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Caterpillar
CAT

Overview Fund Activity

2,014 hedge funds and large institutions have $81.9B invested in Caterpillar in 2021 Q2 according to their latest regulatory filings, with 145 funds opening new positions, 864 increasing their positions, 682 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,014
Holders Change
+11
Holders Change %
+0.55%
% of All Funds
35.16%
Holding in Top 10
30
Holding in Top 10 Change
-28
Holding in Top 10 Change %
-48.28%
% of All Funds
0.52%
New
145
Increased
864
Reduced
682
Closed
113
Calls
$1.82B
Puts
$2.25B
Net Calls
-$425M
Net Calls Change
-$861M

Top Buyers

1
BlackRock
BlackRock
New York
$8.03B
2
Vanguard Group
Vanguard Group
Pennsylvania
$10.3B
3
Renaissance Technologies
Renaissance Technologies
New York
$227M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$248M
5
Morgan Stanley
Morgan Stanley
New York
$1.1B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.91B
2
Harris Associates
Harris Associates
Illinois
$18.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$814M
4
Capital Research Global Investors
Capital Research Global Investors
California
$746M
5
Macquarie Group
Macquarie Group
Australia
$476M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
2026
Axel Capital Management
New York
– -$6.96M -30,000 Closed
BCM
2027
Barometer Capital Management
Ontario, Canada
– -$6.37M -27,600 Closed
WMSA
2028
Weiss Multi-Strategy Advisers
New York
– -$6.23M -26,882 Closed
AC
2029
Albar Capital
United Kingdom
– -$5.44M -23,465 Closed
SFM
2030
Signet Financial Management
New Jersey
– -$5.3M -22,846 Closed
RF
2031
Robbins Farley
New Hampshire
– -$4.24M -17,474 Closed
DA
2032
Duality Advisers
Florida
– -$3.84M -16,580 Closed
SFS
2033
Sowell Financial Services
Arkansas
– -$3.64M -15,349 Closed
WG
2034
Winton Group
United Kingdom
– -$3.01M -12,985 Closed
VFA
2035
Voya Financial Advisors
Connecticut
– -$2.92M -12,519 Closed
QSS
2036
Quantitative Systematic Strategies
Florida
– -$2.68M -11,563 Closed
DRS
2037
Deane Retirement Strategies
Louisiana
– -$2.64M -11,363 Closed
SC
2038
Stolper & Co
Oklahoma
– -$2.3M -9,908 Closed
FMI
2039
F/M Investments
District of Columbia
– -$2.24M -9,647 Closed
TW
2040
TrinityPoint Wealth
Connecticut
– -$2.07M -8,913 Closed
PF
2041
Phoenix Financial
Israel
– -$1.81M -7,792 Closed
MHS
2042
M Holdings Securities
Oregon
– -$1.64M -7,060 Closed
MIH
2043
Meitav Investment House
Israel
– -$1.64K -7,058 Closed
CCMW
2044
Cypress Capital Management (Wyoming)
Wyoming
– -$1.33M -5,735 Closed
LAM
2045
L2 Asset Management
Massachusetts
– -$1.27M -5,492 Closed
LIM
2046
Longfellow Investment Management
Massachusetts
– -$1.2M -5,185 Closed
Walleye Capital
2047
Walleye Capital
New York
– -$1.06K -4,569 Closed
EMG
2048
ETF Managers Group
New Jersey
– -$991K -4,252 Closed
RCM
2049
Regency Capital Management
Hawaii
– -$966K -4,165 Closed
QI
2050
Qtron Investments
Massachusetts
– -$962K -4,148 Closed
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