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Caterpillar
CAT

Overview Fund Activity

1,485 hedge funds and large institutions have $42.5B invested in Caterpillar in 2020 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 561 increasing their positions, 623 reducing their positions, and 252 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,485
Holders Change
-171
Holders Change %
-10.33%
% of All Funds
32.8%
Holding in Top 10
23
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.54%
% of All Funds
0.51%
New
104
Increased
561
Reduced
623
Closed
252
Calls
$827M
Puts
$1.26B
Net Calls
-$430M
Net Calls Change
-$181M

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
$384M
2
Capital International Investors
Capital International Investors
California
$575M
3
Invesco
Invesco
Georgia
$399M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$782M
5
Boston Partners
Boston Partners
Massachusetts
$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$205M
2
Capital World Investors
Capital World Investors
California
$175M
3
Primecap Management
Primecap Management
California
$904M
4
Ameriprise
Ameriprise
Minnesota
$227M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
226
KBC Group
Belgium
$10M -$21.8M -188,001 -69%
PI
227
PineBridge Investments
New York
$9.96M -$1.88M -16,196 -16%
CIC
228
Cutler Investment Counsel
Oregon
$9.91M -$7.31K -63 -0.1%
UB
229
UMB Bank
Missouri
$9.89M +$5.03M +43,332 +103%
USAA
230
United Services Automobile Association
Texas
$9.86M +$9.86M +85,011 New
MML Investors Services
231
MML Investors Services
Massachusetts
$9.83M +$3.12M +26,863 +46%
MLICM
232
Metropolitan Life Insurance Company (MetLife)
New York
$9.77M -$47.7K -411 -0.5%
GT
233
Glenview Trust
Kentucky
$9.57M +$8.82M +76,021 +1,185%
CCM
234
Chilton Capital Management
Texas
$9.56M -$208K -1,791 -2%
CTI
235
Community Trust & Investment
Kentucky
$9.46M +$25.8K +222 +0.3%
HNB
236
Huntington National Bank
Ohio
$9.4M +$1.29M +11,109 +16%
SAM
237
Scopus Asset Management
New York
$9.39M -$7.58M -65,281 -45%
AB
238
Amalgamated Bank
New York
$9.29M -$365K -3,148 -4%
UCFA
239
United Capital Financial Advisors
Texas
$9.28M -$536K -4,620 -5%
CBOR
240
Community Bank of Raymore
Missouri
$9.26M +$441K +3,800 +5%
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$9.19M -$40M -344,442 -81%
WCMN
242
Westchester Capital Management (Nebraska)
Nebraska
$9.19M -$145K -1,250 -2%
FP
243
Foundry Partners
Minnesota
$9.15M -$2.15M -18,537 -19%
MSA
244
Mason Street Advisors
Wisconsin
$9.15M – – –
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$8.9M +$1.05M +9,014 +13%
ACP
246
Ashfield Capital Partners
California
$8.87M -$757K -6,526 -8%
CIBC World Market
247
CIBC World Market
Ontario, Canada
$8.82M +$65.3K +563 +0.7%
MOACM
248
Mutual of America Capital Management
New York
$8.75M -$2.74M -23,632 -24%
William Blair & Company
249
William Blair & Company
Illinois
$8.65M -$3.71M -31,950 -30%
PA
250
Pinnacle Associates
New York
$8.55M -$1.27M -10,960 -13%
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