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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
BlackRock
New York
+$449M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$254M
3
Renaissance Technologies
Renaissance Technologies
New York
+$227M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$225M
5
Morgan Stanley
Morgan Stanley
New York
+$157M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.25B
2
Harris Associates
Harris Associates
Illinois
-$352M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$260M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$252M
5
Macquarie Group
Macquarie Group
Australia
-$250M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
1001
Cerity Partners OCIO
New York
$1.16M +$88.3K +406 +8%
HFA
1002
High Falls Advisors
New York
$1.16M +$218K +1,003 +23%
SFSIG
1003
San Francisco Sentry Investment Group
California
$1.16M -$916K -4,210 -44%
FFA
1004
First Foundation Advisors
California
$1.16M +$101K +462 +10%
PAM
1005
Private Asset Management
California
$1.15M -$43.5K -200 -4%
AIM
1006
Aspen Investment Management
Michigan
$1.15M -$5.22K -24 -0.5%
TWP
1007
Tempus Wealth Planning
California
$1.15M – – –
BAM
1008
Belpointe Asset Management
Nevada
$1.15M -$79K -363 -6%
SFG
1009
SevenBridge Financial Group
Pennsylvania
$1.15M -$20.7K -95 -2%
CC
1010
Claybrook Capital
Massachusetts
$1.15M +$1.15M +5,282 New
CL
1011
CPWM LLC
Washington
$1.15M +$23.3K +107 +2%
CAM
1012
Costello Asset Management
Pennsylvania
$1.15M -$819K -3,764 -42%
GPA
1013
Garrison Point Advisors
California
$1.15M -$4.35K -20 -0.4%
SCM
1014
Schnieders Capital Management
California
$1.15M +$18.5K +85 +2%
ISL
1015
Ingalls & Snyder LLC
New York
$1.14M -$967K -4,444 -46%
CS
1016
Comerica Securities
Michigan
$1.13M +$30K +138 +3%
IP
1017
Intellectus Partners
California
$1.13M -$122K -560 -10%
EB
1018
Eastern Bank
Massachusetts
$1.13M +$2.18K +10 +0.2%
PAS
1019
Park Avenue Securities
New York
$1.12M +$8.92K +41 +0.8%
LWP
1020
Legacy Wealth Partners
California
$1.1M -$150K -689 -12%
ZB
1021
Zions Bancorporation
Utah
$1.1M +$50.3K +231 +5%
CWA
1022
Core Wealth Advisors
Florida
$1.09M +$1.09M +5,028 New
GCM
1023
Glaxis Capital Management
Florida
$1.09M +$1.09M +5,000 New
PM
1024
Precept Management
Texas
$1.09M +$1.09M +5,000 New
CAG
1025
Csenge Advisory Group
Florida
$1.08M +$14.5K +67 +1%
39 40
41
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