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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 %
9WM
1176
9258 Wealth Management
Ohio
$298K -$13K -103 -4%
PCG
1177
Private Capital Group
Connecticut
$297K +$46K +364 +18%
WA
1178
Wealth Alliance
New York
$297K +$297K +2,349 New
TAM
1179
Townsend Asset Management
North Carolina
$295K -$12K -95 -4%
FC
1180
FORA Capital
Florida
$295K +$295K +2,333 New
AIA
1181
Avalon Investment & Advisory
Texas
$294K -$68.3K -540 -19%
CIC
1182
Crawford Investment Counsel
Georgia
$293K +$12.9K +102 +5%
HFA
1183
High Falls Advisors
New York
$292K +$292K +2,306 New
MAM
1184
Morse Asset Management
Connecticut
$290K -$331K -2,610 -53%
CAW
1185
Cornerstone Advisors (Washington)
Washington
$290K +$887 +7 +0.3%
MCM
1186
Maryland Capital Management
Maryland
$289K -$26.1K -206 -8%
HI
1187
Human Investing
Oregon
$287K +$128K +1,010 +80%
LW
1188
Linscomb Wealth
Texas
$284K -$768K -6,063 -73%
LCM
1189
Laurion Capital Management
New York
$284K +$284K +2,249 New
RCG
1190
Rock Creek Group
District of Columbia
$283K +$283K +2,236 New
PAA
1191
Peregrine Asset Advisers
Oregon
$282K -$12K -95 -4%
PWM
1192
Paulson Wealth Management
Illinois
$282K +$282K +2,231 New
LDFR
1193
Lehman & Derafelo Financial Resources
Pennsylvania
$281K -$88.4K -700 -24%
SW
1194
SkyOak Wealth
Michigan
$280K -$90.3K -714 -24%
CPA
1195
Clear Perspective Advisors
Illinois
$280K +$280K +2,212 New
HR
1196
Hayden Royal
North Carolina
$279K +$15K +119 +6%
CCM
1197
Covington Capital Management
California
$278K – – –
TWM
1198
Tolleson Wealth Management
Texas
$278K – – –
CS
1199
Capital Square
Tennessee
$278K +$3.03K +24 +1%
1WA
1200
180 Wealth Advisors
Washington
$277K -$279K -2,036 -50%
46 47
48
49 50