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Caterpillar

2,267 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 863 increasing their positions, 861 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,267
Holders Change
-5
Holders Change %
-0.22%
% of All Funds
36.28%
Holding in Top 10
43
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-28.33%
% of All Funds
0.69%
New
166
Increased
863
Reduced
861
Closed
119
Calls
$2.16B
Puts
$2.63B
Net Calls
-$471M
Net Calls Change
+$1.24B
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
226
Marshall Wace
United Kingdom
$22.9M -$1.71M -7,475 -7%
CG
227
Colony Group
Massachusetts
$22.7M -$3.3M -14,407 -13%
CIS
228
Capital International Sarl
California
$22.7M +$2.91M +12,729 +15%
II
229
IFM Investors
Australia
$22.3M +$450K +1,966 +2%
AWM
230
AE Wealth Management
Kansas
$22.3M -$2.65M -11,595 -11%
VDI
231
Vaughan David Investments
Illinois
$22.2M -$820K -3,583 -4%
EAM
232
Erste Asset Management
Austria
$22.1M +$62.3K +277 +0.3%
GT
233
Glenmede Trust
Pennsylvania
$22.1M -$200K -874 -0.9%
SYBT
234
Stock Yards Bank & Trust
Kentucky
$21.3M +$328K +1,432 +2%
URS
235
Utah Retirement Systems
Utah
$21.2M +$56.5K +247 +0.3%
FBA
236
Front Barnett Associates
Illinois
$21.2M -$8.93K -39 -0%
RFC
237
Regions Financial Corp
Alabama
$21.1M +$216K +944 +1%
FAF
238
Fjarde Ap-fonden
Sweden
$20.9M -$2.38M -10,400 -10%
Two Sigma Advisers
239
Two Sigma Advisers
New York
$20.9M -$70.9M -309,700 -77%
JAM
240
Jupiter Asset Management
United Kingdom
$20.8M +$20.8M +90,752 New
Jacobs Levy Equity Management
241
Jacobs Levy Equity Management
New Jersey
$20.6M +$20.6M +90,057 New
CCM
242
Chilton Capital Management
Texas
$20.5M -$497K -2,174 -2%
Capital Fund Management (CFM)
243
Capital Fund Management (CFM)
France
$20.4M +$295K +1,289 +1%
Mercer Global Advisors
244
Mercer Global Advisors
Colorado
$20.3M +$1.76M +7,684 +9%
Two Sigma Investments
245
Two Sigma Investments
New York
$20.3M +$16.5M +72,157 +441%
BB
246
Busey Bank
Illinois
$20.3M +$252K +1,101 +1%
COPPSERS
247
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$20.2M +$58.4K +255 +0.3%
ONB
248
Old National Bancorp
Indiana
$20.1M -$15.6K -68 -0.1%
GT
249
Glenview Trust
Kentucky
$19.7M -$1.23M -5,371 -6%
Public Employees Retirement Association of Colorado
250
Public Employees Retirement Association of Colorado
Colorado
$19.4M -$1.05M -4,577 -5%