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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 %
GCP
901
GSA Capital Partners
United Kingdom
$589K +$589K +4,653 New
ZB
902
Zions Bancorporation
Utah
$588K -$68.3K -540 -10%
CT
903
Chicago Trust
Illinois
$586K +$586K +4,635 New
ACWM
904
Adams Chetwood Wealth Management
North Carolina
$583K – – –
NIPH
905
NN Investment Partners Holdings
Netherlands
$582K – – –
WOC
906
West Oak Capital
California
$577K -$20.2K -160 -3%
ATWA
907
Arbor Trust Wealth Advisors
Michigan
$576K -$31.6K -250 -5%
VWA
908
Visionary Wealth Advisors
Illinois
$575K +$506 +4 +0.1%
HH
909
Hilltop Holdings
Texas
$575K +$317K +2,505 +123%
COF
910
Capital One Financial
Virginia
$573K -$2.53K -20 -0.4%
CAM
911
CenterStar Asset Management
Illinois
$566K -$1.83M – –
MBTD
912
Mechanics Bank - Trust Department
California
$564K -$886 -7 -0.2%
WSCM
913
Wellington Shields Capital Management
New York
$563K – – –
FCA
914
FinTrust Capital Advisors
South Carolina
$561K -$12.8K -101 -2%
WWM
915
Windsor Wealth Management
Indiana
$560K -$1.65K -13 -0.3%
CNFG
916
Creegan & Nassoura Financial Group
New Hampshire
$557K -$22.2K -175 -4%
CS
917
Comerica Securities
Michigan
$556K +$31.1K +246 +6%
BHBT
918
Burke & Herbert Bank & Trust
Virginia
$554K +$5.06K +40 +0.9%
RMCM
919
Reynders McVeigh Capital Management
Massachusetts
$554K +$179K +1,420 +48%
IWC
920
Integrated Wealth Concepts
Massachusetts
$552K -$121K -957 -18%
IWM
921
IHT Wealth Management
Illinois
$552K -$92K -728 -14%
MCM
922
Manchester Capital Management
Vermont
$552K – – –
SIA
923
Sit Investment Associates
Minnesota
$550K – – –
NL
924
NWAM LLC
Washington
$550K +$134K +1,060 +32%
LB
925
Legacy Bridge
Iowa
$548K -$1.14K -9 -0.2%
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37
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