CAT icon

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 %
WMA
1226
Wealth Management Associates
New Jersey
$226K +$5.34K +46 +2%
SIA
1227
Starfire Investment Advisers
Michigan
$226K -$57.9K -500 -20%
CG
1228
Corundum Group
Colorado
$226K -$1.63K -14 -0.7%
FIB
1229
First Interstate Bank
Montana
$226K +$58K +500 +35%
BWM
1230
Benchmark Wealth Management
Connecticut
$225K +$348 +3 +0.2%
PTP
1231
Platform Technology Partners
New York
$225K +$57.7K +496 +34%
HFG
1232
Heron Financial Group
New York
$223K +$6.41K +55 +3%
FG
1233
Fiduciary Group
Georgia
$223K +$6.63K +57 +3%
ECM
1234
ETrade Capital Management
Virginia
$223K +$223K +1,919 New
UAS
1235
United Asset Strategies
New York
$222K +$5.92K +51 +3%
BC
1236
Bartlett & Co
Ohio
$222K +$222K +1,912 New
BCWM
1237
Bartlett & Co Wealth Management
Ohio
$222K -$73.1K -630 -25%
SS
1238
Sunbelt Securities
Texas
$221K -$1.97M -16,945 -90%
Jones Financial Companies
1239
Jones Financial Companies
Missouri
$221K -$39.8K -343 -15%
GC
1240
Gilbert & Cook
Iowa
$221K +$4.29K +37 +2%
MA
1241
Montag & Associates
Georgia
$220K – – –
JWBC
1242
J.W. Burns & Co
New York
$220K +$23.2K +200 +12%
FHB
1243
First Hawaiian Bank
Hawaii
$220K +$220K +1,888 New
LNB
1244
Ledyard National Bank
$219K +$19.6K +169 +10%
PL
1245
Plancorp LLC
Missouri
$218K -$28.5K -245 -12%
RMDI
1246
R.M. Davis Inc
Maine
$217K -$9.87K -85 -4%
WA
1247
WealthTrust Axiom
Pennsylvania
$217K – – –
CAG
1248
Csenge Advisory Group
Florida
$217K +$53.6K +463 +33%
IC
1249
Intersect Capital
California
$216K +$24.5K +211 +13%
TF
1250
Tompkins Financial
New York
$215K -$29K -250 -12%
48 49
50
51 52