CAT icon

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 %
SFP
2201
Sterling Financial Planning
New Jersey
-950 Closed
BA
2202
Ballew Advisors
Mississippi
-947 Closed
BHTS
2203
Bar Harbor Trust Services
Maine
-947 Closed
HC
2204
Hamilton Capital
Ohio
-945 Closed
WCM
2205
Wedge Capital Management
North Carolina
-944 Closed
KFGK
2206
Keystone Financial Group (Kentucky)
Kentucky
-943 Closed
HCM
2207
Hall Capital Management
Rhode Island
-943 Closed
TFA
2208
Teamwork Financial Advisors
Texas
-940 Closed
LW
2209
Linscomb Wealth
Texas
-937 Closed
OAM
2210
Occidental Asset Management
California
-934 Closed
JC
2211
JB Capital
Connecticut
-929 Closed
JF
2212
JSF Financial
California
-928 Closed
SHGA
2213
Sand Hill Global Advisors
California
-927 Closed
CNC
2214
Citizens & Northern Corp
Pennsylvania
-925 Closed
SMF
2215
Sterling Manor Financial
New York
-923 Closed
RGC
2216
Roberts, Glore & Co
Illinois
-914 Closed
CHP
2217
Cable Hill Partners
Oregon
-909 Closed
PI
2218
Pettee Investors
Connecticut
-908 Closed
CWG
2219
Crown Wealth Group
North Carolina
-907 Closed
PWM
2220
Prentice Wealth Management
New York
-904 Closed
OPWM
2221
Oxinas Partners Wealth Management
Indiana
-903 Closed
OGC
2222
Oak Grove Capital
New Hampshire
-900 Closed
SRC
2223
Shufro Rose & Co
New York
-900 Closed
CCM
2224
Cullen Capital Management
New York
-900 Closed
MF
2225
Manchester Financial
California
-897 Closed