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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 %
RC
626
Roundview Capital
New Jersey
$3.24M +$27.2K +125 +0.8%
EAM
627
Eukles Asset Management
Ohio
$3.23M +$273K +1,254 +9%
MA
628
Mutual Advisors
Nebraska
$3.23M +$418K +1,922 +15%
MAFM
629
Mid Atlantic Financial Management
Pennsylvania
$3.23M +$143K +655 +5%
PCM
630
Prelude Capital Management
New York
$3.22M +$3.22M +14,809 New
SSB
631
Sandy Spring Bank
Maryland
$3.22M +$84.4K +388 +3%
HB
632
Homrich & Berg
Georgia
$3.18M +$449K +2,064 +16%
AWE
633
Avidian Wealth Enterprises
Texas
$3.16M +$45.9K +211 +1%
FTA
634
Financial & Tax Architects
Missouri
$3.14M +$163K +750 +5%
SM
635
Sciencast Management
New Jersey
$3.13M +$3.13M +14,373 New
ISB
636
Iowa State Bank
Iowa
$3.12M +$53.1K +244 +2%
ECM
637
EagleClaw Capital Management
Massachusetts
$3.12M +$359K +1,650 +13%
KRSITF
638
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.1M -$192K -882 -6%
WB
639
Webster Bank
Connecticut
$3.07M +$153K +701 +5%
FFWA
640
FRG Family Wealth Advisors
Washington
$3.06M -$38.1K -175 -1%
MSU
641
Mizuho Securities USA
New York
$3.04M -$2.15M -9,869 -41%
HFA
642
HC Financial Advisors
California
$3.04M – – –
BOTW
643
Bank of the West
California
$3.02M +$235K +1,082 +8%
IMOV
644
Investment Management of Virginia
Virginia
$3.01M -$126K -580 -4%
BEC
645
Blue Edge Capital
Virginia
$3M -$6.09K -28 -0.2%
NSIM
646
North Star Investment Management
Illinois
$2.99M +$218 +1 +0%
SDIC
647
South Dakota Investment Council
South Dakota
$2.99M -$814K -3,740 -21%
DIP
648
DT Investment Partners
Pennsylvania
$2.98M +$60.1K +276 +2%
NEIRG
649
New England Investment & Retirement Group
Massachusetts
$2.94M +$125K +573 +4%
CLOS
650
Compagnie Lombard Odier SCmA
Switzerland
$2.9M +$32.9K +151 +1%
24 25
26
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