Caterpillar Inc. sees shifts in institutional investment holdings

Institutional investors have recently adjusted their positions in Caterpillar Inc. according to recent SEC filings. Seaview Investment Managers LLC acquired a new stake in the industrial products company during the second quarter, purchasing 9,538 shares valued at approximately $10.16 million. This position represents about 3.0% of Seaview's portfolio.

In contrast, Cutler Investment Counsel LLC reduced its holdings in Caterpillar by 18.2% during the second quarter, selling 6,898 shares. Despite this reduction, the firm maintains 30,925 shares, making Caterpillar its sixth-largest position, valued at approximately $32.93 million at the end of the quarter.

Other major institutional movements include Bank of America Corp, which increased its stake by 16.0% in the fourth quarter, and Vanguard Group Inc., which raised its holdings by 1.0% during the same period. Hedge funds and other institutional investors collectively own approximately 70.98% of the company's stock.