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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 %
PP
301
Paloma Partners
Connecticut
$6.85M +$6.8M +53,723 +12,046%
SDIC
302
South Dakota Investment Council
South Dakota
$6.79M – – –
IAN
303
Integrated Advisors Network
Texas
$6.76M +$987K +7,802 +17%
GSBTD
304
Glenview State Bank Trust Department
Illinois
$6.64M +$25.3K +200 +0.4%
BB
305
Busey Bank
Illinois
$6.63M -$10.5K -83 -0.2%
B
306
BP
United Kingdom
$6.62M -$253K -2,000 -4%
TRSOTSOK
307
Teachers Retirement System of the State of Kentucky
Kentucky
$6.58M -$854K -6,750 -11%
CIBC Asset Management
308
CIBC Asset Management
Ontario, Canada
$6.53M -$237K -1,870 -3%
DC
309
Davenport & Co
Virginia
$6.48M -$477K -3,771 -7%
DADC
310
D.A. Davidson & Co
Montana
$6.44M +$80.3K +635 +1%
LIA
311
LS Investment Advisors
Michigan
$6.4M +$261K +2,066 +4%
SAM
312
Securian Asset Management
Minnesota
$6.39M -$545K -4,305 -8%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$6.36M -$3.26M -25,738 -34%
BCM
314
Becker Capital Management
Oregon
$6.34M -$2.46M -19,448 -28%
SW
315
SteelPeak Wealth
California
$6.27M +$724K +5,721 +13%
AAA
316
Adams Asset Advisors
Texas
$6.26M – – –
OPERF
317
Oregon Public Employees Retirement Fund
Oregon
$6.2M -$392K -3,100 -6%
CHAM
318
Clear Harbor Asset Management
Connecticut
$6.14M +$247K +1,949 +4%
6M
319
6 Meridian
Kansas
$6.08M -$10.7M -84,783 -64%
BHWM
320
Bar Harbor Wealth Management
New Hampshire
$6.07M -$390K -3,084 -6%
CAM
321
Columbia Asset Management
Michigan
$5.96M +$44K +348 +0.7%
OCAM
322
Onex Canada Asset Management
Ontario, Canada
$5.92M -$1.57M -12,402 -21%
SPIA
323
Steward Partners Investment Advisory
New York
$5.82M +$332K +2,622 +6%
CTC
324
Central Trust Company
Missouri
$5.81M -$70.2K -555 -1%
CA
325
Callahan Advisors
Texas
$5.78M -$1.27M -10,060 -18%
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