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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 %
NMERB
401
New Mexico Educational Retirement Board
New Mexico
$7.95M – – –
SMI
402
Shelter Mutual Insurance
Missouri
$7.93M – – –
OAM
403
Oppenheimer Asset Management
New York
$7.93M -$480K -2,070 -6%
LSERS
404
Louisiana State Employees Retirement System
Louisiana
$7.84M +$23.2K +100 +0.3%
AHC
405
Anderson Hoagland & Co
Missouri
$7.81M +$116K +500 +2%
RGI
406
River Global Investors
United Kingdom
$7.79M -$92.9K -400 -1%
Mariner
407
Mariner
Kansas
$7.74M +$320K +1,378 +4%
GP
408
Geneva Partners
Wisconsin
$7.73M +$479K +2,065 +7%
Pacer Advisors
409
Pacer Advisors
Pennsylvania
$7.72M -$284K -1,223 -4%
KIA
410
KCM Investment Advisors
California
$7.72M +$756K +3,259 +11%
EP
411
Edgestream Partners
New Jersey
$7.7M -$11.5M -49,581 -60%
SAM
412
Socorro Asset Management
Texas
$7.66M -$244K -1,052 -3%
KRS
413
Kentucky Retirement Systems
Kentucky
$7.66M -$201K -867 -3%
CC
414
Cannell & Co
New York
$7.6M -$74.2K -320 -1%
BMSSC
415
B. Metzler seel. Sohn & Co
Germany
$7.55M +$279K +1,202 +4%
SIC
416
Salem Investment Counselors
North Carolina
$7.5M +$85.6K +369 +1%
KC
417
Knuff & Co
California
$7.47M -$46.4K -200 -0.6%
HT
418
HAP Trading
New York
$7.39M -$872K -3,760 -11%
GWM
419
Geneos Wealth Management
Colorado
$7.37M -$2.49M -10,931 -25%
SPC
420
Sigma Planning Corp
Michigan
$7.29M +$73K +315 +1%
SBH
421
Segall Bryant & Hamill
Illinois
$7.24M +$164K +707 +2%
EWM
422
Edge Wealth Management
New York
$7.24M +$398K +1,717 +6%
OCAM
423
Onex Canada Asset Management
Ontario, Canada
$7.21M -$1.1M -4,751 -13%
HI
424
Harbour Investments
Wisconsin
$7.2M +$7.2M +31,062 New
TW
425
Transform Wealth
Colorado
$7.13M -$165K -712 -2%
15 16
17
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