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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 %
MS
2201
Mizuho Securities
Japan
$34.3K 150 +140 +1,400%
MWM
2202
Mascoma Wealth Management
New Hampshire
$33.9K 155
AWM
2203
Abound Wealth Management
Tennessee
$33K 144 +83 +136%
RI
2204
Ridgewood Investments
New Jersey
$31.6K 138 +138 New
TFM
2205
TFC Financial Management
Massachusetts
$31.4K 137 +113 +471%
RFA
2206
Resurgent Financial Advisors
Georgia
$30.9K 135 -1,525 -92%
MSFP
2207
Mark Sheptoff Financial Planning
Connecticut
$30.2K 132
CB
2208
Centennial Bank
Arkansas
$30K 131
BAM
2209
Bellevue Asset Management
Washington
$28.4K 123
RAM
2210
Riggs Asset Management
Pennsylvania
$27.9K 122
M
2211
MOTCO
Texas
$27.5K 120
IHWM
2212
Iron Horse Wealth Management
Iowa
$26.5K 116
ACM
2213
Antonetti Capital Management
Florida
$26.3K 115
FCMT
2214
Founders Capital Management (Texas)
Texas
$25K 111 +31 +39%
HS
2215
Horan Securities
United States
$24.9K 109 +95 +679%
Kayne Anderson Rudnick Investment Management
2216
Kayne Anderson Rudnick Investment Management
California
$24.7K 108 +95 +731%
ACA
2217
Atlas Capital Advisors
Wyoming
$24.7K 108 +79 +272%
SC
2218
Schubert & Co
Texas
$24.3K 106 +3 +3%
EWP
2219
Elevation Wealth Partners
California
$23.1K 101 +101 New
TLCM
2220
Twin Lakes Capital Management
California
$22.9K 100
TH
2221
TCTC Holdings
Texas
$22.9K 100
GWSA
2222
Global Wealth Strategies & Associates
Colorado
$22.2K 97 +40 +70%
CMA
2223
Cedar Mountain Advisors
Oregon
$21.1K 92 -43 -32%
CMP
2224
Coston McIsaac & Partners
Maine
$21K 94 +1 +1%
HB
2225
Horizon Bancorp
Indiana
$21K 93 +93 New