Institutions rebalance Caterpillar stakes with mixed buy and sell moves

Multiple institutional investors are adjusting their positions in Caterpillar, with Dana Investment Advisors and TD Asset Management trimming stakes while K.J. Harrison & Partners is adding shares. The changes, though incremental, highlight ongoing portfolio rebalancing and differing views on Caterpillar’s valuation and outlook. Such institutional flows can influence trading activity and offer clues about professional sentiment toward the stock.