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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 %
KA
451
Kintegral Advisory
New York
$6.29M – – –
WMSA
452
Weiss Multi-Strategy Advisers
New York
$6.23M -$11.2M -48,360 -64%
ASN
453
Advisory Services Network
Georgia
$6.2M +$167K +722 +3%
AMIM
454
Aull & Monroe Investment Management
Alabama
$6.19M -$162K -700 -3%
SIC
455
Sigma Investment Counselors
Michigan
$6.17M -$130K -560 -2%
CIC
456
Chase Investment Counsel
Virginia
$6.16M +$75.4K +325 +1%
ANBT
457
American National Bank & Trust
Texas
$6.11M +$415K +1,789 +7%
HCM
458
Howland Capital Management
Massachusetts
$6.02M -$104K -450 -2%
CA
459
Cetera Advisors
Colorado
$5.99M +$326K +1,406 +6%
NRS
460
Neville Rodie & Shaw
New York
$5.96M +$1.32M +5,685 +28%
SCM
461
Sitrin Capital Management
California
$5.96M -$1.87M -8,063 -24%
FFBTD
462
First Financial Bank - Trust Division
Ohio
$5.87M +$472K +2,035 +9%
BCV
463
Banque Cantonale Vaudoise
Switzerland
$5.85M -$893K -3,854 -13%
HFM
464
Hartford Financial Management
Connecticut
$5.84M -$103K -446 -2%
KCM
465
Kanawha Capital Management
Virginia
$5.82M -$31.3K -135 -0.5%
NMIMC
466
Northwestern Mutual Investment Management Company
Wisconsin
$5.73M -$1.18M -5,094 -17%
RC
467
RegentAtlantic Capital
New Jersey
$5.71M +$136K +586 +2%
BCM
468
Brookstone Capital Management
Illinois
$5.68M +$1.56M +6,719 +38%
NA
469
NewEdge Advisors
Louisiana
$5.67M +$401K +1,728 +8%
SCP
470
Silverleafe Capital Partners
Tennessee
$5.63M -$732K -3,156 -12%
NIC
471
Northwest Investment Counselors
Oregon
$5.62M -$158K -680 -3%
NB
472
NBT Bank
New York
$5.6M +$22.3K +96 +0.4%
MSU
473
Mizuho Securities USA
New York
$5.53M +$5.53M +23,846 New
OHIS
474
Oak Harvest Investment Services
Texas
$5.5M +$313K +1,350 +6%
SAM
475
Sandbar Asset Management
United Kingdom
$5.45M -$1.25M -5,388 -19%
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