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 %
SBIA
626
Sheaff Brock Investment Advisors
Indiana
$1.26M -$3.02M -26,011 -70%
II
627
Inspire Investing
Idaho
$1.25M -$121K -1,046 -9%
SCA
628
STALEY CAPITAL ADVISERS
Pennsylvania
$1.25M – – –
ARG
629
Advisory Resource Group
Oklahoma
$1.25M +$13.5K +116 +1%
BCM
630
Boltwood Capital Management
California
$1.25M -$580 -5 -0%
MCM
631
Murphy Capital Management
New Jersey
$1.24M -$31.9K -275 -3%
GIM
632
Guardian Investment Management
California
$1.24M +$24.1K +208 +2%
VCAM
633
Van Cleef Asset Management
Ohio
$1.23M +$31.9K +275 +3%
SCM
634
Spreng Capital Management
Ohio
$1.23M -$62.6K -540 -5%
AIC
635
Aurora Investment Counsel
Georgia
$1.23M -$154K -1,329 -11%
PFP
636
Pinnacle Financial Partners
Tennessee
$1.22M +$1.28K +11 +0.1%
CA
637
Cumberland Advisors
Florida
$1.22M +$174K +1,500 +17%
HIC
638
Holderness Investments Company
North Carolina
$1.2M -$43K -371 -3%
HT
639
Heritage Trust
Oklahoma
$1.2M -$223K -1,921 -16%
TW
640
TrinityPoint Wealth
Connecticut
$1.2M +$1.2M +10,298 New
FNBTCON
641
First National Bank & Trust Co of Newtown
Pennsylvania
$1.19M -$11.6K -100 -1%
PCM
642
Princeton Capital Management
New Jersey
$1.18M -$169K -1,573 -13%
AAMU
643
AEGON Asset Management (UK)
United Kingdom
$1.18M -$1.05M -9,032 -47%
MA
644
Mutual Advisors
Nebraska
$1.18M +$327K +2,820 +39%
TSS
645
Thomas Story & Son
Indiana
$1.17M – – –
SFA
646
Semmax Financial Advisors
North Carolina
$1.17M +$1.16M +9,994 +14,697%
BHC
647
Bowen Hanes & Co
Florida
$1.16M -$36K -310 -3%
CAM
648
Cresset Asset Management
Illinois
$1.15M +$193K +1,660 +20%
TFS
649
TrustCore Financial Services
Tennessee
$1.14M +$26.2K +226 +2%
NFG
650
Next Financial Group
Texas
$1.13M +$168K +1,448 +17%
24 25
26
27 28