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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 %
AFC
1251
AFT Forsyth & Company
Florida
$215K -$40.8K -352 -16%
BRA
1252
Bender Robert & Associates
California
$213K – – –
GAMC
1253
Garner Asset Management Corp
Texas
$212K -$26.3K -227 -11%
WPA
1254
Winning Points Advisors
Florida
$212K – – –
Pacer Advisors
1255
Pacer Advisors
Pennsylvania
$212K +$8.6K +74 +4%
RW
1256
REDW Wealth
New Mexico
$212K +$18.7K +161 +10%
WCM
1257
WealthBridge Capital Management
Ohio
$211K -$2.66K -23 -1%
CGA
1258
Crescent Grove Advisors
Illinois
$211K +$1.16K +10 +0.6%
AIS
1259
Accurate Investment Solutions
Pennsylvania
$211K +$150K +1,293 +248%
MAWCM
1260
Mine & Arao Wealth Creation & Management
California
$210K -$1.74K -15 -0.8%
BWFA
1261
Baltimore-Washington Financial Advisors
Maryland
$210K – – –
BWA
1262
BlueSky Wealth Advisors
North Carolina
$210K +$1.16K +10 +0.6%
QCG
1263
Quadrant Capital Group
Ohio
$209K -$259K -2,197 -55%
CNB
1264
Camden National Bank
Maine
$209K +$2.91K +25 +1%
WA
1265
Waverly Advisors
Alabama
$209K +$3.13K +27 +2%
SC
1266
Schulhoff & Co
Ohio
$208K – – –
HCM
1267
Hutchinson Capital Management
California
$205K +$30.9K +266 +18%
CHJWM
1268
Carlton Hofferkamp & Jenks Wealth Management
Texas
$205K +$205K +1,710 New
VC
1269
Vicus Capital
Pennsylvania
$203K -$211K -1,813 -51%
MA
1270
MONECO Advisors
Connecticut
$203K -$23K -198 -10%
HPWM
1271
Highland Private Wealth Management
Washington
$203K +$1.16K +10 +0.6%
FIM
1272
Freedom Investment Management
Connecticut
$203K +$203K +1,521 New
AA
1273
Ancora Advisors
Ohio
$202K -$62.8K -540 -24%
GPFA
1274
Game Plan Financial Advisors
Ohio
$202K -$46.4K -400 -19%
SCA
1275
Stonebridge Capital Advisors
Minnesota
$202K +$2.32K +20 +1%
49 50
51
52 53