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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 %
Walleye Trading
426
Walleye Trading
New York
$3.32M +$3.32M +26,253 New
HFS
427
Hantz Financial Services
Michigan
$3.26M +$34.9K +276 +1%
HFM
428
Hartford Financial Management
Connecticut
$3.25M +$52.9K +418 +2%
KCM
429
Kanawha Capital Management
Virginia
$3.24M -$77.2K -610 -2%
IIM
430
Ipswich Investment Management
Massachusetts
$3.19M -$359K -2,835 -10%
NIC
431
Northwest Investment Counselors
Oregon
$3.18M -$37.1K -293 -1%
Bessemer Group
432
Bessemer Group
New Jersey
$3.17M +$2.02M +15,938 +175%
ECM
433
ETrade Capital Management
Virginia
$3.17M +$2.93M +23,132 +1,205%
CFB
434
Cullen/Frost Bankers
Texas
$3.16M -$1.38M -10,946 -30%
DCM
435
Dupont Capital Management
Delaware
$3.09M +$185K +1,464 +6%
HI
436
HBK Investments
Texas
$3.07M +$3.07M +24,233 New
BRA
437
Biechele Royce Advisors
Indiana
$3.06M +$40.9K +323 +1%
TCM
438
Twin Capital Management
Pennsylvania
$3.05M -$171K -1,350 -5%
BFG
439
Beacon Financial Group
Texas
$3.03M +$3.03M +24,153 New
MC
440
Mathes Company
New York
$3.02M -$41.1K -325 -1%
NB
441
NBT Bank
New York
$3.01M -$18.7K -148 -0.6%
CNBTD
442
Citizens National Bank Trust Department
Mississippi
$2.99M -$190K -1,505 -6%
EIM
443
Essex Investment Management
Massachusetts
$2.98M +$2.98M +23,516 New
VFA
444
Voya Financial Advisors
Connecticut
$2.96M +$114K +907 +4%
Fayez Sarofim & Co
445
Fayez Sarofim & Co
Texas
$2.95M -$24.7K -195 -0.8%
LSERS
446
Louisiana State Employees Retirement System
Louisiana
$2.95M -$25.3K -200 -0.9%
CA
447
Cetera Advisors
Colorado
$2.94M -$203K -1,606 -6%
BCCM
448
Bridge Creek Capital Management
Massachusetts
$2.93M +$39.2K +310 +1%
BOH
449
Bank of Hawaii
Hawaii
$2.92M -$82.9K -655 -3%
AI
450
Atria Investments
North Carolina
$2.91M +$2.91M +22,994 New
16 17
18
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