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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 %
GPA
851
Garrison Point Advisors
California
$710K +$7.34K +58 +1%
CCA
852
Checchi Capital Advisers
California
$708K +$27.3K +216 +4%
BFG
853
Barber Financial Group
Kansas
$704K – – –
ATC
854
Argent Trust Co
Tennessee
$702K +$88.4K +699 +14%
SAM
855
Sawgrass Asset Management
Florida
$700K – – –
GVAG
856
Great Valley Advisor Group
Delaware
$698K +$276K +2,179 +65%
BA
857
Birinyi Associates
Connecticut
$696K -$190K -1,500 -21%
MMG
858
Monetary Management Group
Missouri
$696K -$56.9K -450 -8%
VST
859
Van Strum & Towne
California
$694K – – –
FCFC
860
First Commonwealth Financial Corp
Pennsylvania
$693K +$176K +1,387 +34%
WFM
861
Wolff Financial Management
Michigan
$690K – – –
MCM
862
MAI Capital Management
Ohio
$687K +$130K +1,024 +23%
ESB
863
Essex Savings Bank
Connecticut
$684K +$10.5K +83 +2%
PPW
864
Parcion Private Wealth
Washington
$682K -$19.1K -148 -3%
QPWM
865
Quadrant Private Wealth Management
Pennsylvania
$682K +$196K +1,553 +40%
FCIM
866
Fairview Capital Investment Management
California
$681K – – –
GRP
867
Global Retirement Partners
California
$681K +$32.4K +256 +5%
HCM
868
Hodges Capital Management
Texas
$679K -$96.6K -764 -12%
PA
869
Procyon Advisors
Connecticut
$673K +$18.6K +147 +3%
TWP
870
Tempus Wealth Planning
California
$670K – – –
TC
871
Trust Company
Kansas
$668K +$105K +828 +19%
BIM
872
Bridges Investment Management
Nebraska
$667K -$311K -2,460 -32%
BWAM
873
Boyd Watterson Asset Management
Ohio
$664K – – –
CPO
874
Cerity Partners OCIO
New York
$663K +$3.54K +28 +0.5%
PTC
875
Private Trust Company
Ohio
$662K +$24.5K +192 +4%
33 34
35
36 37