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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 %
HIC
651
Holderness Investments Company
North Carolina
$1.32M +$12.6K +100 +1%
CAM
652
Cresset Asset Management
Illinois
$1.32M +$73.1K +578 +6%
TSWM
653
Triangle Securities Wealth Management
North Carolina
$1.32M +$112K +888 +9%
DCM
654
Davidson Capital Management
Texas
$1.32M +$92.9K +734 +8%
TFS
655
TrustCore Financial Services
Tennessee
$1.31M +$67.7K +535 +5%
S
656
Seeyond
France
$1.31M +$532K +4,209 +69%
HSA
657
HBK Sorce Advisory
Pennsylvania
$1.31M +$199K +1,572 +18%
LBC
658
Lowe Brockenbrough & Co
Virginia
$1.3M -$88.6K -700 -6%
TW
659
TrinityPoint Wealth
Connecticut
$1.29M -$8.22K -65 -0.6%
FNBTCON
660
First National Bank & Trust Co of Newtown
Pennsylvania
$1.29M -$9.49K -75 -0.7%
AA
661
Argent Advisors
Louisiana
$1.29M +$351K +2,778 +38%
VCAM
662
Van Cleef Asset Management
Ohio
$1.29M -$55K -435 -4%
AAMU
663
AEGON Asset Management (UK)
United Kingdom
$1.28M – – –
TSS
664
Thomas Story & Son
Indiana
$1.28M – – –
EHC
665
Everett Harris & Co
California
$1.28M +$121K +960 +11%
HT
666
Heritage Trust
Oklahoma
$1.28M -$31.6K -250 -2%
WSFS
667
Wilmington Savings Fund Society
Delaware
$1.28M -$153K -1,210 -11%
GIM
668
Guardian Investment Management
California
$1.27M -$81.2K -642 -6%
WP
669
WealthPLAN Partners
Nebraska
$1.27M +$329K +2,342 +35%
TBA
670
Tower Bridge Advisors
Pennsylvania
$1.27M -$114K -900 -8%
IHL
671
Investment House LLC
California
$1.27M +$455K +3,600 +56%
CA
672
Cumberland Advisors
Florida
$1.26M -$69.6K -550 -5%
BHC
673
Bowen Hanes & Co
Florida
$1.25M -$20.2K -160 -2%
BC
674
Burleson & Co
California
$1.24M +$675 +5 +0.1%
QI
675
QS Investors
New York
$1.22M -$365K -2,887 -23%
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