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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 %
RWA
2326
Redmont Wealth Advisors
Illinois
-1,100 Closed
CCA
2327
Childress Capital Advisors
Texas
-1,068 Closed
MS
2328
Maven Securities
Jersey
-1,044 Closed
AG
2329
Ascent Group
Virginia
-1,035 Closed
SMF
2330
Sterling Manor Financial
New York
-1,034 Closed
WC
2331
Wexford Capital
Florida
-1,022 Closed
BWM
2332
BlackDiamond Wealth Management
New York
-1,003 Closed
UOTTAIMCU
2333
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-1,000 Closed
PR
2334
Payden & Rygel
California
-1,000 Closed
CGPCS
2335
Capital Group Private Client Services
California
-995 Closed
GF
2336
Gries Financial
Ohio
-984 Closed
VWM
2337
Vigilare Wealth Management
Arizona
-975 Closed
CWG
2338
Crown Wealth Group
North Carolina
-970 Closed
MPW
2339
MGO Private Wealth
California
-969 Closed
CA
2340
Calton & Associates
Florida
-966 Closed
FNBOO
2341
First National Bank of Omaha
Nebraska
-962 Closed
SAM
2342
Secure Asset Management
Michigan
-942 Closed
CCT
2343
Capital City Trust
Florida
-933 Closed
ACP
2344
Aveo Capital Partners
Colorado
-932 Closed
GWA
2345
GGM Wealth Advisors
Maryland
-931 Closed
BWA
2346
Blodgett Wealth Advisors
California
-902 Closed
FMTC
2347
Farmers & Merchants Trust Company
California
-894 Closed
SWS
2348
SYSTM Wealth Solutions
Illinois
-888 Closed
WCM
2349
WealthBridge Capital Management
Ohio
-888 Closed
VFP
2350
Verus Financial Partners
Virginia
-884 Closed