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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
$384M
2
Capital International Investors
Capital International Investors
California
$575M
3
Invesco
Invesco
Georgia
$399M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$782M
5
Boston Partners
Boston Partners
Massachusetts
$169M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$205M
2
Capital World Investors
Capital World Investors
California
$175M
3
Primecap Management
Primecap Management
California
$904M
4
Ameriprise
Ameriprise
Minnesota
$227M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ICM
1626
IMS Capital Management
Oregon
– -$239K -1,620 Closed
SRSA
1627
S.R. Schill & Associates
Washington
– -$237K -1,606 Closed
VBFG
1628
Vishria Bird Financial Group
Tennessee
– -$237K -1,606 Closed
HFBOT
1629
Home Federal Bank of Tennessee
Tennessee
– -$236K -1,600 Closed
DWM
1630
Destination Wealth Management
California
– -$234K -1,585 Closed
HWM
1631
Hohimer Wealth Management
Washington
– -$234K -1,584 Closed
BBI
1632
Baxter Bros Inc
Connecticut
– -$233K -1,580 Closed
FWP
1633
FAS Wealth Partners
Kansas
– -$232K -1,569 Closed
CHA
1634
Cooper/Haims Advisors
New York
– -$231K -1,567 Closed
CA
1635
Cornerstone Advisory
Maryland
– -$231K -1,567 Closed
ACM
1636
Anfield Capital Management
California
– -$214K -1,560 Closed
GWM
1637
Greenwich Wealth Management
Connecticut
– -$230K -1,558 Closed
YWP
1638
YorkBridge Wealth Partners
New York
– -$230K -1,555 Closed
RSVP
1639
Ramsay Stattman Vela & Price
Colorado
– -$229K -1,550 Closed
WF
1640
WoodTrust Financial
Wisconsin
– -$229K -1,550 Closed
MWM
1641
Mission Wealth Management
California
– -$228K -1,547 Closed
P
1642
&Partners
Tennessee
– -$227K -1,540 Closed
IIC
1643
Integrated Investment Consultants
Michigan
– -$227K -1,538 Closed
WCM
1644
Wedge Capital Management
North Carolina
– -$227K -1,537 Closed
AI
1645
Accredited Investors
Minnesota
– -$226K -1,531 Closed
CWA
1646
Clarus Wealth Advisors
Arizona
– -$225K -1,527 Closed
CCM
1647
Canal Capital Management
Virginia
– -$225K -1,524 Closed
CPSAC
1648
Chas P. Smith & Associates (CPS)
Florida
– -$224K -1,517 Closed
CAM
1649
Claret Asset Management
Quebec, Canada
– -$223K -1,512 Closed
NDSI
1650
Newman Dignan & Sheerar Inc
Rhode Island
– -$223 -1,510 Closed
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66
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