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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 %
APF
776
Alaska Permanent Fund
Alaska
$897K – – –
CCG
777
Cypress Capital Group
Florida
$896K +$248K +1,958 +38%
ANTB
778
AMG National Trust Bank
Colorado
$895K +$895K +7,072 New
CFGS
779
Concourse Financial Group Securities
Alabama
$893K -$5.44K -43 -0.6%
KTC
780
Kistler-Tiffany Companies
Pennsylvania
$893K +$1.27K +10 +0.1%
BA
781
BCM Advisors
Louisiana
$886K – – –
WA
782
WBH Advisory
Maryland
$885K -$76.7K -606 -8%
SAM
783
Sequent Asset Management
Texas
$885K -$25.7K -203 -3%
RBFC
784
Roman Butler Fullerton & Co
Missouri
$885K +$59.9K +474 +7%
HKAM
785
Horizon Kinetics Asset Management
New York
$883K -$221K -1,750 -20%
SMC
786
Smith, Moore & Co
Missouri
$876K -$9.36K -74 -1%
AAM
787
AR Asset Management
California
$873K – – –
TSS
788
Two Sigma Securities
New York
$872K -$2.47M -19,488 -74%
NFG
789
Next Financial Group
Texas
$870K -$364K -2,877 -29%
VWA
790
V Wealth Advisors
Kansas
$865K -$1.72M -13,571 -66%
APW
791
Aurora Private Wealth
New Jersey
$864K -$711K -5,623 -45%
MAFM
792
Mid Atlantic Financial Management
Pennsylvania
$862K +$5.19K +41 +0.6%
XWM
793
Xcel Wealth Management
Florida
$860K -$322K -2,548 -27%
HPC
794
HM Payson & Co
Maine
$860K -$41.6K -329 -5%
CL
795
CPWM LLC
Washington
$859K -$7.85K -62 -0.9%
DLA
796
Douglas Lane & Associates
New York
$859K +$96.3K +761 +13%
TSW
797
Thompson Siegel & Walmsley
Virginia
$851K – – –
CT
798
Clearstead Trust
Maine
$847K – – –
KMWM
799
Keudell/Morrison Wealth Management
Oregon
$841K +$6.07K +48 +0.7%
BAMF
800
BI Asset Management Fondsmaeglerselskab
Denmark
$832K +$832K +6,578 New
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32
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