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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 %
BB
1601
Bell Bank
North Dakota
$322K – – –
BBNB
1602
Baker Boyer National Bank
Washington
$322K +$322K +1,801 New
MIS
1603
Morningstar Investment Services
Illinois
$321K -$176K -819 -35%
MVA
1604
Mount Vernon Associates
Maryland
$321K – – –
SF
1605
Summit Financial
New Jersey
$320K +$320K +1,472 New
NFG
1606
Nadler Financial Group
Illinois
$320K – – –
MFG
1607
Magnus Financial Group
New York
$320K +$11.5K +53 +4%
CCA
1608
Childress Capital Advisors
Texas
$319K -$49.4K -227 -13%
NB
1609
Northwest Bancshares
Pennsylvania
$318K – – –
SIM
1610
Stratos Investment Management
Ohio
$318K +$15.5K +71 +5%
HWM
1611
Hohimer Wealth Management
Washington
$317K +$217 +1 +0.1%
PG
1612
Patten Group
Tennessee
$317K +$11.3K +52 +4%
PWM
1613
PRW Wealth Management
Massachusetts
$317K +$317K +1,456 New
EWA
1614
ERTS Wealth Advisors
Michigan
$316K -$10.9K -50 -3%
LA
1615
Latitude Advisors
Florida
$316K +$30.4K +140 +11%
MIAS
1616
Mason Investment Advisory Services
Virginia
$316K +$316K +1,450 New
WAM
1617
Winslow Asset Management
Ohio
$314K +$3.26K +15 +1%
M
1618
Mirova
France
$313K – – –
COCM
1619
Charter Oak Capital Management
New Hampshire
$312K +$653 +3 +0.2%
BAIA
1620
Bel Air Investment Advisors
California
$311K -$289K -1,330 -48%
AL
1621
ACAS LLC
California
$311K – – –
SEM
1622
Strategic Equity Management
Arizona
$310K +$2.61K +12 +0.9%
APW
1623
Acima Private Wealth
Virginia
$309K – – –
ACM
1624
AUA Capital Management
Pennsylvania
$309K – – –
JFA
1625
Johanson Financial Advisors
California
$309K +$1.06K +5 +0.3%
63 64
65
66 67