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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 %
VI
726
Vestcor Inc
New Brunswick, Canada
$2.36M -$44.5K -192 -2%
MPI
727
Mairs & Power Inc
Minnesota
$2.35M +$683K +2,946 +41%
PCM
728
Princeton Capital Management
New Jersey
$2.35M +$31.3K +135 +1%
TSS
729
Thomas Story & Son
Indiana
$2.34M – – –
MCM
730
Murphy Capital Management
New Jersey
$2.34M -$35.9K -155 -2%
CICI
731
Capital Investment Counsel Inc
North Carolina
$2.33M -$39.4K -170 -2%
Man Group
732
Man Group
United Kingdom
$2.32M +$1.72M +7,413 +284%
FA
733
Faithward Advisors
Pennsylvania
$2.32M +$2.32M +10,013 New
HDIM
734
Hanson & Doremus Investment Management
Vermont
$2.3M -$146K -631 -6%
SC
735
Stolper & Co
Oklahoma
$2.3M -$52.4K -226 -2%
FNBTCON
736
First National Bank & Trust Co of Newtown
Pennsylvania
$2.3M -$51K -220 -2%
CCC
737
Crescent Capital Consulting
Louisiana
$2.29M +$467K +2,015 +26%
WCM
738
Whitener Capital Management
North Carolina
$2.28M +$77.2K +333 +4%
HIC
739
Holderness Investments Company
North Carolina
$2.28M +$8.11K +35 +0.4%
DWT
740
Dorsey & Whitney Trust
South Dakota
$2.26M +$54.7K +236 +2%
F
741
F3Logic
Minnesota
$2.25M +$1.71M +7,434 +313%
CA
742
Cumberland Advisors
Florida
$2.25M -$58K -250 -3%
ISL
743
Ingalls & Snyder LLC
New York
$2.25M +$138K +593 +7%
AMG
744
Asset Management Group
Connecticut
$2.24M +$64.7K +279 +3%
FMI
745
F/M Investments
District of Columbia
$2.24M +$2.24M +9,647 New
HI
746
Hudock Inc
Pennsylvania
$2.23M -$1.07M -4,604 -32%
TSWM
747
Triangle Securities Wealth Management
North Carolina
$2.23M -$81.8K -353 -4%
MAM
748
Morse Asset Management
Connecticut
$2.23M +$417K +1,800 +23%
KTC
749
Kistler-Tiffany Companies
Pennsylvania
$2.22M +$583K +2,513 +36%
SFSIG
750
San Francisco Sentry Investment Group
California
$2.21M -$1.86K -8 -0.1%
28 29
30
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