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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 %
AB
851
Atlas Brown
Kentucky
$1.7M +$927 +4 +0.1%
SBIA
852
Sheaff Brock Investment Advisors
Indiana
$1.7M -$112K -481 -6%
PT
853
Plimoth Trust
Massachusetts
$1.69M -$22K -95 -1%
DHFB
854
Dixon Hubard Feinour & Brown
Virginia
$1.67M +$766K +4,094 +85%
S
855
SignatureFD
Georgia
$1.66M +$518K +2,236 +45%
ANB
856
Amarillo National Bank
Texas
$1.66M -$133K -573 -7%
HIM
857
HawsGoodwin Investment Management
Tennessee
$1.66M -$200K -863 -11%
CFG
858
Citizens Financial Group
Rhode Island
$1.66M +$332K +1,433 +25%
WAP
859
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$93.9K +405 +6%
FA
860
FMA Advisory
Pennsylvania
$1.65M +$425K +1,835 +35%
CWP
861
Capital Wealth Planning
Florida
$1.65M -$179M -772,747 -99%
IAMOG
862
Investors Asset Management of Georgia
Georgia
$1.64M -$6.49K -28 -0.4%
WA
863
WBH Advisory
Maryland
$1.64M -$24.6K -106 -1%
MSAM
864
Moloney Securities Asset Management
Missouri
$1.64M -$1.31M -5,646 -44%
MHS
865
M Holdings Securities
Oregon
$1.64M +$1.64M +7,060 New
MFG
866
MidWestOne Financial Group
Iowa
$1.63M +$235K +1,015 +17%
TIA
867
Tiemann Investment Advisors
California
$1.63M +$99.7K +430 +7%
BA
868
BCM Advisors
Louisiana
$1.61M – – –
EVC
869
Eidelman Virant Capital
Missouri
$1.6M -$25.1K -110 -2%
AAM
870
AR Asset Management
California
$1.6M – – –
SP
871
Symmetry Partners
Connecticut
$1.6M -$359K -1,550 -18%
AHC
872
Adell Harriman & Carpenter
Texas
$1.58M +$1.29M +5,575 +446%
CFGS
873
Concourse Financial Group Securities
Alabama
$1.58M -$51.2K -221 -3%
DA
874
DCM Advisors
New York
$1.58M +$60.7K +262 +4%
VIA
875
Vident Investment Advisory
Georgia
$1.58M -$51.5K -222 -3%
33 34
35
36 37