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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.

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 %
MG
1601
Meritage Group
California
– -$250K -2,156 Closed
BWM
1602
BigSur Wealth Management
Florida
– -$245K -2,110 Closed
SIM
1603
Stratos Investment Management
Ohio
– -$237K -2,042 Closed
MVA
1604
Mount Vernon Associates
Maryland
– -$235K -2,026 Closed
FIB
1605
First Interstate Bank
Montana
– -$226K -1,947 Closed
AIS
1606
Accurate Investment Solutions
Pennsylvania
– -$211K -1,814 Closed
VC
1607
Vicus Capital
Pennsylvania
– -$203K -1,746 Closed
HPWM
1608
Highland Private Wealth Management
Washington
– -$203K -1,745 Closed
LAIC
1609
Lederer & Associates Investment Counsel
California
– -$200K -1,725 Closed
SWP
1610
Strategic Wealth Partners
Ohio
– -$237K -1,606 Closed
Capstone Investment Advisors
1611
Capstone Investment Advisors
New York
– -$175K -1,509 Closed
CDIA
1612
Capital Directions Investment Advisors
Georgia
– -$142K -1,228 Closed
AC
1613
AlphaCore Capital
California
– -$99K -851 Closed
EWM
1614
EPG Wealth Management
Georgia
– -$94K -807 Closed
PAM
1615
Paradigm Asset Management
New York
– -$87K -750 Closed
CIS
1616
Capital International Sarl
California
– -$81K -700 Closed
HFM
1617
Harvest Fund Management
China
– -$58K -505 Closed
DWM
1618
Darwin Wealth Management
Florida
– -$54K -473 Closed
SL
1619
Salomon & Ludwin
Virginia
– -$52K -450 Closed
KFI
1620
Key Financial Inc
Pennsylvania
– -$38K -333 Closed
ED
1621
Exane Derivatives
France
– -$37.7K -325 Closed
CFG
1622
CKW Financial Group
Hawaii
– -$35K -314 Closed
PRC
1623
Pearl River Capital
Michigan
– -$21K -180 Closed
BEI
1624
Benjamin Edwards Inc
Missouri
– -$21K -179 Closed
OFG
1625
OmniStar Financial Group
North Carolina
– -$18K -158 Closed
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