Caterpillar
CAT
1,546 hedge funds and large institutions have $46B invested in Caterpillar in 2020 Q2 according to their latest regulatory filings, with 160 funds opening new positions, 519 increasing their positions, 631 reducing their positions, and 93 closing their positions.
72% more first-time investments, than exits
New positions opened: 160 | Existing positions closed: 93
8% more capital invested
Capital invested by funds: $42.5B → $46B (+$3.49B)
4% more funds holding
Funds holding: 1,489 → 1,546 (+57)
0.56% more ownership
Funds ownership: 66.7% → 67.26% (+0.56%)
13% less call options, than puts
Call options by funds: $1.24B | Put options by funds: $1.43B
18% less repeat investments, than reductions
Existing positions increased: 519 | Existing positions reduced: 631
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$308M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$256M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$236M |
| 4 |
BlackRock
New York
|
+$126M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$418M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$378M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$254M |
| 4 |
Primecap Management
Pasadena,
California
|
-$182M |
| 5 |
Sanders Capital
West Palm Beach,
Florida
|
-$117M |
CAT Hedge Fund Activity: Q2 2020 in Review
1,546 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2020, worth a combined $46B — up 8.2% from $42.5B a quarter earlier.
Buyers outnumbered sellers: 160 funds opened new CAT positions and 93 closed out — a net gain of 67 holders — while 519 added to existing stakes and 631 trimmed.
The largest buyer was Capital International Investors, adding an estimated $308M. The largest seller was Bank of America, cutting an estimated $418M.
- 1,546 institutional investors held Caterpillar (CAT) as of Q2 2020, up from 1,489 in Q1 2020.
- Funds reported $46B of Caterpillar stock for Q2 2020, up 8.2% quarter-over-quarter.
- 160 funds opened new Caterpillar positions in Q2 2020 and 93 closed out, a net change of +67 holders.
- The largest Caterpillar buyer in Q2 2020 was Capital International Investors, an estimated $308M added.
- The largest Caterpillar seller in Q2 2020 was Bank of America, an estimated $418M sold.
Based on aggregated 13F filings for Q2 2020.