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CAT
CATERPILLAR INC DEL
$209.90
$1.13 (0.54%)
Last Close: 2021-07-27
Add to My Stocks
CATstill within Q1 price range
Q1 Low
Q1 High
$207.02 
Q1 Avg
$209.9 
last close
CAT
$180.63
$244.79
01-01
03-31
07-27
$180.63 Q1 Low
$233.63 Q1 High
$209.90 last close
HedgeMind 
Core Managers
391
HedgeMind 
Hedge Funds
Institutional
 Investors
CAT – Stock Holders
All
13
2,149,243 SH
New Buy
5
469,466 SH
Increased
6
1,636,378 SH
Unchanged
0
0 SH
Decreased
2
43,399 SH
Sold Out
3
66,323 SH
High Conviction
1
150,000 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
663,974 SH
+14,030 SH
0.31% P.W.
2.11% new
John Clark
SOUTHPOINT CAPITAL ADVISORS LP
400,000 SH
+350,000 SH
1.54% P.W.
87.50% new
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
381,967 SH
+132,363 SH
0.18% P.W.
34.65% new
Stanley Druckenmiller
DUQUESNE FAMILY OFFICE LLC
156,400 SH
+156,400 SH
0.93% P.W.
100% new
Colin McNay
TELEMARK ASSET MANAGEMENT LLC
150,000 SH
+150,000 SH
2.93% P.W.
100% new
Richard Gerson
FALCON EDGE CAPITAL LP
113,847 SH
+113,847 SH
1.64% P.W.
100% new
Steve Cohen
POINT72 ASSET MANAGEMENT LP
87,153 SH
+31,853 SH
0.09% P.W.
36.55% new
Louis Moore Bacon
MOORE CAPITAL MANAGEMENT LP
56,907 SH
+10,179 SH
0.17% P.W.
17.89% new
Joseph DiMenna
ZWEIG-DIMENNA ASSOCIATES LLC
46,700 SH
+46,700 SH
0.75% P.W.
100% new
Jay Genzer
THAMES CAPITAL MANAGEMENT LLC
46,377 SH
+22,937 SH
2.48% P.W.
49.46% new
Michael Cowley
SANDBAR ASSET MANAGEMENT LLP
23,486 SH
-5,388 SH
0.72% P.W.
18.66% sold
Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC
19,913 SH
-3,080 SH
0.46% P.W.
13.40% sold
Greg Poole
ECHO STREET CAPITAL MANAGEMENT LLC
2,519 SH
+2,519 SH
0.01% P.W.
100% new
Lee Ainslie
MAVERICK CAPITAL LTD
0 SH
-5,649 SH
<0.01% P.W.
100% sold
Robert Pohly
SAMLYN CAPITAL LLC
0 SH
-5,674 SH
<0.01% P.W.
100% sold
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
0 SH
-55,000 SH
<0.01% P.W.
100% sold
CAT – Option Holders
Sort by
PUT/CALL
Fund Manager
Company Name
# of Shares
PUT
Gilchrist Berg
WS MANAGEMENT LLLP
80,000 SH
+80,000 SH
1.92% P.W.
100% new
PUT
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
0 SH
-15,000 SH
<0.01% P.W.
100% sold
CALL
Hari Hariharan
NWI MANAGEMENT LP
250,000 SH
+250,000 SH
4.83% P.W.
100% new
CALL
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
0 SH
-50,000 SH
<0.01% P.W.
100% sold
Core Consensus Ratings
2021-03-31 to 2021-07-27
Accumulate
HedgeMind Stock Rating
92
Popularity Rank
HedgeMind Sentiment
69%
31%
47
47
Q4
38
62
19Q1
50
50
Q2
13
87
Q3
89
11
Q4
27
73
20Q1
33
67
Q2
71
29
Q3
69
31
Q4
69
31
21Q1
Q2
Q3
CAT
$91.85
$244.79
122.44
153.03
183.61
214.20
Key Stats
2021-03-312021-07-27
21Q1Q/Q Change
Total # of Holders 13 +2
Holders % of Core Managers 3.32% +0.51 pp
Total Shares Held 2.15M +956.04K
Share Inflows 1.03M +315.54K
Share Outflows 74.79K -6.28M
PUT/CALL Ratio0.32 
Shares In PUT80.00K 
Shares In CALL250.00K 
Holders % of Core Managers
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$91.85
$244.79
130.09
168.32
206.56
1%
2%
3%
CAT
4%
Shares Held by Core Managers
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$91.85
$244.79
122.44
153.03
183.61
214.20
2.00M
4.00M
6.00M
8.00M
CAT
10.00M
Share & Money Flows
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$91.85
$244.79
117.34
142.83
168.32
193.81
219.30
-6.00M
-4.00M
-2.00M
0.00
2.00M
CAT
4.00M
Share Inflows
Share Outflows
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
21Q1
Q2
Q3
$91.85
$244.79
130.09
168.32
206.56
-1.00B
-500.00M
0.00
CAT
$500.00M
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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