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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 %
SW
826
SVB Wealth
Massachusetts
$762K -$38.4K -304 -5%
MFG
827
MidWestOne Financial Group
Iowa
$762K – – –
TU
828
TDAM USA
Ontario, Canada
$761K +$56.6K +452 +8%
HI
829
Hudock Inc
Pennsylvania
$759K -$22.4K -177 -3%
FBC
830
Fairfield, Bush & Co
Connecticut
$759K – – –
IP
831
Intellectus Partners
California
$756K -$166K -1,314 -18%
GC
832
Garde Capital
Washington
$753K -$50.6K -400 -6%
DHFB
833
Dixon Hubard Feinour & Brown
Virginia
$753K +$13.5K +98 +2%
MJP
834
Michael J. Puzo
$746K – – –
WAM
835
Weatherly Asset Management
California
$745K -$138K -1,090 -16%
TAIM
836
TD Ameritrade Investment Management
Nebraska
$744K -$67.6K -535 -8%
H
837
HoyleCohen
California
$743K -$149K -1,178 -17%
SFG
838
SevenBridge Financial Group
Pennsylvania
$736K -$82.2K -650 -10%
PIM
839
Penobscot Investment Management
Massachusetts
$736K -$22.8K -180 -3%
HAM
840
Hammer Asset Management
California
$736K +$40.5K +320 +6%
GBBWRPM
841
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$735K +$886 +7 +0.1%
WAM
842
Wealthspire Advisors (Maryland)
Maryland
$733K +$23K +182 +3%
BMC
843
Beaton Management Company
Massachusetts
$732K – – –
MME
844
Meag Munich Ergo
Germany
$726K +$593K +4,688 +446%
BRWM
845
B. Riley Wealth Management
Tennessee
$723K -$1.39M -11,024 -66%
BOTW
846
Bank of the West
California
$723K -$40.2K -318 -5%
BHA
847
Beech Hill Advisors
New York
$721K +$12.6K +100 +2%
OAM
848
Oppenheimer Asset Management
New York
$720K +$110K +869 +18%
RCM
849
RB Capital Management
Nevada
$714K -$69K -545 -9%
ACM
850
AlphaStar Capital Management
North Carolina
$712K -$80.6K -583 -10%
32 33
34
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