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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 %
JMF
1801
Johnson Midwest Financial
Iowa
$42K +$42K +230 New
KFI
1802
Key Financial Inc
Pennsylvania
$42K +$42K +233 New
HCM
1803
Horrell Capital Management
Arkansas
$41K – – –
TIAM2
1804
Tru Independence Asset Management 2
Oregon
$41K +$41K +225 New
WPA
1805
West Paces Advisors
Georgia
$39.7K – – –
ACA
1806
Atlas Capital Advisors
Wyoming
$39.5K +$39.5K +217 New
CYG
1807
Clean Yield Group
Vermont
$39K – – –
BCA
1808
Bray Capital Advisors
Florida
$39K +$181 +1 +0.5%
AIG
1809
American International Group
New York
$37.6K -$255K -1,400,785 -87%
CAGAS
1810
Capital Advisory Group Advisory Services
Minnesota
$36K – – –
DWP
1811
Destiny Wealth Partners
Florida
$36K +$36K +200 New
EW
1812
Evoke Wealth
California
$34K – – –
BAM
1813
Bellevue Asset Management
Washington
$34K – – –
OIM
1814
Oder Investment Management
California
$34K +$34K +184 New
RAM
1815
Riggs Asset Management
Pennsylvania
$33K -$36.1K -200 -52%
WWM
1816
Wolff Wiese Magana
California
$33K +$33K +182 New
LF
1817
Lee Financial
Texas
$32K -$2.38K -13 -7%
APWM
1818
Atlas Private Wealth Management
New York
$32K – – –
MSFP
1819
Mark Sheptoff Financial Planning
Connecticut
$32K +$23K +127 +254%
FPW
1820
Flagship Private Wealth
Massachusetts
$31.6K +$31.6K +175 New
HFS
1821
HBC Financial Services
Washington
$31K +$31K +162 New
IPW
1822
IronBridge Private Wealth
Texas
$30K +$30K +163 New
MWC
1823
MBM Wealth Consultants
Missouri
$28K -$29.8K -165 -52%
Loomis, Sayles & Company
1824
Loomis, Sayles & Company
Massachusetts
$28K -$2.35K -13 -8%
ITFISA
1825
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$26.2K +$26.2K +144 New
71 72
73
74 75