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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 %
CM
751
Capula Management
Cayman Islands
$2.18M +$2.18M +10,069 New
LCH
752
Lee Capital Holdings
New York
$2.18M +$2.18M +10,000 New
MCM
753
MV Capital Management
Maryland
$2.17M +$171K +784 +9%
PCM
754
Princeton Capital Management
New Jersey
$2.16M -$42.4K -195 -2%
FNBTCON
755
First National Bank & Trust Co of Newtown
Pennsylvania
$2.15M -$5.44K -25 -0.3%
WCM
756
Whitener Capital Management
North Carolina
$2.15M +$10.2K +47 +0.5%
CCC
757
Crescent Capital Consulting
Louisiana
$2.15M – – –
TBA
758
Tower Bridge Advisors
Pennsylvania
$2.14M -$207K -950 -9%
HIC
759
Holderness Investments Company
North Carolina
$2.14M -$653 -3 -0%
CAN
760
Claraphi Advisory Network
United States
$2.13M -$945K -4,343 -31%
HSA
761
HBK Sorce Advisory
Pennsylvania
$2.13M +$305K +1,400 +17%
KWM
762
Kingsview Wealth Management
Oregon
$2.12M +$754K +3,478 +55%
MC
763
Maverick Capital
Texas
$2.12M +$2.12M +9,730 New
AMG
764
Asset Management Group
Connecticut
$2.11M +$7.62K +35 +0.4%
HI
765
Hudock Inc
Pennsylvania
$2.11M +$12.6K +58 +0.6%
TC
766
Truvestments Capital
Florida
$2.1M +$300K +1,377 +17%
OPA
767
Old Port Advisors
Maine
$2.09M -$260K -1,231 -11%
KTC
768
Kistler-Tiffany Companies
Pennsylvania
$2.08M -$1.52K -7 -0.1%
CA
769
Cumberland Advisors
Florida
$2.08M -$32.6K -150 -2%
WSFS
770
Wilmington Savings Fund Society
Delaware
$2.08M +$15.5K +71 +0.7%
DCM
771
Dupont Capital Management
Delaware
$2.07M +$53.3K +245 +3%
SCP
772
Sandhill Capital Partners
New York
$2.06M +$114K +524 +6%
TNA
773
True North Advisors
Texas
$2.05M +$174K +800 +9%
WSC
774
Wellington Shields & Co
New York
$2.05M – – –
BC
775
Burleson & Co
California
$2.05M +$218 +1 +0%
29 30
31
32 33