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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 %
DFC
2226
DB Fitzpatrick & Co
Idaho
$20.1K 88 -80 -48%
GIS
2227
Grayhawk Investment Strategies
Alberta, Canada
$19K 61 +61 New
FCA
2228
Fortis Capital Advisors
Kansas
$18.5K 81
KLWA
2229
Kelly Lawrence W & Associates
California
$18.1K 79
LWA
2230
Lowe Wealth Advisors
Maryland
$17.4K 76
AFS
2231
Annapolis Financial Services
Maryland
$16.9K 74
BC
2232
Belmont Capital
California
$16K 70
IWP
2233
IAG Wealth Partners
Wisconsin
$15.8K 69
BA
2234
Bellwether Advisors
Nebraska
$15.1K 66
MSE
2235
MUFG Securities EMEA
United Kingdom
$15K 64
SSC
2236
Syverson Strege & Co
Iowa
$13K 57 +57 New
CSWM
2237
Cassady Schiller Wealth Management
Ohio
$11.4K 50
MWA
2238
Miller Wealth Advisors
Colorado
$11K 100 -900 -90%
KFS
2239
Kelly Financial Services
Massachusetts
$10.8K 47 -6 -11%
TCM
2240
TD Capital Management
Tennessee
$9.37K 41
SCA
2241
Stuart Chaussee & Associates
California
$9.15K 40
TAM
2242
Tucker Asset Management
Colorado
$8.47K 37 +12 +48%
CCA
2243
Cadent Capital Advisors
Oklahoma
$7.91K 35 +1 +3%
MIM
2244
Macroview Investment Management
Maryland
$6.87K 30 -50 -63%
LG
2245
LAM Group
Oregon
$6.87K 30
NMG
2246
New Millennium Group
Utah
$6.66K 29 +7 +32%
RWPA
2247
Richard W. Paul & Associates
Michigan
$6.64K 29 -120 -81%
TJHA
2248
Thomas J. Herzfeld Advisors
Florida
$6.64K 29
PCM
2249
Penserra Capital Management
California
$6K 28 -1,602 -98%
DF
2250
DecisionPoint Financial
Arizona
$5.72K 25