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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 %
SAM
426
Socorro Asset Management
Texas
$6.68M -$516K -2,369 -7%
Pacer Advisors
427
Pacer Advisors
Pennsylvania
$6.65M -$605K -2,778 -8%
SF
428
Synovus Financial
Georgia
$6.63M +$1.81M +8,309 +38%
American Century Companies
429
American Century Companies
Missouri
$6.54M -$1.98M -9,082 -23%
WF
430
Welch & Forbes
Massachusetts
$6.54M +$74.6K +343 +1%
GAM
431
Gotham Asset Management
New York
$6.39M +$3.39M +15,591 +113%
HFS
432
Hantz Financial Services
Michigan
$6.35M +$271K +1,245 +4%
GP
433
Geneva Partners
Wisconsin
$6.29M -$964K -4,430 -13%
Tudor Investment Corp
434
Tudor Investment Corp
Connecticut
$6.29M +$5.09M +23,401 +427%
PAI
435
Pittenger & Anderson Inc
Nebraska
$6.26M +$354K +1,625 +6%
CI
436
Capital International
California
$6.25M -$2.41M -11,055 -28%
PFS
437
Prospera Financial Services
Texas
$6.24M +$1.82M +8,356 +41%
ACM
438
AlphaCrest Capital Management
New York
$6.24M +$3.71M +17,068 +147%
CGH
439
Crossmark Global Holdings
Texas
$6.24M +$141K +648 +2%
KWILP
440
Kiwi Wealth Investments Limited Partnership
New Zealand
$6.23M -$5.97M -27,420 -49%
BCM
441
Brookstone Capital Management
Illinois
$6.19M +$914K +4,248 +17%
SAM
442
Scopus Asset Management
New York
$6.16M +$6.16M +28,315 New
ST
443
Spinnaker Trust
Maine
$6.11M -$2.18K -10 -0%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$6.11M +$60.3K +277 +1%
MCM
445
McRae Capital Management
New Jersey
$6.1M +$6.1M +28,020 New
EGA
446
Eagle Global Advisors
Texas
$6.09M +$122K +560 +2%
CWG
447
Cornerstone Wealth Group
North Carolina
$6.04M +$524K +2,581 +10%
LSA
448
L & S Advisors
California
$6.04M +$1.1M +5,071 +22%
GWM
449
Geneos Wealth Management
Colorado
$6.01M -$1.02M -4,693 -15%
DACG
450
Donor Advised Charitable Giving
California
$5.93M -$4.12M -18,921 -41%
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