CAT icon

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.

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
1
BlackRock
New York
$8.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$227M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$248M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.91B
2
Harris Associates
2
Harris Associates
Illinois
$18.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$814M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$746M
5
Macquarie Group
5
Macquarie Group
Australia
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
Amundi
26
Amundi
France
$563M +$563M +2,587,038 New
Charles Schwab
27
Charles Schwab
California
$549M +$11.3M +51,796 +2%
Dimensional Fund Advisors
28
Dimensional Fund Advisors
Texas
$533M -$2.17M -9,984 -0.4%
Swiss National Bank
29
Swiss National Bank
Switzerland
$484M +$29.3M +134,499 +6%
Macquarie Group
30
Macquarie Group
Australia
$476M -$250M -1,150,573 -34%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$460M +$6.27M +28,823 +1%
Boston Partners
32
Boston Partners
Massachusetts
$440M -$7.89M -36,250 -2%
Deutsche Bank
33
Deutsche Bank
Germany
$403M +$94.9M +435,955 +31%
Goldman Sachs
34
Goldman Sachs
New York
$391M -$3.06M -14,046 -0.8%
PPA
35
Parametric Portfolio Associates
Washington
$388M +$7.83M +35,984 +2%
TD Asset Management
36
TD Asset Management
Ontario, Canada
$343M +$27.7M +133,905 +9%
Ameriprise
37
Ameriprise
Minnesota
$336M -$69.3M -318,576 -17%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$296M +$71.1M +323,684 +32%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$268M -$2.79M -12,841 -1%
Diamond Hill Capital Management
40
Diamond Hill Capital Management
Ohio
$264M +$16.8M +77,230 +7%
Barclays
41
Barclays
United Kingdom
$261M +$85.8M +394,370 +49%
UBS Group
42
UBS Group
Switzerland
$257M -$99.2M -455,957 -28%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$248M +$225M +1,033,373 +955%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$245M -$6.33M -29,079 -3%
CS
45
Credit Suisse
Switzerland
$233M +$16.6M +77,094 +8%
Citigroup
46
Citigroup
New York
$228M -$3.8M -17,463 -2%
Lazard Asset Management
47
Lazard Asset Management
New York
$228M +$253K +1,164 +0.1%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$228M -$58.7M -269,908 -20%
EVM
49
Eaton Vance Management
Massachusetts
$227M -$39.8M -182,701 -15%
Renaissance Technologies
50
Renaissance Technologies
New York
$227M +$227M +1,042,778 New
1
2
3 4 5