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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 %
BC
2226
Belmont Capital
California
$17K 70
MUMSS
2227
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K 70 +40 +133%
PWS
2228
Paragon Wealth Strategies
Florida
$16.8K 70
IWP
2229
IAG Wealth Partners
Wisconsin
$16.5K 69
CQS
2230
Credential Qtrade Securities
$16.1K 67
BA
2231
Bellwether Advisors
Nebraska
$15.8K 66
MSE
2232
MUFG Securities EMEA
United Kingdom
$15K 64 -1,280 -95%
AWM
2233
Abound Wealth Management
Tennessee
$14.6K 61 +31 +103%
GWSA
2234
Global Wealth Strategies & Associates
Colorado
$13.7K 57 +57 New
KFS
2235
Kelly Financial Services
Massachusetts
$12.7K 53
CSWM
2236
Cassady Schiller Wealth Management
Ohio
$12K 50 +50 New
MYAM
2237
Meiji Yasuda Asset Management
Japan
$11.5K 48,077 +10,519 +28%
QL
2238
Quarry LP
New York
$10.3K 43 +43 New
AF
2239
Affiance Financial
Minnesota
$9.82K 41 +41 New
TCM
2240
TD Capital Management
Tennessee
$9.78K 41
SCA
2241
Stuart Chaussee & Associates
California
$9.58K 40
AP
2242
Arlington Partners
Alabama
$9.1K 38
CCA
2243
Cadent Capital Advisors
Oklahoma
$8.24K 34 +34 New
DWP
2244
Destiny Wealth Partners
Florida
$7.91K 33
ETC
2245
Exchange Traded Concepts
Oklahoma
$7.43K 31 -20 -39%
LG
2246
LAM Group
Oregon
$7.19K 30 +30 New
ACA
2247
Atlas Capital Advisors
Wyoming
$6.95K 29
TJHA
2248
Thomas J. Herzfeld Advisors
Florida
$6.95K 29
PS
2249
PayPay Securities
Japan
$6.23K 26 +26 New
TAM
2250
Tucker Asset Management
Colorado
$6.01K 25