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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 %
SFG
651
SageGuard Financial Group
Tennessee
$2.92M +$1.62M +6,969 +124%
VFA
652
Voya Financial Advisors
Connecticut
$2.92M -$2.21M -9,469 -43%
IC
653
Inscription Capital
Texas
$2.92M +$184K +795 +7%
APA
654
American Portfolios Advisors
New York
$2.91M +$1.1M +4,731 +60%
HB
655
Homrich & Berg
Georgia
$2.91M +$225K +971 +8%
BOC
656
Barbara Oil Co
Illinois
$2.9M – – –
SWM
657
Segment Wealth Management
Texas
$2.89M +$9.27K +40 +0.3%
GIA
658
Guyasuta Investment Advisors
Pennsylvania
$2.89M -$11.6K -50 -0.4%
CA
659
Cambridge Advisors
Nebraska
$2.88M -$14.8K -64 -0.5%
AUB
660
Atlantic Union Bankshares
Virginia
$2.88M -$16K -69 -0.6%
EWM
661
Evercore Wealth Management
New York
$2.87M +$208K +897 +8%
JF
662
Jump Financial
Illinois
$2.86M +$2.86M +12,339 New
FHA
663
First Horizon Advisors
Tennessee
$2.86M +$1.84M +7,922 +180%
SC
664
Savant Capital
Illinois
$2.83M -$296K -1,278 -9%
LNWWM
665
Laird Norton Wetherby Wealth Management
California
$2.82M -$179K -772 -6%
ADL
666
Asset Dedication LLC
California
$2.8M -$947K -4,075 -25%
PH
667
Pinnacle Holdings
Oklahoma
$2.79M -$6.49K -28 -0.2%
LFDLE
668
La Financiere de L'Echiquier
France
$2.78M -$232K -1,000 -8%
JPMIA
669
J.P. Marvel Investment Advisors
Massachusetts
$2.78M +$3.48K +15 +0.1%
AIP
670
Ameritas Investment Partners
Nebraska
$2.77M -$79K -355 -3%
MPWT
671
MassMutual Private Wealth & Trust
Connecticut
$2.76M +$652K +2,814 +31%
Two Sigma Investments
672
Two Sigma Investments
New York
$2.75M +$2.75M +11,879 New
MMA
673
Miracle Mile Advisors
California
$2.75M +$182K +786 +7%
UFF
674
USA Financial Formulas
Michigan
$2.75M -$1.18M -5,084 -30%
GCM
675
Gables Capital Management
Florida
$2.74M – – –
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