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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 %
ACM
526
Alpha Capital Management
Texas
$4.56M -$88.6K -382 -2%
CI
527
Cigna Investments
Connecticut
$4.56M +$160K +689 +4%
WB
528
WesBanco Bank
West Virginia
$4.55M +$4.55M +19,632 New
UR
529
USCA RIA
Texas
$4.54M -$374K -1,612 -8%
NG
530
NWK Group
California
$4.53M -$40.6K -175 -0.9%
SAM
531
Sompo Asset Management
Japan
$4.52M -$1.35M -5,820 -23%
MAM
532
Marketfield Asset Management
New York
$4.51M -$164K -707 -4%
RIM
533
Reliant Investment Management
Tennessee
$4.5M +$34.8K +150 +0.8%
SL
534
Summitry LLC
California
$4.49M -$14.1K -61 -0.3%
SC
535
Searle & Co
Connecticut
$4.49M +$5.8K +25 +0.1%
LFAS
536
Level Four Advisory Services
Texas
$4.46M -$369K -1,593 -8%
FFN
537
Focus Financial Network
Minnesota
$4.46M +$2.71M +11,679 +155%
CB
538
Community Bank
New York
$4.44M -$59.1K -255 -1%
PP
539
Palladium Partners
Virginia
$4.43M -$55.9K -241 -1%
MIM
540
Montgomery Investment Management
Maryland
$4.41M -$11.6K -50 -0.3%
BRWA
541
B. Riley Wealth Advisors
Florida
$4.37M +$869K +3,767 +25%
MFG
542
Monte Financial Group
Connecticut
$4.37M -$10.2K -44 -0.2%
FCH
543
Freestone Capital Holdings
Washington
$4.34M -$4.63M -19,986 -52%
GLA
544
Great Lakes Advisors
Illinois
$4.33M +$660K +2,847 +18%
LWM
545
Loveless Wealth Management
Montana
$4.33M +$23.2K +100 +0.5%
FMBTD
546
First Midwest Bank Trust Division
Illinois
$4.32M +$37.3K +161 +0.9%
AWM
547
Aries Wealth Management
Maine
$4.32M -$53.5K -230 -1%
APP
548
Avantax Planning Partners
Iowa
$4.28M +$71.6K +309 +2%
IRF
549
IBM Retirement Fund
New York
$4.28M -$386K -1,663 -8%
KF
550
Krilogy Financial
Missouri
$4.27M +$108K +464 +3%
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