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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 %
EP
1476
Edgestream Partners
New Jersey
$403K -$6.82M -31,373 -94%
DBT
1477
Dubuque Bank & Trust
Iowa
$403K -$32.9K -151 -8%
AFC
1478
AFT Forsyth & Company
Florida
$403K – – –
RT
1479
Rockland Trust
Massachusetts
$401K -$131K -602 -25%
AA
1480
Advisory Alpha
Michigan
$399K – – –
RW
1481
REDW Wealth
New Mexico
$398K – – –
ARG
1482
Advisory Resource Group
Oklahoma
$397K -$51.4K -236 -11%
GM
1483
GeoWealth Management
Illinois
$397K +$7.18K +33 +2%
GWM
1484
GSB Wealth Management
Connecticut
$394K -$21.8K -100 -5%
KP
1485
Keel Point
Alabama
$394K +$23.1K +106 +6%
BCAM
1486
Boston Common Asset Management
Massachusetts
$394K +$29.4K +135 +8%
MAWCM
1487
Mine & Arao Wealth Creation & Management
California
$393K +$653 +3 +0.2%
MA
1488
MONECO Advisors
Connecticut
$392K +$35.3K +162 +10%
RFG
1489
Range Financial Group
Oregon
$392K +$123K +564 +46%
ICG
1490
InterOcean Capital Group
Tennessee
$391K -$63.3K -291 -14%
CHA
1491
Cooper/Haims Advisors
New York
$390K -$26.1K -120 -6%
KFP
1492
KMG Fiduciary Partners
Ohio
$390K +$49K +225 +14%
BWA
1493
BDO Wealth Advisors
Florida
$389K – – –
GAMC
1494
Garner Asset Management Corp
Texas
$389K – – –
WFI
1495
West Family Investments
California
$389K +$389K +1,787 New
NAS
1496
Nicolet Advisory Services
Wisconsin
$387K -$17.2K -79 -4%
GBT
1497
Grove Bank & Trust
Florida
$387K -$1.09K -5 -0.3%
RWM
1498
RKL Wealth Management
Pennsylvania
$387K – – –
GF
1499
Gries Financial
Ohio
$387K +$1.23K +6 +0.3%
BWM
1500
Benchmark Wealth Management
Connecticut
$386K +$218 +1 +0.1%
58 59
60
61 62