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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 %
CCB
926
Cutter & Co Brokerage
Missouri
$547K -$24.9K -197 -4%
HA
927
HYA Advisors
Missouri
$545K +$19.5K +154 +4%
LF
928
Lantz Financial
Illinois
$544K -$4.55K -36 -0.8%
CFN
929
Cordasco Financial Network
Florida
$543K +$47.4K +375 +10%
EC
930
Estate Counselors
Wisconsin
$543K +$76.8K +608 +16%
FI
931
FormulaFolio Investments
Michigan
$541K -$145K -1,146 -21%
CAAS
932
Capital Asset Advisory Services
Michigan
$541K +$24.4K +170 +5%
TAM
933
Taurus Asset Management
New York
$537K – – –
S
934
SignatureFD
Georgia
$536K -$133K -1,052 -20%
CB
935
Cadence Bank
Mississippi
$535K +$25.3K +200 +5%
MOS
936
MGO One Seven
Ohio
$535K +$64.3K +508 +14%
XF
937
XML Financial
Maryland
$534K -$36.7K -290 -6%
IGGA
938
Iron Gate Global Advisors
Utah
$529K -$69.4K -486 -12%
SIM
939
Sonora Investment Management
Arizona
$529K -$39.3K -311 -7%
PA
940
Parallel Advisors
California
$529K +$21.8K +172 +4%
MGIA
941
Moneta Group Investment Advisors
Missouri
$529K +$64.6K +511 +14%
CGL
942
Clarius Group LLC
Washington
$528K -$91.8K -726 -15%
HVIA
943
Hudson Valley Investment Advisors
New York
$525K -$25.3K -200 -5%
CC
944
Chicago Capital
Illinois
$524K – – –
OWIM
945
Old West Investment Management
California
$523K – – –
SWA
946
Sutton Wealth Advisors
Florida
$522K -$1.39K -11 -0.3%
NNP
947
Nachman Norwood & Parrott
South Carolina
$520K -$200K -1,578 -28%
CAMG
948
CWA Asset Management Group
Florida
$519K -$128K -1,011 -20%
EGA
949
E&G Advisors
Texas
$519K – – –
RCM
950
RNC Capital Management
California
$518K -$1.48M -11,681 -74%
36 37
38
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