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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 %
WB
551
WesBanco Bank
West Virginia
$2.47M +$791K +5,306 +47%
MCM
552
McMillion Capital Management
North Carolina
$2.47M -$91.9K -616 -4%
ACM
553
AlphaCrest Capital Management
New York
$2.47M -$124K -829 -5%
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$2.44M – – –
CIM
555
Chiron Investment Management
New York
$2.44M +$2.44M +16,329 New
SFS
556
Sowell Financial Services
Arkansas
$2.43M -$71.6K -480 -3%
WS
557
Wedbush Securities
California
$2.43M -$36.3K -243 -1%
IMOV
558
Investment Management of Virginia
Virginia
$2.4M -$273K -1,828 -10%
AIP
559
Ameritas Investment Partners
Nebraska
$2.4M -$273K -1,832 -10%
MWM
560
Meridian Wealth Management
Kentucky
$2.39M +$135K +908 +6%
OC
561
Oarsman Capital
Wisconsin
$2.36M +$1.01M +6,751 +74%
TWA
562
TCI Wealth Advisors
Arizona
$2.36M -$40.9K -274 -2%
CCM
563
Cadence Capital Management
Massachusetts
$2.35M -$569K -3,815 -19%
NIM
564
Northeast Investment Management
Massachusetts
$2.34M +$2.09K +14 +0.1%
EP
565
Eudaimonia Partners
Tennessee
$2.33M +$442K +2,960 +23%
FLI
566
Family Legacy Inc
South Carolina
$2.31M +$13.4K +90 +0.6%
MI
567
Markston International
New York
$2.27M -$47.1K -316 -2%
AC
568
Abbrea Capital
California
$2.27M +$20.9K +140 +0.9%
FC
569
Fusion Capital
South Carolina
$2.24M +$2.24M +15,002 New
AF
570
Ally Financial
Michigan
$2.24M – – –
RC
571
RBF Capital
California
$2.24M – – –
SSB
572
Sandy Spring Bank
Maryland
$2.22M +$77.7K +521 +4%
WJWM
573
Williams Jones Wealth Management
New York
$2.21M -$666K -4,468 -23%
KLCM
574
KG&L Capital Management
Louisiana
$2.2M -$79.2K -531 -3%
SC
575
Slow Capital
California
$2.2M +$8.8K +59 +0.4%
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