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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.7B 46,269,463 +68,931 +0.1%
State Street
2
State Street
Massachusetts
$9.49B 40,946,961 -294,291 -0.7%
BlackRock
3
BlackRock
New York
$8.07B 34,824,400 -784,191 -2%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$4.45B 19,186,297 – –
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$3.36B 14,492,830 +1,451,470 +11%
Capital World Investors
6
Capital World Investors
California
$2.82B 12,168,006 +8,881,479 +270%
Gates Foundation Trust
7
Gates Foundation Trust
Washington
$2.36B 10,156,756 -1,104,101 -10%
Capital International Investors
8
Capital International Investors
California
$1.96B 8,454,057 +360,098 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.93B 8,331,794 +229,934 +3%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$1.71B 7,374,596 +1,354,809 +23%
Northern Trust
11
Northern Trust
Illinois
$1.52B 6,547,439 -149,018 -2%
Fisher Asset Management
12
Fisher Asset Management
Washington
$1.49B 6,414,634 +226,607 +4%
Norges Bank
13
Norges Bank
Norway
$1.22B 5,243,704 +417,235 +9%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$1.14B 4,937,960 -2,301,306 -32%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.1B 4,728,752 +41,741 +0.9%
Capital Research Global Investors
16
Capital Research Global Investors
California
$1.06B 4,587,295 -762,853 -14%
Morgan Stanley
17
Morgan Stanley
New York
$1.01B 4,349,010 -518,463 -11%
Bank of America
18
Bank of America
North Carolina
$937M 4,040,980 -136,763 -3%
Nuveen Asset Management
19
Nuveen Asset Management
Illinois
$914M 3,942,470 +53,927 +1%
Invesco
20
Invesco
Georgia
$891M 3,843,269 -57,099 -1%
Primecap Management
21
Primecap Management
California
$854M 3,681,535 -1,399,810 -28%
Legal & General Group
22
Legal & General Group
United Kingdom
$789M 3,401,953 -69,455 -2%
Macquarie Group
23
Macquarie Group
Australia
$774M 3,337,503 -664,396 -17%
AAMU
24
Amundi Asset Management US
Massachusetts
$738M 3,184,826 -260,071 -8%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$733M 3,160,949 -105,199 -3%
1
2 3 4 5