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Caterpillar
CAT

Overview Fund Activity

2,013 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.

Holders
2,013
Holders Change
+11
Holders Change %
+0.55%
% of All Funds
35.15%
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
Amundi
1
Amundi
France
$563M
2
BlackRock
2
BlackRock
New York
$8.03B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.3B
4
Renaissance Technologies
4
Renaissance Technologies
New York
$227M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$248M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.91B
2
Harris Associates
2
Harris Associates
Illinois
$18.5M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$814M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$746M
5
Macquarie Group
5
Macquarie Group
Australia
$476M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$10.3B 47,434,967 +1,165,504 +3%
State Street
2
State Street
Massachusetts
$8.93B 41,041,741 +94,780 +0.2%
BlackRock
3
BlackRock
New York
$8.03B 36,888,853 +2,064,453 +6%
State Farm Mutual Automobile Insurance
4
State Farm Mutual Automobile Insurance
Illinois
$4.18B 19,186,297 – –
Capital World Investors
5
Capital World Investors
California
$2.64B 12,111,556 -56,450 -0.5%
Gates Foundation Trust
6
Gates Foundation Trust
Washington
$2.21B 10,156,756 – –
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$1.91B 8,761,682 -5,731,148 -40%
Capital International Investors
8
Capital International Investors
California
$1.9B 8,730,705 +276,648 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.85B 8,517,215 +185,421 +2%
Fisher Asset Management
10
Fisher Asset Management
Washington
$1.45B 6,643,352 +228,718 +4%
Northern Trust
11
Northern Trust
Illinois
$1.42B 6,503,711 -43,728 -0.7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$1.41B 6,495,047 -879,549 -12%
Morgan Stanley
13
Morgan Stanley
New York
$1.1B 5,070,449 +721,439 +17%
Norges Bank
14
Norges Bank
Norway
$1.1B 5,040,398 -203,306 -4%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$1.04B 4,775,072 +46,320 +1%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$898M 4,126,271 +183,801 +5%
Bank of America
17
Bank of America
North Carolina
$854M 3,922,290 -118,690 -3%
Invesco
18
Invesco
Georgia
$830M 3,813,452 -29,817 -0.8%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$814M 3,742,540 -1,195,420 -24%
Legal & General Group
20
Legal & General Group
United Kingdom
$788M 3,619,321 +217,368 +6%
Primecap Management
21
Primecap Management
California
$774M 3,556,145 -125,390 -3%
Capital Research Global Investors
22
Capital Research Global Investors
California
$746M 3,429,679 -1,157,616 -25%
UBS AM
23
UBS AM
Illinois
$675M 3,100,389 +410,958 +15%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$616M 2,830,483 -330,466 -10%
Wells Fargo
25
Wells Fargo
California
$564M 2,590,390 +48,063 +2%
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