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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 %
MCC
526
Malaga Cove Capital
California
$1.79M +$844K +7,257 +89%
FLI
527
Family Legacy Inc
South Carolina
$1.79M +$9.51K +82 +0.5%
1SB
528
1ST Source Bank
Indiana
$1.78M +$190K +1,638 +12%
NIM
529
Northeast Investment Management
Massachusetts
$1.77M -$15.2K -131 -0.9%
CB
530
Community Bank
New York
$1.76M +$400K +3,444 +29%
AC
531
Abbrea Capital
California
$1.75M – – –
APP
532
Avantax Planning Partners
Iowa
$1.75M -$12.3K -106 -0.7%
KLCM
533
KG&L Capital Management
Louisiana
$1.75M +$145K +1,251 +9%
RC
534
RBF Capital
California
$1.74M – – –
AF
535
Ally Financial
Michigan
$1.74M +$812K +7,000 +88%
GAM
536
Griffin Asset Management
New York
$1.73M -$7.54K -65 -0.4%
HKIM
537
Hayek Kallen Investment Management
Alabama
$1.73M +$156K +1,345 +10%
SCI
538
Stableford Capital II
Arizona
$1.73M +$1.73M +14,876 New
TCBWMS
539
Texas Capital Bank Wealth Management Services
Texas
$1.72M +$165K +1,423 +11%
EP
540
Eudaimonia Partners
Tennessee
$1.71M +$367K +3,163 +27%
RB
541
Rodgers Brothers
Pennsylvania
$1.71M +$1.25M +10,745 +267%
CC
542
Centiva Capital
New York
$1.71M +$1.71M +14,764 New
DWA
543
Douglass Winthrop Advisors
New York
$1.7M -$226K -1,943 -12%
WB
544
Webster Bank
Connecticut
$1.7M -$280K -2,418 -14%
TCOV
545
Trust Company of Vermont
Vermont
$1.69M -$14.8K -128 -0.9%
EP
546
Edgestream Partners
New Jersey
$1.68M +$1.47M +12,673 +700%
SSB
547
Sandy Spring Bank
Maryland
$1.68M +$89.5K +771 +6%
NCGI
548
Next Century Growth Investors
Minnesota
$1.67M – – –
SC
549
Slow Capital
California
$1.67M -$38.1K -328 -2%
MSAM
550
Moloney Securities Asset Management
Missouri
$1.66M +$561K +4,839 +51%
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