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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 %
JGC
2351
J. Goldman & Co
New York
-877 Closed
LFGO
2352
Legacy Financial Group (Oklahoma)
Oklahoma
-854 Closed
WMA
2353
West Michigan Advisors
Michigan
-852 Closed
PFWA
2354
Paces Ferry Wealth Advisors
Georgia
-846 Closed
SWIM
2355
Smallwood Wealth Investment Management
New Jersey
-845 Closed
PIA
2356
Pinion Investment Advisors
Kansas
-844 Closed
TC
2357
Telemus Capital
Michigan
-842 Closed
RCM
2358
Requisite Capital Management
Texas
-842 Closed
EWA
2359
Encompass Wealth Advisors
Oregon
-841 Closed
GAM
2360
Gemmer Asset Management
California
-839 Closed
Fiera Capital (Canada)
2361
Fiera Capital (Canada)
Quebec, Canada
-837 Closed
MWM
2362
MinichMacGregor Wealth Management
New York
-757 Closed
WOSD
2363
WFA of San Diego
California
-582 Closed
FA
2364
Fiduciary Alliance
South Carolina
-551 Closed
MPCL
2365
My Personal CFO LLC
Washington
-465 Closed
RP
2366
Rowlandmiller & Partners
Georgia
-431 Closed
MS
2367
Madden Securities
Texas
-390 Closed
CASC
2368
Coppell Advisory Solutions Corp
Texas
-358 Closed
CAS
2369
Coppell Advisory Solutions
Texas
-358 Closed
OWA
2370
One Wealth Advisors
California
-344 Closed
EE
2371
EWG Elevate
California
-313 Closed
FWA
2372
Freedom Wealth Alliance
Wisconsin
-258 Closed
LS
2373
Leelyn Smith
Illinois
-215 Closed
SC
2374
Sierra Capital
Florida
-213 Closed
KIA
2375
Kraematon Investment Advisors
Massachusetts
-200 Closed