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Caterpillar
CAT

Overview Fund Activity

1,883 hedge funds and large institutions have $68.6B invested in Caterpillar in 2020 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 697 increasing their positions, 608 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
+232
Holders Change %
+14.05%
% of All Funds
33.41%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
317
Increased
697
Reduced
608
Closed
63
Calls
$1.78B
Puts
$2.1B
Net Calls
-$316M
Net Calls Change
-$338M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
3
Capital World Investors
Capital World Investors
California
$598M
4
Citadel Advisors
Citadel Advisors
Florida
$237M
5
Invesco
Invesco
Georgia
$710M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$0
2
State Street
State Street
Massachusetts
$7.51B
3
Primecap Management
Primecap Management
California
$925M
4
Macquarie Group
Macquarie Group
Australia
$728M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
376
Wealthfront Advisers
California
$6.52M +$476K +2,615 +8%
LSA
377
L & S Advisors
California
$6.5M +$6.5M +35,686 New
HT
378
HAP Trading
New York
$6.49M +$2.2M +12,065 +51%
ASC
379
Atalanta Sosnoff Capital
New York
$6.45M -$4.51M -24,776 -41%
BC
380
Burney Company
Virginia
$6.41M -$350K -1,924 -5%
FNFDCM
381
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$6.39M -$181K -992 -3%
FAT
382
First American Trust
California
$6.38M +$21.1K +116 +0.3%
BA
383
Bridgewater Associates
Connecticut
$6.38M +$1.92M +10,539 +43%
ACM
384
Axel Capital Management
New York
$6.37M -$13.7M -75,000 -68%
PCM
385
Parsons Capital Management
Rhode Island
$6.34M -$23.8K -131 -0.4%
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$6.29M -$457K -2,511 -7%
SCA
387
Snowden Capital Advisors
New York
$6.25M -$2.12M -11,669 -25%
NMERB
388
New Mexico Educational Retirement Board
New Mexico
$6.24M -$72.8K -400 -1%
SMI
389
Shelter Mutual Insurance
Missouri
$6.23M -$3.82M -21,000 -38%
SAM
390
Socorro Asset Management
Texas
$6.21M +$6.21M +34,100 New
SIM
391
Sentry Investment Management
Wisconsin
$6.19M -$121K -664 -2%
RGI
392
River Global Investors
United Kingdom
$6.18M -$688K -3,779 -10%
KRS
393
Kentucky Retirement Systems
Kentucky
$6.17M +$429K +2,356 +7%
TCBWMS
394
Texas Capital Bank Wealth Management Services
Texas
$6.16M -$1.9M -10,461 -24%
CII
395
Capital International Inc
California
$6.15M -$16.9M -92,626 -73%
SCM
396
Sitrin Capital Management
California
$6.14M +$42.2K +232 +0.7%
LSERS
397
Louisiana State Employees Retirement System
Louisiana
$6.13M +$1.13M +6,200 +23%
DZ Bank
398
DZ Bank
Germany
$6.11M +$1.37M +7,584 +29%
AHC
399
Anderson Hoagland & Co
Missouri
$6.04M +$1.22M +6,699 +25%
BMSSC
400
B. Metzler seel. Sohn & Co
Germany
$6.04M +$6.04M +31,342 New
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