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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 %
SCA
326
Snowden Capital Advisors
New York
$5.75M +$144K +1,136 +3%
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$5.74M +$5.5M +43,514 +2,386%
AAIM
328
American Assets Investment Management
California
$5.69M +$633K +5,000 +13%
ACP
329
Ashfield Capital Partners
California
$5.67M -$3.99M -31,556 -41%
MNBTD
330
Moody National Bank Trust Division
Texas
$5.59M +$13.8K +109 +0.2%
EDRH
331
Edmond de Rothschild Holding
Switzerland
$5.51M -$1.01M -7,970 -15%
Cerity Partners
332
Cerity Partners
New York
$5.5M +$2.27M +17,926 +70%
Mirae Asset Global Investments
333
Mirae Asset Global Investments
South Korea
$5.44M +$168K +1,328 +3%
AWM
334
AE Wealth Management
Kansas
$5.43M -$1.19M -9,391 -18%
PGFC
335
Peapack-Gladstone Financial Corp
New Jersey
$5.39M -$20.4K -161 -0.4%
WorldQuant Millennium Advisors
336
WorldQuant Millennium Advisors
New York
$5.39M +$5.39M +42,571 New
PAM
337
Panagora Asset Management
Massachusetts
$5.38M +$475K +3,754 +10%
PWLP
338
Prio Wealth Limited Partnership
Massachusetts
$5.35M -$276K -2,178 -5%
ANI
339
American National Insurance
Texas
$5.33M – – –
BC
340
Brinker Capital
Pennsylvania
$5.29M +$5.29M +41,797 New
Dodge & Cox
341
Dodge & Cox
California
$5.26M -$196K -1,550 -4%
II
342
IFM Investors
Australia
$5.16M -$2M -15,818 -28%
BF
343
BOK Financial
Oklahoma
$5.12M +$32.1K +254 +0.6%
NCM
344
Noesis Capital Mangement
Florida
$5.11M -$101K -795 -2%
IIM
345
Intact Investment Management
Quebec, Canada
$5.09M +$139K +1,100 +3%
JIR
346
James Investment Research
Ohio
$5.03M -$1.57M -12,381 -24%
CANC
347
Culbertson A N & Co
Virginia
$4.99M +$120K +946 +2%
AIA
348
Allied Investment Advisors
Montana
$4.96M +$219K +1,730 +5%
RCYC
349
Richard C. Young & Co
Rhode Island
$4.92M +$4.31M +34,048 +699%
DY
350
Dowling & Yahnke
California
$4.89M +$149K +1,175 +3%
12 13
14
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