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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 %
TF
1451
TimeScale Financial
Massachusetts
$38K – – –
LWM
1452
Liberty Wealth Management
California
$38K +$127 +1 +0.3%
KPCM
1453
Kings Point Capital Management
New York
$36K -$30.1K -240 -46%
EARNEST Partners
1454
EARNEST Partners
Georgia
$36K – – –
CCA
1455
Column Capital Advisors
Indiana
$35K -$379 -3 -1%
PFO
1456
Pathstone Family Office
New Jersey
$35K – – –
JPLA
1457
Joseph P. Lucia & Associates
New York
$34K -$18.5K -146 -35%
TCM
1458
Tradewinds Capital Management
Washington
$34K -$15.8K -126 -32%
PCA
1459
Providence Capital Advisors
North Carolina
$34K – – –
FWM
1460
FSA Wealth Management
Massachusetts
$34K – – –
GIC
1461
Gantzert Investment Company
Illinois
$34K +$19.1K +150 +128%
FNBOSM
1462
First National Bank of South Miami
Florida
$33K -$15.1K -120 -31%
MA
1463
Modus Advisors
Minnesota
$33K +$33K +263 New
CFFP
1464
Center for Financial Planning
Michigan
$32K -$13.2K -103 -29%
GWS
1465
Glassman Wealth Services
Virginia
$32K -$5.44K -43 -15%
MCA
1466
Mercer Capital Advisers
New Jersey
$32K – – –
AW
1467
Avion Wealth
Texas
$31K -$37.8K -300 -55%
SL
1468
Savior LLC
Massachusetts
$30K – – –
SIS
1469
Sound Income Strategies
Florida
$30K +$127 +1 +0.4%
POIA
1470
Pin Oak Investment Advisors
Texas
$29K – – –
HCM
1471
Horrell Capital Management
Arkansas
$29K – – –
PWP
1472
Principle Wealth Partners
Connecticut
$29K +$29K +228 New
DIG
1473
DeepCurrents Investment Group
New York
$29K +$29K +233 New
WPA
1474
West Paces Advisors
Georgia
$27.6K – – –
ACA
1475
Atlas Capital Advisors
Wyoming
$27.5K – – –
57 58
59
60 61