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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 %
CCG
976
Cypress Capital Group
Florida
$1.23M -$609K -2,627 -33%
TWP
977
Tempus Wealth Planning
California
$1.23M – – –
GPA
978
Garrison Point Advisors
California
$1.23M -$3.48K -15 -0.3%
RA
979
RFG Advisory
Alabama
$1.22M +$83.2K +359 +7%
OIA
980
OneDigital Investment Advisors
Kansas
$1.22M -$321K -1,384 -21%
SIM
981
Sentry Investment Management
Wisconsin
$1.22M -$6.66M -28,726 -84%
IFWM
982
Institute for Wealth Management
Colorado
$1.21M +$11.6K +50 +1%
ESB
983
Essex Savings Bank
Connecticut
$1.21M +$9.71K +45 +0.8%
LIM
984
Longfellow Investment Management
Massachusetts
$1.2M -$563K -2,425 -32%
NNP
985
Nachman Norwood & Parrott
South Carolina
$1.2M +$464 +2 +0%
SCM
986
Schnieders Capital Management
California
$1.2M +$27.8K +120 +2%
TNBTD
987
Trustmark National Bank Trust Department
Mississippi
$1.2M -$99.7K -430 -8%
CL
988
CPWM LLC
Washington
$1.2M -$266K -1,147 -18%
EB
989
Eastern Bank
Massachusetts
$1.2M – – –
IP
990
Investment Partners
Ohio
$1.19M +$1.62K +7 +0.1%
HZ
991
Hixon Zuercher
Ohio
$1.18M +$1.18M +5,099 New
PAS
992
Park Avenue Securities
New York
$1.18M +$98.8K +426 +9%
HA
993
HYA Advisors
Missouri
$1.18M +$4.64K +20 +0.4%
XWM
994
Xcel Wealth Management
Florida
$1.18M -$174K -749 -13%
TC
995
Trust Company
Kansas
$1.17M -$145K -624 -11%
CS
996
Comerica Securities
Michigan
$1.17M +$148K +637 +14%
GL
997
Graypoint LLC
New York
$1.17M -$175K -754 -13%
FF
998
FourThought Financial
Florida
$1.17M – – –
HPC
999
HM Payson & Co
Maine
$1.16M +$23.7K +102 +2%
NA
1000
Navellier & Associates
Nevada
$1.16M -$46.4K -200 -4%
38 39
40
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