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Caterpillar
CAT

Overview Fund Activity

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$719M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$121M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$168M
2
Goldman Sachs
Goldman Sachs
New York
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$123M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$88.3M
5
Macquarie Group
Macquarie Group
Australia
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHAM
326
Clear Harbor Asset Management
Connecticut
$7.14M -$98.4K -660 -1%
OCAM
327
Onex Canada Asset Management
Ontario, Canada
$6.95M -$27K -181 -0.4%
Mirae Asset Global Investments
328
Mirae Asset Global Investments
South Korea
$6.9M +$492K +3,299 +8%
CTC
329
Central Trust Company
Missouri
$6.86M +$9.1K +61 +0.1%
SCA
330
Snowden Capital Advisors
New York
$6.86M +$77.1K +517 +1%
AAIM
331
American Assets Investment Management
California
$6.71M – – –
II
332
IFM Investors
Australia
$6.71M +$617K +4,134 +10%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$6.7M +$345K +2,312 +5%
PTC
334
Philadelphia Trust Company
Pennsylvania
$6.69M +$5.6M +37,545 +513%
TCBWMS
335
Texas Capital Bank Wealth Management Services
Texas
$6.61M +$3.39M +22,710 +105%
Jane Street
336
Jane Street
New York
$6.59M -$14.2M -95,218 -68%
MNBTD
337
Moody National Bank Trust Division
Texas
$6.57M -$23.6K -158 -0.4%
PWLP
338
Prio Wealth Limited Partnership
Massachusetts
$6.54M +$236K +1,580 +4%
Cerity Partners
339
Cerity Partners
New York
$6.54M +$50.4K +338 +0.8%
BHWM
340
Bar Harbor Wealth Management
New Hampshire
$6.53M -$629K -4,219 -9%
OPERF
341
Oregon Public Employees Retirement Fund
Oregon
$6.52M -$789K -5,289 -11%
CIBC World Market
342
CIBC World Market
Ontario, Canada
$6.48M -$1.01M -6,803 -14%
WorldQuant Millennium Advisors
343
WorldQuant Millennium Advisors
New York
$6.44M +$94.7K +635 +1%
IP
344
Interval Partners
New York
$6.44M +$6.44M +43,168 New
CA
345
Callahan Advisors
Texas
$6.38M -$429K -2,875 -6%
B
346
BP
United Kingdom
$6.37M -$1.43M -9,626 -18%
CAM
347
Columbia Asset Management
Michigan
$6.34M -$693K -4,643 -10%
ANI
348
American National Insurance
Texas
$6.28M – – –
JC
349
Jacobs & Co
California
$6.28M +$629K +4,214 +11%
Dodge & Cox
350
Dodge & Cox
California
$6.18M -$15.8K -106 -0.3%
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