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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 %
BA
976
Ballast Advisors
Minnesota
$483K +$12.7K +100 +3%
WANY
977
Wealthspire Advisors (New York)
New York
$480K -$654K -5,173 -58%
CCFCSB
978
Cape Cod Five Cents Savings Bank
Massachusetts
$479K -$50.6K -400 -10%
CHA
979
Carmichael Hill & Associates
Maryland
$479K +$126 +1 +0%
WWM
980
Western Wealth Management
Colorado
$479K +$52.5K +410 +12%
WCM
981
Whitener Capital Management
North Carolina
$477K – – –
AGM
982
Alpine Global Management
New York
$477K +$477K +3,773 New
BHIA
983
Birch Hill Investment Advisors
Massachusetts
$476K – – –
DJSG
984
D.J. St. Germain
Massachusetts
$475K -$34.2K -270 -7%
CIAS
985
Capital Investment Advisory Services
North Carolina
$473K -$103K -813 -18%
RG
986
Rikoon Group
New Mexico
$473K -$1.9K -15 -0.4%
RM
987
Resource Management
Louisiana
$469K -$24.8K -196 -5%
WLIM
988
White Lighthouse Investment Management
Massachusetts
$468K – – –
WEC
989
Winslow Evans & Crocker
Massachusetts
$464K -$31.7K -251 -6%
CAG
990
Csenge Advisory Group
Florida
$464K +$227K +1,796 +96%
AWA
991
Arkadios Wealth Advisors
Georgia
$460K +$21.2K +155 +5%
OSNBOA
992
Old Second National Bank of Aurora
Illinois
$458K -$17.3K -137 -4%
CWM
993
Circle Wealth Management
New Jersey
$457K +$2.15K +17 +0.5%
CT
994
Cambridge Trust
Massachusetts
$456K -$5.79K -44 -1%
ITIM
995
Indiana Trust & Investment Management
Indiana
$455K – – –
NAS
996
Nicolet Advisory Services
Wisconsin
$454K -$1.64K -13 -0.4%
SAA
997
Southeast Asset Advisors
Georgia
$453K +$1.65K +13 +0.4%
CFS
998
CRA Financial Services
New Jersey
$451K -$88.6K -700 -16%
GG
999
Gleason Group
Kentucky
$451K +$19.5K +154 +5%
CF
1000
Centaurus Financial
California
$450K -$35.3K -279 -7%
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