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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 %
RG
451
Retirement Group
California
$2.88M +$2.88M +22,783 New
TF
452
TIAA FSB
Florida
$2.88M -$96.6K -764 -3%
V
453
Veritable
Delaware
$2.84M -$239K -1,892 -8%
AHC
454
Anderson Hoagland & Co
Missouri
$2.81M -$646K -5,109 -19%
PFS
455
Prospera Financial Services
Texas
$2.8M +$221K +1,745 +9%
FMWA
456
Forvis Mazars Wealth Advisors
Missouri
$2.79M -$192K -1,515 -6%
X
457
Xponance
Pennsylvania
$2.79M +$2.79M +22,043 New
BRWA
458
B. Riley Wealth Advisors
Florida
$2.78M -$857K -6,770 -24%
CHC
459
City Holding Co
West Virginia
$2.76M -$15.8K -125 -0.6%
AP
460
Advisor Partners
California
$2.74M +$80.1K +633 +3%
ACM
461
Argyle Capital Management
Pennsylvania
$2.73M -$12.6K -100 -0.5%
TCBWMS
462
Texas Capital Bank Wealth Management Services
Texas
$2.73M +$855K +6,755 +46%
RC
463
RegentAtlantic Capital
New Jersey
$2.72M +$412K +3,253 +18%
IAA
464
Independent Advisor Alliance
North Carolina
$2.71M -$734K -5,770 -21%
BFIM
465
Beese Fulmer Investment Management
Ohio
$2.7M -$123K -973 -4%
SLI
466
Sumitomo Life Insurance
Japan
$2.66M -$218K -1,721 -8%
CIBC Private Wealth Group
467
CIBC Private Wealth Group
Georgia
$2.65M -$2.66M -21,021 -50%
BWL
468
Bogart Wealth LLC
Virginia
$2.64M +$33.8K +267 +1%
WAM
469
World Asset Management
Michigan
$2.63M -$1M -7,909 -28%
MFG
470
Monte Financial Group
Connecticut
$2.63M -$863K -6,820 -25%
MAM
471
Marketfield Asset Management
New York
$2.62M -$207K -1,640 -7%
UIM
472
USS Investment Management
United Kingdom
$2.61M +$2.61M +20,676 New
PH
473
Pinnacle Holdings
Oklahoma
$2.61M +$55.9K +442 +2%
HF
474
HRT Financial
New York
$2.61M +$2.61M +20,606 New
CTA
475
Colonial Trust Advisors
South Carolina
$2.58M -$12.7K -100 -0.5%
17 18
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