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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$563M
2
Vanguard Group
Vanguard Group
Pennsylvania
$5.94B
3
LSV Asset Management
LSV Asset Management
Illinois
$74.6M
4
Primecap Management
Primecap Management
California
$791M
5
Sanders Capital
Sanders Capital
Florida
$780M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWM
1501
Janiczek Wealth Management
Colorado
$13K – – –
TIM
1502
Tortoise Investment Management
New York
$13K +$3.25K +25 +33%
CWM
1503
Campbell Wealth Management
Virginia
$13K +$13K +100 New
BSAM
1504
Blue Square Asset Management
New York
$13K +$13K +100 New
TH
1505
TCTC Holdings
Texas
$13K +$13K +100 New
CMA
1506
Cedar Mountain Advisors
Oregon
$12K +$5.81K +45 +94%
KIG
1507
Kessler Investment Group
Indiana
$11K – – –
WCG
1508
Weaver Consulting Group
California
$11K +$2.25K +18 +26%
O
1509
Ossiam
France
$10K -$6.82M -53,857 -100%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1510
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$10K +$10K +78 New
EWA
1511
Evolution Wealth Advisors
Florida
$10K +$10K +78 New
HS
1512
Horan Securities
United States
$10K +$10K +80 New
BC
1513
Belmont Capital
California
$9K – – –
PVH
1514
Psagot Value Holdings
Israel
$9K – – –
KFS
1515
Kelly Financial Services
Massachusetts
$8.6K – – –
BHWM
1516
Bay Harbor Wealth Management
Maryland
$8K -$1.25K -10 -14%
PCFFS
1517
Pacific Center for Financial Services
California
$8K – – –
LWA
1518
Lowe Wealth Advisors
Maryland
$7K – – –
HFS
1519
HBC Financial Services
Washington
$7K +$55 +3 +0.8%
MFT
1520
Moisand Fitzgerald Tamayo
Florida
$7K +$845 +7 +14%
NC
1521
NewSquare Capital
Pennsylvania
$6K -$355K -2,960 -98%
MS
1522
Mizuho Securities
Japan
$6K +$6K +50 New
MSFP
1523
Mark Sheptoff Financial Planning
Connecticut
$6K +$6K +50 New
BWM
1524
Baystate Wealth Management
Massachusetts
$5K – – –
FCH
1525
Freestone Capital Holdings
Washington
$4.76K -$10 -79 -0.2%
59 60
61
62 63