS
2136
Credential Qtrade Securities
$83.3K 364 +297 +443%
RCG
2137
Rock Creek Group
District of Columbia
$81K 354 +42 +13%
HWM
2138
HighMark Wealth Management
Minnesota
$80.4K 351 -29 -8%
BIA
2139
Bell Investment Advisors
California
$80.1K 350 -7 -2%
CA
2140
Centerpoint Advisors
Massachusetts
$78K 340
CCA
2141
Column Capital Advisors
Indiana
$76.4K 334 -9 -3%
SIS
2142
Strategic Investment Solutions
Illinois
$73.4K 321 +321 New
PPC
2143
Park Place Capital
Alabama
$73.2K 320 -74 -19%
RWM
2144
Ruedi Wealth Management
Illinois
$73K 319
TC
2145
Tacita Capital
Ontario, Canada
$71K 310 +65 +27%
HIM
2146
Hillsdale Investment Management
Ontario, Canada
$70.9K 310 +130 +72%
DAC
2147
Dividend Assets Capital
South Carolina
$70K 294
MFA
2148
McClarren Financial Advisors
Pennsylvania
$69K 303
MAM
2149
Marquette Asset Management
Minnesota
$68.7K 300
ECM
2150
Estabrook Capital Management
New York
$68.7K 300