CAT icon

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 %
CBTWT
501
Community Bank & Trust (Waco, Texas)
Texas
$2.99M +$99.2K +665 +3%
UR
502
USCA RIA
Texas
$2.99M +$432K +2,896 +17%
PP
503
Palladium Partners
Virginia
$2.98M +$23.7K +159 +0.8%
WAM
504
World Asset Management
Michigan
$2.98M -$128K -855 -4%
ACM
505
Alpha Capital Management
Texas
$2.98M +$39.2K +263 +1%
WMSA
506
Weiss Multi-Strategy Advisers
New York
$2.96M +$2.96M +19,855 New
FMC
507
First Merchants Corp
Indiana
$2.95M -$15.2K -102 -0.5%
CTA
508
Colonial Trust Advisors
South Carolina
$2.94M -$102K -685 -3%
SB
509
Simmons Bank
Arkansas
$2.94M -$979K -6,567 -25%
SLI
510
Sumitomo Life Insurance
Japan
$2.92M -$210K -1,411 -7%
CB
511
Community Bank
New York
$2.91M +$216K +1,450 +8%
SL
512
Summitry LLC
California
$2.9M +$38K +255 +1%
LWM
513
Loveless Wealth Management
Montana
$2.9M -$11.8K -79 -0.4%
HAG
514
HighPoint Advisor Group
Illinois
$2.89M +$3.1K +19 +0.1%
SC
515
Searle & Co
Connecticut
$2.88M -$52.2K -350 -2%
DIP
516
DT Investment Partners
Pennsylvania
$2.87M -$126K -846 -4%
NWP
517
Northstar Wealth Partners
Connecticut
$2.87M -$51.2K -343 -2%
SFG
518
SNS Financial Group
Minnesota
$2.85M +$2.28M +15,272 +400%
MIM
519
Montgomery Investment Management
Maryland
$2.85M -$85K -570 -3%
Lido Advisors
520
Lido Advisors
California
$2.84M +$1.05M +7,070 +59%
CNC
521
Canandaigua National Corp
New York
$2.83M -$30.6K -205 -1%
KOCAA
522
Knights of Columbus Asset Advisors
Connecticut
$2.83M +$535K +3,586 +23%
MFG
523
Monte Financial Group
Connecticut
$2.81M -$285K -1,914 -9%
IRF
524
IBM Retirement Fund
New York
$2.81M +$738K +4,950 +36%
AWM
525
Aries Wealth Management
Maine
$2.78M -$98.4K -660 -3%
19 20
21
22 23