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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 %
PF
826
Phoenix Financial
Israel
$1.81M -$62.2K -268 -3%
GFA
827
Gifford Fong Associates
California
$1.81M – – –
WANY
828
Wealthspire Advisors (New York)
New York
$1.81M +$236K +1,016 +15%
SFS
829
Strategic Financial Services
New York
$1.8M -$147K -635 -8%
AII
830
AGF Investments Inc
Ontario, Canada
$1.78M +$1.13M +4,876 +173%
WP
831
WealthPLAN Partners
Nebraska
$1.78M -$389K -1,666 -18%
WTB
832
Washington Trust Bank
Washington
$1.78M +$14.1K +61 +0.8%
MCM
833
MAI Capital Management
Ohio
$1.77M -$262K -1,132 -13%
WT
834
Washington Trust
Rhode Island
$1.77M -$17.4K -75 -1%
GJIC
835
Gamble Jones Investment Counsel
California
$1.77M -$34.8K -150 -2%
QIM
836
Quest Investment Management
Oregon
$1.76M -$4.64K -20 -0.3%
AA
837
Argent Advisors
Louisiana
$1.75M -$964K -4,159 -36%
VPIM
838
Vanguard Personalized Indexing Management
California
$1.75M +$476K +2,053 +37%
SSWM
839
Smith Salley Wealth Management
North Carolina
$1.75M +$40.3K +174 +2%
BG
840
Bahl & Gaynor
Ohio
$1.75M -$134K -580 -7%
RCM
841
RB Capital Management
Nevada
$1.75M +$250K +1,080 +17%
DSN
842
D. Scott Neal
Kentucky
$1.74M -$116K -500 -6%
BS
843
Boenning & Scattergood
Pennsylvania
$1.73M -$107K -461 -6%
CIA
844
Cascade Investment Advisors
Oregon
$1.73M -$35.9K -155 -2%
VWA
845
V Wealth Advisors
Kansas
$1.72M +$211K +909 +14%
PFP
846
Pinnacle Financial Partners
Tennessee
$1.71M -$31K -142 -2%
CI
847
Conning Inc
Connecticut
$1.71M -$148K -640 -8%
PGAM
848
Princeton Global Asset Management
New Jersey
$1.7M +$278K +1,199 +19%
AIC
849
Ameritas Investment Company
Nebraska
$1.7M -$2.21M -9,549 -57%
FPCG
850
Fort Pitt Capital Group
Pennsylvania
$1.7M -$4.17K -18 -0.2%
32 33
34
35 36