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Caterpillar

2,265 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 164 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

Holders
2,265
Holders Change
-7
Holders Change %
-0.31%
% of All Funds
36.26%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
164
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 %
DF
2251
DecisionPoint Financial
Arizona
$5.72K 25
AFG
2252
Albion Financial Group
Utah
$5.26K 23
HH
2253
HWG Holdings
Texas
$5.03K 22
AWM
2254
Activest Wealth Management
Florida
$4.38K 19 +19 New
PS
2255
PayPay Securities
Japan
$4.12K 18 -8 -31%
VF
2256
VitalStone Financial
Texas
$3K 16 -166 -91%
RTL
2257
Red Tortoise LLC
Georgia
$2.52K 11
IRAG
2258
Investment Research & Advisory Group
Georgia
$2.29K 10
2L
2259
25 LLC
Missouri
$1.29K 6 +6 New
PG
2260
Proffitt & Goodson
Tennessee
$1.26K 6
TWP
2261
TFO Wealth Partners
Ohio
$1.14K 5 +3 +150%
SWG
2262
Summit Wealth Group
Vermont
$1K 121,056 +121,056 New
MBFW
2263
Morton Brown Family Wealth
Pennsylvania
$915 4 +4 New
HWP
2264
Highline Wealth Partners
California
$458 2 -1 -33%
EIP
2265
Easterly Investment Partners
Massachusetts
$229 1 +1 New
FGAM
2266
Financial Gravity Asset Management
Texas
$8 37 +37 New
SFCL
2267
Strengthening Families & Communities LLC
Massachusetts
$3 12
GQG Partners
2268
GQG Partners
Florida
-339,252 Closed
Balyasny Asset Management
2269
Balyasny Asset Management
Illinois
-274,003 Closed
Parallax Volatility Advisers
2270
Parallax Volatility Advisers
California
-167,290 Closed
ECM
2271
ExodusPoint Capital Management
New York
-82,336 Closed
DFO
2272
Duquesne Family Office
New York
-63,800 Closed
MMA
2273
Mizuho Markets Americas
New York
-62,219 Closed
MCM
2274
McRae Capital Management
New Jersey
-41,143 Closed
Group One Trading
2275
Group One Trading
Illinois
-39,115 Closed