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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 %
SMH
1276
Sanders Morris Harris
Texas
$233K +$233K +1,845 New
CGA
1277
Crescent Grove Advisors
Illinois
$232K +$1.65K +13 +0.7%
VCM
1278
Violich Capital Management
California
$231K -$57K -450 -20%
WPA
1279
Winning Points Advisors
Florida
$231K – – –
RW
1280
REDW Wealth
New Mexico
$231K – – –
IC
1281
Intersect Capital
California
$230K -$5.95K -47 -3%
MAWCM
1282
Mine & Arao Wealth Creation & Management
California
$230K +$759 +6 +0.3%
BWFA
1283
Baltimore-Washington Financial Advisors
Maryland
$229K -$3.41M -1,697 -94%
CHJWM
1284
Carlton Hofferkamp & Jenks Wealth Management
Texas
$228K -$12.4K -88 -5%
BWA
1285
BlueSky Wealth Advisors
North Carolina
$228K -$1.27K -10 -0.6%
CNB
1286
Camden National Bank
Maine
$228K – – –
HCM
1287
Hutchinson Capital Management
California
$228K +$4.3K +34 +2%
SC
1288
Schulhoff & Co
Ohio
$227K – – –
BAS
1289
Brown Advisory Securities
Maryland
$227K – – –
MA
1290
MONECO Advisors
Connecticut
$227K +$5.95K +47 +3%
DW
1291
Domani Wealth
Pennsylvania
$226K -$88.8K -703 -28%
GAMC
1292
Garner Asset Management Corp
Texas
$226K -$5.06K -40 -2%
SCA
1293
Stonebridge Capital Advisors
Minnesota
$226K +$5.32K +42 +2%
HWA
1294
Heritage Wealth Advisors
Virginia
$226K +$48.7K +385 +28%
CG
1295
Corundum Group
Colorado
$224K -$21.9K -173 -9%
UAS
1296
United Asset Strategies
New York
$224K -$17.8K -141 -7%
WKWM
1297
Walter & Keenan Wealth Management
Indiana
$224K +$224K +1,768 New
IAP
1298
Indie Asset Partners
Indiana
$223K -$66.7K -470 -23%
SFG
1299
Sunburst Financial Group
Alabama
$223K +$223K +1,765 New
SFP
1300
Shepherd Financial Partners
Massachusetts
$222K +$222K +1,754 New
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