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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 %
KA
951
Kovack Advisors
Florida
$1.29M +$310K +1,338 +32%
DJSG
952
D.J. St. Germain
Massachusetts
$1.29M +$186K +800 +17%
JSC
953
Jackson Square Capital
California
$1.28M +$298K +1,284 +30%
BHA
954
Beech Hill Advisors
New York
$1.28M -$69.5K -300 -5%
BA
955
Birinyi Associates
Connecticut
$1.28M – – –
BFG
956
Barber Financial Group
Kansas
$1.28M – – –
VFM
957
Viking Fund Management
North Dakota
$1.28M – – –
PAM
958
Private Asset Management
California
$1.28M +$3.48K +15 +0.3%
AI
959
AXS Investments
New York
$1.27M +$1.27M +5,494 New
LAM
960
L2 Asset Management
Massachusetts
$1.27M -$318K -1,372 -20%
VST
961
Van Strum & Towne
California
$1.27M – – –
Tudor Investment Corp
962
Tudor Investment Corp
Connecticut
$1.27M +$965K +4,161 +315%
IWC
963
Integrated Wealth Concepts
Massachusetts
$1.27M -$40.6K -175 -3%
RIL
964
Rothschild Investment LLC
Illinois
$1.27M +$157K +675 +14%
CCA
965
Checchi Capital Advisers
California
$1.27M -$74.5K -321 -6%
WFM
966
Wolff Financial Management
Michigan
$1.26M – – –
IWM
967
IHT Wealth Management
Illinois
$1.25M -$9.28K -40 -0.7%
ATWA
968
Arbor Trust Wealth Advisors
Michigan
$1.25M +$164K +710 +15%
SAM
969
Sawgrass Asset Management
Florida
$1.25M -$32.9K -142 -3%
SFG
970
SevenBridge Financial Group
Pennsylvania
$1.25M – – –
ATC
971
Argent Trust Co
Tennessee
$1.24M -$111K -477 -8%
CRC
972
Curi RMB Capital
Illinois
$1.24M +$278K +1,197 +29%
OCM
973
Orleans Capital Management
Louisiana
$1.24M +$197K +850 +19%
AIM
974
Aspen Investment Management
Michigan
$1.23M +$160K +692 +15%
LC
975
Lavaca Capital
Texas
$1.23M +$1.23M +5,320 New
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