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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 %
GP
1151
Girard Partners
Pennsylvania
$315K -$193K -1,529 -38%
P
1152
Pitcairn
Pennsylvania
$315K +$4.56K +36 +1%
JWA
1153
JFS Wealth Advisors
Pennsylvania
$314K – – –
HBT
1154
Hills Bank & Trust
Iowa
$314K +$41.1K +325 +15%
RIM
1155
Regent Investment Management
Kentucky
$313K – – –
DIA
1156
Davidson Investment Advisors
Montana
$312K -$25.3K -200 -8%
BDF
1157
Balasa Dinverno & Foltz
$312K – – –
LC
1158
LCNB Corp
Ohio
$312K +$12.7K +100 +4%
FLPIM
1159
F.L. Putnam Investment Management
Massachusetts
$309K -$18.6K -147 -6%
TAM
1160
Trillium Asset Management
Massachusetts
$309K – – –
SIA
1161
Starfire Investment Advisers
Michigan
$309K +$63.1K +500 +26%
BST
1162
Bath Savings Trust
Maine
$308K – – –
FMW
1163
Farr Miller & Washington
District of Columbia
$305K – – –
TFO
1164
Tarbox Family Office
California
$304K -$33.7K -266 -10%
GWM
1165
Gray Wealth Management
Maine
$304K +$10.3K +80 +3%
AWM
1166
Aberdeen Wealth Management
Illinois
$303K +$28.9K +229 +11%
HIA
1167
Harbor Investment Advisory
Maryland
$302K -$109K -861 -27%
AWA
1168
Acorn Wealth Advisors
Michigan
$302K +$17.6K +139 +6%
LA
1169
LexAurum Advisors
Kansas
$302K +$42.6K +337 +16%
WBG
1170
Wharton Business Group
Pennsylvania
$301K – – –
JIP
1171
Jaffetilchin Investment Partners
Florida
$301K +$301K +2,377 New
AMG
1172
Advisors Management Group
Wisconsin
$300K -$3.16K -25 -1%
IF
1173
Intrua Financial
Texas
$300K +$300K +2,134 New
IA
1174
IFG Advisory
Georgia
$299K -$10.2K -81 -3%
SWA
1175
Stratos Wealth Advisors
Ohio
$299K +$35.2K +278 +13%
45 46
47
48 49