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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 %
OAJ
651
Ogorek Anthony Joseph
New York
$1.71M +$1.71M +11,472 New
FPCG
652
Fort Pitt Capital Group
Pennsylvania
$1.7M -$107K -720 -6%
PA
653
Profund Advisors
Maryland
$1.69M -$54.1K -363 -3%
HDIM
654
Hanson & Doremus Investment Management
Vermont
$1.68M -$140K -940 -8%
MA
655
Mutual Advisors
Nebraska
$1.68M -$115K -771 -6%
CAM
656
Cresset Asset Management
Illinois
$1.68M +$122K +816 +8%
VI
657
Vestcor Inc
New Brunswick, Canada
$1.68M -$52.6K -353 -3%
Fidelity International
658
Fidelity International
Bermuda
$1.67M -$120K -805 -7%
TCOV
659
Trust Company of Vermont
Vermont
$1.67M -$74.4K -499 -4%
RCM
660
Radnor Capital Management
Pennsylvania
$1.66M +$14.9K +100 +0.9%
DRS
661
Deane Retirement Strategies
Louisiana
$1.66M +$1.66M +11,102 New
GLA
662
Great Lakes Advisors
Illinois
$1.65M -$14K -94 -0.8%
LBC
663
Lowe Brockenbrough & Co
Virginia
$1.65M +$118K +792 +8%
KJHP
664
K.J. Harrison & Partners
Ontario, Canada
$1.64M +$1.64M +11,000 New
SS
665
Simplicity Solutions
Minnesota
$1.64M +$27.3K +183 +2%
Cetera Investment Advisers
666
Cetera Investment Advisers
Illinois
$1.63M -$74.9K -502 -4%
SOAMC
667
Spirit of America Management Corp
New York
$1.63M – – –
TCM
668
Telos Capital Management
California
$1.63M -$26.8K -180 -2%
AAMU
669
AEGON Asset Management (UK)
United Kingdom
$1.62M +$111K +746 +7%
PK
670
Pflug Koory
Nebraska
$1.62M +$1.79K +12 +0.1%
ACS
671
Archford Capital Strategies
Illinois
$1.62M -$377K -2,525 -19%
AIC
672
Ameritas Investment Company
Nebraska
$1.61M – – –
BCM
673
Boltwood Capital Management
California
$1.61M +$5.22K +35 +0.3%
MCM
674
Murphy Capital Management
New Jersey
$1.6M -$42.5K -285 -3%
Bessemer Group
675
Bessemer Group
New Jersey
$1.59M -$2.15M -14,417 -58%
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