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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 %
GWM
1601
Greenwich Wealth Management
Connecticut
$320K -$29.7K -128 -8%
MIC
1602
Means Investment Company
Maine
$320K +$23.9K +103 +8%
BOS
1603
Bank of Stockton
California
$320K +$320K +1,381 New
PAA
1604
Peregrine Asset Advisers
Oregon
$319K -$136K -670 -30%
SMH
1605
Sanders Morris Harris
Texas
$319K – – –
BF
1606
Blankinship & Foster
California
$319K – – –
FNC
1607
First National Corp
Massachusetts
$318K +$1.16K +5 +0.4%
LFA
1608
Landmark Financial Advisors
Kentucky
$317K +$15.5K +67 +5%
NEWAS
1609
N.E.W. Advisory Services
Wisconsin
$317K +$317K +1,365 New
5L
1610
55I LLC
Massachusetts
$316K +$18.5K +80 +6%
WTFG
1611
Wells Trecaso Financial Group
Ohio
$315K +$2.32K +10 +0.7%
DA
1612
DSC Advisors
Illinois
$315K +$315K +1,357 New
P
1613
&Partners
Tennessee
$314K +$314K +1,354 New
EBSAM
1614
Eubel Brady & Suttman Asset Management
Ohio
$314K +$314K +1,356 New
CA
1615
Continuum Advisory
Idaho
$313K -$24.2K -104 -7%
SAG
1616
Spotlight Asset Group
Illinois
$312K -$116K -500 -27%
AP
1617
Appleton Partners
Massachusetts
$312K -$2.32K -10 -0.7%
EWM
1618
Executive Wealth Management
Michigan
$312K +$55K +237 +21%
CFC
1619
Coyle Financial Counsel
Illinois
$311K – – –
SFFS
1620
Stonehage Fleming Financial Services
Jersey
$311K – – –
PCG
1621
Private Capital Group
Connecticut
$310K -$286K -1,234 -48%
FBB
1622
Fulton Breakefield Broenniman
Maryland
$308K +$308K +1,327 New
CFA
1623
CWS Financial Advisors
Michigan
$307K – – –
CHJWM
1624
Carlton Hofferkamp & Jenks Wealth Management
Texas
$306K -$23.1K -100 -7%
GIA
1625
Granite Investment Advisors
New Hampshire
$306K -$13.9K -60 -4%
63 64
65
66 67