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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 %
CCMD
2326
Cypress Capital Management (Delaware)
Delaware
-1,578 Closed
GI
2327
GAMCO Investors
Connecticut
-1,532 Closed
WFA
2328
WMG Financial Advisors
Tennessee
-1,518 Closed
HGERS
2329
Householder Group Estate & Retirement Specialist
Arizona
-1,364 Closed
CWM
2330
Cordatus Wealth Management
Pennsylvania
-1,235 Closed
NEAM
2331
New England Asset Management
Connecticut
-1,221 Closed
PP
2332
Paloma Partners
Connecticut
-1,044 Closed
MCM
2333
Magnolia Capital Management
New York
-1,000 Closed
EW
2334
Evoke Wealth
California
-755 Closed
FDCC
2335
Foster Dykema Cabot & Co
Massachusetts
-724 Closed
IWA
2336
Icon Wealth Advisors
Texas
-615 Closed
OPW
2337
Oxler Private Wealth
New York
-509 Closed
AIP
2338
Almanack Investment Partners
Pennsylvania
-496 Closed
SPWG
2339
Sage Private Wealth Group
Illinois
-400 Closed
ODG
2340
O'Dell Group
Ohio
-314 Closed
EC
2341
Estate Counselors
Wisconsin
-303 Closed
WWM
2342
Wagner Wealth Management
South Carolina
-273 Closed
PFA
2343
Professional Financial Advisors
Nebraska
-257 Closed
CWM
2344
Castle Wealth Management
Florida
-224 Closed
CL
2345
COWA LLC
Oklahoma
-200 Closed
FEG
2346
Financial Enhancement Group
Indiana
-200 Closed
EC
2347
EdgeRock Capital
Colorado
-139 Closed
ACK
2348
Andrew C. Karlinski
-100 Closed
GIS
2349
Grayhawk Investment Strategies
Alberta, Canada
-61 Closed
FCAS
2350
First Command Advisory Services
Texas
-50 Closed