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CAT
CATERPILLAR INC
$415.12
$0.93 (0.22%)
Last Close: 2025-09-03
Accumulate
HedgeMind Stock Rating
94
Popularity Rank
81%
14%
HedgeMind Sentiment
HedgeMind 500 Holders
19
Total Shares
1.22M
Shares Chg Q/Q
223%
Institutional Holders
2993
Total Shares
337.07M
Shares Chg Q/Q
3%
13F holding data for quarter ended 2025-06-30
19 of 495
76 of 1119
2993 of 8155
All
19
1,217,880 SH
New Buy
10
614,676 SH
Increased
7
522,241 SH
Unchanged
1
36,963 SH
Decreased
1
44,000 SH
Sold Out
2
35,680 SH
High Conviction
4
636,341 SH
Shares
Shares Change
Change Rate
Portfolio Weight
Company Name
Manager Name
Gregg Moskowitz
INTERVAL PARTNERS LP
274,315 SH
2.43% PW
+274,315 SH
100% new
Peter Avellone
CARTENNA CAPITAL LP
240,000 SH
5.74% PW
+216,500 SH
90.21% new
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
163,584 SH
0.11% PW
+28,830 SH
17.62% new
Zilvinas Mecelis
COVALIS CAPITAL LLP
86,526 SH
4.25% PW
+86,526 SH
100% new
Steve Cohen
POINT72 ASSET MANAGEMENT LP
81,351 SH
0.08% PW
+81,351 SH
100% new
Daniel Dreyfus
BORNITE CAPITAL MANAGEMENT LP
60,000 SH
2.33% PW
+60,000 SH
100% new
Karl Kroeker
WOODLINE PARTNERS LP
50,874 SH
0.11% PW
+10,496 SH
20.63% new
Stuart Zimmer
ZIMMER PARTNERS
44,000 SH
0.40% PW
-23,950 SH
35.25% sold
John Woolway
VANTAGE INVESTMENT PARTNERS LLC
36,963 SH
1.05% PW
0 SH
(unchanged)
Dipak Patel
ALIGHT CAPITAL MANAGEMENT LP
35,500 SH
3.58% PW
+35,500 SH
100% new
Craig Lucas
AVENTAIL CAPITAL GROUP LP
33,808 SH
0.58% PW
+33,808 SH
100% new
James Jampel
HITE HEDGE ASSET MANAGEMENT LLC
30,352 SH
0.68% PW
+21,535 SH
70.95% new
Louis Moore Bacon
MOORE CAPITAL MANAGEMENT LP
27,893 SH
0.24% PW
+27,893 SH
100% new
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
27,876 SH
0.08% PW
+7,019 SH
25.18% new
Peter Stamos
STAMOS CAPITAL PARTNERS L P
7,815 SH
0.54% PW
+1,164 SH
14.89% new
Andrew Komery
DELTA GLOBAL MANAGEMENT LP
7,280 SH
0.19% PW
+7,280 SH
100% new
Zach Kurz
PINNBROOK CAPITAL MANAGEMENT LP
6,944 SH
0.70% PW
+6,944 SH
100% new
Divesh Makan
ICONIQ CAPITAL LLC
1,740 SH
0.01% PW
+269 SH
15.46% new
Richard Chilton
CHILTON INVESTMENT CO LLC
1,059 SH
0.01% PW
+1,059 SH
100% new
Chris Rokos
ROKOS CAPITAL MANAGEMENT LLP
0 SH
0.00% PW
-10,558 SH
100% sold
Ho Ching
TEMASEK HOLDINGS PRIVATE LTD
0 SH
0.00% PW
-25,122 SH
100% sold
Key Terms
Change Rate
Change Rate is defined for each holding as the following:
HedgeMind 500
HedgeMind 500 (HM 500) consists of around 500 hedge fund managers that HedgeMind have meticulously analyzed and selected from HedgeMind 1000 hedge funds. These managers employ primarily fundamental techniques to identify investment opportunities. Most of them construct conviction-weighted portfolios and focus on long term investment horizon. These fundamental-driven hedge fund managers are most valuable for investors to follow, learn, and invest alongside.
HedgeMind 1000
HedgeMind 1000 (HM 1000) consists of 1000+ hedge funds that are handpicked from 7,000+ institutional investors who are actively filling Form 13F with SEC. These hedge funds employ one or more hedge fund investment strategies as defined by Hedge Fund Research. HedgeMind 1000 hedge funds include some of the most successful and largest hedge funds in the world as well as many newly launched emerging hedge funds we have continuously discovered.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating (HM Rating) combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
Shares Inflows
Shares Inflows (SH Inflows) is defined as the total number of shares that were bought by stock holders in the latest filing period.
Shares Outflows
Shares Outflows (SH Outflows) is defined as the otal number of shares that were sold in the latest filing period.
Disclaimer
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