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Caterpillar
CAT

Overview Fund Activity

2,002 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, 757 increasing their positions, 734 reducing their positions, and 91 closing their positions.

Holders
2,002
Holders Change
+120
Holders Change %
+6.38%
% of All Funds
35.26%
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
757
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.82B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$249M
5
ZIG
5
Zurich Insurance Group
Switzerland
$123M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.14B
2
Primecap Management
2
Primecap Management
California
$854M
3
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$2.36B
4
Citadel Advisors
4
Citadel Advisors
Florida
$56M
5
Harris Associates
5
Harris Associates
Illinois
$394M
Name Market Value Shares Shares
Change 		Shares
Change %
Ohio Public Employees Retirement System (OPERS)
101
Ohio Public Employees Retirement System (OPERS)
Ohio
$81.1M 349,802 +23,146 +7%
CA
102
Capitolis Advisors
New York
$77.3M 333,284 +301,735 +956%
First Trust Advisors
103
First Trust Advisors
Illinois
$76.8M 331,430 -43,308 -12%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$76.1M 328,164 +4,953 +2%
State of New Jersey Common Pension Fund D
105
State of New Jersey Common Pension Fund D
New Jersey
$75.4M 325,256 -15,382 -5%
Canada Pension Plan Investment Board
106
Canada Pension Plan Investment Board
Ontario, Canada
$75M 323,661 +76,390 +31%
Asset Management One
107
Asset Management One
Japan
$74.3M 320,309 -583 -0.2%
N
108
Natixis
France
$72.6M 313,289 -100,381 -24%
Swedbank
109
Swedbank
Sweden
$72.6M 313,253 +313,253 New
JPMPWA
110
J.P. Morgan Private Wealth Advisors
California
$69.8M 301,156 +7,091 +2%
PAMU
111
Pictet Asset Management (UK)
United Kingdom
$69M 297,714 +2,922 +1%
Massachusetts Financial Services
112
Massachusetts Financial Services
Massachusetts
$69M 297,621 -97,403 -25%
Korea Investment Corp
113
Korea Investment Corp
South Korea
$68.4M 294,836 +32,000 +12%
Natixis Advisors
114
Natixis Advisors
Massachusetts
$68.1M 293,552 -16,758 -5%
RJFSA
115
Raymond James Financial Services Advisors
Florida
$67.5M 291,304 +31,712 +12%
MG
116
Markel Group
Virginia
$66.7M 287,500 – –
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$66.1M 285,087 +53,322 +23%
BNP Paribas Financial Markets
118
BNP Paribas Financial Markets
France
$63.3M 273,105 -41,110 -13%
AQR Capital Management
119
AQR Capital Management
Connecticut
$59.5M 256,510 +14,503 +6%
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$59.3M 255,622 +49,504 +24%
Osaic Holdings
121
Osaic Holdings
Arizona
$59.3M 255,401 +16,989 +7%
AAM
122
Ardevora Asset Management
United Kingdom
$57.9M 249,500 +249,500 New
Janney Montgomery Scott
123
Janney Montgomery Scott
Pennsylvania
$57.8M 249,315 +4,279 +2%
Citadel Advisors
124
Citadel Advisors
Florida
$56M 241,596 -1,061,780 -81%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$55.9M 240,897 -9,040 -4%
3 4
5
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