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Caterpillar

2,002 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, 757 increasing their positions, 734 reducing their positions, and 91 closing their positions.

Holders
2,002
Holders Change
+120
Holders Change %
+6.38%
% of All Funds
35.26%
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
757
Reduced
734
Closed
91
Calls
$2.45B
Puts
$2.02B
Net Calls
+$436M
Net Calls Change
+$751M
Name Market Value Shares Shares
Change
Shares
Change %
MA
2001
MBA Advisors
Pennsylvania
$290 1,251 +1,251 New
FGAM
2002
Financial Gravity Asset Management
Texas
$150 1
ELC
2003
Edgar Lomax Company
Virginia
-151,050 Closed
Balyasny Asset Management
2004
Balyasny Asset Management
Illinois
-104,805 Closed
MSA
2005
Mason Street Advisors
Wisconsin
-74,941 Closed
ACM
2006
Arosa Capital Management
Florida
-60,000 Closed
PCM
2007
Penserra Capital Management
California
-56,209 Closed
SAM
2008
Scopus Asset Management
New York
-55,000 Closed
HAI
2009
Hennessy Advisors Inc
California
-50,800 Closed
BA
2010
Bridgewater Associates
Connecticut
-35,021 Closed
MSE
2011
MUFG Securities EMEA
United Kingdom
-27,000 Closed
Simplex Trading
2012
Simplex Trading
Illinois
-25,889 Closed
AWAM
2013
Appian Way Asset Management
New York
-23,061 Closed
FI
2014
FormulaFolio Investments
Michigan
-21,562 Closed
GCM
2015
Gladius Capital Management
Illinois
-21,319 Closed
RIM
2016
Redwood Investment Management
Arizona
-19,267 Closed
SWRP
2017
Summit Wealth & Retirement Planning
California
-17,600 Closed
AIM
2018
Aigen Investment Management
New York
-15,681 Closed
CA
2019
CastleArk Alternatives
Illinois
-14,150 Closed
FC
2020
FORA Capital
Florida
-13,381 Closed
Qube Research & Technologies (QRT)
2021
Qube Research & Technologies (QRT)
United Kingdom
-12,560 Closed
RIA
2022
Regal Investment Advisors
Michigan
-11,026 Closed
MF
2023
Magnetar Financial
Illinois
-8,909 Closed
IECM
2024
Intrinsic Edge Capital Management
Illinois
-8,900 Closed
CG
2025
Cutler Group
California
-8,238 Closed