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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 %
FIM
826
Fruth Investment Management
Texas
$1.8M – – –
SG
827
Stonnington Group
California
$1.77M -$1.22M -5,754 -41%
CT
828
Columbia Trust
Oregon
$1.76M -$95.3K -438 -5%
S
829
SignatureFD
Georgia
$1.76M +$195K +898 +13%
SSG
830
Summit Securities Group
New York
$1.75M +$1.03M +4,743 +144%
RCM
831
RB Capital Management
Nevada
$1.74M +$107K +491 +7%
CK
832
Cohen Klingenstein
New York
$1.74M – – –
CCA
833
Cobblestone Capital Advisors
New York
$1.74M +$15.2K +70 +0.9%
CIP
834
Convergence Investment Partners
Florida
$1.72M -$307K -1,411 -15%
MCM
835
MAI Capital Management
Ohio
$1.72M +$57.5K +264 +3%
VPIM
836
Vanguard Personalized Indexing Management
California
$1.71M +$71.8K +330 +4%
PA
837
Probity Advisors
Texas
$1.71M -$71.8K -330 -4%
JWCA
838
J.W. Cole Advisors
Florida
$1.71M +$225K +1,034 +15%
AF
839
Advisornet Financial
Minnesota
$1.7M -$840K -3,860 -33%
PAMP
840
Polar Asset Management Partners
Ontario, Canada
$1.7M +$888K +4,079 +109%
GFA
841
Gifford Fong Associates
California
$1.7M – – –
OC
842
Oarsman Capital
Wisconsin
$1.7M -$202K -930 -11%
DT
843
Diversified Trust
Tennessee
$1.69M -$69.4K -319 -4%
BS
844
Boenning & Scattergood
Pennsylvania
$1.69M +$61.8K +284 +4%
WP
845
WealthPLAN Partners
Nebraska
$1.69M -$3.55K -16 -0.2%
FPCG
846
Fort Pitt Capital Group
Pennsylvania
$1.68M +$86.4K +397 +5%
Voloridge Investment Management
847
Voloridge Investment Management
Florida
$1.68M +$1.68M +7,721 New
HCM
848
Hilton Capital Management
New York
$1.68M -$21.4M -98,303 -93%
HDIM
849
Hanson & Doremus Investment Management
Vermont
$1.68M +$198K +1,330 +13%
ER
850
Enlightenment Research
Florida
$1.68M +$1.68M +7,700 New
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