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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 %
FM
676
Foster & Motley
Ohio
$2.73M -$190K -818 -6%
AF
677
Advisornet Financial
Minnesota
$2.71M -$81.4K -351 -3%
PWA
678
Providence Wealth Advisors
Illinois
$2.71M +$16.2K +70 +0.6%
ACM
679
AlphaCrest Capital Management
New York
$2.69M -$7.04M -30,380 -72%
CCT
680
Country Club Trust
Missouri
$2.68M +$622K +2,670 +30%
QSS
681
Quantitative Systematic Strategies
Florida
$2.68M -$839K -3,619 -24%
SI
682
Symmetry Investments
Jersey
$2.67M +$2.67M +11,500 New
OPCM
683
Osborne Partners Capital Management
California
$2.67M -$776K -3,349 -23%
MCM
684
Mitchell Capital Management
Kansas
$2.66M +$408K +1,759 +18%
TFS
685
TrustCore Financial Services
Tennessee
$2.66M +$224K +964 +9%
ECM
686
ExodusPoint Capital Management
New York
$2.65M -$1.2M -5,165 -31%
KOCAA
687
Knights of Columbus Asset Advisors
Connecticut
$2.65M +$501K +2,163 +23%
DRS
688
Deane Retirement Strategies
Louisiana
$2.64M +$66.5K +286 +3%
B
689
Bailard
California
$2.62M +$638K +2,751 +32%
PA
690
Profund Advisors
Maryland
$2.62M +$24.8K +107 +1%
TCOV
691
Trust Company of Vermont
Vermont
$2.59M -$56.8K -245 -2%
GT
692
Greenleaf Trust
Michigan
$2.59M +$239K +1,031 +10%
OPA
693
Old Port Advisors
Maine
$2.57M -$82.5K -356 -3%
LIM
694
Loudon Investment Management
New Hampshire
$2.57M -$81.2K -350 -3%
MIAN
695
Mariner Independent Advisor Network
Kansas
$2.57M -$228K -983 -8%
Members Trust
696
Members Trust
Florida
$2.55M -$60.3K -260 -2%
GAMA
697
Graticule Asia Macro Advisors
New York
$2.55M +$2.55M +11,000 New
PK
698
Pflug Koory
Nebraska
$2.54M -$42.4K -183 -2%
SOAMC
699
Spirit of America Management Corp
New York
$2.53M – – –
RMC
700
Resources Management Corp
Connecticut
$2.53M -$11.6K -50 -0.5%
26 27
28
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