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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 %
TNBTD
876
Trustmark National Bank Trust Department
Mississippi
$659K -$52.5K -415 -7%
MAM
877
Mastrapasqua Asset Management
Tennessee
$657K +$56.3K +445 +9%
WC
878
Woodstock Corp
Massachusetts
$656K -$19.4K -153 -3%
PA
879
PFG Advisors
Arizona
$654K +$71K +555 +12%
FHA
880
First Horizon Advisors
Tennessee
$652K -$113K -891 -15%
AWM
881
Altium Wealth Management
New York
$651K -$102K -802 -13%
CG
882
Caprock Group
Idaho
$647K +$3.41K +27 +0.5%
NQWM
883
Northwest Quadrant Wealth Management
Oregon
$646K -$17.3K -138 -3%
NA
884
Navellier & Associates
Nevada
$645K +$75.9K +600 +13%
CCP
885
Corient Capital Partners
California
$644K +$29.1K +230 +5%
RWA
886
River Wealth Advisors
Pennsylvania
$638K -$379 -3 -0.1%
FIM
887
Frontier Investment Management
Texas
$635K -$55K -435 -8%
RIL
888
Rothschild Investment LLC
Illinois
$631K -$25K -198 -4%
SCM
889
Schnieders Capital Management
California
$628K -$6.32K -50 -1%
FANJ
890
Financial Architects (New Jersey)
New Jersey
$625K – – –
HA
891
Harfst & Associates
Wyoming
$608K +$50K +395 +9%
EB
892
Eastern Bank
Massachusetts
$607K -$54K -427 -8%
PIMG
893
Patriot Investment Management Group
Tennessee
$604K +$7.46K +59 +1%
FQ
894
First Quadrant
California
$599K – – –
Acadian Asset Management
895
Acadian Asset Management
Massachusetts
$598K +$530K +4,194 +775%
EIA
896
Eldridge Investment Advisors
New Hampshire
$596K -$50.6K -400 -8%
BFO
897
Biltmore Family Office
North Carolina
$596K – – –
MCM
898
MV Capital Management
Maryland
$596K +$12K +95 +2%
HCA
899
Heck Capital Advisors
Wisconsin
$595K +$187K +1,480 +46%
JWCA
900
J.W. Coons Advisors
Ohio
$594K -$32.9K -260 -5%
34 35
36
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