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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 %
TC
1051
TownSquare Capital
Utah
$398K -$5.48K -42 -1%
PP
1052
PrairieView Partners
Minnesota
$398K +$2.65K +21 +0.7%
WCM
1053
Windsor Capital Management
Arizona
$396K +$19.2K +152 +5%
PAS
1054
Park Avenue Securities
New York
$396K +$396K +3,130 New
SG Americas Securities
1055
SG Americas Securities
New York
$395K -$2.05M -16,162 -84%
LWCFA
1056
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$394K -$90.1K -712 -19%
AF
1057
Affiance Financial
Minnesota
$393K – – –
NP
1058
NorthRock Partners
Minnesota
$391K +$32.1K +254 +9%
PCIA
1059
Prime Capital Investment Advisors
Kansas
$390K -$1.25M -9,856 -76%
NPPM
1060
North Point Portfolio Managers
Ohio
$389K – – –
PWPS
1061
Pinnacle Wealth Planning Services
Ohio
$389K +$67K +530 +21%
AF
1062
Arrow Financial
New York
$387K -$15.2K -120 -4%
PP
1063
Patten & Patten
Tennessee
$387K +$112K +887 +41%
IWA
1064
Intercontinental Wealth Advisors
Texas
$387K +$387K +3,063 New
JT
1065
Jump Trading
Illinois
$386K +$386K +3,053 New
NB
1066
Nicolet Bankshares
Wisconsin
$383K -$57.5K -455 -13%
TWI
1067
Thomas White International
Illinois
$381K – – –
First Manhattan
1068
First Manhattan
New York
$381K +$36.5K +289 +11%
CCG
1069
Ceeto Capital Group
Florida
$380K -$21.9K -173 -5%
SACTSONJ
1070
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$380K – – –
MHIC
1071
Marble Harbor Investment Counsel
Massachusetts
$380K +$12.7K +100 +3%
BOS
1072
Bingham Osborn & Scarborough
California
$380K +$28K +221 +8%
IIA
1073
IPG Investment Advisors
California
$380K -$16.3K -129 -4%
MS
1074
Maven Securities
Jersey
$377K +$377K +3,003 New
NG
1075
Northstar Group
New York
$376K – – –
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