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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 %
OCM
1226
One Capital Management
California
$259K -$6.97K -55 -3%
NIA
1227
Northstar Investment Advisors
Colorado
$259K – – –
FG
1228
Fiduciary Group
Georgia
$259K +$16.7K +132 +7%
QI
1229
Qtron Investments
Massachusetts
$258K +$258K +2,043 New
AA
1230
Advisory Alpha
Michigan
$257K +$55.3K +388 +27%
MIA
1231
MainStreet Investment Advisors
Illinois
$255K -$254K -2,010 -50%
GGI
1232
Godsey & Gibb Inc
Virginia
$255K -$61.4K -485 -19%
FC
1233
Financial Consulate
Maryland
$255K – – –
WA
1234
Waverly Advisors
Alabama
$254K +$141 +1 +0.1%
TCPWM
1235
Traverso Chambers Private Wealth Management
California
$253K – – –
BCM
1236
Bienville Capital Management
New York
$253K – – –
SSG
1237
Summit Securities Group
New York
$253K +$253K +2,000 New
Fiera Capital (Canada)
1238
Fiera Capital (Canada)
Quebec, Canada
$252K -$40.6K -320 -14%
LA
1239
LVW Advisors
New York
$252K -$7.86K -62 -3%
GAM
1240
Garrison Asset Management
Arkansas
$252K – – –
WAM
1241
Wolverine Asset Management
Illinois
$252K +$252K +1,994 New
BIC
1242
Beach Investment Counsel
Pennsylvania
$251K -$12.7K -100 -5%
AIM
1243
Acropolis Investment Management
Missouri
$249K +$127 +1 +0.1%
HFG
1244
Heron Financial Group
New York
$249K +$3.72K +29 +2%
RPC
1245
Rossmore Private Capital
Connecticut
$249K +$249K +1,972 New
WMA
1246
Wealth Management Associates
New Jersey
$249K +$1.65K +13 +0.7%
BCWM
1247
Bartlett & Co Wealth Management
Ohio
$248K +$6.33K +50 +3%
CIC
1248
Carnegie Investment Counsel
Ohio
$248K -$152K -1,198 -38%
LC
1249
Landaas & Company
Wisconsin
$248K +$634 +5 +0.3%
BC
1250
Bartlett & Co
Ohio
$248K +$6.32K +50 +3%
48 49
50
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