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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 %
SIAP
1101
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$351K +$379 +3 +0.1%
BP
1102
Ballentine Partners
Massachusetts
$350K -$28.5K -226 -8%
BCM
1103
Brookstone Capital Management
Illinois
$349K -$1.91M -15,151 -85%
BMC
1104
Benin Management Corp
Connecticut
$349K – – –
FCB
1105
First Command Bank
Texas
$348K – – –
FCFS
1106
First Command Financial Services
Texas
$348K – – –
SNB
1107
Security National Bank
Nebraska
$347K – – –
QCIG
1108
Quad-Cities Investment Group
Iowa
$347K +$1.52K +12 +0.4%
1IA
1109
1834 Investment Advisors
Wisconsin
$344K -$31.6K -250 -8%
EI
1110
Ethic Inc
New York
$344K +$27.9K +220 +9%
AP
1111
Atwood & Palmer
Missouri
$342K – – –
NSAM
1112
North Star Asset Management
Wisconsin
$340K – – –
FMLI
1113
Fukoku Mutual Life Insurance
Japan
$339K +$12.6K +100 +4%
RWM
1114
Ritholtz Wealth Management
New York
$339K +$52.4K +414 +18%
EWA
1115
ERTS Wealth Advisors
Michigan
$338K -$47.4K -375 -12%
TMAM
1116
Tokio Marine Asset Management
Japan
$338K +$49.5K +391 +17%
FHA
1117
Flagship Harbor Advisors
Massachusetts
$337K -$30.5K -242 -8%
OWM
1118
Opes Wealth Management
California
$337K – – –
GLA
1119
Good Life Advisors
Pennsylvania
$337K +$20.7K +162 +7%
CAM
1120
Congress Asset Management
Massachusetts
$336K +$336K +2,660 New
DT
1121
Diversified Trust
Tennessee
$334K +$334K +2,637 New
BFA
1122
Beacon Financial Advisory
Ohio
$333K -$19.1K -151 -5%
WA
1123
Wealth Architects
California
$333K +$506 +4 +0.2%
AL
1124
Aspiriant LLC
California
$333K +$333K +2,625 New
KPW
1125
Kore Private Wealth
New York
$332K -$6.06K -48 -2%
43 44
45
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