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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 %
CNBTD
426
Citizens National Bank Trust Department
Mississippi
$2.91M +$2.91M +25,114 New
SWP
427
Stratos Wealth Partners
Ohio
$2.91M -$499K -4,302 -15%
CCM
428
Coldstream Capital Management
Washington
$2.9M +$187K +1,615 +7%
BCV
429
Banque Cantonale Vaudoise
Switzerland
$2.9M +$105K +907 +4%
CA
430
Cetera Advisors
Colorado
$2.89M -$320K -2,761 -10%
AHC
431
Anderson Hoagland & Co
Missouri
$2.86M +$226K +2,164 +9%
BBVA
432
Banco Bilbao Vizcaya Argentaria
Spain
$2.85M +$1.41M +12,137 +97%
CCM
433
Cadence Capital Management
Massachusetts
$2.84M +$313K +2,700 +12%
V
434
Veritable
Delaware
$2.83M -$73.5K -633 -3%
MC
435
Mathes Company
New York
$2.81M -$16.2K -140 -0.6%
CCM
436
Consolidated Capital Management
California
$2.78M +$78.1K +673 +3%
NB
437
NBT Bank
New York
$2.78M +$195K +1,678 +8%
BRA
438
Biechele Royce Advisors
Indiana
$2.77M +$2.77M +23,827 New
BOH
439
Bank of Hawaii
Hawaii
$2.76M -$44K -379 -2%
FMWA
440
Forvis Mazars Wealth Advisors
Missouri
$2.74M -$84.7K -730 -3%
TF
441
TIAA FSB
Florida
$2.73M -$236K -2,032 -8%
LSERS
442
Louisiana State Employees Retirement System
Louisiana
$2.73M -$313K -2,700 -10%
Fayez Sarofim & Co
443
Fayez Sarofim & Co
Texas
$2.73M +$47.5K +409 +2%
KF
444
Krilogy Financial
Missouri
$2.72M +$535K +4,611 +25%
DCM
445
Dupont Capital Management
Delaware
$2.67M +$1.23M +10,574 +85%
BCCM
446
Bridge Creek Capital Management
Massachusetts
$2.65M +$33.6K +290 +1%
SLI
447
Sumitomo Life Insurance
Japan
$2.64M +$28K +241 +1%
CCM
448
Cinctive Capital Management
New York
$2.6M +$2.6M +22,400 New
MAM
449
Marketfield Asset Management
New York
$2.59M -$528K -4,554 -17%
BFIM
450
Beese Fulmer Investment Management
Ohio
$2.59M -$11.4K -98 -0.4%
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