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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 %
APC
2151
Aspire Private Capital
North Carolina
$66.4K 290
CCMI
2152
Creative Capital Management Investments
California
$65.7K 287 +97 +51%
EARNEST Partners
2153
EARNEST Partners
Georgia
$65.4K 286
BC
2154
Barrett & Company
Rhode Island
$64.6K 282
HT
2155
Headlands Technologies
Illinois
$62.9K 275 +85 +45%
JWM
2156
Janiczek Wealth Management
Colorado
$61.5K 275 -25 -8%
AW
2157
Avion Wealth
Texas
$59K 247 +1 +0.4%
WPA
2158
West Paces Advisors
Georgia
$58.8K 257 +39 +18%
TWD
2159
True Wealth Design
Ohio
$57.8K 253
GA
2160
GoalVest Advisory
New York
$57.4K 251 -844 -77%
CFFP
2161
Center for Financial Planning
Michigan
$57.2K 250
BAM
2162
Baldrige Asset Management
Pennsylvania
$57K 250
NSG
2163
Nalls Sherbakoff Group
Tennessee
$56.4K 251 +251 New
PCA
2164
Providence Capital Advisors
North Carolina
$56.1K 245
CYG
2165
Clean Yield Group
Vermont
$56.1K 245
SWA
2166
SOA Wealth Advisors
New York
$54.4K 238 -98 -29%
MFT
2167
Moisand Fitzgerald Tamayo
Florida
$54K 236 +100 +74%
POIA
2168
Pin Oak Investment Advisors
Texas
$53K 232
HCM
2169
Horrell Capital Management
Arkansas
$52K 226
BCA
2170
Bray Capital Advisors
Florida
$50.4K 220
JFA
2171
JNBA Financial Advisors
Minnesota
$50.1K 219 -100 -31%
CH
2172
Canton Hathaway
Rhode Island
$50K 217
IRC
2173
Investors Research Corp
Georgia
$47.8K 209
APW
2174
Atlantic Private Wealth
North Carolina
$47.3K 207 +207 New
TF
2175
TimeScale Financial
Massachusetts
$47.1K 206 -100 -33%