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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 %
RWA
851
River Wealth Advisors
Pennsylvania
$586K -$2.09K -18 -0.4%
Two Sigma Investments
852
Two Sigma Investments
New York
$585K -$3.3M -28,428 -85%
LOAME
853
Lombard Odier Asset Management (Europe)
United Kingdom
$585K -$107K -921 -15%
SCM
854
Schnieders Capital Management
California
$582K -$58K -500 -9%
PTC
855
Private Trust Company
Ohio
$579K -$111K -961 -16%
CWP
856
Capital Wealth Planning
Florida
$576K +$19.3K +166 +3%
JWCA
857
J.W. Coons Advisors
Ohio
$576K +$576K +4,960 New
FANJ
858
Financial Architects (New Jersey)
New Jersey
$573K +$31.3K +270 +6%
IA
859
IFP Advisors
Florida
$572K +$147K +1,324 +35%
MAM
860
Morse Asset Management
Connecticut
$569K -$185K -1,594 -25%
CGL
861
Clarius Group LLC
Washington
$569K +$168K +1,444 +42%
NQWM
862
Northwest Quadrant Wealth Management
Oregon
$568K -$18.9K -176 -3%
Loomis, Sayles & Company
863
Loomis, Sayles & Company
Massachusetts
$567K -$773K -6,662 -58%
GI
864
GAMCO Investors
Connecticut
$565K -$179K -1,545 -24%
CCP
865
Corient Capital Partners
California
$565K -$92.2K -794 -14%
RCYC
866
Richard C. Young & Co
Rhode Island
$565K +$565K +4,869 New
ATC
867
Argent Trust Co
Tennessee
$563K -$9.17K -79 -2%
Teacher Retirement System of Texas
868
Teacher Retirement System of Texas
Texas
$562K -$778K -6,707 -58%
ClearBridge Investments
869
ClearBridge Investments
New York
$561K +$23.7K +204 +4%
OAM
870
Oppenheimer Asset Management
New York
$559K +$559K +4,821 New
ATWA
871
Arbor Trust Wealth Advisors
Michigan
$557K -$125K -1,076 -18%
IB
872
Intrust Bank
Kansas
$555K -$8.25K -71 -1%
HI
873
Horizon Investments
North Carolina
$552K +$41.6K +358 +8%
MAM
874
Mastrapasqua Asset Management
Tennessee
$551K -$12.2K -105 -2%
MAM
875
Meeder Asset Management
Ohio
$550K -$1.96M -16,874 -78%
33 34
35
36 37