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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
1
Capital International Investors
California
$956M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$519M
3
Macquarie Group
3
Macquarie Group
Australia
$670M
4
BlackRock
4
BlackRock
New York
$4.54B
5
Citadel Advisors
5
Citadel Advisors
Florida
$130M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$563M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$5.94B
3
LSV Asset Management
3
LSV Asset Management
Illinois
$74.6M
4
Primecap Management
4
Primecap Management
California
$791M
5
Sanders Capital
5
Sanders Capital
Florida
$780M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCAMU
126
Rothschild & Co Asset Management US
Connecticut
$30.3M -$3.51M -27,726 -10%
Ensign Peak Advisors
127
Ensign Peak Advisors
Utah
$30.1M +$7.18M +56,733 +31%
PI
128
PGGM Investments
Netherlands
$29.7M +$29.7M +234,955 New
Treasurer of the State of North Carolina
129
Treasurer of the State of North Carolina
North Carolina
$29.1M -$3.6M -28,466 -11%
MAM
130
Madison Asset Management
Wisconsin
$28.5M -$682K -5,388 -2%
BNP Paribas Asset Management
131
BNP Paribas Asset Management
France
$28.3M +$2.17M +17,142 +8%
JPMPWA
132
J.P. Morgan Private Wealth Advisors
California
$28.1M -$727K -5,748 -3%
Parallax Volatility Advisers
133
Parallax Volatility Advisers
California
$27.9M -$38.3M -302,898 -58%
CWM
134
CIBC World Markets
New York
$27.6M -$543K -4,291 -2%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$26.7M +$466K +3,686 +2%
Janus Henderson Group
136
Janus Henderson Group
United Kingdom
$26.3M +$2.03M +16,064 +8%
Royal London Asset Management
137
Royal London Asset Management
United Kingdom
$25.5M -$998K -7,970 -4%
WIC
138
Willis Investment Counsel
Georgia
$25.3M +$274K +2,167 +1%
Balyasny Asset Management
139
Balyasny Asset Management
Illinois
$25M +$25M +197,630 New
GC
140
Guggenheim Capital
Illinois
$24.7M +$2.82M +22,300 +13%
MNG
141
Manning & Napier Group
New York
$24.7M -$552K -4,365 -2%
HIMC
142
Heritage Investors Management Corp
Maryland
$23.8M -$169K -1,337 -0.7%
BG
143
Bollard Group
Massachusetts
$23.7M -$1.59M -12,551 -6%
MIFH
144
Migdal Insurance & Financial Holdings
Israel
$23.5M -$3.04M -24,050 -11%
TAM
145
Tocqueville Asset Management
New York
$23.3M -$17M -134,312 -42%
MPMG
146
Minneapolis Portfolio Management Group
Minnesota
$23M -$1.67M -13,223 -7%
Aviva
147
Aviva
United Kingdom
$22.8M -$1.02M -8,044 -4%
GCM
148
Graham Capital Management
Connecticut
$22.8M -$759K -6,000 -3%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$22.7M -$12.7K -100 -0.1%
Millennium Management
150
Millennium Management
New York
$22.4M +$18.7M +148,169 +517%
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