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Caterpillar
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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.

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 %
CA
1551
Commerzbank Aktiengesellschaft
Germany
– -$3.31M -28,551 Closed
1832 Asset Management
1552
1832 Asset Management
Ontario, Canada
– -$2.53M -23,340 Closed
CCM
1553
Cinctive Capital Management
New York
– -$2.6M -22,400 Closed
HHAM
1554
HITE Hedge Asset Management
Massachusetts
– -$2.38M -20,530 Closed
MIAN
1555
Mariner Independent Advisor Network
Kansas
– -$1.8M -15,976 Closed
SCI
1556
Stableford Capital II
Arizona
– -$1.73M -14,876 Closed
CC
1557
Centiva Capital
New York
– -$1.71M -14,764 Closed
EP
1558
Edgestream Partners
New Jersey
– -$1.68M -14,483 Closed
PIA
1559
Piedmont Investment Advisors
North Carolina
– -$1.65M -14,255 Closed
MERSOM
1560
Municipal Employees' Retirement System of Michigan
Michigan
– -$1.52M -13,080 Closed
KHCM
1561
Kettle Hill Capital Management
New York
– -$1.46M -12,578 Closed
RHP
1562
Royal Harbor Partners
Texas
– -$1.28M -10,984 Closed
AIC
1563
Aurora Investment Counsel
Georgia
– -$1.23M -10,561 Closed
JHCP
1564
Jackson Hole Capital Partners
Oklahoma
– -$962K -8,290 Closed
ICOM
1565
Investment Counselors of Maryland
Maryland
– -$958K -8,260 Closed
LHC
1566
Little House Capital
Massachusetts
– -$947K -8,157 Closed
BCP
1567
Blackhawk Capital Partners
Wisconsin
– -$1.12M -7,606 Closed
BAC
1568
Boys Arnold & Co
North Carolina
– -$825K -7,108 Closed
YMRC
1569
Yorktown Management & Research Company
Virginia
– -$615K -5,300 Closed
LOAME
1570
Lombard Odier Asset Management (Europe)
United Kingdom
– -$585K -5,043 Closed
Two Sigma Investments
1571
Two Sigma Investments
New York
– -$585K -5,039 Closed
TFS
1572
Thoroughbred Financial Services
Tennessee
– -$478K -4,116 Closed
HC
1573
HNP Capital
New York
– -$434K -3,947 Closed
IC
1574
IEQ Capital
California
– -$451K -3,885 Closed
PWM
1575
Perigon Wealth Management
California
– -$468K -3,741 Closed
61 62
63
64 65