CAT icon

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 %
PF
601
Phoenix Financial
Israel
$1.98M -$463K -3,319 -19%
PP
602
Paloma Partners
Connecticut
$1.98M -$6.1M -40,917 -76%
DWA
603
Douglass Winthrop Advisors
New York
$1.98M -$6.11K -41 -0.3%
LCM
604
Logan Capital Management
Pennsylvania
$1.97M +$29.8K +200 +2%
GAM
605
Gotham Asset Management
New York
$1.97M +$45.9K +308 +2%
EAM
606
Eukles Asset Management
Ohio
$1.97M +$15.4K +103 +0.8%
AC
607
Allstate Corporation
Illinois
$1.97M -$412K -2,761 -17%
SC
608
Savant Capital
Illinois
$1.96M +$28.6K +192 +1%
RC
609
Roundview Capital
New Jersey
$1.93M +$16K +107 +0.8%
1SB
610
1ST Source Bank
Indiana
$1.93M -$290K -1,945 -13%
ACM
611
Azimuth Capital Management
Michigan
$1.93M – – –
FCA
612
FLC Capital Advisors
California
$1.92M +$112K +662 +6%
OLA
613
Oliver Luxxe Assets
New Jersey
$1.92M +$1.92M +12,840 New
LIM
614
Leavell Investment Management
Alabama
$1.91M -$5.82K -39 -0.3%
ECM
615
EagleClaw Capital Management
Massachusetts
$1.9M +$125K +840 +7%
CA
616
Cambridge Advisors
Nebraska
$1.9M +$149 +1 +0%
AUB
617
Atlantic Union Bankshares
Virginia
$1.87M +$78.9K +529 +4%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$1.87M – – –
BOC
619
Barbara Oil Co
Illinois
$1.86M – – –
LIM
620
Loudon Investment Management
New Hampshire
$1.86M -$91K -610 -5%
SCM
621
Snow Capital Management
Pennsylvania
$1.86M +$7.01K +47 +0.4%
Los Angeles Capital Management
622
Los Angeles Capital Management
California
$1.86M +$177K +1,190 +11%
SWM
623
Segment Wealth Management
Texas
$1.85M -$29.7K -199 -2%
JCM
624
Jacobi Capital Management
Pennsylvania
$1.85M -$18.3K -114 -1%
SCA
625
Strategic Capital Advisers
Colorado
$1.84M +$9.99K +67 +0.5%
23 24
25
26 27