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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 %
JWCA
876
J.W. Cole Advisors
Florida
$1.58M -$10.7K -46 -0.7%
SCA
877
STALEY CAPITAL ADVISERS
Pennsylvania
$1.58M – – –
HA
878
Harfst & Associates
Wyoming
$1.57M +$178K +767 +13%
WHG
879
Westwood Holdings Group
Texas
$1.57M -$168K -726 -10%
FFS
880
Founders Financial Securities
Maryland
$1.57M +$324K +1,396 +26%
CT
881
Clearstead Trust
Maine
$1.55M -$445K -1,918 -22%
BC
882
Brookfield Corp
Ontario, Canada
$1.55M -$3.35M -14,431 -68%
SAM
883
Sequent Asset Management
Texas
$1.53M -$68.9K -297 -4%
RA
884
Rational Advisors
New York
$1.52M -$165K -710 -10%
TWI
885
Thomas White International
Illinois
$1.52M +$819K +3,532 +117%
FSA
886
Franklin Street Advisors
North Carolina
$1.51M – – –
MAM
887
Mastrapasqua Asset Management
Tennessee
$1.51M +$256K +1,105 +20%
S
888
SimplyRich
California
$1.51M +$1.02M +4,386 +208%
H
889
HoyleCohen
California
$1.5M +$138K +593 +10%
MWM
890
Mattern Wealth Management
Kansas
$1.5M +$23.2K +100 +2%
LB
891
Legacy Bridge
Iowa
$1.5M +$172K +742 +13%
AWM
892
Altium Wealth Management
New York
$1.49M +$81.6K +352 +6%
CFA
893
Cahill Financial Advisors
Minnesota
$1.48M +$9.97K +43 +0.7%
NFP
894
Novak Financial Planning
Maryland
$1.48M -$4.41K -19 -0.3%
BFA
895
Bragg Financial Advisors
North Carolina
$1.48M -$8.11K -35 -0.5%
DPIM
896
Duff & Phelps Investment Management
Illinois
$1.48M – – –
FHB
897
First Hawaiian Bank
Hawaii
$1.47M +$1.39K +6 +0.1%
CCP
898
Corient Capital Partners
California
$1.47M +$208K +898 +16%
KWM
899
Kingsview Wealth Management
Oregon
$1.47M +$17.9K +77 +1%
SCM
900
Snow Capital Management
Pennsylvania
$1.47M -$659K -2,843 -31%
34 35
36
37 38