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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.

New
Increased
Maintained
Reduced
Closed
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
BlackRock
New York
+$449M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$254M
3
Renaissance Technologies
Renaissance Technologies
New York
+$227M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$225M
5
Morgan Stanley
Morgan Stanley
New York
+$157M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
2
Harris Associates
Harris Associates
Illinois
-$352M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
5
Macquarie Group
Macquarie Group
Australia
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CBTWT
526
Community Bank & Trust (Waco, Texas)
Texas
$4.5M +$24.2K +111 +0.5%
FNT
527
First National Trust
Pennsylvania
$4.49M +$795K +3,652 +21%
WB
528
WesBanco Bank
West Virginia
$4.46M +$191K +878 +4%
WMC
529
Westwood Management Corporation
Illinois
$4.42M -$22.8M -104,900 -84%
BCCM
530
Bridge Creek Capital Management
Massachusetts
$4.42M -$156K -715 -3%
Fidelity International
531
Fidelity International
Bermuda
$4.41M +$1.49M +6,867 +51%
BFEC
532
Benjamin F. Edwards & Company
Missouri
$4.4M +$90.7K +417 +2%
ACM
533
AlphaStar Capital Management
North Carolina
$4.38M +$3.99M +18,345 +1,022%
TCM
534
Twin Capital Management
Pennsylvania
$4.36M +$30.5K +140 +0.7%
ACM
535
Arosa Capital Management
Florida
$4.35M +$4.35M +20,000 New
FMWA
536
Forvis Mazars Wealth Advisors
Missouri
$4.34M -$318K -1,460 -7%
RIM
537
Reliant Investment Management
Tennessee
$4.31M +$88.8K +408 +2%
BC
538
Burney Company
Virginia
$4.31M -$3.47M -15,947 -45%
MC
539
Moors & Cabot
Massachusetts
$4.3M -$64K -294 -1%
CAG
540
Crestwood Advisors Group
Massachusetts
$4.29M -$4.35K -20 -0.1%
HAG
541
HighPoint Advisor Group
Illinois
$4.27M -$148K -680 -3%
CTA
542
Colonial Trust Advisors
South Carolina
$4.27M -$192K -883 -4%
NG
543
NWK Group
California
$4.26M +$9.14K +42 +0.2%
SL
544
Summitry LLC
California
$4.26M +$46.8K +215 +1%
LFAS
545
Level Four Advisory Services
Texas
$4.26M +$70.3K +323 +2%
BRWA
546
B. Riley Wealth Advisors
Florida
$4.25M +$125K +574 +3%
ACM
547
Alpha Capital Management
Texas
$4.25M -$29.6K -136 -0.7%
CG
548
Cutler Group
California
$4.24M +$4.24M +19,503 New
BFIM
549
Beese Fulmer Investment Management
Ohio
$4.24M -$54.2K -249 -1%
RG
550
Retirement Group
California
$4.24M -$590K -2,713 -12%
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