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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 %
RPI
251
Railway Pension Investments
United Kingdom
$19.4M +$19.4M +84,900 New
Thrivent Financial for Lutherans
252
Thrivent Financial for Lutherans
Minnesota
$18.9M +$37.4K +165 +0.2%
JCM
253
Janney Capital Management
Pennsylvania
$18.7M +$666K +2,912 +4%
CIC
254
Cutler Investment Counsel
Oregon
$18.5M -$91.1K -398 -0.5%
VMPIC
255
Varma Mutual Pension Insurance Co
Finland
$18.5M -$17.9M -78,284 -49%
CIBC Asset Management
256
CIBC Asset Management
Ontario, Canada
$18.3M +$270K +1,181 +1%
CWM
257
CIBC World Markets
New York
$18M +$4M +17,477 +29%
MOACM
258
Mutual of America Capital Management
New York
$18M -$1.6K -7 -0%
FP
259
Foundry Partners
Minnesota
$17.8M -$12.2M -53,378 -41%
FNT
260
First National Trust
Pennsylvania
$17.4M +$17.9K +78 +0.1%
ABC
261
Associated Banc-Corp
Wisconsin
$17.3M -$5.1M -22,302 -23%
BS
262
Banco Santander
Spain
$17.3M +$82.4K +360 +0.5%
MIM
263
Marco Investment Management
Georgia
$17.1M -$14.9K -65 -0.1%
CAM
264
Congress Asset Management
Massachusetts
$17M -$105M -460,230 -86%
NYLIM
265
New York Life Investment Management
New York
$16.9M -$3.14M -13,703 -16%
SI
266
Stephens Inc
Arkansas
$16.9M -$877K -3,831 -5%
PAG
267
Private Advisor Group
New Jersey
$16.9M -$37.1K -162 -0.2%
NAM
268
NorthCrest Asset Manangement
Minnesota
$16.7M +$235K +1,029 +1%
FNBT
269
FineMark National Bank & Trust
Florida
$16.5M -$1.17M -5,121 -7%
DADC
270
D.A. Davidson & Co
Montana
$16.4M +$3.53M +15,420 +27%
AIM
271
ARK Investment Management
Florida
$16.3M -$2.51M -10,966 -13%
OC
272
Oppenheimer & Co
New York
$16.1M +$967K +4,225 +6%
Cetera Investment Advisers
273
Cetera Investment Advisers
Illinois
$16M +$1.01M +4,403 +7%
GAM
274
Gotham Asset Management
New York
$16M +$7.96M +34,770 +99%
BCP
275
Blue Chip Partners
Michigan
$15.9M +$618K +2,701 +4%