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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 %
AC
476
Albar Capital
United Kingdom
$5.44M +$5.44M +23,465 New
CNBTD
477
Citizens National Bank Trust Department
Mississippi
$5.4M -$13.9K -60 -0.3%
SFM
478
Signet Financial Management
New Jersey
$5.3M -$115K -497 -2%
BRA
479
Biechele Royce Advisors
Indiana
$5.26M -$40.6K -175 -0.8%
LSA
480
L & S Advisors
California
$5.26M -$3.02M -13,023 -36%
SB
481
Simmons Bank
Arkansas
$5.23M +$425K +1,833 +9%
TF
482
TIAA FSB
Florida
$5.23M -$131K -566 -2%
Bank Julius Baer & Co
483
Bank Julius Baer & Co
Switzerland
$5.21M -$1.1M -4,742 -17%
PSUF
484
People's United Financial
Connecticut
$5.21M -$404K -1,743 -7%
AF
485
Alerus Financial
North Dakota
$5.21M +$3.95M +17,023 +314%
WG
486
Welch Group
Alabama
$5.2M +$662K +2,856 +15%
BOH
487
Bank of Hawaii
Hawaii
$5.18M -$2.55K -11 -0%
MC
488
Mathes Company
New York
$5.17M -$82.8K -357 -2%
RG
489
Retirement Group
California
$5.14M -$16.2K -70 -0.3%
SF
490
Synovus Financial
Georgia
$5.12M +$25.3K +109 +0.5%
SG Americas Securities
491
SG Americas Securities
New York
$5.12M -$578K -2,491 -10%
CHC
492
City Holding Co
West Virginia
$5.12M +$121K +523 +2%
FDCDDQ
493
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.11M +$108K +464 +2%
AP
494
Advisor Partners
California
$5.08M -$176K -758 -3%
CCM
495
Coldstream Capital Management
Washington
$5.05M -$676K -2,916 -12%
TNB
496
TCF National Bank
South Dakota
$5.04M -$730K -3,148 -13%
MME
497
Meag Munich Ergo
Germany
$5.03M +$2.98M +12,856 +146%
FEG
498
Financial Enhancement Group
Indiana
$5M +$4.89M +21,083 +4,347%
SCM
499
Stonebridge Capital Management
California
$4.98M +$226K +975 +5%
V
500
Veritable
Delaware
$4.98M +$10.9K +47 +0.2%
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