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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 %
GC
1126
GFG Capital
Florida
$294K +$4.75K +41 +2%
CIM
1127
CIM Investment Management
Pennsylvania
$294K +$10.1K +87 +4%
PFM
1128
Parsec Financial Management
North Carolina
$291K – – –
GGI
1129
Godsey & Gibb Inc
Virginia
$290K +$11.6K +100 +4%
EI
1130
Ethic Inc
New York
$290K +$61K +525 +27%
MCM
1131
Maryland Capital Management
Maryland
$289K -$47.2K -407 -14%
DW
1132
Domani Wealth
Pennsylvania
$289K +$10.5K +91 +4%
JWA
1133
JFS Wealth Advisors
Pennsylvania
$288K -$1.74K -15 -0.6%
RIM
1134
Regent Investment Management
Kentucky
$287K – – –
GLA
1135
Good Life Advisors
Pennsylvania
$287K +$31.7K +273 +12%
BDF
1136
Balasa Dinverno & Foltz
$286K -$5.57K -48 -2%
F
1137
F3Logic
Minnesota
$286K +$286K +2,428 New
P
1138
Pitcairn
Pennsylvania
$285K -$21.4K -184 -7%
IA
1139
IFG Advisory
Georgia
$283K -$21.5K -186 -7%
SAM
1140
Seelaus Asset Management
New Jersey
$283K -$8.7K -75 -3%
TAM
1141
Trillium Asset Management
Massachusetts
$283K – – –
9WM
1142
9258 Wealth Management
Ohio
$283K +$12.8K +111 +5%
BST
1143
Bath Savings Trust
Maine
$282K -$13.9K -120 -5%
CRC
1144
Curi RMB Capital
Illinois
$281K -$36.1K -311 -11%
TAM
1145
Townsend Asset Management
North Carolina
$281K -$27.7K -239 -9%
FMW
1146
Farr Miller & Washington
District of Columbia
$280K – – –
WA1
1147
Wimmer Associates 1
California
$279K +$22.1K +190 +9%
AMG
1148
Advisors Management Group
Wisconsin
$278K +$44K +379 +19%
RCA
1149
Ranch Capital Advisors
Florida
$278K +$163K +1,405 +142%
WBG
1150
Wharton Business Group
Pennsylvania
$276K – – –
44 45
46
47 48