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Caterpillar
CAT

Overview Fund Activity

2,003 hedge funds and large institutions have $87.8B invested in Caterpillar in 2021 Q1 according to their latest regulatory filings, with 229 funds opening new positions, 758 increasing their positions, 734 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+120
Holders Change %
+6.37%
% of All Funds
35.27%
Holding in Top 10
58
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+93.33%
% of All Funds
1.02%
New
229
Increased
758
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$2.06B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$337M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$314M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$249M
5
ZIG
Zurich Insurance Group
Switzerland
+$123M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$534M
2
Primecap Management
Primecap Management
California
-$325M
3
Gates Foundation Trust
Gates Foundation Trust
Washington
-$256M
4
Citadel Advisors
Citadel Advisors
Florida
-$246M
5
Harris Associates
Harris Associates
Illinois
-$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
376
Wealthstreet Investment Advisors
Texas
$8.96M – – –
ECG
377
Edge Capital Group
Georgia
$8.95M +$20.2K +87 +0.2%
OC
378
Oppenheimer & Co
New York
$8.92M -$1.84M -7,948 -17%
II
379
Inspire Investing
Idaho
$8.88M +$3.73M +16,088 +72%
CM
380
Churchill Management
California
$8.86M -$47.1K -203 -0.5%
Wealthfront Advisers
381
Wealthfront Advisers
California
$8.84M +$535K +2,306 +6%
CA
382
Callahan Advisors
Texas
$8.83M -$513K -2,213 -5%
DLCIG
383
D.L. Carlson Investment Group
New Hampshire
$8.82M +$1.47M +6,334 +20%
AIA
384
Allied Investment Advisors
Montana
$8.78M -$231K -995 -3%
PAM
385
Panagora Asset Management
Massachusetts
$8.78M -$38.5K -166 -0.4%
SG
386
Swarthmore Group
Pennsylvania
$8.77M +$8.77M +37,826 New
NFAM
387
North Fourth Asset Management
New Jersey
$8.77M +$8.77M +37,800 New
SSA
388
Schonfeld Strategic Advisors
New York
$8.73M -$5.67M -24,463 -39%
Westfield Capital Management
389
Westfield Capital Management
Massachusetts
$8.72M -$78.4M -338,185 -90%
IIM
390
Intact Investment Management
Quebec, Canada
$8.64M -$464K -2,000 -5%
SW
391
SteelPeak Wealth
California
$8.54M -$1.83M -7,911 -18%
SAM
392
Shell Asset Management
Netherlands
$8.51M +$1.28M +5,514 +18%
FHC
393
First Horizon Corporation
Tennessee
$8.45M +$1.05M +4,508 +14%
SCA
394
Snowden Capital Advisors
New York
$8.41M +$455K +1,961 +6%
CA
395
Cornerstone Advisors
North Carolina
$8.35M +$5.56M +24,000 +200%
BC
396
Burney Company
Virginia
$8.29M +$127K +546 +2%
FNFDCM
397
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$8.14M -$464 -2 -0%
EDRH
398
Edmond de Rothschild Holding
Switzerland
$8.12M +$1.16M +4,988 +17%
PCM
399
Parsons Capital Management
Rhode Island
$8.07M -$5.8K -25 -0.1%
AM
400
Atwater Malick
Pennsylvania
$8.06M -$521K -2,248 -6%
14 15
16
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