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Caterpillar
CAT

Overview Fund Activity

2,002 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, 757 increasing their positions, 734 reducing their positions, and 91 closing their positions.

Holders
2,002
Holders Change
+120
Holders Change %
+6.38%
% of All Funds
35.26%
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
757
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.82B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$249M
5
ZIG
5
Zurich Insurance Group
Switzerland
$123M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.14B
2
Primecap Management
2
Primecap Management
California
$854M
3
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$2.36B
4
Citadel Advisors
4
Citadel Advisors
Florida
$56M
5
Harris Associates
5
Harris Associates
Illinois
$394M
Name Market Value Shares Shares
Change 		Shares
Change %
ZIG
76
Zurich Insurance Group
Switzerland
$123M 529,614 +529,614 New
Prudential Financial
77
Prudential Financial
New Jersey
$117M 505,469 +79,503 +19%
Stifel Financial
78
Stifel Financial
Missouri
$112M 484,146 -6,549 -1%
CIBC Private Wealth Group
79
CIBC Private Wealth Group
Georgia
$111M 478,702 +436,928 +1,046%
RCAMU
80
Rothschild & Co Asset Management US
Connecticut
$107M 463,510 +15,939 +4%
Retirement Systems of Alabama
81
Retirement Systems of Alabama
Alabama
$106M 455,459 -14,278 -3%
SO
82
STRS Ohio
Ohio
$103M 444,159 +14,453 +3%
US Bancorp
83
US Bancorp
Minnesota
$99.4M 428,854 +14,338 +3%
PP
84
Prudential plc
United Kingdom
$95.4M 411,575 -25,075 -6%
Victory Capital Management
85
Victory Capital Management
Texas
$95.4M 411,493 -2,179 -0.5%
SCA
86
Southpoint Capital Advisors
New York
$92.7M 400,000 +350,000 +700%
Aviva
87
Aviva
United Kingdom
$91.8M 396,104 +45,748 +13%
State of Wisconsin Investment Board
88
State of Wisconsin Investment Board
Wisconsin
$91.6M 395,130 +110,350 +39%
Mitsubishi UFJ Asset Management
89
Mitsubishi UFJ Asset Management
Japan
$90.1M 388,783 +21,716 +6%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$89M 398,440 -154,052 -28%
AIM
91
ARK Investment Management
Florida
$88.6M 381,967 +132,363 +53%
Commonwealth Equity Services
92
Commonwealth Equity Services
Massachusetts
$87.8M 378,712 -1,004 -0.3%
Chevy Chase Trust
93
Chevy Chase Trust
Maryland
$86.5M 373,213 -25,667 -6%
FMI
94
Factory Mutual Insurance
Massachusetts
$85.9M 370,485 -109,015 -23%
State of Tennessee, Department of Treasury
95
State of Tennessee, Department of Treasury
Tennessee
$85M 366,606 +193,552 +112%
ZIM
96
Zacks Investment Management
Illinois
$84.5M 364,224 -34,071 -9%
HighTower Advisors
97
HighTower Advisors
Illinois
$84M 362,443 -19,250 -5%
Canada Life
98
Canada Life
Manitoba, Canada
$84M 363,393 -76,363 -17%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$81.6M 351,826 +5,468 +2%
Toronto Dominion Bank
100
Toronto Dominion Bank
Ontario, Canada
$81.3M 350,416 -57,486 -14%
2 3
4
5 6