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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 %
AC
1326
Addison Capital
Pennsylvania
$206K +$206K +1,628 New
RI
1327
Ridgewood Investments
New Jersey
$206K +$206K +1,629 New
AWCI
1328
Alpine Woods Capital Investors
New York
$205K -$88.5K -700 -30%
SG
1329
StoneX Group
New York
$204K -$53.8K -426 -21%
VBFG
1330
Vishria Bird Financial Group
Tennessee
$203K +$203K +1,606 New
PWMAG
1331
Pinnacle Wealth Management Advisory Group
New Jersey
$203K +$203K +1,608 New
ACA
1332
Affinity Capital Advisors
California
$202K -$127K -1,004 -39%
SCM
1333
Southport Capital Management
Tennessee
$202K +$202K +1,593 New
SAG
1334
Spotlight Asset Group
Illinois
$202K +$202K +1,593 New
HFBOT
1335
Home Federal Bank of Tennessee
Tennessee
$202K +$202K +1,600 New
FFS
1336
Founders Financial Securities
Maryland
$201K +$201K +1,542 New
BB
1337
Bell Bank
North Dakota
$201K +$201K +1,586 New
RFA
1338
Reilly Financial Advisors
California
$199K -$2.4K -19 -1%
ST
1339
Smithfield Trust
Pennsylvania
$195K -$264K -2,081 -58%
TF
1340
Tompkins Financial
New York
$193K -$41K -325 -18%
SWM
1341
Sugarloaf Wealth Management
Georgia
$192K +$253 +2 +0.1%
BBA
1342
Braun-Bostich & Associates
Pennsylvania
$186K – – –
APW
1343
Acima Private Wealth
Virginia
$180K – – –
AIM
1344
Anchor Investment Management
South Carolina
$173K -$12.7K -100 -7%
BFC
1345
Bedel Financial Consulting
Indiana
$170K -$42.7K -338 -20%
SFFS
1346
Stonehage Fleming Financial Services
Jersey
$169K – – –
CIA
1347
CSat Investment Advisory
Michigan
$168K +$54K +425 +47%
BWA
1348
BDO Wealth Advisors
Florida
$162K +$127 +1 +0.1%
IBOK
1349
Independence Bank of Kentucky
Kentucky
$161K – – –
RA
1350
Rational Advisors
New York
$154K +$154K +1,213 New
52 53
54
55 56