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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 %
WTB
851
Washington Trust Bank
Washington
$1.68M +$8.49K +39 +0.5%
BIM
852
Baldwin Investment Management
Pennsylvania
$1.67M -$328K -1,505 -16%
SW
853
SVB Wealth
Massachusetts
$1.67M -$52.7K -242 -3%
SBIA
854
Sheaff Brock Investment Advisors
Indiana
$1.67M +$75.3K +346 +5%
SFS
855
Strategic Financial Services
New York
$1.67M -$20.7K -95 -1%
GJIC
856
Gamble Jones Investment Counsel
California
$1.66M – – –
WT
857
Washington Trust
Rhode Island
$1.66M -$4.57K -21 -0.3%
LIA
858
LS Investment Advisors
Michigan
$1.66M -$8.14M -37,383 -83%
RIA
859
Regal Investment Advisors
Michigan
$1.65M +$1.65M +7,598 New
QIM
860
Quest Investment Management
Oregon
$1.65M – – –
PFP
861
Pinnacle Financial Partners
Tennessee
$1.65M -$48.7K -224 -3%
PWA
862
Pinnacle Wealth Advisors
Tennessee
$1.65M +$1.65M +7,582 New
DSN
863
D. Scott Neal
Kentucky
$1.64M +$7.62K +35 +0.5%
VanEck Associates
864
VanEck Associates
New York
$1.63M -$171K -785 -9%
Credit Agricole
865
Credit Agricole
France
$1.63M +$1.28M +5,865 +362%
FA
866
FMA Advisory
Pennsylvania
$1.61M +$55.5K +255 +4%
RA
867
Rational Advisors
New York
$1.6M +$170K +782 +12%
CIA
868
Cascade Investment Advisors
Oregon
$1.6M -$27.2K -125 -2%
PFO
869
Pathstone Family Office
New Jersey
$1.59M +$906K +4,164 +132%
JF
870
Jump Financial
Illinois
$1.58M -$1.1M -5,071 -41%
IWM
871
IHT Wealth Management
Illinois
$1.58M +$404K +1,858 +34%
AB
872
Atlas Brown
Kentucky
$1.58M -$15.5K -71 -1%
WHG
873
Westwood Holdings Group
Texas
$1.57M +$100K +460 +7%
PT
874
Plimoth Trust
Massachusetts
$1.57M -$15K -69 -0.9%
WAP
875
Wealthcare Advisory Partners
Pennsylvania
$1.56M +$8.49K +39 +0.5%
33 34
35
36 37