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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 %
TCM
701
Telos Capital Management
California
$2.52M – – –
BWAM
702
Boyd Watterson Asset Management
Ohio
$2.52M -$244K -1,052 -9%
SCA
703
Strategic Capital Advisers
Colorado
$2.51M -$338K -1,459 -12%
TBA
704
Tower Bridge Advisors
Pennsylvania
$2.5M -$53.6K -231 -2%
LBC
705
Lowe Brockenbrough & Co
Virginia
$2.5M -$48.7K -210 -2%
HT
706
Heritage Trust
Oklahoma
$2.49M -$4.17K -18 -0.2%
VFA
707
Valeo Financial Advisors
Indiana
$2.48M +$17.9K +77 +0.7%
Nomura Holdings
708
Nomura Holdings
Japan
$2.48M -$14.5M -62,655 -85%
HIIFS
709
Harel Insurance Investments & Financial Services
Israel
$2.48M -$984K -1,270 -28%
MMPW
710
Mitchell McLeod Pugh & Williams
Alabama
$2.47M -$222K -956 -8%
FCA
711
FLC Capital Advisors
California
$2.46M -$46.4K -200 -2%
FCBT
712
First Citizens Bank & Trust
North Carolina
$2.46M -$249K -1,075 -9%
JCM
713
Jacobi Capital Management
Pennsylvania
$2.45M -$230K -991 -9%
Carson Wealth (CWM LLC)
714
Carson Wealth (CWM LLC)
Nebraska
$2.44M – – –
MA
715
Modus Advisors
Minnesota
$2.44M +$249K +1,074 +11%
BHC
716
Bowen Hanes & Co
Florida
$2.44M +$154K +665 +7%
Los Angeles Capital Management
717
Los Angeles Capital Management
California
$2.42M -$476K -2,054 -16%
FWM
718
Frontier Wealth Management
Missouri
$2.41M -$42.9K -185 -2%
Luther King Capital Management (LKCM)
719
Luther King Capital Management (LKCM)
Texas
$2.41M -$56.8K -245 -2%
WPP
720
Whalerock Point Partners
Rhode Island
$2.4M +$17.4K +75 +0.7%
BCM
721
Beck Capital Management
Texas
$2.39M +$140K +602 +6%
DCM
722
Donaldson Capital Management
Indiana
$2.39M +$78.8K +340 +3%
KC
723
Kinloch Capital
Virginia
$2.39M -$712K -3,070 -23%
CFA
724
Carroll Financial Associates
North Carolina
$2.38M +$13.4K +58 +0.6%
BCM
725
Boltwood Capital Management
California
$2.36M -$22K -95 -0.9%
27 28
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