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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 %
FCFC
1201
First Citizens Financial Corp
Iowa
$277K +$7.33K +58 +3%
SFO
1202
Stokes Family Office
Louisiana
$275K -$324K -2,566 -54%
ZF
1203
Zhang Financial
Michigan
$275K -$25.3K -200 -8%
MGWM
1204
Marks Group Wealth Management
Minnesota
$275K +$275K +2,176 New
WIS
1205
Wright Investors Service
Connecticut
$274K -$381K -3,011 -58%
GAM
1206
Gould Asset Management
California
$273K +$273K +2,160 New
TFA
1207
Toth Financial Advisory
Virginia
$272K -$94.2K -746 -26%
CAM
1208
Carret Asset Management
New York
$272K – – –
FHB
1209
First Hawaiian Bank
Hawaii
$272K +$33.8K +268 +14%
W
1210
WealthStone
Ohio
$272K +$272K +2,148 New
Rafferty Asset Management
1211
Rafferty Asset Management
New York
$271K +$271K +2,141 New
FFA
1212
First Foundation Advisors
California
$269K -$60.1K -476 -18%
LCM
1213
LVM Capital Management
Michigan
$269K – – –
EAM
1214
Evanson Asset Management
California
$269K – – –
DC
1215
Derby & Company
Massachusetts
$269K +$269K +2,130 New
GIA
1216
GHP Investment Advisors
Colorado
$266K -$5.06K -40 -2%
IIM
1217
Ironwood Investment Management
Massachusetts
$266K – – –
TIM
1218
Total Investment Management
Arizona
$266K +$253 +2 +0.1%
GSWM
1219
Golden State Wealth Management
California
$266K +$17.5K +138 +7%
ACM
1220
Ategra Capital Management
Virginia
$264K -$66.7K -527 -20%
GC
1221
Gilbert & Cook
Iowa
$262K +$21.3K +169 +9%
FIA
1222
Foundations Investment Advisors
Arizona
$261K -$4.34K -34 -2%
DE
1223
Day & Ennis
Georgia
$261K +$261K +2,063 New
CA
1224
Calton & Associates
Florida
$259K -$37.7K -298 -13%
CCM
1225
Check Capital Management
California
$259K -$7.58K -60 -3%
47 48
49
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