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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$32.7M +$320K +1,400 +1%
ASRS
177
Arizona State Retirement System
Arizona
$32.5M -$400K -1,746 -1%
Robeco Institutional Asset Management
178
Robeco Institutional Asset Management
Netherlands
$32.4M -$2.67M -11,675 -8%
National Bank of Canada
179
National Bank of Canada
Quebec, Canada
$32.4M -$2.79M -12,197 -8%
FRAF
180
Första AP-fonden
Sweden
$32.3M -$5.81M -25,400 -15%
MNG
181
Manning & Napier Group
New York
$32.1M +$89K +389 +0.3%
ERSOT
182
Employees Retirement System of Texas
Texas
$31.6M +$8.94M +39,085 +39%
WIC
183
Willis Investment Counsel
Georgia
$31.5M +$271K +1,186 +0.9%
UB
184
UMB Bank
Missouri
$31.1M -$4.48M -19,583 -13%
CIBC World Market
185
CIBC World Market
Ontario, Canada
$31M +$362K +1,582 +1%
ECU
186
Eisler Capital (UK)
United Kingdom
$30.4M +$30.4M +133,023 New
CAPTRUST Financial Advisors
187
CAPTRUST Financial Advisors
North Carolina
$30.4M +$3.58M +15,660 +13%
Janus Henderson Group
188
Janus Henderson Group
United Kingdom
$30.3M +$3.48M +15,229 +13%
DnB Asset Management
189
DnB Asset Management
Norway
$30.3M +$411K +1,797 +1%
MHC
190
Meyer Handelman Company
New York
$30.2M -$2.24M -9,800 -7%
Macquarie Group
191
Macquarie Group
Australia
$29.3M +$4.05M +17,688 +16%
IIM
192
INTECH Investment Management
Florida
$28.6M +$6.16M +26,920 +27%
William Blair & Company
193
William Blair & Company
Illinois
$28.5M +$259K +1,133 +0.9%
MML Investors Services
194
MML Investors Services
Massachusetts
$28.1M -$1.97M -8,604 -7%
CIM
195
Chiron Investment Management
New York
$28.1M +$28.1M +122,640 New
CS
196
Candriam SCA
Luxembourg
$27.9M +$18.4M +87,151 +192%
GF
197
Gabelli Funds
New York
$27.8M -$382K -1,670 -1%
SCI
198
S&CO Inc
Massachusetts
$27.3M -$51.5K -225 -0.2%
KAS
199
Kestra Advisory Services
Texas
$27.1M -$2.36M -10,295 -8%
CI
200
Capital International
California
$26.9M +$1.24M +5,429 +5%