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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
+$374M
2
Capital International Investors
Capital International Investors
California
+$250M
3
Invesco
Invesco
Georgia
+$124M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$119M
5
Boston Partners
Boston Partners
Massachusetts
+$117M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$190M
2
Capital World Investors
Capital World Investors
California
-$190M
3
Primecap Management
Primecap Management
California
-$171M
4
Ameriprise
Ameriprise
Minnesota
-$130M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$116M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
276
Alpha Cubed Investments
California
$7M +$5.96M +51,368 +574%
GWM
277
Geneos Wealth Management
Colorado
$6.97M -$816K -7,744 -10%
BC
278
Blackhill Capital
New Jersey
$6.96M – – –
IMPI
279
Ilmarinen Mutual Pension Insurance
Finland
$6.96M – – –
SC
280
Scotia Capital
Ontario, Canada
$6.94M +$379K +3,263 +6%
Brown Advisory
281
Brown Advisory
Maryland
$6.91M +$177K +1,525 +3%
AFP
282
Ausdal Financial Partners
Iowa
$6.87M -$90.5K -790 -1%
OCAM
283
Onex Canada Asset Management
Ontario, Canada
$6.87M +$4.14M +35,660 +152%
NAM
284
Nissay Asset Management
Japan
$6.84M -$3.03M -26,100 -31%
QP
285
Quilter Plc
United Kingdom
$6.84M -$336K -2,895 -5%
TRSOTSOK
286
Teachers Retirement System of the State of Kentucky
Kentucky
$6.82M +$162K +1,400 +2%
DP
287
Dearborn Partners
Illinois
$6.7M -$23.9K -206 -0.4%
WT
288
Whittier Trust
California
$6.64M -$403K -3,473 -6%
LDB
289
Lee, Danner & Bass
Tennessee
$6.52M -$47K -405 -0.7%
CA
290
Callahan Advisors
Texas
$6.47M +$19.6K +169 +0.3%
Kovitz Investment Group Partners
291
Kovitz Investment Group Partners
Illinois
$6.46M -$650K -5,599 -9%
Public Sector Pension Investment Board (PSP Investments)
292
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.41M -$4.71M -40,630 -42%
DC
293
Davenport & Co
Virginia
$6.38M +$345K +2,971 +6%
SAM
294
Securian Asset Management
Minnesota
$6.36M -$106K -910 -2%
II
295
IFM Investors
Australia
$6.33M -$255K -2,283 -4%
B
296
BP
United Kingdom
$6.31M +$2.67M +23,000 +73%
EWM
297
Edge Wealth Management
New York
$6.27M +$6.27M +54,184 +301,022%
O
298
Ossiam
France
$6.26M +$6.13M +52,821 +4,737%
SDIC
299
South Dakota Investment Council
South Dakota
$6.23M +$143K +1,235 +2%
CIBC Asset Management
300
CIBC Asset Management
Ontario, Canada
$6.2M -$44.1K -380 -0.7%
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