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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 %
SOADOR
201
State of Alaska Department of Revenue
Alaska
$15M +$2.92M +23,110 +24%
SMDAM
202
Sumitomo Mitsui DS Asset Management
Japan
$14.8M +$1.53M +12,075 +11%
CTB
203
Country Trust Bank
Illinois
$14.5M -$7.4M -58,519 -34%
Qube Research & Technologies (QRT)
204
Qube Research & Technologies (QRT)
United Kingdom
$14.5M +$14.5M +114,603 New
Thrivent Financial for Lutherans
205
Thrivent Financial for Lutherans
Minnesota
$14.4M -$31.3K -248 -0.2%
Marshall Wace
206
Marshall Wace
United Kingdom
$14.1M +$13.9M +110,082 +7,458%
ABC
207
Associated Banc-Corp
Wisconsin
$14M -$6.34M -50,100 -31%
MSR
208
Main Street Research
Connecticut
$14M +$14M +110,622 New
BS
209
Banco Santander
Spain
$13.9M -$10.7M -84,702 -44%
LCS
210
Levin Capital Strategies
New York
$13.8M -$3.8M -30,006 -22%
Bank of Nova Scotia
211
Bank of Nova Scotia
Ontario, Canada
$13.7M +$477K +3,770 +4%
URS
212
Utah Retirement Systems
Utah
$13.1M +$114K +900 +0.9%
William Blair & Company
213
William Blair & Company
Illinois
$13M +$3.53M +27,899 +37%
BSA
214
Braun Stacey Associates
New York
$12.9M -$1.17M -9,233 -8%
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$363K -2,871 -3%
Canada Pension Plan Investment Board
216
Canada Pension Plan Investment Board
Ontario, Canada
$12.8M -$35.9M -284,137 -74%
TAF
217
Tredje AP-fonden
Sweden
$12.8M +$7.59M +60,000 +146%
Rockefeller Capital Management
218
Rockefeller Capital Management
New York
$12.7M +$1.02M +8,054 +9%
CCM
219
Chilton Capital Management
Texas
$12.5M +$2.08M +16,446 +20%
RFC
220
Regions Financial Corp
Alabama
$12.5M -$86.9K -687 -0.7%
CIA
221
Capital Investment Advisors
Georgia
$12.1M +$1.06M +8,393 +10%
TPSF
222
Texas Permanent School Fund
Texas
$12.1M -$646K -5,108 -5%
PI
223
PEAK6 Investments
Illinois
$12M +$12M +95,235 New
MSL
224
Mackay Shields LLC
New York
$11.9M -$234K -1,852 -2%
ADEF
225
Adams Diversified Equity Fund
Maryland
$11.9M – – –
7 8
9
10 11