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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 %
SCP
776
Sandhill Capital Partners
New York
$2.07M +$29.4K +127 +1%
TW
777
TrinityPoint Wealth
Connecticut
$2.07M -$41K -177 -2%
MYAM
778
Meiji Yasuda Asset Management
Japan
$2.07M +$612K +2,640 +42%
QI
779
QS Investors
New York
$2.06M – – –
MCWS
780
McKinley Carter Wealth Services
West Virginia
$2.05M +$67K +289 +3%
TIA
781
Trust Investment Advisors
Indiana
$2.05M -$130K -561 -6%
OA
782
Oxbow Advisors
Texas
$2.02M – – –
OC
783
Oarsman Capital
Wisconsin
$2.02M -$711K -3,068 -26%
SCM
784
Spreng Capital Management
Ohio
$2.02M +$172K +742 +9%
UBV
785
United Bank (Virginia)
Virginia
$2.02M -$12.1K -52 -0.6%
BAMF
786
BI Asset Management Fondsmaeglerselskab
Denmark
$2.01M -$1.12M -4,831 -36%
RCM
787
Radnor Capital Management
Pennsylvania
$2.01M -$580K -2,500 -22%
TNA
788
True North Advisors
Texas
$2M +$927K +4,000 +86%
S
789
Seeyond
France
$1.99M -$248K -1,070 -11%
JIC
790
Johnson Investment Counsel
Ohio
$1.99M +$117K +506 +6%
CAAS
791
Capital Asset Advisory Services
Michigan
$1.98M +$90K +388 +5%
FAIM
792
Financial Advocates Investment Management
Washington
$1.98M -$42.1K -212 -2%
CT
793
Columbia Trust
Oregon
$1.97M +$59.3K +256 +3%
NGA
794
Naples Global Advisors
Florida
$1.97M +$199K +858 +11%
PTC
795
Private Trust Company
Ohio
$1.96M -$3.94K -17 -0.2%
LNC
796
Lincoln National Corp
Pennsylvania
$1.96M +$209K +903 +12%
CPA
797
Court Place Advisors
Maryland
$1.96M -$23.2K -100 -1%
MMG
798
Monetary Management Group
Missouri
$1.95M +$603K +2,600 +45%
PNC
799
Park National Corp
Ohio
$1.95M -$63.8K -275 -3%
HSA
800
HBK Sorce Advisory
Pennsylvania
$1.95M -$51K -220 -3%
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