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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 %
FCG
2176
Financial Connections Group
California
$47K 207
OLVIG
2177
Oliver Lagore Vanvalin Investment Group
Michigan
$47K 205
QL
2178
Quarry LP
New York
$46.9K 205 +162 +377%
BWM
2179
Baystate Wealth Management
Massachusetts
$46.6K 203 +4 +2%
MDCM
2180
Morgan Dempsey Capital Management
Wisconsin
$45.8K 200
PO
2181
Private Ocean
California
$44.7K 195 +46 +31%
AFIA
2182
America First Investment Advisors
Nebraska
$43.9K 192 +192 New
NECFA
2183
New England Capital Financial Advisors
Connecticut
$43.1K 189 +18 +11%
KFP
2184
KB Financial Partners
New Jersey
$43K 186 -1 -0.5%
FSWA
2185
Financial Synergies Wealth Advisors
Texas
$41.7K 182 +174 +2,175%
WWM
2186
Wolff Wiese Magana
California
$41.6K 182 -7 -4%
CCC
2187
Chelsea Counsel Company
California
$41.2K 180
Loomis, Sayles & Company
2188
Loomis, Sayles & Company
Massachusetts
$41K 177 +104 +142%
MWC
2189
MBM Wealth Consultants
Missouri
$40K 176
CAL
2190
Capital Advisors Ltd
Ohio
$38K 167 +24 +17%
AA
2191
AlphaMark Advisors
Kentucky
$38K 165 +65 +65%
CWM
2192
Compass Wealth Management
Connecticut
$37.8K 165
KHC
2193
Koesten Hirschmann & Crabtree
Kansas
$37.1K 162 +2 +1%
WAM
2194
WFA Asset Management
Wisconsin
$37.1K 162 +162 New
HFS
2195
HBC Financial Services
Washington
$37K 166 +1 +0.6%
MIA
2196
Milestone Investment Advisors
Wisconsin
$36.6K 160 +160 New
PCM
2197
Pointe Capital Management
Michigan
$36.6K 160 +160 New
HC
2198
Hoese & Co
Minnesota
$35.9K 150
LF
2199
Lee Financial
Texas
$35.5K 155 -3 -2%
SIA
2200
SkyView Investment Advisors
New Jersey
$35K 151