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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 %
SFG
601
SageGuard Financial Group
Tennessee
$3.54M +$800K +3,678 +29%
ADL
602
Asset Dedication LLC
California
$3.54M +$921K +4,239 +35%
IC
603
IEQ Capital
California
$3.53M +$464K +2,132 +15%
LIM
604
Leavell Investment Management
Alabama
$3.48M – – –
EP
605
Eudaimonia Partners
Tennessee
$3.48M +$15.7K +72 +0.5%
MMG
606
Monetary Management Group
Missouri
$3.46M +$1.63M +7,490 +89%
TWA
607
TCI Wealth Advisors
Arizona
$3.46M +$5.01K +23 +0.1%
GVAG
608
Great Valley Advisor Group
Delaware
$3.45M +$179K +810 +5%
MCM
609
McMillion Capital Management
North Carolina
$3.44M -$229K -1,053 -6%
WAM
610
World Asset Management
Michigan
$3.42M -$227K -1,045 -6%
GAM
611
Griffin Asset Management
New York
$3.42M +$27.2K +125 +0.8%
CIC
612
Chase Investment Counsel
Virginia
$3.41M -$2.37M -10,893 -41%
SG
613
StoneX Group
New York
$3.38M +$2.7M +12,401 +394%
LPIC
614
LeJeune Puetz Investment Counsel
Michigan
$3.38M -$97.9K -450 -3%
BBA
615
BLB&B Advisors
Pennsylvania
$3.37M -$15.2K -70 -0.4%
IRF
616
IBM Retirement Fund
New York
$3.37M -$647K -2,972 -16%
WLPWM
617
Walled Lake Planning & Wealth Management
Illinois
$3.36M -$12.6K -58 -0.4%
AAMU
618
AEGON Asset Management (UK)
United Kingdom
$3.34M – – –
Federated Hermes
619
Federated Hermes
Pennsylvania
$3.32M +$20.2K +93 +0.6%
CFB
620
Cullen/Frost Bankers
Texas
$3.31M +$71.8K +330 +2%
Bessemer Group
621
Bessemer Group
New Jersey
$3.3M +$492K +2,260 +18%
WJWM
622
Williams Jones Wealth Management
New York
$3.29M +$61.4K +282 +2%
SC
623
Samlyn Capital
New York
$3.28M +$3.28M +15,082 New
RC
624
RBF Capital
California
$3.26M – – –
SWP
625
Stratos Wealth Partners
Ohio
$3.26M -$82.5K -379 -2%
23 24
25
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