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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 %
NC
2251
NewSquare Capital
Pennsylvania
$5.99K 25
DF
2252
DecisionPoint Financial
Arizona
$5.99K 25 +25 New
PFG
2253
Piershale Financial Group
Illinois
$5.99K 25 +25 New
TFM
2254
TFC Financial Management
Massachusetts
$5.78K 24
AFG
2255
Albion Financial Group
Utah
$5.51K 23
NMG
2256
New Millennium Group
Utah
$5.27K 22 +3 +16%
HH
2257
HWG Holdings
Texas
$5K 22
SWM
2258
Sanctuary Wealth Management
Idaho
$4.79K 20 +20 New
HS
2259
Horan Securities
United States
$3.37K 14 +14 New
Kayne Anderson Rudnick Investment Management
2260
Kayne Anderson Rudnick Investment Management
California
$3.11K 13
SFCL
2261
Strengthening Families & Communities LLC
Massachusetts
$3K 12
RTL
2262
Red Tortoise LLC
Georgia
$2.64K 11 +11 New
TCOT
2263
Trust Company of Toledo
Ohio
$2.57K 10,722 +203 +2%
MS
2264
Mizuho Securities
Japan
$2.4K 10 -357 -97%
IRAG
2265
Investment Research & Advisory Group
Georgia
$2.4K 10
FSWA
2266
Financial Synergies Wealth Advisors
Texas
$1.92K 8 +8 New
PG
2267
Proffitt & Goodson
Tennessee
$1.32K 6
ITIM
2268
Indiana Trust & Investment Management
Indiana
$1.17K 4,870 +954 +24%
SFA
2269
Semmax Financial Advisors
North Carolina
$1K 5
PI
2270
PEAK6 Investments
Illinois
$818 3 -41,783 -100%
HWP
2271
Highline Wealth Partners
California
$719 3 +3 New
TWP
2272
TFO Wealth Partners
Ohio
$449 2 -77 -97%
CAM
2273
CenterStar Asset Management
Illinois
CMP
2274
Coston McIsaac & Partners
Maine
$22 93
OTPPB
2275
Ontario Teachers' Pension Plan Board
Ontario, Canada
-2,138,516 Closed