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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 %
PA
1101
PFG Advisors
Arizona
$899K +$39.8K +183 +5%
SAA
1102
Southeast Asset Advisors
Georgia
$895K +$110K +506 +14%
DHFB
1103
Dixon Hubard Feinour & Brown
Virginia
$893K -$1.05M -4,806 -54%
CIM
1104
CIM Investment Management
Pennsylvania
$892K -$15.5K -71 -2%
NL
1105
NWAM LLC
Washington
$892K +$16.8K +77 +2%
BIM
1106
Bridges Investment Management
Nebraska
$890K -$2.18K -10 -0.2%
CCM
1107
Campbell Capital Management
Florida
$888K +$888K +4,080 New
CNFG
1108
Creegan & Nassoura Financial Group
New Hampshire
$887K -$21.8K -100 -2%
CST
1109
Charles Schwab Trust
Nevada
$887K +$22K +101 +3%
BTWM
1110
Baker Tilly Wealth Management
Wisconsin
$884K +$91.9K +422 +12%
HW
1111
Hancock Whitney
Mississippi
$877K +$90.7K +417 +12%
FI
1112
Fosun International
China
$875K +$311K +1,445 +55%
MOS
1113
MGO One Seven
Ohio
$871K -$25.2K -116 -3%
SC
1114
Saybrook Capital
North Carolina
$871K – – –
TPWA
1115
TRUE Private Wealth Advisors
Oregon
$870K +$17.4K +80 +2%
MCM
1116
Manchester Capital Management
Vermont
$866K +$227K +1,045 +36%
CIAS
1117
Capital Investment Advisory Services
North Carolina
$865K -$104K -480 -11%
MFA
1118
Mayflower Financial Advisors
Massachusetts
$865K -$14.4K -66 -2%
CC
1119
Courier Capital
New York
$861K -$102K -469 -11%
HVIA
1120
Hudson Valley Investment Advisors
New York
$859K -$29K -133 -3%
WAM
1121
Werlinich Asset Management
Connecticut
$857K +$52.2K +240 +6%
IWA
1122
IVC Wealth Advisors
Pennsylvania
$856K +$11.1K +51 +1%
HH
1123
Hilltop Holdings
Texas
$849K -$150K -692 -15%
JAG
1124
Journey Advisory Group
Kentucky
$849K -$39.4K -181 -4%
PR
1125
Payden & Rygel
California
$849K +$849K +3,900 New
43 44
45
46 47