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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 %
HT
601
HAP Trading
New York
$1.55M +$1.55M +12,249 New
SCP
602
Syntal Capital Partners
Texas
$1.55M -$4.55K -36 -0.3%
JCM
603
Jacobi Capital Management
Pennsylvania
$1.54M -$3.05K -23 -0.2%
HDIM
604
Hanson & Doremus Investment Management
Vermont
$1.54M -$107K -848 -7%
MMPW
605
Mitchell McLeod Pugh & Williams
Alabama
$1.53M – – –
FPCG
606
Fort Pitt Capital Group
Pennsylvania
$1.53M -$4.93K -39 -0.3%
Members Trust
607
Members Trust
Florida
$1.52M +$1.52M +12,049 New
AUB
608
Atlantic Union Bankshares
Virginia
$1.52M +$1.52K +12 +0.1%
Fidelity International
609
Fidelity International
Bermuda
$1.52M +$1.51M +11,946 +13,422%
MA
610
Mutual Advisors
Nebraska
$1.52M +$238K +1,884 +19%
Lido Advisors
611
Lido Advisors
California
$1.52M +$71.1K +562 +5%
OPA
612
Old Port Advisors
Maine
$1.51M +$4.3K +34 +0.3%
FCBT
613
First Citizens Bank & Trust
North Carolina
$1.5M -$273K -2,160 -15%
ECM
614
EagleClaw Capital Management
Massachusetts
$1.5M – – –
PVWM
615
Point View Wealth Management
New Jersey
$1.5M -$32.6K -258 -2%
GCM
616
Gables Capital Management
Florida
$1.49M +$67.9K +537 +5%
AF
617
Advisornet Financial
Minnesota
$1.49M +$1.52K +12 +0.1%
TCOV
618
Trust Company of Vermont
Vermont
$1.48M -$363K -2,872 -20%
PA
619
Profund Advisors
Maryland
$1.48M +$39.6K +313 +3%
RB
620
Rodgers Brothers
Pennsylvania
$1.47M -$394K -3,118 -21%
JPMIA
621
J.P. Marvel Investment Advisors
Massachusetts
$1.47M +$17.7K +140 +1%
VI
622
Vestcor Inc
New Brunswick, Canada
$1.47M -$31.4K -248 -2%
RMC
623
Resources Management Corp
Connecticut
$1.46M -$85.7K -678 -6%
EWM
624
Evercore Wealth Management
New York
$1.46M – – –
Cetera Investment Advisers
625
Cetera Investment Advisers
Illinois
$1.45M -$77.3K -611 -5%
23 24
25
26 27