CAT icon

Caterpillar
CAT

Overview Fund Activity

1,540 hedge funds and large institutions have $46B invested in Caterpillar in 2020 Q2 according to their latest regulatory filings, with 159 funds opening new positions, 518 increasing their positions, 629 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,540
Holders Change
+55
Holders Change %
+3.7%
% of All Funds
31.65%
Holding in Top 10
17
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-26.09%
% of All Funds
0.35%
New
159
Increased
518
Reduced
629
Closed
94
Calls
$1.24B
Puts
$1.43B
Net Calls
-$190M
Net Calls Change
+$240M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$329M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$273M
3
Macquarie Group
Macquarie Group
Australia
+$251M
4
BlackRock
BlackRock
New York
+$134M
5
Citadel Advisors
Citadel Advisors
Florida
+$130M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$446M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$404M
3
LSV Asset Management
LSV Asset Management
Illinois
-$271M
4
Primecap Management
Primecap Management
California
-$195M
5
Sanders Capital
Sanders Capital
Florida
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIP
226
Chartwell Investment Partners
Pennsylvania
$11.7M -$494K -3,902 -4%
WSTAM
227
Wilbanks Smith & Thomas Asset Management
Virginia
$11.7M -$608K -4,809 -5%
WBC
228
Westpac Banking Corp
Australia
$11.2M -$712K -5,632 -6%
GT
229
Glenmede Trust
Pennsylvania
$11.2M -$1.07M -8,457 -9%
BCIM
230
British Columbia Investment Management
British Columbia, Canada
$11.2M +$3.49M +27,619 +46%
USAA
231
United Services Automobile Association
Texas
$11.1M +$359K +2,839 +3%
NAMA
232
Nikko Asset Management Americas
New York
$11.1M +$2M +15,861 +22%
FBA
233
Front Barnett Associates
Illinois
$11M +$57.6K +455 +0.5%
MML Investors Services
234
MML Investors Services
Massachusetts
$10.8M +$105K +833 +1%
UB
235
UMB Bank
Missouri
$10.8M +$23.7K +187 +0.2%
HNB
236
Huntington National Bank
Ohio
$10.7M +$485K +3,837 +5%
CIC
237
Cutler Investment Counsel
Oregon
$10.6M -$233K -1,843 -2%
CIA
238
CCM Investment Advisers
South Carolina
$10.5M -$905K -7,153 -8%
Caisse de Depot et Placement du Quebec (CDPQ)
239
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.4M -$8.74M -69,100 -46%
American Century Companies
240
American Century Companies
Missouri
$10.3M -$6.4M -50,617 -38%
ASC
241
Atalanta Sosnoff Capital
New York
$10.3M +$10.3M +81,221 New
VDI
242
Vaughan David Investments
Illinois
$10.2M +$1.06M +8,359 +12%
CTI
243
Community Trust & Investment
Kentucky
$10M -$292K -2,311 -3%
LMIM
244
Lockheed Martin Investment Management
Maryland
$9.87M -$2.01M -15,870 -17%
WCMN
245
Westchester Capital Management (Nebraska)
Nebraska
$9.79M -$220K -1,736 -2%
MSA
246
Mason Street Advisors
Wisconsin
$9.78M -$200K -1,583 -2%
FRAF
247
Första AP-fonden
Sweden
$9.77M +$1.24M +9,800 +15%
CBOR
248
Community Bank of Raymore
Missouri
$9.66M -$438K -3,460 -4%
MLICM
249
Metropolitan Life Insurance Company (MetLife)
New York
$9.64M -$1.02M -8,024 -10%
UCFA
250
United Capital Financial Advisors
Texas
$9.5M -$613K -4,849 -6%
8 9
10
11 12