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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 %
CAM
726
Costello Asset Management
Pennsylvania
$1.34M -$16.3K -109 -1%
CL
727
Choreo LLC
Illinois
$1.34M +$7.01K +47 +0.5%
BUB
728
BBVA USA Bancshares
Texas
$1.33M +$230K +1,598 +21%
SCP
729
Sandhill Capital Partners
New York
$1.33M +$20.9K +140 +2%
PNC
730
Park National Corp
Ohio
$1.32M – – –
BPC
731
Banque Pictet & Cie
Switzerland
$1.32M – – –
MME
732
Meag Munich Ergo
Germany
$1.32M +$460K +3,080 +54%
MCM
733
Mitchell Capital Management
Kansas
$1.31M +$82.5K +553 +7%
DWT
734
Dorsey & Whitney Trust
South Dakota
$1.31M +$232K +1,558 +22%
MCWS
735
McKinley Carter Wealth Services
West Virginia
$1.31M +$70.7K +474 +6%
RWA
736
Ropes Wealth Advisors
Massachusetts
$1.3M +$24.6K +165 +2%
AII
737
AGF Investments Inc
Ontario, Canada
$1.29M -$21.6K -145 -2%
NFG
738
Next Financial Group
Texas
$1.29M +$260K +1,745 +25%
ATC
739
Adirondack Trust Company
New York
$1.29M – – –
BIM
740
Baldwin Investment Management
Pennsylvania
$1.29M +$688K +4,613 +115%
SFS
741
Strategic Financial Services
New York
$1.28M -$20.4K -137 -2%
SP
742
Symmetry Partners
Connecticut
$1.28M +$1.28M +8,599 New
CT
743
Coastline Trust
Rhode Island
$1.28M -$73.8K -495 -5%
CCT
744
Country Club Trust
Missouri
$1.28M +$41.6K +279 +3%
CPA
745
Court Place Advisors
Maryland
$1.27M +$19.4K +130 +2%
TCOT
746
Trust Company of Toledo
Ohio
$1.26M +$149K +1,000 +13%
EFS
747
Essex Financial Services
Connecticut
$1.26M +$177K +1,188 +16%
OAM
748
Oak Asset Management
California
$1.25M -$10.5K -62 -0.8%
GJIC
749
Gamble Jones Investment Counsel
California
$1.25M – – –
OA
750
Oxbow Advisors
Texas
$1.24M -$14.9K -100 -1%
28 29
30
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