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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 %
KFS
1076
Kurt F. Somerville
$376K – – –
CTA
1077
Chesley Taft & Associates
Illinois
$375K – – –
FNBSF
1078
First National Bank Sioux Falls
South Dakota
$375K – – –
SWM
1079
SVA Wealth Management
Wisconsin
$374K -$24.5K -194 -6%
EWM
1080
Evermay Wealth Management
Virginia
$374K +$50.6K +400 +16%
CCFM
1081
Clear Creek Financial Management
Washington
$373K +$6.95K +55 +2%
ICM
1082
IMS Capital Management
Oregon
$373K +$373K +2,945 New
KA
1083
Kovack Advisors
Florida
$369K -$214K -1,693 -37%
CCMD
1084
Cypress Capital Management (Delaware)
Delaware
$369K – – –
DI
1085
Diligent Investors
California
$369K +$76.2K +602 +26%
IIC
1086
Ironwood Investment Counsel
Arizona
$367K -$19.1K -151 -5%
CWM
1087
Concentric Wealth Management
California
$367K -$3.8K -30 -1%
FIM
1088
Freedom Investment Management
Connecticut
$366K +$174K +1,375 +90%
EWA
1089
EP Wealth Advisors
California
$365K -$323K -2,780 Closed
SGK
1090
Steigerwald Gordon & Koch
Virginia
$365K +$126 +1 +0%
ATPW
1091
Ashton Thomas Private Wealth
Arizona
$365K -$24.8K -196 -6%
EWM
1092
Empirical Wealth Management
Washington
$364K -$55.3K -437 -13%
BFM
1093
Boston Financial Management
Massachusetts
$362K -$197K -1,558 -35%
WPW
1094
Waldron Private Wealth
Pennsylvania
$362K +$26K +206 +8%
V
1095
VeraBank
Texas
$359K – – –
MLFP
1096
MPS Loria Financial Planners
Illinois
$359K +$760 +6 +0.2%
SAM
1097
Seelaus Asset Management
New Jersey
$359K +$50.6K +400 +16%
RFM
1098
Royal Fund Management
Florida
$355K -$2.18M -17,302 -86%
PC
1099
Peavine Capital
Nevada
$354K – – –
CFA
1100
Capstone Financial Advisors
Illinois
$351K -$19K -150 -5%
42 43
44
45 46