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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 %
TNB
1001
Thomasville National Bank
Georgia
$450K +$44.3K +350 +11%
PAMG
1002
Patton Albertson Miller Group
Tennessee
$449K – – –
CIA
1003
Choate Investment Advisors
Massachusetts
$448K -$6.32K -50 -1%
LMAM
1004
Legg Mason Asset Management
Japan
$448K – – –
SFA
1005
Souders Financial Advisors
Ohio
$446K +$446K +3,529 New
DAM
1006
Diamant Asset Management
Connecticut
$445K – – –
MFG
1007
Menard Financial Group
Texas
$445K +$445K +3,515 New
MBT
1008
Montecito Bank & Trust
California
$444K – – –
PL
1009
Perpetual Ltd
Australia
$443K +$443K +3,500 New
HIIFS
1010
Harel Insurance Investments & Financial Services
Israel
$443K +$443K +3,500 New
APG
1011
Abacus Planning Group
South Carolina
$441K +$70.7K +559 +19%
SCA
1012
Sippican Capital Advisors
Massachusetts
$440K +$28.5K +225 +7%
DIM
1013
Delta Investment Management
California
$440K +$115K +909 +35%
WC
1014
Westhampton Capital
North Carolina
$439K -$22.1K -175 -5%
LSAG
1015
Lake Street Advisors Group
New Hampshire
$438K -$40K -316 -8%
CAG
1016
Crestwood Advisors Group
Massachusetts
$435K -$5.19K -41 -1%
SAM
1017
SignalPoint Asset Management
Missouri
$434K +$7.97K +63 +2%
PFBT
1018
Parkside Financial Bank & Trust
Missouri
$432K -$27.3K -216 -6%
BRM
1019
Boston Research & Management
Massachusetts
$432K – – –
DBIA
1020
Dumont & Blake Investment Advisors
New Jersey
$430K +$9.62K +76 +2%
RIA
1021
Realta Investment Advisors
Delaware
$429K +$11.1K +88 +3%
APA
1022
American Portfolios Advisors
New York
$427K -$100K -794 -19%
BAM
1023
Belpointe Asset Management
Nevada
$427K -$584K -4,613 -58%
SBSB
1024
Sullivan, Bruyette, Speros & Blaney
Virginia
$427K +$2.15K +17 +0.5%
RWP
1025
RWA Wealth Partners
Massachusetts
$427K +$81.7K +646 +24%
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