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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 %
ANB
876
Amarillo National Bank
Texas
$1.56M – – –
CFG
877
Citizens Financial Group
Rhode Island
$1.56M +$6.75K +31 +0.4%
SIP
878
Stoneridge Investment Partners
Pennsylvania
$1.56M +$1.56M +7,175 New
MSAM
879
Moloney Securities Asset Management
Missouri
$1.56M +$18.7K +86 +1%
AHC
880
Adell Harriman & Carpenter
Texas
$1.55M +$65.3K +300 +4%
CCP
881
Corient Capital Partners
California
$1.55M +$169K +778 +12%
OAM
882
Oak Asset Management
California
$1.54M +$1.54M +7,082 New
CFGS
883
Concourse Financial Group Securities
Alabama
$1.54M +$57.2K +263 +4%
HBT
884
Heartland Bank & Trust
Illinois
$1.54M +$1.54M +7,067 New
MFG
885
MidWestOne Financial Group
Iowa
$1.53M – – –
BG
886
Bahl & Gaynor
Ohio
$1.53M -$109K -500 -7%
WWM
887
Western Wealth Management
Colorado
$1.53M +$754K +3,464 +97%
EVC
888
Eidelman Virant Capital
Missouri
$1.53M – – –
IAMOG
889
Investors Asset Management of Georgia
Georgia
$1.52M -$21.8K -100 -1%
MPI
890
Mairs & Power Inc
Minnesota
$1.52M -$688K -3,163 -31%
GEA
891
Glen Eagle Advisors
New Jersey
$1.51M +$536K +2,463 +55%
HKAM
892
Horizon Kinetics Asset Management
New York
$1.51M -$208K -955 -12%
AAM
893
AR Asset Management
California
$1.5M – – –
VAS
894
Vestmark Advisory Solutions
Massachusetts
$1.5M -$322K -1,482 -18%
DA
895
DCM Advisors
New York
$1.5M +$17.6K +81 +1%
CT
896
Coastline Trust
Rhode Island
$1.5M -$230K -1,055 -13%
SP
897
Symmetry Partners
Connecticut
$1.5M – – –
HIM
898
HawsGoodwin Investment Management
Tennessee
$1.49M -$69K -317 -4%
CPIA
899
Cornell Pochily Investment Advisors
New York
$1.49M +$187K +859 +14%
WA
900
WBH Advisory
Maryland
$1.48M -$9.92K -47 -0.7%
34 35
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