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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 %
TL
1351
TrueWealth LLC
Georgia
$153K -$1.89K -15 -1%
BDWM
1352
Brewin Dolphin Wealth Management
Ireland
$152K – – –
JFGIW
1353
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K -$26.3K -208 -15%
M
1354
Mirova
France
$150K -$4.19K -33 -3%
BL
1355
Balentine LLC
Georgia
$149K +$16.6K +131 +13%
ACM
1356
AUA Capital Management
Pennsylvania
$148K -$31.6K -250 -18%
BCP
1357
Blue Chip Partners
Michigan
$147K -$6.83K -54 -4%
AF
1358
Allworth Financial
California
$146K +$7.73K +61 +6%
EFSCE
1359
Enterprise Financial Services Corp (EFSC)
Missouri
$146K +$66.5K +524 +84%
LC
1360
Lindbrook Capital
California
$145K -$16.4K -130 -10%
NSB
1361
Norway Savings Bank
Maine
$143K – – –
SWM
1362
Selective Wealth Management
Virginia
$141K – – –
LFG
1363
Larson Financial Group
Missouri
$138K +$254 +2 +0.2%
FPFS
1364
First Personal Financial Services
North Carolina
$137K – – –
IFAM
1365
Institutional & Family Asset Management
Colorado
$137K +$1.27K +10 +0.9%
AWM
1366
Avior Wealth Management
Nebraska
$137K +$78.3K +619 +133%
SCM
1367
Silvant Capital Management
Georgia
$136K – – –
RTC
1368
Riverview Trust Company
Washington
$135K – – –
EIP
1369
Ellis Investment Partners
Pennsylvania
$135K +$754 +6 +0.6%
Cohen & Steers
1370
Cohen & Steers
New York
$131K – – –
WTFG
1371
Wells Trecaso Financial Group
Ohio
$130K +$130K +1,025 New
PWMG
1372
Prestige Wealth Management Group
New Jersey
$129K +$84.4K +667 +189%
BSG
1373
Black Swift Group
Colorado
$127K +$127K +1,000 New
LWM
1374
Lenox Wealth Management
Ohio
$123K +$2.64K +21 +2%
PFGIA
1375
Patriot Financial Group Insurance Agency
Massachusetts
$118K -$20K -158 -14%
53 54
55
56 57