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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 %
EGM
676
Engineers Gate Manager
New York
$1.22M +$1.22M +9,623 New
FFN
677
Focus Financial Network
Minnesota
$1.2M +$130K +1,029 +12%
ISL
678
Ingalls & Snyder LLC
New York
$1.19M – – –
TIA
679
Trust Investment Advisors
Indiana
$1.19M -$15.8K -125 -1%
Federated Hermes
680
Federated Hermes
Pennsylvania
$1.18M -$3.64M -28,788 -76%
FTI
681
Fiduciary Trust International
Massachusetts
$1.18M +$10.6K +84 +0.9%
VCM
682
Virtue Capital Management
Tennessee
$1.18M +$1.18M +9,316 New
AMG
683
Asset Management Group
Connecticut
$1.17M +$8.73K +69 +0.7%
MSE
684
MUFG Securities EMEA
United Kingdom
$1.17M -$11.7M -92,696 -91%
NHC
685
Nicholas Hoffman & Company
Georgia
$1.17M -$483K -3,819 -29%
ANB
686
Amarillo National Bank
Texas
$1.17M -$32.5K -257 -3%
FWM
687
Focused Wealth Management
New York
$1.17M -$8.47K -67 -0.7%
VCA
688
Verdence Capital Advisors
Maryland
$1.16M +$101K +799 +10%
MMHP
689
Murphy Middleton Hinkle & Parker
Georgia
$1.16M +$14K +111 +1%
CT
690
Coastline Trust
Rhode Island
$1.15M -$5.69K -45 -0.5%
OC
691
Oarsman Capital
Wisconsin
$1.15M +$272K +2,147 +31%
CAM
692
Costello Asset Management
Pennsylvania
$1.15M +$1.15M +9,072 New
HB
693
Homrich & Berg
Georgia
$1.15M +$238K +1,884 +26%
ATC
694
Adirondack Trust Company
New York
$1.15M -$68.9K -518 -6%
SFA
695
Sequoia Financial Advisors
Ohio
$1.15M +$70.6K +558 +7%
PAM
696
Palisade Asset Management
Minnesota
$1.14M +$126K +1,000 +12%
LOIM
697
Liberty One Investment Management
Illinois
$1.14M +$59.8K +473 +6%
CL
698
Choreo LLC
Illinois
$1.13M -$61.7K -488 -5%
Two Sigma Advisers
699
Two Sigma Advisers
New York
$1.13M -$1.41M -11,137 -56%
CC
700
Cedar Capital
Illinois
$1.13M +$238K +1,882 +27%
26 27
28
29 30