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Caterpillar

2,309 hedge funds and large institutions have $87.9B invested in Caterpillar in 2023 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 925 increasing their positions, 855 reducing their positions, and 111 closing their positions.

Holders
2,309
Holders Change
+43
Holders Change %
+1.9%
% of All Funds
36.42%
Holding in Top 10
44
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.33%
% of All Funds
0.69%
New
174
Increased
925
Reduced
855
Closed
111
Calls
$2.38B
Puts
$2.8B
Net Calls
-$422M
Net Calls Change
+$48.4M
Name Holding Trade Value Shares
Change
Shares
Change %
Baird Financial Group
76
Baird Financial Group
Wisconsin
$117M -$1.78M -7,231 -1%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$116M +$11.6M +47,126 +11%
Jane Street
78
Jane Street
New York
$109M +$59.3M +241,203 +118%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$108M +$2.14M +8,713 +2%
First Trust Advisors
80
First Trust Advisors
Illinois
$107M -$8.89M -36,131 -8%
Fifth Third Bancorp
81
Fifth Third Bancorp
Ohio
$105M +$2.83M +11,485 +3%
Man Group
82
Man Group
United Kingdom
$93.9M +$93.9M +381,480 New
APG Asset Management
83
APG Asset Management
Netherlands
$93.8M -$11.5M -51,042 -11%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$91.7M +$56.8M +230,211 +163%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$89.2M -$391K -1,588 -0.4%
Wellington Management Group
86
Wellington Management Group
Massachusetts
$85.9M -$20.6M -83,912 -19%
ORIO
87
Old Republic International (ORI)
Illinois
$85.9M
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$84.3M +$226K +917 +0.3%
Osaic Holdings
89
Osaic Holdings
Arizona
$82.7M +$4.34M +17,611 +6%
GLA
90
Great Lakes Advisors
Illinois
$82.3M -$6.16M -25,022 -7%
Massachusetts Financial Services
91
Massachusetts Financial Services
Massachusetts
$80.5M -$86M -349,321 -52%
AQR Capital Management
92
AQR Capital Management
Connecticut
$78.7M -$26.3M -107,084 -25%
RJFSA
93
Raymond James Financial Services Advisors
Florida
$78.2M -$4.21M -17,123 -5%
PAM
94
Panagora Asset Management
Massachusetts
$77.5M +$63.9M +259,788 +470%
SO
95
STRS Ohio
Ohio
$77.2M -$15.6M -63,223 -17%
Retirement Systems of Alabama
96
Retirement Systems of Alabama
Alabama
$76.6M -$9.03M -36,690 -11%
State of New Jersey Common Pension Fund D
97
State of New Jersey Common Pension Fund D
New Jersey
$75.2M -$423K -1,720 -0.6%
Chevy Chase Trust
98
Chevy Chase Trust
Maryland
$74.9M -$1.36M -5,538 -2%
Franklin Resources
99
Franklin Resources
California
$73.6M +$3.15M +12,814 +4%
Asset Management One
100
Asset Management One
Japan
$73.1M -$633K -2,572 -0.9%