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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 %
CHC
451
City Holding Co
West Virginia
$2.54M +$159K +1,369 +7%
VFA
452
Voya Financial Advisors
Connecticut
$2.54M +$1.14M +10,213 +82%
1832 Asset Management
453
1832 Asset Management
Ontario, Canada
$2.53M +$2.06M +19,031 +442%
ACM
454
Argyle Capital Management
Pennsylvania
$2.52M +$11.6K +100 +0.5%
MCM
455
McMillion Capital Management
North Carolina
$2.51M -$16.7K -144 -0.7%
Carson Wealth (CWM LLC)
456
Carson Wealth (CWM LLC)
Nebraska
$2.44M – – –
AP
457
Advisor Partners
California
$2.44M +$2.44K +21 +0.1%
MC
458
Moors & Cabot
Massachusetts
$2.43M -$254K -2,185 -9%
ISB
459
Iowa State Bank
Iowa
$2.39M +$95.3K +821 +4%
BWL
460
Bogart Wealth LLC
Virginia
$2.39M -$28.5K -246 -1%
CTA
461
Colonial Trust Advisors
South Carolina
$2.38M +$42.4K +365 +2%
HHAM
462
HITE Hedge Asset Management
Massachusetts
$2.38M +$2.38M +20,530 New
PFS
463
Prospera Financial Services
Texas
$2.37M +$342K +2,943 +17%
DLCIG
464
D.L. Carlson Investment Group
New Hampshire
$2.37M -$1.37M -11,826 -37%
VWA
465
V Wealth Advisors
Kansas
$2.37M +$1.22M +10,481 +106%
Wealthfront Advisers
466
Wealthfront Advisers
California
$2.36M -$1.14M -9,819 -33%
BA
467
Baugh & Associates
Georgia
$2.35M -$53.6K -462 -2%
FMC
468
First Merchants Corp
Indiana
$2.35M -$20.9K -180 -0.9%
PP
469
Palladium Partners
Virginia
$2.35M -$15.9K -137 -0.7%
PH
470
Pinnacle Holdings
Oklahoma
$2.34M +$165K +1,420 +8%
NRS
471
Neville Rodie & Shaw
New York
$2.34M -$23.2K -200 -1%
AC
472
Allstate Corporation
Illinois
$2.34M -$3.35M -28,863 -59%
RFM
473
Royal Fund Management
Florida
$2.33M +$2.14M +18,466 +1,121%
Two Sigma Advisers
474
Two Sigma Advisers
New York
$2.33M -$476K -4,100 -17%
MIM
475
Montgomery Investment Management
Maryland
$2.3M – – –
17 18
19
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