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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 %
P
501
Paradiem
Louisiana
$4.97M +$1.88M +8,046 +61%
FMWA
502
Forvis Mazars Wealth Advisors
Missouri
$4.96M -$511K -2,204 -9%
Fayez Sarofim & Co
503
Fayez Sarofim & Co
Texas
$4.92M -$772K -3,330 -14%
PWP
504
Principle Wealth Partners
Connecticut
$4.91M +$121K +521 +3%
IIM
505
Ipswich Investment Management
Massachusetts
$4.9M -$238K -1,025 -5%
BCCM
506
Bridge Creek Capital Management
Massachusetts
$4.87M -$328K -1,415 -6%
BWL
507
Bogart Wealth LLC
Virginia
$4.87M -$62.1K -268 -1%
ETC
508
Exchange Traded Concepts
Oklahoma
$4.83M +$4.68M +20,193 +3,241%
UIM
509
USS Investment Management
United Kingdom
$4.8M – – –
MAM
510
Meeder Asset Management
Ohio
$4.79M +$3.87M +16,685 +418%
ACM
511
Argyle Capital Management
Pennsylvania
$4.79M -$11.6K -50 -0.2%
CBTWT
512
Community Bank & Trust (Waco, Texas)
Texas
$4.77M -$198K -852 -4%
CTA
513
Colonial Trust Advisors
South Carolina
$4.76M +$153K +660 +3%
PFS
514
Prospera Financial Services
Texas
$4.71M -$143K -616 -3%
AIC
515
Argus Investors Counsel
New York
$4.69M -$692K -2,985 -13%
HAG
516
HighPoint Advisor Group
Illinois
$4.69M +$228K +989 +5%
IMRF
517
Illinois Municipal Retirement Fund
Illinois
$4.65M -$874K -3,771 -16%
MC
518
Moors & Cabot
Massachusetts
$4.65M -$800K -3,450 -15%
TCM
519
Twin Capital Management
Pennsylvania
$4.62M -$714K -3,080 -13%
BFEC
520
Benjamin F. Edwards & Company
Missouri
$4.59M -$72.8K -314 -2%
BFG
521
Beacon Financial Group
Texas
$4.59M – – –
SCM
522
Shelton Capital Management
Colorado
$4.58M -$763K -3,292 -14%
BFIM
523
Beese Fulmer Investment Management
Ohio
$4.58M -$129K -556 -3%
KPWS
524
Kestra Private Wealth Services
Texas
$4.58M -$124K -536 -3%
CAG
525
Crestwood Advisors Group
Massachusetts
$4.58M +$20.9K +90 +0.5%
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