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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 %
WCA
1176
Windsor Creek Advisors
Vermont
$255K +$255K +2,196 New
HEIP
1177
Hudson Edge Investment Partners
New Jersey
$252K -$46.5K -400 -16%
PP
1178
Patten & Patten
Tennessee
$252K -$16.8K -145 -6%
AWM
1179
Aberdeen Wealth Management
Illinois
$252K -$4.53K -39 -2%
LOAMS
1180
Lombard Odier Asset Management (Switzerland)
Switzerland
$252K – – –
TCA
1181
Transcend Capital Advisors
New Jersey
$252K – – –
CS
1182
Capital Square
Tennessee
$252K +$20.4K +176 +9%
VAM
1183
Verity Asset Management
North Carolina
$252K +$36.6K +315 +17%
WQ
1184
Wealth Quarterback
New Jersey
$251K -$1.34M -12,792 -84%
BPB
1185
Badgley, Phelps & Bell
Washington
$251K -$12.2K -105 -5%
TC
1186
TAP Consulting
Missouri
$251K +$10.8K +93 +4%
HBT
1187
Hills Bank & Trust
Iowa
$250K -$12.2K -105 -5%
MG
1188
Meritage Group
California
$250K +$90.8K +783 +57%
CAM
1189
Carret Asset Management
New York
$249K -$23.2K -200 -9%
GIA
1190
GHP Investment Advisors
Colorado
$249K -$2.21K -19 -0.9%
FCFC
1191
First Citizens Financial Corp
Iowa
$248K -$52.2K -449 -17%
LCM
1192
LVM Capital Management
Michigan
$247K -$53.8K -463 -18%
EAM
1193
Evanson Asset Management
California
$247K +$2.32K +20 +0.9%
BWM
1194
BigSur Wealth Management
Florida
$245K -$23.2K -200 -9%
CCM
1195
Check Capital Management
California
$245K -$6.97K -60 -3%
SXL
1196
Summit X LLC
Missouri
$245K +$39.7K +342 +19%
OCM
1197
One Capital Management
California
$244K -$30.3K -261 -11%
IIM
1198
Ironwood Investment Management
Massachusetts
$244K – – –
TIM
1199
Total Investment Management
Arizona
$244K +$3.72K +32 +2%
AW
1200
ACG Wealth
Georgia
$243K -$1.51M -12,992 -86%
46 47
48
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