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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 %
SCM
476
Stonebridge Capital Management
California
$2.3M -$98.6K -850 -4%
SC
477
Searle & Co
Connecticut
$2.29M +$102K +880 +5%
LWM
478
Loveless Wealth Management
Montana
$2.28M +$52.9K +456 +2%
Koshinski Asset Management
479
Koshinski Asset Management
Illinois
$2.28M +$113K +976 +5%
CBTWT
480
Community Bank & Trust (Waco, Texas)
Texas
$2.28M +$24.6K +212 +1%
AWM
481
Aries Wealth Management
Maine
$2.26M -$23.3K -200 -1%
WJWM
482
Williams Jones Wealth Management
New York
$2.25M +$8.36K +72 +0.4%
CNBT
483
Canandaigua National Bank & Trust
New York
$2.24M -$4.76K -41 -0.2%
SG Americas Securities
484
SG Americas Securities
New York
$2.24M +$1.27M +10,976 +132%
SCM
485
Snow Capital Management
Pennsylvania
$2.21M -$84.9K -732 -4%
ACM
486
Alpha Capital Management
Texas
$2.18M +$55.3K +477 +3%
BC
487
Barnett & Company
Tennessee
$2.16M -$69.6K -600 -3%
SCM
488
Shelton Capital Management
Colorado
$2.14M – – –
MCM
489
Monument Capital Management
Virginia
$2.13M -$1.05K -9 -0%
KJWM
490
Kiley Juergens Wealth Management
Washington
$2.12M +$259K +2,232 +14%
BBA
491
BLB&B Advisors
Pennsylvania
$2.12M +$232 +2 +0%
RC
492
RegentAtlantic Capital
New Jersey
$2.11M +$103K +885 +5%
AIP
493
Ameritas Investment Partners
Nebraska
$2.11M +$32K +276 +2%
SFS
494
Sowell Financial Services
Arkansas
$2.09M +$40.4K +348 +2%
NWP
495
Northstar Wealth Partners
Connecticut
$2.08M +$138K +1,188 +7%
BCM
496
Brookstone Capital Management
Illinois
$2.08M +$118K +1,019 +6%
SL
497
Summitry LLC
California
$2.06M +$144K +1,241 +8%
SWRP
498
Summit Wealth & Retirement Planning
California
$2.04M – – –
DMC
499
Drexel Morgan & Co
Pennsylvania
$2.04M +$759K +6,538 +59%
SNT
500
Security National Trust
West Virginia
$2.04M -$13.3K -115 -0.7%
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