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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 %
MNBTD
326
Moody National Bank Trust Division
Texas
$5.11M -$2.67K -23 -0.1%
OCM
327
Olstein Capital Management
New York
$5.11M +$696K +6,000 +16%
SW
328
SteelPeak Wealth
California
$5.08M +$348K +3,003 +7%
ONB
329
Old National Bancorp
Indiana
$5.06M +$4.16M +35,867 +462%
SPIA
330
Steward Partners Investment Advisory
New York
$5.03M +$452K +3,897 +10%
MWNA
331
Marshall Wace North America
New York
$5.03M +$3.18M +27,373 +171%
Dodge & Cox
332
Dodge & Cox
California
$5M -$11.6K -100 -0.2%
PGFC
333
Peapack-Gladstone Financial Corp
New Jersey
$4.96M +$253K +2,182 +5%
ANI
334
American National Insurance
Texas
$4.89M – – –
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$4.88M +$711K +6,126 +17%
Mirae Asset Global Investments
336
Mirae Asset Global Investments
South Korea
$4.84M +$1.16M +9,992 +32%
AAF
337
Andra AP-fonden
Sweden
$4.8M +$128K +1,100 +3%
NCM
338
Noesis Capital Mangement
Florida
$4.78M -$11.6K -100 -0.2%
TAF
339
Tredje AP-fonden
Sweden
$4.76M +$266K +2,295 +6%
BF
340
BOK Financial
Oklahoma
$4.67M +$288K +2,484 +7%
RGI
341
River Global Investors
United Kingdom
$4.66M -$64.6K -556 -1%
AAIM
342
American Assets Investment Management
California
$4.64M – – –
IIM
343
Intact Investment Management
Quebec, Canada
$4.55M -$128K -1,100 -3%
PAM
344
Panagora Asset Management
Massachusetts
$4.5M +$586K +5,046 +15%
CANC
345
Culbertson A N & Co
Virginia
$4.47M +$17.1K +147 +0.4%
Federated Hermes
346
Federated Hermes
Pennsylvania
$4.42M -$5.85M -50,423 -57%
KRS
347
Kentucky Retirement Systems
Kentucky
$4.38M +$1.08M +9,312 +33%
AIA
348
Allied Investment Advisors
Montana
$4.35M +$268K +2,307 +7%
DY
349
Dowling & Yahnke
California
$4.35M -$908K -7,824 -17%
MA
350
MUFG Americas
New York
$4.33M +$45.4K +391 +1%
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