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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 %
WIA
351
Wealthstreet Investment Advisors
Texas
$4.87M -$843K -6,667 -15%
RGI
352
River Global Investors
United Kingdom
$4.86M -$211K -1,671 -4%
MA
353
MUFG Americas
New York
$4.84M +$119K +942 +3%
JC
354
Jacobs & Co
California
$4.79M +$645K +5,103 +16%
BC
355
Burney Company
Virginia
$4.78M +$253K +1,999 +6%
NMERB
356
New Mexico Educational Retirement Board
New Mexico
$4.71M +$304K +2,400 +7%
OCM
357
Olstein Capital Management
New York
$4.68M -$886K -7,000 -16%
FNFDCM
358
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.58M -$35.4K -280 -0.8%
AM
359
Atwater Malick
Pennsylvania
$4.56M +$141K +1,117 +3%
SPC
360
Sigma Planning Corp
Michigan
$4.54M +$364K +2,880 +9%
CAN
361
Cetera Advisor Networks
California
$4.54M +$10.9K +86 +0.2%
Wolverine Trading
362
Wolverine Trading
Illinois
$4.53M +$4.53M +36,129 New
AFP
363
Ausdal Financial Partners
Iowa
$4.52M -$3.06M -24,222 -40%
PI
364
Putnam Investments
Massachusetts
$4.42M -$2M -15,838 -31%
CAPTRUST Financial Advisors
365
CAPTRUST Financial Advisors
North Carolina
$4.4M +$487K +3,861 +12%
PCM
366
Parsons Capital Management
Rhode Island
$4.29M -$66.8K -528 -2%
CCM
367
Consolidated Capital Management
California
$4.27M +$1.23M +9,755 +41%
EAM
368
Erste Asset Management
Austria
$4.19M +$490K +3,900 +13%
KC
369
Knuff & Co
California
$4.1M – – –
SIM
370
Sentry Investment Management
Wisconsin
$4.08M -$282K -2,231 -6%
BDS
371
Banco de Sabadell
Florida
$4.08M – – –
I
372
IberiaBank
Louisiana
$4.07M -$56.8K -449 -1%
RIM
373
Redpoint Investment Management
Australia
$4.05M -$406K -3,211 -9%
CGH
374
Crossmark Global Holdings
Texas
$4.04M -$117K -924 -3%
SAM
375
Shell Asset Management
Netherlands
$4.01M -$5.23M -41,371 -57%
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