CAT
CATERPILLAR INC DEL
$145.14
$0.76 (0.53%)
Last Close: 2020-09-24
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CAT5.39% above Q2 High
$118.56 
Q2 Avg
$145.14 last closed
CAT
$104.48
$153.87
04-01
06-30
09-24
$104.48 Q2 Low
$137.72 Q2 High
$145.14 last closed
HedgeMind 
Core Managers
370
HedgeMind 
Hedge Funds
Institutional
 Investors
CAT – Stock Holders
All
5
6,398,598 SH
New Buy
1
7,272 SH
Increased
2
200,663 SH
Unchanged
0
0 SH
Decreased
2
6,190,663 SH
Sold Out
4
207,213 SH
High Conviction
0
0 SH
Sort by
Fund Manager
Company Name
Portfolio Weight
# of Shares
Shares Change
Change Rate
Lewis Sanders
SANDERS CAPITAL LLC
6,166,565 SH
-984,851 SH
2.91% P.W.
13.77% sold
Phill Gross
ADAGE CAPITAL PARTNERS GP LLC
137,166 SH
+33,010 SH
0.04% P.W.
24.07% new
Catherine Wood
ARK INVESTMENT MANAGEMENT LLC
63,497 SH
+36,920 SH
0.09% P.W.
58.14% new
Geoffrey Gerber
TWIN CAPITAL MANAGEMENT INC
24,098 SH
-1,350 SH
0.29% P.W.
5.30% sold
Lee Ainslie
MAVERICK CAPITAL LTD
7,272 SH
+7,272 SH
0.02% P.W.
100% new
Nat Simons
MERITAGE GROUP LP
0 SH
-2,156 SH
<0.01% P.W.
100% sold
Michael Cowley
SANDBAR ASSET MANAGEMENT LLP
0 SH
-36,457 SH
<0.01% P.W.
100% sold
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
0 SH
-80,900 SH
<0.01% P.W.
100% sold
Jos Shaver
ELECTRON CAPITAL PARTNERS LLC
0 SH
-87,700 SH
<0.01% P.W.
100% sold
CAT – Option Holders
CALL
Alexander Mitchell
SCOPUS ASSET MANAGEMENT LP
50,000 SH
+50,000 SH
0.18% P.W.
100% new
Core Consensus Ratings
2020-06-30 to 2020-09-24
Neutral
HedgeMind Stock Rating
71
Popularity Rank
HedgeMind Sentiment
33%
67%
54
46
18Q1
58
33
Q2
57
36
Q3
50
44
Q4
36
57
19Q1
45
45
Q2
22
78
Q3
80
20
Q4
25
75
20Q1
33
67
Q2
Q3
Q4
CAT
$91.85
$170.89
107.66
123.47
139.27
155.08
Key Stats
2020-06-302020-09-24
20Q2Q/Q Change
Total # of Holders 5 -3
Holders % of Core Managers 1.35% -0.81 pp
Total Shares Held 6.40M -1.12M
Share Inflows 77.20K -37.86K
Share Outflows 1.19M +131.15K
PUT/CALL Ratio0.00 
Shares In PUT0.00 
Shares In CALL50.00K 
Holders % of Core Managers
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
$91.85
$170.89
111.61
131.37
151.13
1%
2%
3%
CAT
4%
Shares Held by Core Managers
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
$91.85
$170.89
107.66
123.47
139.27
155.08
2.00M
4.00M
6.00M
8.00M
CAT
10.00M
Share & Money Flows
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
$91.85
$170.89
103.14
114.43
125.72
137.02
148.31
159.60
-2.00M
-1.00M
0.00
1.00M
2.00M
3.00M
CAT
4.00M
Share Inflows
Share Outflows
18Q1
Q2
Q3
Q4
19Q1
Q2
Q3
Q4
20Q1
Q2
Q3
Q4
$91.85
$170.89
107.66
123.47
139.27
155.08
-200.00M
0.00
200.00M
400.00M
CAT
$600.00M
Money Inflows
Money Outflows
Key Terms
HedgeMind Core Managers
HedgeMind Core Managers represents 300+ of HedgeMind Hedge Funds that we believe are most valuable for investors to follow and invest alongside. They are hedge fund managers who select investments based on fundamental analysis, construct conviction-weighted portfolio, and maintain a long-term investment strategy.
HedgeMind Hedge Funds
HedgeMind Hedge Funds consists of 440+ hedge funds that HedgeMind meticulously analyzed and selected from 4,400+ institutional investors. They represent some of the most successful hedge funds in the world.
HedgeMind Sentiment
HedgeMind Sentiment measures the percentage of HedgeMind Hedge Funds whose managers expressed bullish (buying), bearish (selling), and neutral views on the stock through factors including trading activities, position weight, and relative size of changes. It is calculated on quarterly basis.
HedgeMind Stock Rating
HedgeMind Stock Rating combines all HedgeMind'ss key metrics and indicators including HedgeMind Sentiment, changes in shares held by hedge funds and number of holders, and trends of these analytic metrics to rate stock as Accumulate, Neutral, and Reduce. Investors can use HedgeMind Stock Rating as your starting point to search for stocks to buy or sell and further perform your own due diligence.
High-Conviction Holders
High-Conviction Holders are hedge funds that hold a stock as a top 10 holding in their portfolios.
Institutional Investors
Institutional Investors include all hedge funds, mutual funds, pension funds, endowment funds, and other institutions that must report US exchanged equity holdings on Form 13F with SEC.
Money Inflows
Money Inflows represents the total amount of new money that a hedge fund invested to buy stocks in the latest filing period.
Money Outflows
Money Outflows represents the total amount of money that a hedge fund cashed out by selling stocks in the latest filing period.
Put/Call Ratio
(Put Options Held by Hedge Funds) / (Call Options Held by Hedge Funds). It can be used to gauge overall sentiment of hedge funds regarding a particular stock expressed through their option holdings.
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