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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 %
RG
201
Rathbones Group
United Kingdom
$26.5M -$2.45M -10,699 -8%
LCS
202
Levin Capital Strategies
New York
$26.5M +$5.11M +22,332 +24%
Assenagon Asset Management
203
Assenagon Asset Management
Luxembourg
$26.2M -$45.7M -199,889 -64%
KBC Group
204
KBC Group
Belgium
$26.1M +$1.62M +7,063 +7%
YCM
205
Yousif Capital Management
Michigan
$26.1M -$1.62M -7,075 -6%
WAS
206
Wesleyan Assurance Society
United Kingdom
$26.1M -$1.02M -4,471 -4%
BFS
207
Bradley Foster & Sargent
Connecticut
$26.1M +$716K +3,129 +3%
CAN
208
Cetera Advisor Networks
California
$26M -$211K -923 -0.8%
CB
209
Commerce Bank
Missouri
$26M +$319K +1,396 +1%
ELC
210
Edgar Lomax Company
Virginia
$25.6M +$25.6M +111,810 New
Daiwa Securities Group
211
Daiwa Securities Group
Japan
$25.3M +$2.28M +9,682 +10%
UIM
212
USS Investment Management
United Kingdom
$25.1M -$1.54M -6,749 -6%
Jennison Associates
213
Jennison Associates
New York
$25.1M +$5.86M +25,594 +30%
TPSF
214
Texas Permanent School Fund
Texas
$24.8M +$7.91M +34,556 +47%
NPA
215
Nichols & Pratt Advisers
Massachusetts
$24.4M -$729K -3,184 -3%
TAF
216
Tredje AP-fonden
Sweden
$24.2M -$4.29M -18,762 -15%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$24.1M -$758K -3,313 -3%
SEI Investments
218
SEI Investments
Pennsylvania
$23.8M +$4.11M +17,957 +21%
X
219
Xponance
Pennsylvania
$23.8M -$1.89M -8,257 -7%
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
$23.4M -$503K -2,196 -2%
Aviva
221
Aviva
United Kingdom
$23.2M -$4.1M -17,915 -15%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$23.2M -$251K -1,097 -1%
WSTAM
223
Wilbanks Smith & Thomas Asset Management
Virginia
$23.1M +$65.2K +285 +0.3%
Vontobel Holding
224
Vontobel Holding
Switzerland
$23.1M -$9.06M -39,601 -28%
PA
225
Paralel Advisors
Colorado
$22.9M