Caterpillar
CAT
2,321 hedge funds and large institutions have $88B invested in Caterpillar in 2023 Q2 according to their latest regulatory filings, with 175 funds opening new positions, 932 increasing their positions, 858 reducing their positions, and 112 closing their positions.
56% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 112
6% more capital invested
Capital invested by funds: $82.8B → $88B (+$5.16B)
2% more funds holding in top 10
Funds holding in top 10: 43 → 44 (+1)
2% more funds holding
Funds holding: 2,278 → 2,321 (+43)
9% more repeat investments, than reductions
Existing positions increased: 932 | Existing positions reduced: 858
5.96% less ownership
Funds ownership: 75.58% → 69.62% (-6%)
15% less call options, than puts
Call options by funds: $2.38B | Put options by funds: $2.8B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$252M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$252M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$147M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$125M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$6.28B |
| 2 |
BlackRock
New York
|
-$299M |
| 3 |
Citigroup
New York
|
-$197M |
| 4 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$172M |
| 5 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$163M |
CAT Hedge Fund Activity: Q2 2023 in Review
2,321 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2023, worth a combined $88B — up 6.2% from $82.8B a quarter earlier.
Buyers outnumbered sellers: 175 funds opened new CAT positions and 112 closed out — a net gain of 63 holders — while 932 added to existing stakes and 858 trimmed.
The largest buyer was Altshuler Shaham, adding an estimated $252M. The largest seller was OFI Invest Asset Management, cutting an estimated $6.28B.
- 2,321 institutional investors held Caterpillar (CAT) as of Q2 2023, up from 2,278 in Q1 2023.
- Funds reported $88B of Caterpillar stock for Q2 2023, up 6.2% quarter-over-quarter.
- 175 funds opened new Caterpillar positions in Q2 2023 and 112 closed out, a net change of +63 holders.
- The largest Caterpillar buyer in Q2 2023 was Altshuler Shaham, an estimated $252M added.
- The largest Caterpillar seller in Q2 2023 was OFI Invest Asset Management, an estimated $6.28B sold.
Based on aggregated 13F filings for Q2 2023.