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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 %
CNB
301
Czech National Bank
Czech Republic
$14M +$84.2K +368 +0.6%
IAA
302
Independent Advisor Alliance
North Carolina
$13.9M -$1M -4,390 -7%
MGIM
303
M&G Investment Management
United Kingdom
$13.9M +$1.1M +4,815 +9%
PI
304
PEAK6 Investments
Illinois
$13.9M +$13.8M +60,520 +2,017,333%
BC
305
Blackhill Capital
New Jersey
$13.7M
KIA
306
KCM Investment Advisors
California
$13.7M -$49.7K -217 -0.4%
MIH
307
Meitav Investment House
Israel
$13.6M -$3.46M -15,393 -20%
MWM
308
Moran Wealth Management
Florida
$13.6M +$482K +2,107 +4%
RMC
309
Resources Management Corp
Connecticut
$13.5M +$12.5M +83,905 +1,249%
NA
310
NewEdge Advisors
Louisiana
$13.4M +$356K +1,585 +3%
NAM
311
Nissay Asset Management
Japan
$13.2M -$654K -2,856 -5%
Public Sector Pension Investment Board (PSP Investments)
312
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$13.1M -$1.72M -7,535 -12%
CA
313
Callahan Advisors
Texas
$13M +$1.5M +6,534 +13%
BCM
314
Birmingham Capital Management
Alabama
$12.9M -$134K -585 -1%
Wealthfront Advisers
315
Wealthfront Advisers
California
$12.8M +$2.27M +9,916 +22%
CBOR
316
Community Bank of Raymore
Missouri
$12.8M -$1.48M -6,483 -10%
ACA
317
Aptus Capital Advisors
Alabama
$12.7M +$589K +2,576 +5%
PAM
318
Panagora Asset Management
Massachusetts
$12.7M -$4.98M -21,746 -28%
SW
319
SteelPeak Wealth
California
$12.6M +$1.98M +8,668 +19%
ACM
320
Ariose Capital Management
Hong Kong
$12.4M +$12.4M +54,000 New
RCYC
321
Richard C. Young & Co
Rhode Island
$12.3M +$66.8K +292 +0.5%
MSR
322
Main Street Research
Connecticut
$12.3M +$10.7M +46,832 +677%
BHWM
323
Bar Harbor Wealth Management
New Hampshire
$12.3M -$348K -1,521 -3%
AIA
324
Avalon Investment & Advisory
Texas
$12.1M +$11.5M +50,338 +1,849%
Voloridge Investment Management
325
Voloridge Investment Management
Florida
$12.1M -$21.6M -94,335 -64%