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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 %
CIA
751
Cascade Investment Advisors
Oregon
$956K +$84.1K +665 +10%
PA
752
PSI Advisors
Florida
$951K +$61.2K +484 +7%
WSC
753
Wellington Shields & Co
New York
$949K +$75.9K +600 +9%
AB
754
Atlas Brown
Kentucky
$947K +$66.6K +527 +8%
TCOT
755
Trust Company of Toledo
Ohio
$945K -$1.01K -8 -0.1%
OIA
756
OneDigital Investment Advisors
Kansas
$943K -$7.84K -62 -0.8%
OAM
757
Oak Asset Management
California
$942K +$10.5K +83 +1%
GI
758
GAMCO Investors
Connecticut
$939K +$323K +2,552 +52%
CWP
759
CFM Wealth Partners
Texas
$935K +$12.6K +100 +1%
MPI
760
Mairs & Power Inc
Minnesota
$933K – – –
SSWM
761
Smith Salley Wealth Management
North Carolina
$931K -$4.93K -39 -0.5%
PTC
762
Philadelphia Trust Company
Pennsylvania
$925K +$3.79K +30 +0.4%
CCA
763
Cobblestone Capital Advisors
New York
$925K +$41.1K +325 +5%
IAMOG
764
Investors Asset Management of Georgia
Georgia
$924K -$9.49K -75 -1%
MC
765
Maverick Capital
Texas
$920K +$920K +7,272 New
LNC
766
Lincoln National Corp
Pennsylvania
$917K -$72.7K -575 -7%
EFS
767
Essex Financial Services
Connecticut
$917K -$52.4K -414 -5%
DWT
768
Dorsey & Whitney Trust
South Dakota
$913K -$3.54K -28 -0.4%
UBV
769
United Bank (Virginia)
Virginia
$911K – – –
TPCW
770
TD Private Client Wealth
New York
$904K +$349K +2,761 +63%
IP
771
Investment Partners
Ohio
$903K -$19.5K -154 -2%
FPCP
772
Fort Point Capital Partners
California
$902K +$373K +2,946 +70%
EVC
773
Eidelman Virant Capital
Missouri
$900K – – –
NFG
774
Nations Financial Group
Iowa
$899K -$17.5K -138 -2%
VIA
775
Vident Investment Advisory
Georgia
$898K +$898K +7,104 New
29 30
31
32 33