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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 %
CIA
1426
CSat Investment Advisory
Michigan
$216K +$18.4K +123 +9%
LFG
1427
Larson Financial Group
Missouri
$216K +$53.6K +359 +33%
FC
1428
Forte Capital
New York
$216K +$216K +1,445 New
WPC
1429
Waters Parkerson & Co
Louisiana
$216K +$216K +1,448 New
CWM
1430
Cordatus Wealth Management
Pennsylvania
$214K +$214K +1,435 New
CA
1431
Continuum Advisory
Idaho
$214K +$214K +1,462 New
PL
1432
Plancorp LLC
Missouri
$213K -$71.2K -478 -25%
APW
1433
Acima Private Wealth
Virginia
$212K – – –
ACM
1434
AUA Capital Management
Pennsylvania
$212K +$37.3K +250 +21%
WAM
1435
Winslow Asset Management
Ohio
$211K +$211K +1,415 New
B
1436
Brightworth
Georgia
$211K +$211K +1,415 New
CA
1437
Cortland Associates
Missouri
$211K +$211K +1,417 New
MCM
1438
Monarch Capital Management
Indiana
$211K +$211K +1,417 New
SFS
1439
Summit Financial Strategies
Ohio
$211K +$211K +1,417 New
PI
1440
Pettee Investors
Connecticut
$210K +$210K +1,408 New
GIA
1441
Granite Investment Advisors
New Hampshire
$209K +$209K +1,402 New
TCA
1442
Transcend Capital Advisors
New Jersey
$209K +$209K +1,403 New
LJHT
1443
Laurie J. Hall Trustee
$209K +$209K +1,405 New
FAB
1444
First American Bank
Illinois
$208K +$208K +1,393 New
YIA
1445
YHB Investment Advisors
Connecticut
$207K +$207K +1,388 New
FBT
1446
First Bankers Trust
Kentucky
$207K +$207K +1,391 New
KM
1447
Kalos Management
Georgia
$206K +$206K +1,326 New
PFA
1448
Pure Financial Advisors
California
$206K +$206K +1,384 New
SMH
1449
Sanders Morris Harris
Texas
$205K -$70.1K -470 -25%
HA
1450
Hamel Associates
New Jersey
$205K +$205K +1,375 New
56 57
58
59 60