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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 %
DWA
576
Douglass Winthrop Advisors
New York
$1.68M -$174K -1,379 -9%
AWE
577
Avidian Wealth Enterprises
Texas
$1.68M +$67.6K +534 +4%
ISB
578
Iowa State Bank
Iowa
$1.67M -$933K -7,372 -36%
WPP
579
Whalerock Point Partners
Rhode Island
$1.67M -$253 -2 -0%
LIM
580
Loudon Investment Management
New Hampshire
$1.66M +$6.33K +50 +0.4%
EAM
581
Eukles Asset Management
Ohio
$1.66M +$160K +1,266 +11%
LCM
582
Logan Capital Management
Pennsylvania
$1.65M -$34.1K -270 -2%
SC
583
Savant Capital
Illinois
$1.64M -$19.1K -151 -1%
ACM
584
Azimuth Capital Management
Michigan
$1.64M -$15.8K -125 -1%
GAM
585
Gotham Asset Management
New York
$1.63M -$16.3M -129,197 -91%
LIM
586
Leavell Investment Management
Alabama
$1.63M -$22K -174 -1%
RC
587
Roundview Capital
New Jersey
$1.63M -$32K -253 -2%
PWA
588
Providence Wealth Advisors
Illinois
$1.62M +$5.82K +46 +0.4%
RJT
589
Raymond James Trust
Florida
$1.61M +$146K +1,155 +10%
CA
590
Cambridge Advisors
Nebraska
$1.61M -$6.2K -49 -0.4%
AIC
591
Ameritas Investment Company
Nebraska
$1.61M -$470K -3,713 -23%
EP
592
Eudaimonia Partners
Tennessee
$1.61M -$263K -2,080 -14%
SWM
593
Segment Wealth Management
Texas
$1.6M +$126 +1 +0%
ADL
594
Asset Dedication LLC
California
$1.59M +$163K +1,283 +11%
GIA
595
Guyasuta Investment Advisors
Pennsylvania
$1.59M – – –
BOC
596
Barbara Oil Co
Illinois
$1.58M – – –
SCM
597
Snow Capital Management
Pennsylvania
$1.57M -$840K -6,643 -35%
SCA
598
Strategic Capital Advisers
Colorado
$1.55M -$113K -897 -7%
EF
599
Empirical Finance
Pennsylvania
$1.55M +$74.1K +586 +5%
LNWWM
600
Laird Norton Wetherby Wealth Management
California
$1.55M -$24K -190 -2%
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