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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
1
BlackRock
New York
$8.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.3B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$227M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$248M
5
Morgan Stanley
5
Morgan Stanley
New York
$1.1B

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.91B
2
Harris Associates
2
Harris Associates
Illinois
$18.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$814M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$746M
5
Macquarie Group
5
Macquarie Group
Australia
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Congress Asset Management
Massachusetts
$118M +$383K +1,761 +0.3%
ATN
77
AMF Tjänstepension
Sweden
$115M -$1.55M -7,138 -1%
Canada Pension Plan Investment Board
78
Canada Pension Plan Investment Board
Ontario, Canada
$112M +$41.3M +189,548 +59%
Millennium Management
79
Millennium Management
New York
$110M +$77.4M +355,777 +240%
Franklin Resources
80
Franklin Resources
California
$109M -$13.4M -61,659 -11%
Stifel Financial
81
Stifel Financial
Missouri
$106M +$858K +3,944 +0.8%
RCAMU
82
Rothschild & Co Asset Management US
Connecticut
$105M +$3.94M +18,092 +4%
Prudential Financial
83
Prudential Financial
New Jersey
$104M -$5.9M -27,128 -5%
Citadel Advisors
84
Citadel Advisors
Florida
$98.5M +$45.9M +211,011 +87%
Victory Capital Management
85
Victory Capital Management
Texas
$96.6M +$7.07M +32,495 +8%
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$95.9M +$36.5M +167,614 +61%
SO
87
STRS Ohio
Ohio
$94.9M -$1.74M -8,005 -2%
Mitsubishi UFJ Asset Management
88
Mitsubishi UFJ Asset Management
Japan
$94M +$9.39M +43,165 +11%
US Bancorp
89
US Bancorp
Minnesota
$92.5M -$807K -3,708 -0.9%
Retirement Systems of Alabama
90
Retirement Systems of Alabama
Alabama
$91.3M -$7.84M -36,020 -8%
Jane Street
91
Jane Street
New York
$87.3M +$74.8M +343,770 +600%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$86.4M +$10.2M +46,765 +13%
Aviva
93
Aviva
United Kingdom
$85.6M -$629K -2,889 -0.7%
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$85M +$2.56M +11,774 +3%
ZIM
95
Zacks Investment Management
Illinois
$83.1M +$3.87M +17,799 +5%
JPMPWA
96
J.P. Morgan Private Wealth Advisors
California
$82.4M +$16.9M +77,540 +26%
HighTower Advisors
97
HighTower Advisors
Illinois
$80.4M +$1.52M +6,966 +2%
State of Wisconsin Investment Board
98
State of Wisconsin Investment Board
Wisconsin
$80.3M -$5.65M -25,976 -7%
Canada Life
99
Canada Life
Manitoba, Canada
$78.3M -$719K -3,304 -0.9%
Chevy Chase Trust
100
Chevy Chase Trust
Maryland
$77.5M -$3.73M -17,122 -5%
2 3
4
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