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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 %
CAM
1026
Cozad Asset Management
Illinois
$426K -$45.8K -362 -10%
KFA
1027
Kelleher Financial Advisors
New York
$426K -$30.3K -240 -7%
ACG
1028
Allen Capital Group
Nebraska
$426K -$3.16K -25 -0.7%
QCG
1029
Quadrant Capital Group
Ohio
$426K +$202K +1,594 +90%
SMFS
1030
Squar Milner Financial Services
California
$424K – – –
SVWAG
1031
Sound View Wealth Advisors Group
Georgia
$424K +$506 +4 +0.1%
FMB
1032
Field & Main Bank
Kentucky
$423K +$423K +3,340 New
CG
1033
Cynosure Group
Utah
$417K -$174K -1,379 -29%
PCA
1034
Personal Capital Advisors
California
$417K -$91.6K -723 -18%
AA
1035
AF Advisors
California
$417K – – –
SC
1036
SouthState Corp
Florida
$416K -$12.7K -100 -3%
THWM
1037
Taylor Hoffman Wealth Management
Virginia
$414K -$2.66K -21 -0.6%
ECM
1038
Evergreen Capital Management
Washington
$414K +$39.5K +312 +11%
PFA
1039
Pathway Financial Advisors
Vermont
$413K – – –
CST
1040
Charles Schwab Trust
Nevada
$412K – – –
VCWA
1041
Vanguard Capital Wealth Advisors
Colorado
$409K +$409K +3,237 New
WP
1042
WMS Partners
Maryland
$408K -$38.6K -305 -9%
HWA
1043
HHM Wealth Advisors
Tennessee
$407K +$5.83K +46 +1%
Twin Tree Management
1044
Twin Tree Management
Texas
$406K +$230K +1,816 +131%
GW
1045
GW & Wade
Massachusetts
$405K +$40.3K +319 +11%
CB
1046
CNB Bank
Pennsylvania
$402K – – –
OPS
1047
Orion Portfolio Solutions
Nebraska
$401K +$14.3K +113 +4%
CCMG
1048
Clark Capital Management Group
Pennsylvania
$400K -$366K -2,894 -48%
CBT
1049
Capital Bank & Trust
California
$400K -$1.26K -10 -0.3%
GTAM
1050
Global Trust Asset Management
Florida
$400K +$5.56K +44 +1%
40 41
42
43 44