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Caterpillar
CAT

Overview Fund Activity

2,014 hedge funds and large institutions have $81.9B invested in Caterpillar in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 864 increasing their positions, 682 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+11
Holders Change %
+0.55%
% of All Funds
35.16%
Holding in Top 10
30
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-48.28%
% of All Funds
0.52%
New
145
Increased
864
Reduced
682
Closed
113
Calls
$1.82B
Puts
$2.25B
Net Calls
-$425M
Net Calls Change
-$861M

Top Buyers

1
BlackRock
BlackRock
New York
+$449M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$254M
3
Renaissance Technologies
Renaissance Technologies
New York
+$227M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$225M
5
Morgan Stanley
Morgan Stanley
New York
+$157M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
2
Harris Associates
Harris Associates
Illinois
-$352M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
5
Macquarie Group
Macquarie Group
Australia
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
351
Prime Capital Investment Advisors
Kansas
$10M -$514K -2,364 -5%
ECG
352
Edge Capital Group
Georgia
$9.83M +$1.42M +6,538 +17%
AAIM
353
American Assets Investment Management
California
$9.79M – – –
AWM
354
AE Wealth Management
Kansas
$9.77M +$115K +530 +1%
EAM
355
Erste Asset Management
Austria
$9.73M -$1.96M -9,100 -17%
IMRF
356
Illinois Municipal Retirement Fund
Illinois
$9.71M +$5.34M +24,553 +122%
AAA
357
Adams Asset Advisors
Texas
$9.67M – – –
BHWM
358
Bar Harbor Wealth Management
New Hampshire
$9.65M +$179K +821 +2%
MNBTD
359
Moody National Bank Trust Division
Texas
$9.53M -$32.4K -149 -0.3%
OC
360
Oppenheimer & Co
New York
$9.47M +$1.09M +5,025 +13%
AI
361
Atria Investments
North Carolina
$9.33M -$250K -1,149 -3%
DC
362
Davenport & Co
Virginia
$9.3M +$25.5K +117 +0.3%
ANI
363
American National Insurance
Texas
$9.14M -$16.3K -75 -0.2%
II
364
Inspire Investing
Idaho
$9.09M +$760K +3,494 +9%
TRSOTSOK
365
Teachers Retirement System of the State of Kentucky
Kentucky
$9.06M – – –
PWLP
366
Prio Wealth Limited Partnership
Massachusetts
$9.06M +$27.6K +127 +0.3%
CSIC
367
Clifford Swan Investment Counsel
California
$9M -$1.32M -6,435 -13%
AFP
368
Ausdal Financial Partners
Iowa
$8.99M +$458K +2,105 +5%
CIBC World Market
369
CIBC World Market
Ontario, Canada
$8.97M -$10.3M -47,542 -54%
SPC
370
Sigma Planning Corp
Michigan
$8.94M +$2.1M +9,635 +31%
GG
371
Greenwood Gearhart
Arkansas
$8.93M +$229K +1,053 +3%
EDRH
372
Edmond de Rothschild Holding
Switzerland
$8.91M +$1.29M +5,937 +17%
MSRPS
373
Maryland State Retirement & Pension System
Maryland
$8.86M – – –
DY
374
Dowling & Yahnke
California
$8.86M -$2.61K -12 -0%
FAT
375
First American Trust
California
$8.81M -$203K -935 -2%
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