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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.

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
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 %
RHBC
151
R.H. Bluestein & Co
Michigan
$41.2M 177,796 +23,322 +15%
UB
152
UMB Bank
Missouri
$41M 176,971 +58,028 +49%
FCI
153
Financial Counselors Inc
Kansas
$39.6M 170,618 +1,948 +1%
Cambridge Investment Research Advisors
154
Cambridge Investment Research Advisors
Iowa
$39.2M 169,144 +13,213 +8%
MPMG
155
Minneapolis Portfolio Management Group
Minnesota
$39M 168,004 +507 +0.3%
FAF
156
Fjarde Ap-fonden
Sweden
$38.7M 166,749 +600 +0.4%
HIMC
157
Heritage Investors Management Corp
Maryland
$38.3M 165,034 -11,459 -6%
MAM
158
Madison Asset Management
Wisconsin
$38.1M 164,506 -58,807 -26%
KeyBank National Association
159
KeyBank National Association
Ohio
$38M 163,907 -3,416 -2%
JAM
160
Jupiter Asset Management
United Kingdom
$38M 163,577 +162,003 +10,292%
KBC Group
161
KBC Group
Belgium
$37.9M 163,556 +5,134 +3%
CC
162
Criteria Caixa
Spain
$37.7M 162,503 – –
Nomura Asset Management
163
Nomura Asset Management
Japan
$37.5M 161,904 -2,616 -2%
ACI
164
AMP Capital Investors
Australia
$37.5M 161,726 -2,403 -1%
Creative Planning
165
Creative Planning
Kansas
$36.4M 156,776 +6,674 +4%
UCFA
166
United Capital Financial Advisors
Texas
$36.3M 156,680 -961 -0.6%
DFO
167
Duquesne Family Office
New York
$36.3M 156,400 +156,400 New
CDH
168
Charles D. Hyman
$35.9M 154,700 +1,882 +1%
ASRS
169
Arizona State Retirement System
Arizona
$35.5M 153,092 -3,158 -2%
TAM
170
Telemark Asset Management
Massachusetts
$34.8M 150,000 +150,000 New
Millennium Management
171
Millennium Management
New York
$34.4M 148,221 -145,064 -49%
USAA
172
United Services Automobile Association
Texas
$33M 142,353 – –
MHC
173
Meyer Handelman Company
New York
$32.8M 141,566 +1,500 +1%
SEI Investments
174
SEI Investments
Pennsylvania
$32.8M 143,614 -9,820 -6%
TAM
175
Tocqueville Asset Management
New York
$32.7M 141,191 -6,260 -4%
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