Caterpillar
CAT
2,323 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, 859 reducing their positions, and 112 closing their positions.
56% more first-time investments, than exits
New positions opened: 175 | Existing positions closed: 112
2% more funds holding in top 10
Funds holding in top 10: 43 → 44 (+1)
2% more funds holding
Funds holding: 2,280 → 2,323 (+43)
8% more repeat investments, than reductions
Existing positions increased: 932 | Existing positions reduced: 859
0.65% less ownership
Funds ownership: 70.08% → 69.43% (-0.65%)
15% less call options, than puts
Call options by funds: $2.38B | Put options by funds: $2.8B
23% less capital inflows, than outflows
Capital inflows: $2.87B | Capital outflows: $3.75B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Altshuler Shaham
Tel Aviv,
Israel
|
+$252M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
+$252M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$125M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$123M |
| 5 |
DZ Bank
Frankfurt Am Main,
Germany
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$299M |
| 2 |
Citigroup
New York
|
-$197M |
| 3 |
Hudson Bay Capital Management
Stamford,
Connecticut
|
-$172M |
| 4 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$163M |
| 5 |
Neuberger Berman Group
New York
|
-$156M |
CAT Hedge Fund Activity: Q2 2023 in Review
2,323 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2023, worth a combined $88B — up 6.2% from $82.9B 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 859 trimmed.
The largest buyer was Altshuler Shaham, adding an estimated $252M. The largest seller was BlackRock, cutting an estimated $299M.
- 2,323 institutional investors held Caterpillar (CAT) as of Q2 2023, up from 2,280 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 BlackRock, an estimated $299M sold.
Based on aggregated 13F filings for Q2 2023.