CAT icon

Caterpillar
CAT

Overview Fund Activity

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

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.82B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.36B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.71B
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$249M
5
ZIG
5
Zurich Insurance Group
Switzerland
$123M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.14B
2
Primecap Management
2
Primecap Management
California
$854M
3
Gates Foundation Trust
3
Gates Foundation Trust
Washington
$2.36B
4
Citadel Advisors
4
Citadel Advisors
Florida
$56M
5
Harris Associates
5
Harris Associates
Illinois
$394M
Name Market Value Shares Shares
Change 		Shares
Change %
OQS
2051
Occudo Quantitative Strategies
Florida
– – -1,491 Closed
VFG
2052
V2 Financial group
Illinois
– – -1,351 Closed
TWP
2053
Tower Wealth Partners
Pennsylvania
– – -1,345 Closed
JFL
2054
Jarislowsky, Fraser Ltd
Quebec, Canada
– – -1,311 Closed
QT
2055
Quantbot Technologies
New York
– – -1,263 Closed
CCFM
2056
Clear Creek Financial Management
Washington
– – -1,248 Closed
CDIA
2057
Capital Directions Investment Advisors
Georgia
– – -1,228 Closed
JGC
2058
J. Goldman & Co
New York
– – -1,183 Closed
MS
2059
Madden Securities
Texas
– – -1,177 Closed
E
2060
Ergoteles
New York
– – -1,168 Closed
FA
2061
FDx Advisors
Illinois
– – -1,157 Closed
MWM
2062
Merriman Wealth Management
Washington
– – -1,145 Closed
PFA
2063
Pinnacle Family Advisors
Missouri
– – -1,136 Closed
CWS
2064
Cypress Wealth Services
California
– – -1,114 Closed
WCF
2065
West Coast Financial
California
– – -1,100 Closed
PHK
2066
Point72 Hong Kong
Hong Kong
– – -1,053 Closed
ICP
2067
Interchange Capital Partners
Pennsylvania
– – -845 Closed
SFG
2068
Sowa Financial Group
Rhode Island
– – -685 Closed
TI
2069
tru Independence
Oregon
– – -666 Closed
LGA
2070
Lebenthal Global Advisors
New York
– – -600 Closed
BWA
2071
Burt Wealth Advisors
Maryland
– – -524 Closed
PS
2072
Planned Solutions
California
– – -500 Closed
BWM
2073
Birchcreek Wealth Management
Ohio
– – -500 Closed
VCG
2074
Vantage Consulting Group
Virginia
– – -436 Closed
SIAG
2075
Safeguard Investment Advisory Group
California
– – -424 Closed
81 82
83
84 85