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.

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 %
MAM
551
Marketfield Asset Management
New York
$4.23M – – –
SC
552
Searle & Co
Connecticut
$4.21M – – –
PWP
553
Principle Wealth Partners
Connecticut
$4.21M -$403K -1,853 -9%
IC
554
Inscription Capital
Texas
$4.21M +$1.47M +6,743 +54%
MWM
555
Meridian Wealth Management
Kentucky
$4.19M +$553K +2,539 +15%
UR
556
USCA RIA
Texas
$4.14M -$125K -573 -3%
PP
557
Palladium Partners
Virginia
$4.12M -$35K -161 -0.8%
GLA
558
Great Lakes Advisors
Illinois
$4.11M +$46.8K +215 +1%
CB
559
Community Bank
New York
$4.11M -$62.2K -286 -1%
NIM
560
Northeast Investment Management
Massachusetts
$4.1M +$106K +485 +3%
CCM
561
Channing Capital Management
Illinois
$4.08M +$341K +1,568 +9%
FCH
562
Freestone Capital Holdings
Washington
$4.07M -$3.7K -17 -0.1%
FFN
563
Focus Financial Network
Minnesota
$4.01M -$177K -814 -4%
AIC
564
Ameritas Investment Company
Nebraska
$4.01M +$1.19M +3,096 +42%
AWM
565
Aries Wealth Management
Maine
$3.98M -$58.8K -270 -1%
MIM
566
Montgomery Investment Management
Maryland
$3.97M -$168K -772 -4%
GA
567
Gateway Advisory
New Jersey
$3.96M +$3.96M +18,211 New
GCM
568
Graham Capital Management
Connecticut
$3.96M -$6.19M -28,426 -61%
GSC
569
G&S Capital
Colorado
$3.95M +$450K +2,070 +13%
LWM
570
Loveless Wealth Management
Montana
$3.94M -$122K -560 -3%
AIC
571
Argus Investors Counsel
New York
$3.92M -$481K -2,210 -11%
FC
572
Fusion Capital
South Carolina
$3.92M +$138K +635 +4%
Hudson Bay Capital Management
573
Hudson Bay Capital Management
Connecticut
$3.92M +$3.92M +18,000 New
FMC
574
First Merchants Corp
Indiana
$3.9M -$46.6K -214 -1%
RJT
575
Raymond James Trust
Florida
$3.87M +$624K +2,866 +19%
21 22
23
24 25