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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 %
SBIA
376
Sheaff Brock Investment Advisors
Indiana
$4M +$2.63M +20,766 +191%
WLPWM
377
Walled Lake Planning & Wealth Management
Illinois
$3.99M -$87K -688 -2%
FWCM
378
Ferguson Wellman Capital Management
Oregon
$3.98M -$51.9K -410 -1%
AB
379
Amalgamated Bank
New York
$3.97M -$6.15M -48,621 -61%
SIP
380
Stoneridge Investment Partners
Pennsylvania
$3.97M -$519K -4,100 -12%
TNA
381
True North Advisors
Texas
$3.96M +$253K +2,000 +7%
WTC
382
WhitTier Trust Company
Nevada
$3.95M -$2.78K -22 -0.1%
SIC
383
Salem Investment Counselors
North Carolina
$3.93M -$95.6K -756 -2%
SBH
384
Segall Bryant & Hamill
Illinois
$3.92M -$173K -1,364 -4%
COPPSERS
385
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.92M -$551K -4,359 -12%
FAAS
386
First Allied Advisory Services
California
$3.91M -$91.6K -724 -2%
TNB
387
TCF National Bank
South Dakota
$3.9M +$315K +2,313 +9%
ET
388
Equitable Trust
Tennessee
$3.88M -$555K -4,388 -13%
NA
389
NewEdge Advisors
Louisiana
$3.87M +$13.2K +104 +0.3%
Mariner
390
Mariner
Kansas
$3.85M -$418K -3,302 -10%
ETC
391
Exchange Traded Concepts
Oklahoma
$3.83M +$3.83M +30,267 +756,675%
KRS
392
Kentucky Retirement Systems
Kentucky
$3.81M -$963K -7,613 -20%
CLOS
393
Compagnie Lombard Odier SCmA
Switzerland
$3.8M +$63.3K +500 +2%
OC
394
Oppenheimer & Co
New York
$3.78M -$519K -4,106 -12%
B
395
Barings
North Carolina
$3.77M – – –
NMIMC
396
Northwestern Mutual Investment Management Company
Wisconsin
$3.76M +$119K +939 +3%
WF
397
Welch & Forbes
Massachusetts
$3.74M -$251K -1,988 -6%
FDCDDQ
398
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.73M +$5.82K +46 +0.2%
Bank Julius Baer & Co
399
Bank Julius Baer & Co
Switzerland
$3.65M +$43.5K +344 +1%
KIA
400
KCM Investment Advisors
California
$3.64M -$68.1K -538 -2%
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