CAT icon

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 %
EF
601
Empirical Finance
Pennsylvania
$1.36M +$131K +1,130 +11%
SFS
602
Strategic Financial Services
New York
$1.35M -$111K -955 -8%
BEC
603
Blue Edge Capital
Virginia
$1.35M +$332K +2,857 +33%
DIP
604
DT Investment Partners
Pennsylvania
$1.35M -$198K -1,705 -13%
RJT
605
Raymond James Trust
Florida
$1.35M -$125K -1,077 -9%
EWM
606
Evercore Wealth Management
New York
$1.34M -$101K -874 -7%
LFAS
607
Level Four Advisory Services
Texas
$1.34M -$204K -1,759 -13%
JPMIA
608
J.P. Marvel Investment Advisors
Massachusetts
$1.33M +$18.6K +160 +1%
Lido Advisors
609
Lido Advisors
California
$1.33M -$167K -1,442 -11%
JCM
610
Jacobi Capital Management
Pennsylvania
$1.32M -$122K -1,081 -8%
ADL
611
Asset Dedication LLC
California
$1.32M -$5.86K -50 -0.4%
PA
612
Profund Advisors
Maryland
$1.32M -$665K -5,726 -34%
PK
613
Pflug Koory
Nebraska
$1.32M +$15.4K +133 +1%
WB
614
WesBanco Bank
West Virginia
$1.31M -$63.3K -546 -5%
WSFS
615
Wilmington Savings Fund Society
Delaware
$1.31M +$117K +1,005 +10%
TCM
616
Telos Capital Management
California
$1.31M +$849K +7,310 +184%
GCM
617
Gables Capital Management
Florida
$1.31M +$379K +3,263 +41%
FCA
618
FLC Capital Advisors
California
$1.29M +$26.6K +228 +2%
RCM
619
Radnor Capital Management
Pennsylvania
$1.28M +$11.6K +100 +0.9%
CICI
620
Capital Investment Counsel Inc
North Carolina
$1.28M +$39.5K +340 +3%
RHP
621
Royal Harbor Partners
Texas
$1.28M +$1.28M +10,984 New
LBC
622
Lowe Brockenbrough & Co
Virginia
$1.27M -$17.4K -150 -1%
SS
623
Simplicity Solutions
Minnesota
$1.27M -$5.11K -44 -0.4%
SOAMC
624
Spirit of America Management Corp
New York
$1.27M +$17.4K +150 +1%
TBA
625
Tower Bridge Advisors
Pennsylvania
$1.27M -$84.1K -725 -6%
23 24
25
26 27