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Caterpillar
CAT

Overview Fund Activity

1,883 hedge funds and large institutions have $68.6B invested in Caterpillar in 2020 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 697 increasing their positions, 608 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,883
Holders Change
+232
Holders Change %
+14.05%
% of All Funds
33.41%
Holding in Top 10
30
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+36.36%
% of All Funds
0.53%
New
317
Increased
697
Reduced
608
Closed
63
Calls
$1.78B
Puts
$2.1B
Net Calls
-$316M
Net Calls Change
-$338M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.37B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.1B
3
Capital World Investors
Capital World Investors
California
$598M
4
Citadel Advisors
Citadel Advisors
Florida
$237M
5
Invesco
Invesco
Georgia
$710M

Top Sellers

1
Sanders Capital
Sanders Capital
Florida
$0
2
State Street
State Street
Massachusetts
$7.51B
3
Primecap Management
Primecap Management
California
$925M
4
Macquarie Group
Macquarie Group
Australia
$728M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
Capstone Investment Advisors
1751
Capstone Investment Advisors
New York
$73K -$1.28K -7 -2%
ONST
1752
Old North State Trust
North Carolina
$73K – – –
SFG
1753
Sage Financial Group
Pennsylvania
$73K – – –
FWM
1754
Filbrandt Wealth Management
Wisconsin
$73K – – –
RA
1755
Reby Advisors
Connecticut
$73K +$73K +400 New
AWG
1756
Altus Wealth Group
Colorado
$73K +$73K +404 New
FMP
1757
Financial Management Professionals
Texas
$72K +$2.18K +12 +3%
BWM
1758
BerganKDV Wealth Management
Minnesota
$72K +$2.36K +13 +3%
M
1759
MOTCO
Texas
$70K – – –
KCM
1760
Kathmere Capital Management
Pennsylvania
$69K -$24.6K -135 -26%
BWP
1761
Baldwin Wealth Partners
Massachusetts
$68K – – –
LWM
1762
Liberty Wealth Management
California
$66K +$11.2K +61 +20%
PWA
1763
Phoenix Wealth Advisors
North Carolina
$66K +$66K +364 New
OPW
1764
Oxler Private Wealth
New York
$65K +$65K +360 New
SC
1765
Steph & Co
Wisconsin
$64K – – –
MFA
1766
McClarren Financial Advisors
Pennsylvania
$64K +$64K +361 New
BFG
1767
Baron Financial Group
New Jersey
$63.7K – – –
DSC
1768
Duncker Streett & Co
Missouri
$63K – – –
TC
1769
Tacita Capital
Ontario, Canada
$63K +$63K +345 New
CFO
1770
CVA Family Office
Colorado
$62K -$15.3K -84 -20%
CA
1771
Centerpoint Advisors
Massachusetts
$62K – – –
EI
1772
Ellevest Inc
New York
$62K +$62K +341 New
APWA
1773
Atlas Private Wealth Advisors
New Jersey
$61K +$1.62K +9 +3%
H
1774
Hexavest
Quebec, Canada
$59K -$48.3K -265 -45%
SLF
1775
Sun Life Financial
Ontario, Canada
$59K -$366 -2 -0.6%
69 70
71
72 73