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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 %
BCP
651
Blackhawk Capital Partners
Wisconsin
$1.12M -$36.8K -249 -3%
DCM
652
Davidson Capital Management
Texas
$1.12M +$47.6K +410 +4%
FSA
653
Franklin Street Advisors
North Carolina
$1.11M -$5.99M -51,578 -84%
TSWM
654
Triangle Securities Wealth Management
North Carolina
$1.11M +$65K +560 +6%
TIA
655
Trust Investment Advisors
Indiana
$1.1M -$1.74K -15 -0.2%
ANB
656
Amarillo National Bank
Texas
$1.1M -$93.2K -803 -8%
CL
657
Choreo LLC
Illinois
$1.09M +$17.3K +149 +2%
ISL
658
Ingalls & Snyder LLC
New York
$1.09M -$82.8K -713 -7%
XWM
659
Xcel Wealth Management
Florida
$1.08M -$75.3K -649 -6%
FWM
660
Focused Wealth Management
New York
$1.08M -$76.4K -658 -7%
HIM
661
HawsGoodwin Investment Management
Tennessee
$1.08M -$89.4K -770 -8%
FTI
662
Fiduciary Trust International
Massachusetts
$1.07M +$8K +69 +0.8%
AMG
663
Asset Management Group
Connecticut
$1.07M +$6.62K +57 +0.6%
FWM
664
Frontier Wealth Management
Missouri
$1.07M +$481K +4,143 +82%
EHC
665
Everett Harris & Co
California
$1.06M +$1.06M +9,142 New
CT
666
Coastline Trust
Rhode Island
$1.06M -$194K -1,670 -15%
ATC
667
Adirondack Trust Company
New York
$1.06M +$70.8K +610 +7%
PAM
668
Private Asset Management
California
$1.06M -$40.6K -350 -4%
Bessemer Group
669
Bessemer Group
New Jersey
$1.06M -$64.1K -553 -6%
MMHP
670
Murphy Middleton Hinkle & Parker
Georgia
$1.05M – – –
KTC
671
Kistler-Tiffany Companies
Pennsylvania
$1.04M – – –
WANY
672
Wealthspire Advisors (New York)
New York
$1.04M +$785K +6,765 +307%
JIC
673
Johnson Investment Counsel
Ohio
$1.04M -$134K -1,159 -11%
PNC
674
Park National Corp
Ohio
$1.03M -$5.8K -50 -0.6%
BPC
675
Banque Pictet & Cie
Switzerland
$1.03M – – –
25 26
27
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