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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 %
RC
551
RBF Capital
California
$1.9M – – –
1SB
552
1ST Source Bank
Indiana
$1.88M -$58.8K -465 -3%
SC
553
Slow Capital
California
$1.86M +$35.5K +281 +2%
GAM
554
Griffin Asset Management
New York
$1.85M -$38.6K -305 -2%
ECM
555
ExodusPoint Capital Management
New York
$1.84M +$1.84M +14,579 New
WB
556
Webster Bank
Connecticut
$1.83M -$21.8K -172 -1%
SSB
557
Sandy Spring Bank
Maryland
$1.81M -$18.3K -145 -1%
Man Group
558
Man Group
United Kingdom
$1.79M +$1.21M +9,565 +208%
MSAM
559
Moloney Securities Asset Management
Missouri
$1.78M -$28.6K -226 -2%
HFA
560
HC Financial Advisors
California
$1.78M – – –
FFWA
561
FRG Family Wealth Advisors
Washington
$1.78M – – –
OPCM
562
Osborne Partners Capital Management
California
$1.77M -$12.6K -100 -0.7%
MAM
563
Meeder Asset Management
Ohio
$1.77M +$1.17M +9,278 +196%
SWP
564
Stratos Wealth Partners
Ohio
$1.76M -$1.41M -11,169 -44%
IRF
565
IBM Retirement Fund
New York
$1.76M -$379 -3 -0%
SFA
566
Semmax Financial Advisors
North Carolina
$1.75M +$476K +3,761 +37%
NSIM
567
North Star Investment Management
Illinois
$1.74M -$56.8K -449 -3%
AAS
568
Avantax Advisory Services
Texas
$1.72M -$425K -3,359 -20%
BEC
569
Blue Edge Capital
Virginia
$1.72M +$250K +1,977 +17%
LFAS
570
Level Four Advisory Services
Texas
$1.72M +$268K +2,123 +18%
VFM
571
Viking Fund Management
North Dakota
$1.71M +$127K +1,000 +8%
ACS
572
Archford Capital Strategies
Illinois
$1.69M -$11.8K -93 -0.7%
FM
573
Foster & Motley
Ohio
$1.69M +$821K +6,492 +95%
KRSITF
574
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.68M -$435K -3,441 -21%
CG
575
Cutler Group
California
$1.68M +$880K +6,954 +109%
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