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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 %
HZ
701
Hixon Zuercher
Ohio
$2.49M +$1.38M +6,320 +124%
APA
702
American Portfolios Advisors
New York
$2.47M -$267K -1,225 -10%
PHK
703
Point72 Hong Kong
Hong Kong
$2.47M +$2.47M +11,340 New
Twin Tree Management
704
Twin Tree Management
Texas
$2.45M -$7.74M -35,575 -76%
SI
705
Symmetry Investments
Jersey
$2.45M -$54.4K -250 -2%
Carson Wealth (CWM LLC)
706
Carson Wealth (CWM LLC)
Nebraska
$2.44M – – –
Lido Advisors
707
Lido Advisors
California
$2.4M -$1.04M -4,778 -30%
FWM
708
Frontier Wealth Management
Missouri
$2.4M +$133K +611 +6%
GAMA
709
Graticule Asia Macro Advisors
New York
$2.39M – – –
BSG
710
Black Swift Group
Colorado
$2.39M +$2.39M +11,000 New
PK
711
Pflug Koory
Nebraska
$2.39M +$218 +1 +0%
SOAMC
712
Spirit of America Management Corp
New York
$2.38M – – –
AAM
713
Aureus Asset Management
Massachusetts
$2.37M +$2.37M +10,898 New
SEC
714
Seven Eight Capital
New York
$2.37M +$2.37M +10,893 New
Members Trust
715
Members Trust
Florida
$2.37M -$27.2K -125 -1%
BWAM
716
Boyd Watterson Asset Management
Ohio
$2.37M +$3.27K +15 +0.1%
RMC
717
Resources Management Corp
Connecticut
$2.37M -$6.53K -30 -0.3%
TCM
718
Telos Capital Management
California
$2.36M – – –
HT
719
Heritage Trust
Oklahoma
$2.36M +$17.6K +81 +0.8%
OPPTF
720
OPSEU Pension Plan Trust Fund
Ontario, Canada
$2.35M +$1.1M +5,046 +88%
OPCM
721
Osborne Partners Capital Management
California
$2.32M -$180K -825 -7%
LIM
722
Loudon Investment Management
New Hampshire
$2.32M -$91.4K -420 -4%
EA
723
Ellsworth Advisors
Ohio
$2.31M +$259K +1,192 +13%
LBC
724
Lowe Brockenbrough & Co
Virginia
$2.31M -$32.6K -150 -1%
BCM
725
Beck Capital Management
Texas
$2.31M +$60.7K +279 +3%
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