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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 %
EWM
401
Edge Wealth Management
New York
$3.63M -$3.23M -25,545 -47%
BCV
402
Banque Cantonale Vaudoise
Switzerland
$3.61M +$442K +3,497 +14%
Nomura Holdings
403
Nomura Holdings
Japan
$3.6M +$3.6M +28,792 New
SFM
404
Signet Financial Management
New Jersey
$3.59M -$354K -2,491 -9%
HCM
405
Howland Capital Management
Massachusetts
$3.59M -$53.8K -425 -1%
AIC
406
Argus Investors Counsel
New York
$3.59M – – –
Wealthfront Advisers
407
Wealthfront Advisers
California
$3.59M +$1.02M +8,046 +40%
BBHC
408
Brown Brothers Harriman & Co
New York
$3.59M +$15.9K +126 +0.4%
ST
409
Spinnaker Trust
Maine
$3.56M – – –
MGIM
410
M&G Investment Management
United Kingdom
$3.55M -$2.19M -17,243 -38%
SIC
411
Sigma Investment Counselors
Michigan
$3.55M +$63.3K +500 +2%
KA
412
Kintegral Advisory
New York
$3.54M – – –
HCMT
413
Highland Capital Management (Tennessee)
Tennessee
$3.53M +$21.3K +168 +0.6%
DZ Bank
414
DZ Bank
Germany
$3.53M +$71.4K +566 +2%
AMIM
415
Aull & Monroe Investment Management
Alabama
$3.53M -$234K -1,850 -6%
SAM
416
Silvercrest Asset Management
New York
$3.51M +$78.4K +620 +2%
FMII
417
Farmers & Merchants Investments Inc
Nebraska
$3.51M +$40.1K +317 +1%
PAI
418
Pittenger & Anderson Inc
Nebraska
$3.49M -$24.7K -195 -0.7%
BBVA
419
Banco Bilbao Vizcaya Argentaria
Spain
$3.44M +$332K +2,623 +11%
SF
420
Synovus Financial
Georgia
$3.42M -$339K -2,676 -9%
PSUF
421
People's United Financial
Connecticut
$3.42M -$511K -4,042 -13%
CCM
422
Coldstream Capital Management
Washington
$3.41M +$248K +1,962 +8%
RE
423
RBC Europe
United Kingdom
$3.36M -$1.27K -10 -0%
EGA
424
Eagle Global Advisors
Texas
$3.33M +$759 +6 +0%
SB
425
Simmons Bank
Arkansas
$3.33M +$127 +1 +0%
15 16
17
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