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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 %
WSFS
751
Wilmington Savings Fund Society
Delaware
$2.2M +$55K +237 +3%
D.E. Shaw & Co
752
D.E. Shaw & Co
New York
$2.19M -$642K -2,768 -23%
RWA
753
Ropes Wealth Advisors
Massachusetts
$2.19M -$98.1K -410 -4%
EA
754
Ellsworth Advisors
Ohio
$2.19M +$165K +713 +8%
Rafferty Asset Management
755
Rafferty Asset Management
New York
$2.18M +$1.1M +4,725 +101%
BC
756
Burleson & Co
California
$2.18M +$51K +220 +2%
WSC
757
Wellington Shields & Co
New York
$2.18M +$487K +2,100 +29%
PAM
758
Palisade Asset Management
Minnesota
$2.18M +$16.7K +72 +0.8%
NFG
759
Next Financial Group
Texas
$2.18M +$49.6K +214 +2%
CIP
760
Convergence Investment Partners
Florida
$2.16M -$290K -1,249 -12%
ATC
761
Adirondack Trust Company
New York
$2.16M +$137K +590 +7%
DIA
762
Dana Investment Advisors
Wisconsin
$2.16M +$2.16M +9,319 New
NHC
763
Nicholas Hoffman & Company
Georgia
$2.16M +$18.5K +80 +0.9%
TCOT
764
Trust Company of Toledo
Ohio
$2.16M +$21.8K +94 +1%
MMHP
765
Murphy Middleton Hinkle & Parker
Georgia
$2.15M -$97.6K -421 -4%
DCM
766
Dupont Capital Management
Delaware
$2.15M -$660K -2,845 -23%
TU
767
TDAM USA
Ontario, Canada
$2.14M +$776K +3,349 +57%
LOIM
768
Liberty One Investment Management
Illinois
$2.14M -$46.1K -199 -2%
FWM
769
Focused Wealth Management
New York
$2.13M +$134K +580 +7%
MCM
770
MV Capital Management
Maryland
$2.13M +$336K +1,450 +19%
BIM
771
Baldwin Investment Management
Pennsylvania
$2.13M -$25.5K -110 -1%
1SB
772
1ST Source Bank
Indiana
$2.13M +$26.2K +113 +1%
JIP
773
Jaffetilchin Investment Partners
Florida
$2.11M +$1.4M +6,018 +195%
CAM
774
Costello Asset Management
Pennsylvania
$2.1M +$2.55K +11 +0.1%
LRPA
775
L. Roy Papp & Associates
Arizona
$2.09M -$617K -2,660 -23%
29 30
31
32 33