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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 %
LFG
1526
LifePlan Financial Group
Ohio
$4K -$1.52K -11 -28%
IF
1527
Ironwood Financial
Arizona
$4K – – –
MIM
1528
Macroview Investment Management
Maryland
$4K – – –
LAS
1529
Lloyd Advisory Services
Georgia
$4K +$129 +1 +3%
IWP
1530
IAG Wealth Partners
Wisconsin
$4K +$1.48K +10 +59%
FMP
1531
Financial Management Professionals
Texas
$4K +$4K +29 New
HFA
1532
Hoover Financial Advisors
Pennsylvania
$4K +$4K +30 New
RWG
1533
Regal Wealth Group
California
$3K – – –
FCAS
1534
First Command Advisory Services
Texas
$3K +$3K +20 New
TCM
1535
TD Capital Management
Tennessee
$2K – – –
PW
1536
Price Wealth
Texas
$2K +$333 +2 +20%
NIM
1537
NuWave Investment Management
New Jersey
$2K +$2K +13 New
CCM
1538
Cribstone Capital Management
Maine
$2K +$2K +16 New
PCTC
1539
Perkins Coie Trust Company
Washington
$1K -$91.5K -915 -99%
IRAG
1540
Investment Research & Advisory Group
Georgia
$1K – – –
HGWM
1541
Harvest Group Wealth Management
Massachusetts
$1K +$1K +15 New
TI
1542
tru Independence
Oregon
$366 -$61 -483 -14%
JG
1543
Jefferies Group
New York
$319 -$174 -1,375 -35%
CM
1544
Capula Management
Cayman Islands
– -$11.3M -97,255 Closed
ECP
1545
Electron Capital Partners
New York
– -$10.2M -87,700 Closed
SAM
1546
Scopus Asset Management
New York
– -$9.39M -80,900 Closed
ERSOT
1547
Employees Retirement System of Texas
Texas
– -$5.69M -49,000 Closed
RIA
1548
RPG Investment Advisory
California
– -$5.34M -46,013 Closed
SAM
1549
Sandbar Asset Management
United Kingdom
– -$4.23M -36,457 Closed
WAM
1550
Weiss Asset Management
Massachusetts
– -$3.61M -31,093 Closed
60 61
62
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