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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.

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

Top Sellers

1
Sanders Capital
1
Sanders Capital
Florida
$0
2
State Street
2
State Street
Massachusetts
$7.51B
3
Primecap Management
3
Primecap Management
California
$925M
4
Macquarie Group
4
Macquarie Group
Australia
$728M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$203M
Name Holding Trade Value Shares
Change 		Shares
Change %
TAM
176
Tocqueville Asset Management
New York
$26.8M +$248K +1,364 +0.9%
HCM
177
Hilton Capital Management
New York
$26.6M -$725K -3,981 -3%
USAA
178
United Services Automobile Association
Texas
$25.9M +$994K +5,464 +4%
MHC
179
Meyer Handelman Company
New York
$25.5M +$546K +3,000 +2%
CTB
180
Country Trust Bank
Illinois
$25.2M +$32.8K +180 +0.1%
SOADOR
181
State of Alaska Department of Revenue
Alaska
$24.9M -$649K -3,563 -3%
SOMRS
182
State of Michigan Retirement System
Michigan
$24.9M -$291K -1,600 -1%
GT
183
Glenview Trust
Kentucky
$24M +$444K +2,438 +2%
MIM
184
MetLife Investment Management
New Jersey
$24M -$976K -5,363 -4%
GF
185
Gabelli Funds
New York
$23.7M -$389K -2,135 -2%
Handelsbanken Fonder
186
Handelsbanken Fonder
Sweden
$23.7M +$462K +2,538 +2%
SCI
187
S&CO Inc
Massachusetts
$23.6M -$234K -1,288 -1%
MIS
188
Morningstar Investment Services
Illinois
$23.5M -$1.35M -7,440 -5%
FP
189
Foundry Partners
Minnesota
$23.1M -$72.1K -396 -0.3%
ADEF
190
Adams Diversified Equity Fund
Maryland
$23.1M +$5.95M +32,700 +35%
FRAF
191
Första AP-fonden
Sweden
$22.8M +$4.17M +22,900 +22%
ALAM
192
Asahi Life Asset Management
Japan
$22.8M +$532K +2,920 +2%
Comerica Bank
193
Comerica Bank
Texas
$22.7M -$1.37M -7,135 -6%
NPA
194
Nichols & Pratt Advisers
Massachusetts
$22.4M -$142K -780 -0.6%
MSR
195
Main Street Research
Connecticut
$22M +$703K +3,860 +3%
WAS
196
Wesleyan Assurance Society
United Kingdom
$21.7M -$182K -1,000 -0.8%
UB
197
UMB Bank
Missouri
$21.7M +$6.1M +33,516 +39%
Rockefeller Capital Management
198
Rockefeller Capital Management
New York
$21.6M +$2.59M +14,210 +14%
Thrivent Financial for Lutherans
199
Thrivent Financial for Lutherans
Minnesota
$21.6M +$3.46M +19,000 +19%
GIBU
200
Gulf International Bank (UK)
United Kingdom
$21.5M -$2.58M -14,159 -11%
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