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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 %
GPFA
1301
Game Plan Financial Advisors
Ohio
$220K – – –
GI
1302
Gradient Investments
Minnesota
$220K +$6.2K +49 +3%
ARMC
1303
American Research & Management Company
Massachusetts
$219K +$2.53K +20 +1%
CG
1304
CFO4Life Group
Texas
$219K +$219K +1,735 New
SB
1305
Sunflower Bank
Texas
$219K +$219K +1,736 New
SFSG
1306
Stearns Financial Services Group
North Carolina
$218K -$41.7K -330 -16%
BRA
1307
Bender Robert & Associates
California
$218K -$14.1K -112 -6%
FMT
1308
First Mercantile Trust
Tennessee
$218K +$44.4K +350 +26%
LNB
1309
Ledyard National Bank
$217K -$22.2K -175 -9%
TA
1310
Tiedemann Advisors
New York
$217K +$217K +1,709 New
MA
1311
MCF Advisors
Kentucky
$216K -$77.1K -611 -26%
Jones Financial Companies
1312
Jones Financial Companies
Missouri
$216K -$25.3K -200 -10%
VWM
1313
Vigilare Wealth Management
Arizona
$215K -$180K -1,427 -46%
CWA
1314
Clarus Wealth Advisors
Arizona
$215K +$215K +1,691 New
SWP
1315
Summit Wealth Partners
Florida
$213K +$213K +1,684 New
ISWM
1316
Independent Solutions Wealth Management
New York
$210K +$210K +1,661 New
AMM
1317
American Money Management
California
$210K +$210K +1,658 New
HCM
1318
Hilton Capital Management
New York
$210K +$210K +1,663 New
WRM
1319
Weybosset Research & Management
Rhode Island
$209K -$88.4K -700 -30%
SFG
1320
StrategIQ Financial Group
Indiana
$209K +$209K +1,656 New
WCM
1321
WealthBridge Capital Management
Ohio
$208K -$22.4K -177 -10%
FFC
1322
First Financial Corp
Indiana
$208K – – –
FC
1323
Ferris Capital
Massachusetts
$208K +$208K +1,645 New
JIM
1324
Jupiter Investment Management
United Kingdom
$208K +$208K +1,648 New
AA
1325
Ancora Advisors
Ohio
$207K -$12.6K -100 -6%
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