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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 %
FTA
626
Financial & Tax Architects
Missouri
$3.18M +$3.18M +13,696 New
SLI
627
Sumitomo Life Insurance
Japan
$3.18M -$962K -4,151 -23%
EAM
628
Eukles Asset Management
Ohio
$3.16M +$37.3K +161 +1%
MCCP
629
Mission Creek Capital Partners
California
$3.13M +$101K +436 +3%
WB
630
Webster Bank
Connecticut
$3.11M -$65.6K -283 -2%
DIP
631
DT Investment Partners
Pennsylvania
$3.11M -$618K -2,667 -17%
Fidelity International
632
Fidelity International
Bermuda
$3.1M +$773K +3,334 +33%
DWA
633
Douglass Winthrop Advisors
New York
$3.07M – – –
LCM
634
Logan Capital Management
Pennsylvania
$3.06M +$232 +1 +0%
CLOS
635
Compagnie Lombard Odier SCmA
Switzerland
$3.05M +$116K +500 +4%
OLA
636
Oliver Luxxe Assets
New Jersey
$3.04M +$23.2K +100 +0.8%
WP
637
Waycross Partners
Kentucky
$3.02M -$660K -2,845 -18%
PWSG
638
Pacific Wealth Strategies Group
California
$3.02M +$263K +1,135 +10%
PCA
639
Pallas Capital Advisors
Massachusetts
$3.02M +$3.02M +12,427 New
WG
640
Winton Group
United Kingdom
$3.01M +$638K +2,751 +27%
VF
641
Vest Financial
Virginia
$3.01M +$50.8K +219 +2%
NEIRG
642
New England Investment & Retirement Group
Massachusetts
$3M +$69.6K +300 +2%
MA
643
Mutual Advisors
Nebraska
$3M -$62.4K -269 -2%
Bessemer Group
644
Bessemer Group
New Jersey
$2.99M +$93.2K +402 +3%
BOTW
645
Bank of the West
California
$2.97M +$137K +591 +5%
OAJ
646
Ogorek Anthony Joseph
New York
$2.96M +$213K +918 +8%
ACM
647
Azimuth Capital Management
Michigan
$2.95M -$23.2K -100 -0.8%
ECM
648
EagleClaw Capital Management
Massachusetts
$2.94M -$11.6K -50 -0.4%
HTC
649
Haverford Trust Company
Pennsylvania
$2.94M +$1.32M +5,690 +82%
IA
650
IndexIQ Advisors
New York
$2.93M +$2.93M +12,640 New
24 25
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