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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 187 closing their positions.

Holders
2,062
Holders Change
-101
Holders Change %
-4.67%
% 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
187
Calls
$1.55B
Puts
$2.03B
Net Calls
-$476M
Net Calls Change
-$53.9M
Name Market Value Shares Shares
Change
Shares
Change %
AIFAIM
2176
American Institute for Advanced Investment Management
Arizona
-1,005 Closed
NAM
2177
NTV Asset Management
West Virginia
-1,003 Closed
KCIA
2178
Kingsbury Capital Investment Advisors
Illinois
-1,001 Closed
CBFP
2179
Cedar Brook Financial Partners
Ohio
-1,001 Closed
CAM
2180
Concorde Asset Management
Michigan
-1,001 Closed
BAM
2181
Bosun Asset Management
Illinois
-1,000 Closed
SAM
2182
Silphium Asset Management
United Kingdom
-1,000 Closed
SG
2183
Somerset Group
Minnesota
-1,000 Closed
RWA
2184
Redmont Wealth Advisors
Illinois
-1,000 Closed
CAM
2185
Cubic Asset Management
Massachusetts
-1,000 Closed
EM
2186
Excalibur Management
Massachusetts
-997 Closed
PFWA
2187
Paces Ferry Wealth Advisors
Georgia
-996 Closed
TCM
2188
Teza Capital Management
Illinois
-996 Closed
CGPCS
2189
Capital Group Private Client Services
California
-995 Closed
CC
2190
Callan Capital
California
-995 Closed
GP
2191
Geneva Partners
Wisconsin
-994 Closed
RPGK
2192
Retirement Planning Group (Kansas)
Kansas
-992 Closed
FBT
2193
First Bankers Trust
Kentucky
-991 Closed
LFA
2194
Legacy Financial Advisors
Kentucky
-985 Closed
SSCA
2195
South Shore Capital Advisors
Massachusetts
-980 Closed
CA
2196
Commerzbank Aktiengesellschaft
Germany
-975 Closed
PWW
2197
Pettyjohn Wood & White
Virginia
-965 Closed
DTC
2198
Davidson Trust Company
Washington
-953 Closed
RDWM
2199
Red Door Wealth Management
Tennessee
-952 Closed
AFM
2200
Abbot Financial Management
Massachusetts
-950 Closed