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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 %
MOACM
251
Mutual of America Capital Management
New York
$9.42M -$116K -914 -1%
Northwestern Mutual Wealth Management
252
Northwestern Mutual Wealth Management
Wisconsin
$9.35M -$352K -2,782 -4%
PA
253
Pinnacle Associates
New York
$9.3M -$23.8K -188 -0.3%
FP
254
Foundry Partners
Minnesota
$9.21M -$766K -6,052 -8%
GIM
255
Grassi Investment Management
California
$9.08M +$37.9K +300 +0.4%
SI
256
Stephens Inc
Arkansas
$9.04M +$83.1K +657 +0.9%
SYBT
257
Stock Yards Bank & Trust
Kentucky
$9M -$23.8K -188 -0.3%
PAG
258
Private Advisor Group
New Jersey
$8.99M +$69.2K +547 +0.8%
ONB
259
Old National Bancorp
Indiana
$8.9M +$3.38M +26,715 +61%
NB
260
Norinchukin Bank
Japan
$8.81M -$2.32M -18,319 -21%
Public Sector Pension Investment Board (PSP Investments)
261
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.8M +$1.8M +14,253 +26%
Simplex Trading
262
Simplex Trading
Illinois
$8.7M +$8.7M +68,807 New
JCM
263
Janney Capital Management
Pennsylvania
$8.67M +$8.67M +68,562 New
FT
264
Fiduciary Trust
Massachusetts
$8.62M -$166K -1,314 -2%
TCM
265
Tufton Capital Management
Maryland
$8.51M -$25.4K -201 -0.3%
CG
266
Colony Group
Massachusetts
$8.48M +$104K +821 +1%
DAM
267
Delta Asset Management
Tennessee
$8.46M +$104K +823 +1%
KWILP
268
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.22M +$8.22M +64,969 New
AIM
269
ARK Investment Management
Florida
$8.03M +$4.67M +36,920 +139%
GWM
270
Geneos Wealth Management
Colorado
$8.02M -$76.7K -627 -0.9%
PPCM
271
Pillar Pacific Capital Management
California
$8M +$7.21K +57 +0.1%
MIM
272
Marco Investment Management
Georgia
$7.95M -$56.9K -450 -0.7%
IG
273
ING Group
Netherlands
$7.91M -$700K -5,536 -8%
A
274
AustralianSuper
Australia
$7.91M +$7.91M +62,503 New
SC
275
Scotia Capital
Ontario, Canada
$7.89M +$312K +2,461 +4%
9 10
11
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