CAT icon

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 %
LPIC
526
LeJeune Puetz Investment Counsel
Michigan
$2.15M – – –
MWNA
527
Marshall Wace North America
New York
$2.13M -$3.35M -26,511 -61%
SFS
528
Sowell Financial Services
Arkansas
$2.12M -$149K -1,179 -7%
HKIM
529
Hayek Kallen Investment Management
Alabama
$2.12M +$234K +1,847 +12%
MCC
530
Malaga Cove Capital
California
$2.11M +$160K +1,261 +8%
DCM
531
Donaldson Capital Management
Indiana
$2.1M -$12.7K -100 -0.6%
WS
532
Wedbush Securities
California
$2.09M -$45.2K -357 -2%
PF
533
Phoenix Financial
Israel
$2.08M +$34.9K +294 +2%
TRCT
534
Tower Research Capital (TRC)
New York
$2.08M +$598K +4,723 +40%
Daiwa Securities Group
535
Daiwa Securities Group
Japan
$2.07M – – –
CCM
536
CAAS Capital Management
New York
$2.06M +$2.06M +16,320 New
TWA
537
TCI Wealth Advisors
Arizona
$2.04M -$33.1K -262 -2%
LFDLE
538
La Financiere de L'Echiquier
France
$2.02M -$127K -1,000 -6%
WG
539
Welch Group
Alabama
$2.02M +$66.5K +526 +3%
AC
540
Allstate Corporation
Illinois
$2.02M -$529K -4,181 -21%
APP
541
Avantax Planning Partners
Iowa
$2M +$93.2K +737 +5%
NIM
542
Northeast Investment Management
Massachusetts
$1.98M +$50.2K +397 +3%
MI
543
Markston International
New York
$1.97M -$31.5K -249 -2%
FLI
544
Family Legacy Inc
South Carolina
$1.94M -$6.83K -54 -0.4%
KOCAA
545
Knights of Columbus Asset Advisors
Connecticut
$1.94M +$1.94M +15,365 New
KLCM
546
KG&L Capital Management
Louisiana
$1.93M +$21.1K +167 +1%
MWM
547
Meridian Wealth Management
Kentucky
$1.91M +$417K +3,295 +28%
AC
548
Abbrea Capital
California
$1.91M -$5.69K -45 -0.3%
PCM
549
Penserra Capital Management
California
$1.9M +$1.9M +15,017 New
AF
550
Ally Financial
Michigan
$1.9M – – –
20 21
22
23 24