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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 %
TIA
801
Trust Investment Advisors
Indiana
$1.91M -$7.4K -34 -0.4%
LC
802
Lavaca Capital
Texas
$1.91M +$751K +3,450 +65%
AIM
803
Anchor Investment Management
South Carolina
$1.9M +$126K +580 +7%
UBV
804
United Bank (Virginia)
Virginia
$1.89M – – –
SCM
805
Spreng Capital Management
Ohio
$1.89M -$3.26K -15 -0.2%
CFA
806
Carroll Financial Associates
North Carolina
$1.89M -$343K -1,574 -15%
SWM
807
SeaCrest Wealth Management
New York
$1.89M +$94.3K +433 +5%
RCM
808
Radnor Capital Management
Pennsylvania
$1.88M – – –
SSWM
809
Smith Salley Wealth Management
North Carolina
$1.87M +$226K +1,039 +14%
EFS
810
Essex Financial Services
Connecticut
$1.86M – – –
RG
811
Rathbones Group
United Kingdom
$1.86M +$80.5K +370 +5%
NGA
812
Naples Global Advisors
Florida
$1.85M +$5.22K +24 +0.3%
VVP
813
Venture Visionary Partners
Ohio
$1.85M +$30K +138 +2%
JIC
814
Johnson Investment Counsel
Ohio
$1.84M -$24.6K -113 -1%
CPA
815
Court Place Advisors
Maryland
$1.84M – – –
Nomura Holdings
816
Nomura Holdings
Japan
$1.83M -$505K -2,317 -22%
AIM
817
Aigen Investment Management
New York
$1.83M +$1.83M +8,408 New
WWM
818
Windsor Wealth Management
Indiana
$1.83M +$85.3K +392 +5%
PNC
819
Park National Corp
Ohio
$1.83M – – –
CC
820
Cadinha & Co
Hawaii
$1.83M -$19.3M -88,553 -91%
LMIM
821
Lockheed Martin Investment Management
Maryland
$1.83M -$13.4M -61,530 -88%
DFA
822
DHJJ Financial Advisors
Illinois
$1.81M -$871 -4 -0%
S
823
Seeyond
France
$1.81M -$59.4K -273 -3%
CF
824
Centaurus Financial
California
$1.81M +$504K +2,318 +39%
BSW
825
Buckingham Strategic Wealth
Missouri
$1.8M +$2.39K +11 +0.1%
31 32
33
34 35