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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 %
CMA
2201
Cedar Mountain Advisors
Oregon
$32.4K 135
MSFP
2202
Mark Sheptoff Financial Planning
Connecticut
$31.6K 132
CB
2203
Centennial Bank
Arkansas
$31.4K 131 +131 New
BAM
2204
Bellevue Asset Management
Washington
$29.4K 123 +1 +0.8%
RAM
2205
Riggs Asset Management
Pennsylvania
$29.2K 122
M
2206
MOTCO
Texas
$28.7K 120 -231 -66%
IHWM
2207
Iron Horse Wealth Management
Iowa
$28K 116 +86 +287%
ACM
2208
Antonetti Capital Management
Florida
$27.5K 115
Q
2209
QVR
California
$25.9K 108 -1,095 -91%
O
2210
Ossiam
France
$25.4K 106 -2,709 -96%
SC
2211
Schubert & Co
Texas
$24.7K 103 +6 +6%
AA
2212
AlphaMark Advisors
Kentucky
$24K 100 -87 -47%
TH
2213
TCTC Holdings
Texas
$24K 100
TLCM
2214
Twin Lakes Capital Management
California
$24K 100
3IP
2215
3Chopt Investment Partners
Virginia
$24K 100 +100 New
Capstone Investment Advisors
2216
Capstone Investment Advisors
New York
$23K 96 -7,836 -99%
FCA
2217
Fortis Capital Advisors
Kansas
$19.4K 81 +81 New
MIM
2218
Macroview Investment Management
Maryland
$19.2K 80 +50 +167%
FCMT
2219
Founders Capital Management (Texas)
Texas
$19K 80
KLWA
2220
Kelly Lawrence W & Associates
California
$18.9K 79
CSPAM
2221
Cary Street Partners Asset Management
Virginia
$18.4K 77
LWA
2222
Lowe Wealth Advisors
Maryland
$18.2K 76
FMP
2223
Financial Management Professionals
Texas
$18K 77 +9 +13%
AFS
2224
Annapolis Financial Services
Maryland
$17.7K 74 -20 -21%
Loomis, Sayles & Company
2225
Loomis, Sayles & Company
Massachusetts
$17K 73