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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 %
SC
1251
Sepio Capital
Utah
$246K -$406K -3,204 -62%
BCA
1252
Bay Colony Advisors
Massachusetts
$245K -$44.3K -351 -15%
AW
1253
ACG Wealth
Georgia
$245K -$19.8K -157 -7%
BWM
1254
Benchmark Wealth Management
Connecticut
$245K +$379 +3 +0.2%
RMA
1255
Roffman Miller Associates
Pennsylvania
$245K +$245K +1,935 New
JSL
1256
JT Stratford LLC
Georgia
$244K +$244K +1,930 New
IAIM
1257
International Assets Investment Management
Florida
$243K -$14.3K -406 -6%
PL
1258
Plancorp LLC
Missouri
$241K +$4.04K +32 +2%
CA
1259
Clearstead Advisors
Ohio
$241K +$87.8K +693 +57%
BCP
1260
Berkeley Capital Partners
Georgia
$240K -$282K -2,225 -54%
JWBC
1261
J.W. Burns & Co
New York
$240K – – –
MA
1262
Montag & Associates
Georgia
$240K – – –
SS
1263
Sunbelt Securities
Texas
$240K – – –
ARG
1264
Advisory Resource Group
Oklahoma
$239K -$1.12M -8,863 -82%
MPIA
1265
Mountain Pacific Investment Advisers
Idaho
$239K +$239K +1,887 New
FA
1266
FCG Advisors
New Jersey
$237K -$20.2K -160 -8%
CWM
1267
Cornerstone Wealth Management
Missouri
$237K -$11.8K -93 -5%
RMDI
1268
R.M. Davis Inc
Maine
$237K +$506 +4 +0.2%
DAS
1269
Dynamic Advisor Solutions
Arizona
$237K +$237K +1,875 New
PTP
1270
Platform Technology Partners
New York
$236K -$9.12K -72 -4%
WA
1271
WealthTrust Axiom
Pennsylvania
$236K – – –
CPIG
1272
Chicago Partners Investment Group
Illinois
$235K +$235K +1,681 New
AFC
1273
AFT Forsyth & Company
Florida
$234K – – –
WQ
1274
Wealth Quarterback
New Jersey
$233K -$70.8K -561 -23%
SXL
1275
Summit X LLC
Missouri
$233K -$33.7K -267 -13%
49 50
51
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