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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 %
TFGT
1401
TS Financial Group (TSFG)
Illinois
$79K – – –
AAP
1402
Arax Advisory Partners
Colorado
$77K +$126 +1 +0.2%
WIM
1403
Westside Investment Management
California
$76K +$54 +1 +0.1%
PP
1404
Pacifica Partners
Canada
$76K -$4.56K -36 -6%
H
1405
Hexavest
Quebec, Canada
$75K -$33.3M -261,339 -100%
VCM
1406
Versant Capital Management
Arizona
$75K -$1.51K -12 -2%
MHR
1407
Matthew Hamilton Rosenberg
$74K -$10.8K -85 -13%
PB
1408
Pinnacle Bancorp
Nebraska
$72K -$94.2K -750 -57%
WR
1409
Watson Rebecca
$72K +$72K +572 New
EI
1410
Ellevest Inc
New York
$70K -$74.4K -590 -52%
LWA
1411
Lenox Wealth Advisors
New York
$68K -$1.4K -11 -2%
LWANC
1412
Laurel Wealth Advisors (North Carolina)
North Carolina
$68K – – –
DI
1413
Disciplined Investments
Oklahoma
$68K – – –
TC
1414
Truvestments Capital
Florida
$68K +$68K +538 New
FWM
1415
Filbrandt Wealth Management
Wisconsin
$67K +$16.4K +130 +33%
CFD
1416
Creative Financial Designs
Indiana
$67K +$25.8K +203 +62%
CAC
1417
Certified Advisory Corp
Florida
$66K +$381 +3 +0.6%
VRM
1418
Vectors Research Management
New York
$66K +$22.6K +180 +52%
CI
1419
CX Institutional
Indiana
$65K +$12.9K +102 +25%
ECM
1420
Estabrook Capital Management
New York
$63.3K – – –
SAM
1421
S.A. Mason
Michigan
$63K -$63K -500 -50%
MRCM
1422
M&R Capital Management
New Jersey
$63K – – –
ST
1423
Sageworth Trust
Pennsylvania
$63K – – –
FEG
1424
Financial Enhancement Group
Indiana
$61K -$34.6K -275 -36%
BCA
1425
Berman Capital Advisors
Georgia
$60K -$9.13K -73 -13%
55 56
57
58 59