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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 %
AA
726
Argent Advisors
Louisiana
$859K +$101K +872 +13%
CCT
727
Country Club Trust
Missouri
$857K +$89.6K +802 +12%
IAMOG
728
Investors Asset Management of Georgia
Georgia
$856K – – –
MPI
729
Mairs & Power Inc
Minnesota
$856K +$38.9K +335 +5%
OAM
730
Oak Asset Management
California
$855K +$456K +3,925 +114%
CWP
731
CFM Wealth Partners
Texas
$847K +$8.13K +70 +1%
IP
732
Intellectus Partners
California
$846K -$84.6K -729 -9%
IP
733
Investment Partners
Ohio
$846K +$182K +1,569 +27%
PTC
734
Philadelphia Trust Company
Pennsylvania
$845K -$98.6K -850 -10%
DWT
735
Dorsey & Whitney Trust
South Dakota
$841K -$10.4K -90 -1%
NFG
736
Nations Financial Group
Iowa
$840K +$2.32K +20 +0.3%
SAM
737
Sequent Asset Management
Texas
$836K -$8.94K -77 -1%
UBV
738
United Bank (Virginia)
Virginia
$835K -$23.2K -200 -3%
Arrowstreet Capital
739
Arrowstreet Capital
Massachusetts
$835K +$835K +7,200 New
HB
740
Homrich & Berg
Georgia
$833K -$83.9K -723 -9%
HPC
741
HM Payson & Co
Maine
$827K -$533K -4,597 -39%
EVC
742
Eidelman Virant Capital
Missouri
$826K – – –
BAC
743
Boys Arnold & Co
North Carolina
$825K -$519K -4,468 -39%
CFGS
744
Concourse Financial Group Securities
Alabama
$824K +$83.1K +716 +11%
APF
745
Alaska Permanent Fund
Alaska
$823K +$823K +7,090 New
H
746
HoyleCohen
California
$818K -$228K -1,968 -22%
PA
747
PSI Advisors
Florida
$816K +$20.9K +180 +3%
MYAM
748
Meiji Yasuda Asset Management
Japan
$815K -$635K -5,470 -44%
CC
749
Cedar Capital
Illinois
$814K +$55.2K +476 +7%
BA
750
Birinyi Associates
Connecticut
$812K -$638K -5,500 -44%
28 29
30
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