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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 %
HCM
1676
Hillman Capital Management
Maryland
– – -1,435 Closed
CPIG
1677
Chicago Partners Investment Group
Illinois
– – -1,421 Closed
TA
1678
Tiedemann Advisors
New York
– – -1,420 Closed
CA
1679
Cortland Associates
Missouri
– – -1,417 Closed
MCM
1680
Monarch Capital Management
Indiana
– – -1,417 Closed
SFS
1681
Summit Financial Strategies
Ohio
– – -1,417 Closed
LWMM
1682
Legacy Wealth Management (Mississippi)
Mississippi
– – -1,400 Closed
WIA
1683
Westbourne Investment Advisors
Maryland
– – -1,400 Closed
CAM
1684
Congress Asset Management
Massachusetts
– – -1,393 Closed
FBT
1685
First Bankers Trust
Kentucky
– – -1,391 Closed
ZIC
1686
ZWJ Investment Counsel
Georgia
– – -1,383 Closed
PWMAG
1687
Pinnacle Wealth Management Advisory Group
New Jersey
– – -1,383 Closed
SIG
1688
Sargent Investment Group
Maryland
– – -1,380 Closed
DWM
1689
Doyle Wealth Management
Florida
– – -1,372 Closed
AAS
1690
Annex Advisory Services
Wisconsin
– – -1,363 Closed
FAB
1691
First American Bank
Illinois
– – -1,361 Closed
NB
1692
Northwest Bancshares
Pennsylvania
– – -1,360 Closed
RP
1693
Rice Partnership
Hawaii
– – -1,309 Closed
IWA
1694
Intercontinental Wealth Advisors
Texas
– – -1,224 Closed
SM
1695
SG3 Management
Puerto Rico
– – -1,000 Closed
PWP
1696
Personal Wealth Partners
Minnesota
– – -929 Closed
BEAM
1697
Baker Ellis Asset Management
Washington
– – -815 Closed
RMAM
1698
Raab & Moskowitz Asset Management
New Jersey
– – -800 Closed
HCA
1699
Horan Capital Advisors
Ohio
– – -725 Closed
AC
1700
Asio Capital
Kentucky
– – -622 Closed
66 67
68
69 70