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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 %
KHCM
576
Kettle Hill Capital Management
New York
$1.46M +$1.46M +12,578 New
PWA
577
Providence Wealth Advisors
Illinois
$1.46M +$132K +1,151 +10%
SAM
578
Sompo Asset Management
Japan
$1.46M -$567K -4,890 -28%
GIA
579
Guyasuta Investment Advisors
Pennsylvania
$1.45M +$58.1K +501 +4%
QI
580
QS Investors
New York
$1.45M +$109K +938 +8%
BOC
581
Barbara Oil Co
Illinois
$1.45M – – –
VFM
582
Viking Fund Management
North Dakota
$1.45M +$116K +1,000 +9%
APW
583
Aurora Private Wealth
New Jersey
$1.45M +$675K +5,813 +88%
LNWWM
584
Laird Norton Wetherby Wealth Management
California
$1.44M -$90.7K -782 -6%
SCP
585
Syntal Capital Partners
Texas
$1.42M +$542K +4,669 +62%
RMC
586
Resources Management Corp
Connecticut
$1.42M -$38.9K -335 -3%
FPCG
587
Fort Pitt Capital Group
Pennsylvania
$1.41M +$35.3K +304 +3%
MMPW
588
Mitchell McLeod Pugh & Williams
Alabama
$1.41M -$94K -810 -6%
PVWM
589
Point View Wealth Management
New Jersey
$1.41M +$138K +1,191 +11%
Cetera Investment Advisers
590
Cetera Investment Advisers
Illinois
$1.4M +$33.3K +287 +2%
AUB
591
Atlantic Union Bankshares
Virginia
$1.39M +$101K +868 +8%
ECM
592
EagleClaw Capital Management
Massachusetts
$1.38M – – –
OPA
593
Old Port Advisors
Maine
$1.38M -$49.8K -429 -3%
SC
594
Stolper & Co
Oklahoma
$1.38M +$1.38M +11,862 New
LRPA
595
L. Roy Papp & Associates
Arizona
$1.37M -$8.36K -72 -0.6%
VI
596
Vestcor Inc
New Brunswick, Canada
$1.37M +$261K +2,249 +23%
EAM
597
Eukles Asset Management
Ohio
$1.37M -$48.8K -421 -3%
MWM
598
Meridian Wealth Management
Kentucky
$1.37M +$1.37M +11,789 New
AF
599
Advisornet Financial
Minnesota
$1.37M -$180K -1,553 -12%
TRCT
600
Tower Research Capital (TRC)
New York
$1.36M +$1.36M +11,701 +83,579%
22 23
24
25 26