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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.

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
1
Macquarie Group
Australia
$384M
2
Capital International Investors
2
Capital International Investors
California
$575M
3
Invesco
3
Invesco
Georgia
$399M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$782M
5
Boston Partners
5
Boston Partners
Massachusetts
$169M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$205M
2
Capital World Investors
2
Capital World Investors
California
$175M
3
Primecap Management
3
Primecap Management
California
$904M
4
Ameriprise
4
Ameriprise
Minnesota
$227M
5
Westfield Capital Management
5
Westfield Capital Management
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NDSI
1651
Newman Dignan & Sheerar Inc
Rhode Island
– – -1,510 Closed
RWA
1652
Redhawk Wealth Advisors
Minnesota
– – -1,509 Closed
KCM
1653
Kornitzer Capital Management
Kansas
– – -1,506 Closed
DA
1654
DSC Advisors
Illinois
– – -1,506 Closed
SWMG
1655
Sanchez Wealth Management Group
Florida
– – -1,502 Closed
CPA
1656
Clear Perspective Advisors
Illinois
– – -1,502 Closed
CCM
1657
Chickasaw Capital Management
Tennessee
– – -1,500 Closed
LWM
1658
Lyell Wealth Management
California
– – -1,500 Closed
BBNA
1659
Bremer Bank National Association
Minnesota
– – -1,488 Closed
TCM
1660
Traynor Capital Management
Pennsylvania
– – -1,488 Closed
LF
1661
LifeSteps Financial
California
– – -1,484 Closed
BF
1662
Blankinship & Foster
California
– – -1,477 Closed
GTCM
1663
Gyon Technologies Capital Management
New Jersey
– – -1,465 Closed
TBNY
1664
Trustco Bank (New York)
New York
– – -1,463 Closed
ACA
1665
Anchor Capital Advisors
Massachusetts
– – -1,460 Closed
BG
1666
Berry Group
Massachusetts
– – -1,457 Closed
PWAG
1667
Polaris Wealth Advisory Group
California
– – -1,457 Closed
BSPF
1668
British Steel Pension Fund
United Kingdom
– – -1,451 Closed
TTWM
1669
TCV Trust & Wealth Management
Virginia
– – -1,450 Closed
BFA
1670
Benedict Financial Advisors
Georgia
– – -1,449 Closed
SWP
1671
Summit Wealth Partners
Florida
– – -1,448 Closed
WPC
1672
Waters Parkerson & Co
Louisiana
– – -1,448 Closed
BHTS
1673
Bar Harbor Trust Services
Maine
– – -1,444 Closed
BA
1674
Bristlecone Advisors
Washington
– – -1,436 Closed
CWM
1675
Cordatus Wealth Management
Pennsylvania
– – -1,435 Closed
65 66
67
68 69