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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 %
Nomura Asset Management
151
Nomura Asset Management
Japan
$22.3M +$814K +6,432 +4%
ACI
152
AMP Capital Investors
Australia
$22M +$202K +1,614 +0.9%
KeyBank National Association
153
KeyBank National Association
Ohio
$21.4M -$758K -5,996 -3%
Robeco Institutional Asset Management
154
Robeco Institutional Asset Management
Netherlands
$21.3M +$5.1M +40,299 +31%
FAF
155
Fjarde Ap-fonden
Sweden
$20.6M +$1.09M +8,600 +6%
CB
156
Commerce Bank
Missouri
$20.5M -$199K -1,577 -1%
Skandinaviska Enskilda Banken (SEB)
157
Skandinaviska Enskilda Banken (SEB)
Sweden
$19.6M +$171K +1,348 +0.9%
ACM
158
Axel Capital Management
New York
$19.5M +$19.5M +154,000 New
CDH
159
Charles D. Hyman
$19.3M +$1.34M +10,612 +7%
VMPIC
160
Varma Mutual Pension Insurance Co
Finland
$19M +$19M +150,000 New
QAM
161
QCI Asset Management
New York
$18.8M +$302K +2,386 +2%
VRS
162
Virginia Retirement Systems
Virginia
$18.8M -$25.3K -200 -0.1%
KBC Group
163
KBC Group
Belgium
$18.7M +$7.8M +61,634 +71%
ELC
164
Edgar Lomax Company
Virginia
$18.6M +$370K +2,925 +2%
DekaBank Deutsche Girozentrale
165
DekaBank Deutsche Girozentrale
Germany
$18.6M -$1.22M -9,732 -6%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$18.3M -$946K -7,482 -5%
Creative Planning
167
Creative Planning
Kansas
$18M +$1.33M +10,483 +8%
MIS
168
Morningstar Investment Services
Illinois
$18M -$522K -4,166 -3%
MIM
169
MetLife Investment Management
New Jersey
$17.9M -$114K -901 -0.6%
AAM
170
Advisors Asset Management
Colorado
$17.8M +$1.72M +13,583 +11%
FCI
171
Financial Counselors Inc
Kansas
$17.7M +$822K +6,497 +5%
Jane Street
172
Jane Street
New York
$17.6M -$15.5M -122,789 -47%
GF
173
Gabelli Funds
New York
$17.6M – – –
MHC
174
Meyer Handelman Company
New York
$17.6M – – –
Calamos Advisors
175
Calamos Advisors
Illinois
$17.5M -$1.11M -8,784 -6%
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