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Caterpillar
CAT

Overview Fund Activity

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$719M
2
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$162M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$133M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$121M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$118M

Top Sellers

1
State Street
State Street
Massachusetts
-$168M
2
Goldman Sachs
Goldman Sachs
New York
-$149M
3
Citadel Advisors
Citadel Advisors
Florida
-$123M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$88.3M
5
Macquarie Group
Macquarie Group
Australia
-$87.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
1376
MONECO Advisors
Connecticut
$238K -$29.2K -196 -11%
SAG
1377
Spotlight Asset Group
Illinois
$238K – – –
ACA
1378
Affinity Capital Advisors
California
$238K +$298 +2 +0.1%
GWM
1379
Greenwich Wealth Management
Connecticut
$238K +$238K +1,594 New
RI
1380
Ridgewood Investments
New Jersey
$237K -$5.97K -40 -2%
BB
1381
Bell Bank
North Dakota
$237K – – –
BBNA
1382
Bremer Bank National Association
Minnesota
$237K +$237K +1,588 New
FWP
1383
FAS Wealth Partners
Kansas
$237K +$237K +1,592 New
SB
1384
Sunflower Bank
Texas
$236K -$22.6K -152 -9%
PAS
1385
Partnervest Advisory Services
California
$235K +$235K +1,576 New
IAP
1386
Indie Asset Partners
Indiana
$234K – – –
CPSAC
1387
Chas P. Smith & Associates (CPS)
Florida
$234K +$234K +1,572 New
WQ
1388
Wealth Quarterback
New Jersey
$233K – – –
DWM
1389
Destination Wealth Management
California
$233K +$233K +1,564 New
HPWM
1390
Highland Private Wealth Management
Washington
$232K +$232K +1,551 New
GC
1391
Grimes & Company
Massachusetts
$232K +$232K +1,552 New
WDA
1392
Wendell David Associates
New Hampshire
$232K +$232K +1,553 New
IC
1393
Inscription Capital
Texas
$232K +$232K +1,555 New
IIC
1394
Integrated Investment Consultants
Michigan
$231K +$231K +1,549 New
WF
1395
WoodTrust Financial
Wisconsin
$231K +$231K +1,550 New
RSVP
1396
Ramsay Stattman Vela & Price
Colorado
$231K +$231K +1,550 New
ICM
1397
IMS Capital Management
Oregon
$230K -$208K -1,400 -48%
WCM
1398
WealthBridge Capital Management
Ohio
$230K -$14.9K -100 -6%
DWM
1399
Doyle Wealth Management
Florida
$230K +$230K +1,544 New
HCP
1400
Hexagon Capital Partners
Arkansas
$229K +$229K +1,406 New
54 55
56
57 58