CAT icon

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 %
DAC
2151
Dividend Assets Capital
South Carolina
$70K 294
APC
2152
Aspire Private Capital
North Carolina
$69.5K 290 -1 -0.3%
EARNEST Partners
2153
EARNEST Partners
Georgia
$68.5K 286
BC
2154
Barrett & Company
Rhode Island
$67.7K 282
FWA
2155
Freedom Wealth Alliance
Wisconsin
$61.8K 258 +258 New
TWD
2156
True Wealth Design
Ohio
$60.5K 253 +253 New
BAM
2157
Baldrige Asset Management
Pennsylvania
$60K 250
CFFP
2158
Center for Financial Planning
Michigan
$59.9K 250
TC
2159
Tacita Capital
Ontario, Canada
$59K 245
PCA
2160
Providence Capital Advisors
North Carolina
$58.7K 245
CYG
2161
Clean Yield Group
Vermont
$58.7K 245
POIA
2162
Pin Oak Investment Advisors
Texas
$56K 232
HCM
2163
Horrell Capital Management
Arkansas
$54K 226
MWA
2164
Moser Wealth Advisors
Washington
$52.7K 220
BCA
2165
Bray Capital Advisors
Florida
$52.6K 220 +1 +0.5%
WPA
2166
West Paces Advisors
Georgia
$52.2K 218
CH
2167
Canton Hathaway
Rhode Island
$52K 217
LS
2168
Leelyn Smith
Illinois
$51.5K 215 -1 -0.5%
SC
2169
Sierra Capital
Florida
$51K 213
TF
2170
TimeScale Financial
Massachusetts
$50.2K 306
IRC
2171
Investors Research Corp
Georgia
$50.1K 209
OLVIG
2172
Oliver Lagore Vanvalin Investment Group
Michigan
$49.1K 205 +124 +153%
FCG
2173
Financial Connections Group
California
$49K 207 +179 +639%
BWM
2174
Baystate Wealth Management
Massachusetts
$48K 199 -20 -9%
MDCM
2175
Morgan Dempsey Capital Management
Wisconsin
$47.9K 200