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Caterpillar

2,164 hedge funds and large institutions have $81.7B invested in Caterpillar in 2022 Q1 according to their latest regulatory filings, with 179 funds opening new positions, 952 increasing their positions, 709 reducing their positions, and 134 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,164
Holders Change
+19
Holders Change %
+0.89%
% of All Funds
34.25%
Holding in Top 10
40
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+60%
% of All Funds
0.63%
New
179
Increased
952
Reduced
709
Closed
134
Calls
$1.88B
Puts
$2.3B
Net Calls
-$422M
Net Calls Change
+$194M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
2276
Core Wealth Advisors
Florida
-$62K -300 Closed
MTWM
2277
Masso Torrence Wealth Management
New Jersey
-$49K -236 Closed
NICM
2278
Neo Ivy Capital Management
New York
-$48K -231 Closed
DWP
2279
Destiny Wealth Partners
Florida
-$41K -200 Closed
IPW
2280
IronBridge Private Wealth
Texas
-$34K -163 Closed
CFG
2281
CKW Financial Group
Hawaii
-$30K -147 Closed
FFG
2282
Ford Financial Group
California
-$24 -117 Closed
WA
2283
WestEnd Advisors
North Carolina
-$24K -116 Closed
EWM
2284
Elmwood Wealth Management
California
-$23K -110 Closed
HS
2285
Horan Securities
United States
-$17K -80 Closed
JRFS
2286
James Reed Financial Services
Ohio
-$15K -75 Closed
IAG
2287
Investmark Advisory Group
Connecticut
-$14K -68 Closed
RI
2288
Rinkey Investments
California
-$12K -54 Closed
MFT
2289
Moisand Fitzgerald Tamayo
Florida
-$11K -51 Closed
RCM
2290
Regency Capital Management
Hawaii
-$9K -43 Closed
MIM
2291
Meridiem Investment Management
United Kingdom
-$8K -40 Closed
TCM
2292
TD Capital Management
Tennessee
-$8K -40 Closed
RK
2293
Rather & Kittrell
Tennessee
-$8K -40 Closed
LFG
2294
Leverty Financial Group
Wisconsin
-$6K -32 Closed
CWA
2295
Clearview Wealth Advisors
Oregon
-$4K -20 Closed
AWA
2296
Aquire Wealth Advisors
Utah
-$4K -18 Closed
CSWM
2297
Cassady Schiller Wealth Management
Ohio
-$1K -7 Closed