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Caterpillar

2,389 hedge funds and large institutions have $97.3B invested in Caterpillar in 2023 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 902 increasing their positions, 899 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,389
Holders Change
+79
Holders Change %
+3.42%
% of All Funds
38.09%
Holding in Top 10
74
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+68.18%
% of All Funds
1.18%
New
189
Increased
902
Reduced
899
Closed
80
Calls
$2.6B
Puts
$3.31B
Net Calls
-$708M
Net Calls Change
-$286M
Name Holding Trade Value Shares
Change
Shares
Change %
COPPSERS
226
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$28M +$3.47M +12,693 +14%
WAS
227
Wesleyan Assurance Society
United Kingdom
$27.8M -$3.34M -12,231 -11%
Jennison Associates
228
Jennison Associates
New York
$27.8M +$1.16M +4,241 +4%
MIH
229
Meitav Investment House
Israel
$27.6M -$8.01M -28,775 -22%
Skandinaviska Enskilda Banken (SEB)
230
Skandinaviska Enskilda Banken (SEB)
Sweden
$27.6M -$191K -700 -0.7%
PA
231
Paralel Advisors
Colorado
$27.3M
GT
232
Glenmede Trust
Pennsylvania
$27.1M +$734K +2,688 +3%
RPI
233
Railway Pension Investments
United Kingdom
$26.2M +$2.7M +9,900 +11%
VMPIC
234
Varma Mutual Pension Insurance Co
Finland
$26.2M -$9.83M -36,000 -27%
CAM
235
Cresset Asset Management
Illinois
$26.1M +$7.3M +26,746 +39%
RFC
236
Regions Financial Corp
Alabama
$26M +$59K +216 +0.2%
Vontobel Holding
237
Vontobel Holding
Switzerland
$25.9M -$4.24M -15,548 -14%
MAM
238
Madison Asset Management
Wisconsin
$25.5M -$11.8M -43,129 -32%
FAF
239
Fjarde Ap-fonden
Sweden
$25.4M -$2.05M -7,500 -7%
KBC Group
240
KBC Group
Belgium
$25.3M -$42.3K -155 -0.2%
SYBT
241
Stock Yards Bank & Trust
Kentucky
$25.1M -$319K -1,169 -1%
WI
242
Wafra Inc
New York
$25M +$25M +91,392 New
PA
243
Pinnacle Associates
New York
$24.8M +$2.85M +10,445 +13%
AWM
244
AE Wealth Management
Kansas
$24.8M +$4.34M +15,893 +21%
JAM
245
Jupiter Asset Management
United Kingdom
$24.7M +$24.7M +90,593 New
EAM
246
Erste Asset Management
Austria
$24.7M +$2.65M +9,585 +12%
CNB
247
Czech National Bank
Czech Republic
$24.3M +$7.69M +28,152 +46%
URS
248
Utah Retirement Systems
Utah
$24.3M +$109K +400 +0.5%
CSS
249
Cubist Systematic Strategies
Connecticut
$24.3M +$8.67M +31,750 +55%
FBA
250
Front Barnett Associates
Illinois
$24.3M -$723K -2,650 -3%