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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 %
NRS
476
Neville Rodie & Shaw
New York
$2.55M – – –
DIP
477
DT Investment Partners
Pennsylvania
$2.54M +$1.08M +8,514 +73%
ASN
478
Advisory Services Network
Georgia
$2.54M +$556K +4,392 +28%
D.E. Shaw & Co
479
D.E. Shaw & Co
New York
$2.53M -$12.8M -100,925 -83%
DLCIG
480
D.L. Carlson Investment Group
New Hampshire
$2.53M -$56.6K -447 -2%
II
481
Inspire Investing
Idaho
$2.52M +$1.16M +9,145 +85%
FMC
482
First Merchants Corp
Indiana
$2.52M -$49.1K -388 -2%
PP
483
Palladium Partners
Virginia
$2.51M -$46.5K -368 -2%
SC
484
Searle & Co
Connecticut
$2.49M – – –
ACM
485
Alpha Capital Management
Texas
$2.49M +$109K +862 +5%
MC
486
Moors & Cabot
Massachusetts
$2.49M -$161K -1,269 -6%
GSC
487
G&S Capital
Colorado
$2.49M +$2.4M +18,997 +2,798%
MIM
488
Montgomery Investment Management
Maryland
$2.49M -$25.3K -200 -1%
CCM
489
Cadence Capital Management
Massachusetts
$2.48M -$621K -4,905 -20%
NWP
490
Northstar Wealth Partners
Connecticut
$2.48M +$207K +1,640 +9%
Teacher Retirement System of Texas
491
Teacher Retirement System of Texas
Texas
$2.47M +$1.86M +14,674 +303%
LWM
492
Loveless Wealth Management
Montana
$2.47M -$22.6K -179 -0.9%
CBTWT
493
Community Bank & Trust (Waco, Texas)
Texas
$2.45M -$25.7K -203 -1%
AWM
494
Aries Wealth Management
Maine
$2.45M – – –
WJWM
495
Williams Jones Wealth Management
New York
$2.44M -$9.11K -72 -0.4%
Carson Wealth (CWM LLC)
496
Carson Wealth (CWM LLC)
Nebraska
$2.44M – – –
SL
497
Summitry LLC
California
$2.43M +$185K +1,461 +8%
CNC
498
Canandaigua National Corp
New York
$2.43M +$2.43M +19,167 New
Koshinski Asset Management
499
Koshinski Asset Management
Illinois
$2.41M -$76.9K -608 -3%
SCM
500
Stonebridge Capital Management
California
$2.37M -$126K -1,000 -5%
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