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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 %
VBCG
901
Valley Brook Capital Group
Pennsylvania
$1.46M +$16.2K +70 +1%
IAIM
902
International Assets Investment Management
Florida
$1.45M +$627K +7,448 +76%
PP
903
Paloma Partners
Connecticut
$1.45M +$1.19M +5,120 +451%
TSW
904
Thompson Siegel & Walmsley
Virginia
$1.44M +$3.01K +13 +0.2%
EH
905
Equitable Holdings
New York
$1.43M +$10.9K +47 +0.8%
FTDI
906
First Trust Direct Indexing
Massachusetts
$1.43M +$76.7K +331 +6%
FTC
907
Farmers Trust Company
Ohio
$1.43M -$262K -1,130 -16%
DLA
908
Douglas Lane & Associates
New York
$1.42M -$927 -4 -0.1%
WI
909
Wintrust Investments
Illinois
$1.42M +$878K +4,355 +161%
SB
910
Sunflower Bank
Texas
$1.42M -$5.1K -22 -0.4%
IHL
911
Investment House LLC
California
$1.42M -$835K -3,599 -37%
ED
912
Exane Derivatives
France
$1.41M +$1.29M +5,572 +1,057%
APW
913
Aurora Private Wealth
New Jersey
$1.41M -$138K -596 -9%
FBC
914
Fairfield, Bush & Co
Connecticut
$1.4M +$4.64K +20 +0.3%
HH
915
HWG Holdings
Texas
$1.4M -$53.3K -230 -4%
FANJ
916
Financial Architects (New Jersey)
New Jersey
$1.39M +$19.7K +85 +1%
CPIA
917
Cornell Pochily Investment Advisors
New York
$1.39M -$86.2K -372 -6%
GTAM
918
Global Trust Asset Management
Florida
$1.39M +$1.39K +6 +0.1%
CF
919
Centaurus Financial
California
$1.39M +$38K +164 +3%
SCM
920
SOL Capital Management
Maryland
$1.38M -$35.5K -153 -3%
CM
921
Castleark Management
Illinois
$1.38M -$867K -3,740 -39%
WSCM
922
Wellington Shields Capital Management
New York
$1.38M – – –
PA
923
Procyon Advisors
Connecticut
$1.38M +$112K +484 +9%
MYLI
924
Meiji Yasuda Life Insurance
Japan
$1.38M +$116K +500 +9%
SFA
925
Sequoia Financial Advisors
Ohio
$1.38M -$748K -3,227 -35%
35 36
37
38 39