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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 %
SOMRS
176
State of Michigan Retirement System
Michigan
$17.5M +$1.47M +11,610 +9%
Adage Capital Partners
177
Adage Capital Partners
Massachusetts
$17.4M +$4.18M +33,010 +32%
Zurich Cantonal Bank
178
Zurich Cantonal Bank
Switzerland
$17.3M -$1.23M -9,688 -7%
AIM
179
Artemis Investment Management
United Kingdom
$17.3M -$2.98M -23,458 -15%
M&T Bank
180
M&T Bank
New York
$17.2M -$302K -2,386 -2%
Comerica Bank
181
Comerica Bank
Texas
$17.2M +$732K +5,344 +4%
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$17M -$284K -2,247 -2%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$16.9M +$149K +1,175 +0.9%
RHBC
184
R.H. Bluestein & Co
Michigan
$16.7M +$744K +5,878 +5%
Nordea Investment Management
185
Nordea Investment Management
Sweden
$16.6M +$8.46M +68,014 +103%
SCI
186
S&CO Inc
Massachusetts
$16.6M -$10.2K -81 -0.1%
ZCM
187
Ziegler Capital Management
Illinois
$16.6M +$881K +6,968 +6%
ASRS
188
Arizona State Retirement System
Arizona
$16.3M +$3.78M +29,850 +30%
CC
189
Criteria Caixa
Spain
$16.3M +$17.8K +141 +0.1%
CII
190
Capital International Inc
California
$16M +$3.27M +25,811 +26%
SEI Investments
191
SEI Investments
Pennsylvania
$15.9M +$1.01M +7,966 +7%
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$15.9M +$15.9M +125,411 New
PI
193
PineBridge Investments
New York
$15.7M +$4.82M +38,101 +44%
DnB Asset Management
194
DnB Asset Management
Norway
$15.6M +$563K +4,447 +4%
NPA
195
Nichols & Pratt Advisers
Massachusetts
$15.5M +$133K +1,050 +0.9%
ACM
196
Arosa Capital Management
Florida
$15.5M -$2.69M -21,255 -15%
GT
197
Glenview Trust
Kentucky
$15.3M +$4.9M +38,748 +47%
ALAM
198
Asahi Life Asset Management
Japan
$15.3M -$903K -7,138 -6%
WAS
199
Wesleyan Assurance Society
United Kingdom
$15.2M – – –
Natixis Advisors
200
Natixis Advisors
Massachusetts
$15M +$1.4M +11,071 +10%
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8
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