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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 %
EWM
1101
Empirical Wealth Management
Washington
$870K -$6.26K -27 -0.7%
WC
1102
Weil Company
California
$869K +$256K +1,103 +42%
PAMP
1103
Polar Asset Management Partners
Ontario, Canada
$865K +$865K +3,732 New
CCB
1104
Cutter & Co Brokerage
Missouri
$862K -$120K -518 -12%
GI
1105
Gradient Investments
Minnesota
$862K +$223K +962 +35%
EGA
1106
E&G Advisors
Texas
$858K -$92.8K -400 -10%
LSAG
1107
Lake Street Advisors Group
New Hampshire
$858K +$8.58K +37 +1%
WAM
1108
Werlinich Asset Management
Connecticut
$858K +$858K +3,700 New
CWM
1109
Circle Wealth Management
New Jersey
$855K +$10.7K +46 +1%
RCM
1110
RNC Capital Management
California
$855K +$31.3K +135 +4%
ABTD
1111
Arvest Bank Trust Division
Oklahoma
$854K +$174K +749 +26%
IA
1112
Insight Advisors
Pennsylvania
$850K +$228K +998 +37%
TFA
1113
Teamwork Financial Advisors
Texas
$846K +$846K +3,648 New
BCP
1114
Blackhawk Capital Partners
Wisconsin
$845K -$142K -781 -14%
RG
1115
Rikoon Group
New Mexico
$845K +$232 +1 +0%
BTWM
1116
Baker Tilly Wealth Management
Wisconsin
$844K +$928 +4 +0.1%
CHA
1117
Carmichael Hill & Associates
Maryland
$843K -$36.9K -159 -4%
CT
1118
Cambridge Trust
Massachusetts
$841K -$55.2K -238 -6%
HW
1119
Hancock Whitney
Mississippi
$839K -$4.64K -20 -0.6%
SAA
1120
Southeast Asset Advisors
Georgia
$836K +$1.85K +8 +0.2%
WLIM
1121
White Lighthouse Investment Management
Massachusetts
$835K -$23.2K -100 -3%
AC
1122
Applied Capital
Arkansas
$834K +$834K +3,595 New
SC
1123
SouthState Corp
Florida
$833K +$696 +3 +0.1%
MA
1124
Mosaic Advisors
Texas
$829K -$286K -1,232 -26%
PSP
1125
Principal Street Partners
Tennessee
$829K +$829K +3,575 New
43 44
45
46 47