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Caterpillar
CAT

Overview Fund Activity

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$719M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$121M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$168M
2
Goldman Sachs
Goldman Sachs
New York
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$123M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$88.3M
5
Macquarie Group
Macquarie Group
Australia
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
476
City Holding Co
West Virginia
$3.35M +$104K +695 +3%
AHC
477
Anderson Hoagland & Co
Missouri
$3.35M +$538K +4,252 +19%
MC
478
Mathes Company
New York
$3.35M -$214K -1,435 -6%
FFBTD
479
First Financial Bank - Trust Division
Ohio
$3.34M +$3.34M +22,403 New
MC
480
Moors & Cabot
Massachusetts
$3.34M +$409K +2,744 +14%
TF
481
TIAA FSB
Florida
$3.33M -$66.5K -446 -2%
V
482
Veritable
Delaware
$3.32M -$36.4K -244 -1%
X
483
Xponance
Pennsylvania
$3.28M -$5.67K -38 -0.2%
RIM
484
Redwood Investment Management
Arizona
$3.26M +$3.26M +21,849 New
AP
485
Advisor Partners
California
$3.26M +$23K +154 +0.7%
IUHSA
486
Itau Unibanco Holding S.A.
Brazil
$3.21M +$3.21M +21,500 New
FMWA
487
Forvis Mazars Wealth Advisors
Missouri
$3.2M -$94.8K -636 -3%
ACM
488
Argyle Capital Management
Pennsylvania
$3.16M -$59.7K -400 -2%
CI
489
CX Institutional
Indiana
$3.16M +$3.08M +20,664 +4,036%
B
490
Barings
North Carolina
$3.13M -$1.71M -11,496 -35%
UIM
491
USS Investment Management
United Kingdom
$3.08M – – –
MAM
492
Marketfield Asset Management
New York
$3.08M -$2.39K -16 -0.1%
TRCT
493
Tower Research Capital (TRC)
New York
$3.08M +$630K +4,222 +26%
SAM
494
Sompo Asset Management
Japan
$3.07M +$1.41M +9,460 +85%
Wolverine Trading
495
Wolverine Trading
Illinois
$3.06M -$2.26M -15,358 -43%
NRS
496
Neville Rodie & Shaw
New York
$3.05M +$46.2K +310 +2%
BWL
497
Bogart Wealth LLC
Virginia
$3.04M -$69.4K -465 -2%
KPWS
498
Kestra Private Wealth Services
Texas
$3.03M +$3.03M +20,327 New
BFIM
499
Beese Fulmer Investment Management
Ohio
$3.03M -$149K -1,001 -5%
SCM
500
Stonebridge Capital Management
California
$3.03M +$220K +1,475 +8%
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