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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 %
IB
951
Intrust Bank
Kansas
$517K -$86.8K -687 -14%
CAI
952
Capital Advisors Inc
Oklahoma
$516K -$23.3M -173,558 -98%
JSC
953
Jackson Square Capital
California
$516K +$475K +3,756 +1,166%
SBWM
954
Sunflower Bank Wealth Management
Arizona
$512K – – –
LWAC
955
Laurel Wealth Advisors (California)
California
$508K +$5.58K +44 +1%
AIM
956
Aspen Investment Management
Michigan
$507K -$7.71K -61 -1%
SC
957
Saybrook Capital
North Carolina
$506K – – –
BIM
958
Baldwin Investment Management
Pennsylvania
$506K +$25.3K +200 +5%
CC
959
Courier Capital
New York
$504K +$255 +2 +0.1%
FNT
960
First National Trust
Pennsylvania
$503K -$60.3K -476 -11%
FIM
961
Fernwood Investment Management
Massachusetts
$501K – – –
ANRIA
962
American National Registered Investment Advisor
Texas
$500K – – –
TPWA
963
TRUE Private Wealth Advisors
Oregon
$499K -$255K -2,018 -34%
VPIM
964
Vanguard Personalized Indexing Management
California
$499K +$125K +991 +34%
VI
965
Versor Investments
New York
$492K -$572K -4,514 -54%
OPPTF
966
OPSEU Pension Plan Trust Fund
Ontario, Canada
$491K +$491K +3,925 New
AAM
967
Auxier Asset Management
Oregon
$489K – – –
HW
968
Hancock Whitney
Mississippi
$488K -$29K -229 -6%
SFG
969
Summit Financial Group
West Virginia
$487K – – –
BPA
970
Beacon Pointe Advisors
California
$487K +$165K +1,302 +51%
KWMG
971
King Wealth Management Group
Florida
$486K -$2.15K -17 -0.4%
AC
972
Arjuna Capital
North Carolina
$486K +$12.9K +102 +3%
ST
973
Sabal Trust
Florida
$484K -$12.7K -100 -3%
BCB
974
Brian C. Broderick
$484K – – –
SFG
975
SNS Financial Group
Minnesota
$483K +$127 +1 +0%
37 38
39
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