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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 %
QFA
1001
Quattro Financial Advisors
Texas
$1.16M +$1.16M +5,000 New
LWAM
1002
Legacy Wealth Asset Management
Minnesota
$1.15M +$928 +4 +0.1%
RWA
1003
River Wealth Advisors
Pennsylvania
$1.14M -$5.57K -24 -0.5%
WC
1004
Woodstock Corp
Massachusetts
$1.14M – – –
HCA
1005
Heck Capital Advisors
Wisconsin
$1.14M -$18.3K -79 -2%
CPO
1006
Cerity Partners OCIO
New York
$1.14M +$219K +946 +24%
CAG
1007
Csenge Advisory Group
Florida
$1.14M -$81.7K -354 -7%
CBT
1008
CoreFirst Bank & Trust
Kansas
$1.13M -$232 -1 -0%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$1.13M +$411K +1,772 +57%
NQWM
1010
Northwest Quadrant Wealth Management
Oregon
$1.13M -$15.5K -67 -1%
FFA
1011
First Foundation Advisors
California
$1.12M -$269K -1,162 -19%
FAM
1012
Flaharty Asset Management
Florida
$1.12M +$209K +900 +23%
SSI
1013
Scott & Selber Inc
Texas
$1.12M +$1.12M +4,809 New
ZB
1014
Zions Bancorporation
Utah
$1.11M -$3.01K -13 -0.3%
JWCA
1015
J.W. Coons Advisors
Ohio
$1.11M +$11.1K +48 +1%
HI
1016
HBK Investments
Texas
$1.11M +$1.11M +4,771 New
IA
1017
Inspire Advisors
Idaho
$1.1M -$2.55K -11 -0.2%
GC
1018
Garde Capital
Washington
$1.1M -$285K -1,230 -21%
EIA
1019
Eldridge Investment Advisors
New Hampshire
$1.09M – – –
RWM
1020
Ritholtz Wealth Management
New York
$1.09M +$283K +1,221 +35%
IA
1021
IFP Advisors
Florida
$1.08M -$773K -3,338 -42%
PIMG
1022
Patriot Investment Management Group
Tennessee
$1.08M +$1.08M +4,676 New
WOC
1023
West Oak Capital
California
$1.08M -$47.5K -205 -4%
GIA
1024
Gladstone Institutional Advisory
Florida
$1.08M +$810K +3,496 +305%
CFA
1025
Camarda Financial Advisors
Florida
$1.08M -$37.8K -163 -3%
39 40
41
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