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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 %
LW
1376
Linscomb Wealth
Texas
$479K +$44.8K +193 +10%
SS
1377
Sunbelt Securities
Texas
$478K -$249K -1,073 -34%
GG
1378
Golden Green
South Carolina
$478K +$478K +2,060 New
ARG
1379
Advisory Resource Group
Oklahoma
$477K -$2.55K -11 -0.5%
CPA
1380
Clear Perspective Advisors
Illinois
$476K +$13.9K +60 +3%
IFG
1381
Investors Financial Group
Minnesota
$476K +$208K +896 +77%
CCM
1382
Covington Capital Management
California
$473K -$1.86K -8 -0.4%
SC
1383
Solstein Capital
California
$473K – – –
SCM
1384
Southport Capital Management
Tennessee
$473K +$56.1K +242 +13%
VAM
1385
Verity Asset Management
North Carolina
$469K -$47K -203 -9%
HFG
1386
Heron Financial Group
New York
$469K -$2.33K -10 -0.5%
PA
1387
PSI Advisors
Florida
$468K -$70.9K -306 -13%
SB
1388
Strategic Blueprint
Georgia
$468K +$468K +2,018 New
AWP
1389
Abacus Wealth Partners
California
$467K +$467K +2,016 New
RCA
1390
Ranch Capital Advisors
Florida
$467K +$463 +2 +0.1%
CG
1391
Corundum Group
Colorado
$467K +$31.3K +135 +7%
TCA
1392
Transcend Capital Advisors
New Jersey
$466K -$5.32K -23 -1%
UAS
1393
United Asset Strategies
New York
$466K +$22.5K +97 +5%
QAM
1394
QCI Asset Management
New York
$465K -$18.5M -79,638 -98%
IB
1395
Intrust Bank
Kansas
$465K – – –
Grantham, Mayo, Van Otterloo & Co (GMO)
1396
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$465K +$465K +2,005 New
TCPWM
1397
Traverso Chambers Private Wealth Management
California
$464K – – –
BCM
1398
Bienville Capital Management
New York
$464K – – –
FC
1399
Financial Consulate
Maryland
$464K – – –
DBT
1400
Dubuque Bank & Trust
Iowa
$464K +$8.34K +36 +2%
54 55
56
57 58