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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 %
AT
1126
Arden Trust
Delaware
$331K -$83.2K -657 -20%
RCAG
1127
Rehmann Capital Advisory Group
Michigan
$331K +$7.09K +56 +2%
ClearBridge Investments
1128
ClearBridge Investments
New York
$330K -$282K -2,228 -46%
Walleye Capital
1129
Walleye Capital
New York
$330K +$330K +2,606 New
BONST
1130
Bank of Nova Scotia Trust
Ontario, Canada
$329K – – –
ACM
1131
Aljian Capital Management
Nevada
$329K – – –
RIG
1132
Renaissance Investment Group
Massachusetts
$328K -$41K -325 -11%
WMG
1133
WESCAP Management Group
California
$328K – – –
VNA
1134
Valley National Advisers
Pennsylvania
$327K -$27.4K -216 -8%
SPC
1135
Stewart & Patten Company
California
$327K – – –
RT
1136
Rockland Trust
Massachusetts
$325K -$22.4K -177 -6%
WA1
1137
Wimmer Associates 1
California
$325K -$16.5K -116 -5%
RCA
1138
Ranch Capital Advisors
Florida
$325K -$14.4K -102 -4%
FA
1139
FMA Advisory
Pennsylvania
$324K +$324K +2,560 New
BAM
1140
Barrett Asset Management
New York
$323K +$69.7K +550 +28%
MMC
1141
Mizuho Markets Cayman
Cayman Islands
$323K +$323K +2,550 New
FB
1142
Fulton Bank
Pennsylvania
$322K -$19K -150 -6%
DIM
1143
DC Investments Management
Virginia
$322K +$322K +2,546 New
FHC
1144
First Heartland Consultants
Missouri
$320K -$3.67K -29 -1%
CIM
1145
CIM Investment Management
Pennsylvania
$320K – – –
WP
1146
WealthSource Partners
California
$319K -$122K -962 -28%
GC
1147
GFG Capital
Florida
$319K -$2.15K -17 -0.7%
PFM
1148
Parsec Financial Management
North Carolina
$317K – – –
OAM
1149
Optimal Asset Management
California
$316K -$240K -1,900 -43%
CRC
1150
Curi RMB Capital
Illinois
$316K +$9.86K +78 +3%
44 45
46
47 48