CAT icon

Caterpillar
CAT

Overview Fund Activity

1,651 hedge funds and large institutions have $55.4B invested in Caterpillar in 2020 Q3 according to their latest regulatory filings, with 213 funds opening new positions, 582 increasing their positions, 608 reducing their positions, and 88 closing their positions.

Holders
1,651
Holders Change
+111
Holders Change %
+7.21%
% of All Funds
33.4%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.45%
New
213
Increased
582
Reduced
608
Closed
88
Calls
$1.65B
Puts
$1.62B
Net Calls
+$22.6M
Net Calls Change
+$213M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$930M
2
Diamond Hill Capital Management
2
Diamond Hill Capital Management
Ohio
$162M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$631M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$733M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$267M

Top Sellers

1
State Street
1
State Street
Massachusetts
$6.41B
2
Goldman Sachs
2
Goldman Sachs
New York
$219M
3
Citadel Advisors
3
Citadel Advisors
Florida
$30.2M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$6.91B
5
Macquarie Group
5
Macquarie Group
Australia
$703M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMFS
1676
Squar Milner Financial Services
California
– -$424K -3,355 Closed
MS
1677
Maven Securities
Jersey
– -$377K -3,003 Closed
CTA
1678
Chesley Taft & Associates
Illinois
– -$375K -2,965 Closed
CCFM
1679
Clear Creek Financial Management
Washington
– -$373K -2,953 Closed
BFA
1680
Beacon Financial Advisory
Ohio
– -$333K -2,637 Closed
Walleye Capital
1681
Walleye Capital
New York
– -$330K -2,606 Closed
MMC
1682
Mizuho Markets Cayman
Cayman Islands
– -$323K -2,550 Closed
DIM
1683
DC Investments Management
Virginia
– -$322K -2,546 Closed
GC
1684
GFG Capital
Florida
– -$319K -2,519 Closed
OAM
1685
Optimal Asset Management
California
– -$316K -2,500 Closed
FC
1686
FORA Capital
Florida
– -$295K -2,333 Closed
HFA
1687
High Falls Advisors
New York
– -$292K -2,306 Closed
LCM
1688
Laurion Capital Management
New York
– -$284K -2,249 Closed
PWM
1689
Paulson Wealth Management
Illinois
– -$282K -2,231 Closed
SW
1690
SkyOak Wealth
Michigan
– -$280K -2,213 Closed
WIS
1691
Wright Investors Service
Connecticut
– -$274K -2,165 Closed
GAM
1692
Gould Asset Management
California
– -$273K -2,160 Closed
W
1693
WealthStone
Ohio
– -$272K -2,148 Closed
IF
1694
Intrua Financial
Texas
– -$300K -2,134 Closed
GGI
1695
Godsey & Gibb Inc
Virginia
– -$255K -2,015 Closed
LA
1696
LVW Advisors
New York
– -$252K -1,989 Closed
SC
1697
Sepio Capital
Utah
– -$246K -1,941 Closed
RMA
1698
Roffman Miller Associates
Pennsylvania
– -$245K -1,935 Closed
JSL
1699
JT Stratford LLC
Georgia
– -$244K -1,930 Closed
BCP
1700
Berkeley Capital Partners
Georgia
– -$240K -1,896 Closed
66 67
68
69 70