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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 %
BA
501
Baugh & Associates
Georgia
$2.35M -$218K -1,720 -8%
MCM
502
Monument Capital Management
Virginia
$2.35M +$20.9K +165 +0.9%
KF
503
Krilogy Financial
Missouri
$2.31M -$652K -5,158 -22%
SCM
504
Shelton Capital Management
Colorado
$2.31M -$21.8K -172 -0.9%
RIM
505
Rampart Investment Management
Connecticut
$2.3M +$1.82M +14,404 +379%
BC
506
Barnett & Company
Tennessee
$2.3M -$58.3K -461 -2%
CB
507
Community Bank
New York
$2.28M +$367K +2,905 +19%
SNT
508
Security National Trust
West Virginia
$2.28M +$56.9K +450 +3%
KJWM
509
Kiley Juergens Wealth Management
Washington
$2.28M -$40.3K -319 -2%
AIP
510
Ameritas Investment Partners
Nebraska
$2.27M -$32.1K -254 -1%
IMOV
511
Investment Management of Virginia
Virginia
$2.27M +$175K +1,385 +8%
BBA
512
BLB&B Advisors
Pennsylvania
$2.25M -$65.2K -515 -3%
HAG
513
HighPoint Advisor Group
Illinois
$2.23M +$8.95K +71 +0.4%
PFS
514
Physicians Financial Services
North Carolina
$2.23M +$31.6K +250 +1%
SWRP
515
Summit Wealth & Retirement Planning
California
$2.23M – – –
DMC
516
Drexel Morgan & Co
Pennsylvania
$2.22M +$3.04K +24 +0.1%
CI
517
Cigna Investments
Connecticut
$2.22M +$264K +2,084 +13%
CIP
518
Convergence Investment Partners
Florida
$2.22M +$2.22M +17,535 New
BFEC
519
Benjamin F. Edwards & Company
Missouri
$2.22M +$70.2K +555 +3%
SIMM
520
Stillwater Investment Management (Minnesota)
Minnesota
$2.2M +$19.6K +155 +0.9%
FMBTD
521
First Midwest Bank Trust Division
Illinois
$2.2M +$60.3K +477 +3%
ACM
522
AlphaCrest Capital Management
New York
$2.2M +$1.83M +14,499 +504%
MCM
523
McMillion Capital Management
North Carolina
$2.17M -$566K -4,475 -21%
UR
524
USCA RIA
Texas
$2.17M +$1.38M +10,943 +176%
CCM
525
Channing Capital Management
Illinois
$2.16M +$70.2K +555 +3%
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