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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 %
LAM
801
L2 Asset Management
Massachusetts
$830K +$535K +4,227 +181%
RA
802
RFG Advisory
Alabama
$828K -$4.3K -34 -0.5%
HTC
803
Haverford Trust Company
Pennsylvania
$826K – – –
WI
804
Wintrust Investments
Illinois
$826K +$451K +4,023 +121%
CFA
805
Cahill Financial Advisors
Minnesota
$824K -$57.2K -452 -6%
FSA
806
Franklin Street Advisors
North Carolina
$822K -$385K -3,045 -32%
TIA
807
Tiemann Investment Advisors
California
$820K +$12K +95 +1%
WAP
808
Wealthcare Advisory Partners
Pennsylvania
$818K -$34.4K -272 -4%
IFWM
809
Institute for Wealth Management
Colorado
$816K +$4.3K +34 +0.5%
DPIM
810
Duff & Phelps Investment Management
Illinois
$808K – – –
FAIM
811
Financial Advocates Investment Management
Washington
$806K +$20.8K +164 +3%
PGAM
812
Princeton Global Asset Management
New Jersey
$806K +$657K +5,195 +440%
CPIA
813
Cornell Pochily Investment Advisors
New York
$804K +$22.7K +179 +3%
BFA
814
Bragg Financial Advisors
North Carolina
$801K – – –
VAS
815
Vestmark Advisory Solutions
Massachusetts
$795K +$373K +2,951 +88%
SCM
816
SOL Capital Management
Maryland
$793K -$25.3K -200 -3%
LS
817
Livforsakringsbolaget Skandia
Sweden
$786K – – –
EH
818
Equitable Holdings
New York
$784K -$18.2K -144 -2%
OL
819
Optas LLC
Texas
$784K +$435K +3,436 +124%
TYCC
820
Texas Yale Capital Corp
Florida
$779K – – –
HWA
821
HCR Wealth Advisors
California
$772K +$24.1K +191 +3%
BSW
822
Buckingham Strategic Wealth
Missouri
$771K -$1.3M -10,255 -63%
KWM
823
Kingsview Wealth Management
Oregon
$768K -$76.9K -608 -9%
CCMW
824
Cypress Capital Management (Wyoming)
Wyoming
$764K +$764K +6,037 New
MWM
825
Mattern Wealth Management
Kansas
$763K +$88.5K +700 +13%
31 32
33
34 35