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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 %
GG
301
Greenwood Gearhart
Arkansas
$6.18M +$221K +1,903 +4%
BB
302
Busey Bank
Illinois
$6.09M -$754K -6,501 -11%
GSBTD
303
Glenview State Bank Trust Department
Illinois
$6.07M -$125K -1,075 -2%
AWM
304
AE Wealth Management
Kansas
$6.07M +$903K +7,785 +17%
JIR
305
James Investment Research
Ohio
$6.05M +$1.5M +12,893 +33%
OPERF
306
Oregon Public Employees Retirement Fund
Oregon
$6.05M -$195K -1,681 -3%
CC
307
Cannell & Co
New York
$6.03M +$32.5K +280 +0.5%
FNBT
308
FineMark National Bank & Trust
Florida
$6.01M +$3.86M +33,277 +180%
EDRH
309
Edmond de Rothschild Holding
Switzerland
$5.98M -$612K -5,276 -9%
BHWM
310
Bar Harbor Wealth Management
New Hampshire
$5.93M -$2.13M -18,323 -26%
PI
311
Putnam Investments
Massachusetts
$5.9M -$8.4M -72,420 -59%
DADC
312
D.A. Davidson & Co
Montana
$5.83M +$258K +2,229 +5%
AAA
313
Adams Asset Advisors
Texas
$5.74M -$247K -2,130 -4%
ERSOT
314
Employees Retirement System of Texas
Texas
$5.69M – – –
LIA
315
LS Investment Advisors
Michigan
$5.63M -$596K -5,133 -10%
Mercer Global Advisors
316
Mercer Global Advisors
Colorado
$5.52M +$2.07M +17,798 +60%
CAM
317
Columbia Asset Management
Michigan
$5.43M +$134K +1,155 +3%
CHAM
318
Clear Harbor Asset Management
Connecticut
$5.41M -$233K -2,006 -4%
CTC
319
Central Trust Company
Missouri
$5.4M -$112K -963 -2%
RIA
320
RPG Investment Advisory
California
$5.34M +$43.9K +378 +0.8%
IAN
321
Integrated Advisors Network
Texas
$5.3M -$1.38M -11,902 -21%
MGIM
322
M&G Investment Management
United Kingdom
$5.25M +$4.99M +42,993 +1,923%
WIA
323
Wealthstreet Investment Advisors
Texas
$5.24M -$878K -7,570 -14%
PWLP
324
Prio Wealth Limited Partnership
Massachusetts
$5.16M -$250K -2,157 -5%
SCA
325
Snowden Capital Advisors
New York
$5.15M +$271K +2,333 +6%
11 12
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