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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 %
FTIOP
376
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.69M +$69.3K +597 +2%
FAAS
377
First Allied Advisory Services
California
$3.67M +$375K +3,229 +11%
WF
378
Welch & Forbes
Massachusetts
$3.66M -$107K -925 -3%
BDS
379
Banco de Sabadell
Florida
$3.64M +$585K +5,200 +19%
WTC
380
WhitTier Trust Company
Nevada
$3.63M -$22.6K -195 -0.6%
WAM
381
Weiss Asset Management
Massachusetts
$3.61M +$3.41M +29,417 +1,755%
PSUF
382
People's United Financial
Connecticut
$3.61M -$773K -6,659 -18%
NA
383
NewEdge Advisors
Louisiana
$3.53M +$297K +2,558 +9%
CAPTRUST Financial Advisors
384
CAPTRUST Financial Advisors
North Carolina
$3.46M -$107K -958 -3%
AMIM
385
Aull & Monroe Investment Management
Alabama
$3.45M -$98.5K -849 -3%
SF
386
Synovus Financial
Georgia
$3.45M +$942K +8,121 +38%
CLOS
387
Compagnie Lombard Odier SCmA
Switzerland
$3.43M -$2.85M -24,595 -45%
FDCDDQ
388
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M +$45.4K +391 +1%
KIA
389
KCM Investment Advisors
California
$3.41M -$106K -911 -3%
TNA
390
True North Advisors
Texas
$3.4M -$6.38K -55 -0.2%
HCM
391
Howland Capital Management
Massachusetts
$3.34M -$14.5K -125 -0.4%
NMIMC
392
Northwestern Mutual Investment Management Company
Wisconsin
$3.34M +$850K +7,326 +34%
BRWA
393
B. Riley Wealth Advisors
Florida
$3.34M +$729K +6,278 +28%
WAM
394
World Asset Management
Michigan
$3.33M -$1.3M -11,161 -28%
Millennium Management
395
Millennium Management
New York
$3.33M -$63.9M -550,268 -95%
EAM
396
Erste Asset Management
Austria
$3.32M +$483K +4,276 +17%
CA
397
Commerzbank Aktiengesellschaft
Germany
$3.31M -$2.48M -21,340 -43%
Bank Julius Baer & Co
398
Bank Julius Baer & Co
Switzerland
$3.31M +$3.31M +28,504 New
AIC
399
Argus Investors Counsel
New York
$3.29M +$46.4K +400 +1%
BBHC
400
Brown Brothers Harriman & Co
New York
$3.28M -$95.7K -825 -3%
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