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Caterpillar
CAT

Overview Fund Activity

1,656 hedge funds and large institutions have $54.5B invested in Caterpillar in 2019 Q4 according to their latest regulatory filings, with 279 funds opening new positions, 512 increasing their positions, 603 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,656
Holders Change
+180
Holders Change %
+12.2%
% of All Funds
32.7%
Holding in Top 10
26
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+73.33%
% of All Funds
0.51%
New
279
Increased
512
Reduced
603
Closed
79
Calls
$1.63B
Puts
$1.87B
Net Calls
-$249M
Net Calls Change
+$136M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$1.14B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$557M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$502M
4
AIG
American International Group
New York
$371M
5
Ameriprise
Ameriprise
Minnesota
$456M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.83B
2
State Street
State Street
Massachusetts
$6.61B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.26B
4
Deutsche Bank
Deutsche Bank
Germany
$216M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$9.05M -$125K -844 -1%
FSA
277
Franklin Street Advisors
North Carolina
$9.03M -$521K -3,525 -5%
WT
278
Whittier Trust
California
$8.96M -$70.7K -479 -0.8%
IMPI
279
Ilmarinen Mutual Pension Insurance
Finland
$8.86M – – –
BC
280
Blackhill Capital
New Jersey
$8.86M – – –
BCM
281
Birmingham Capital Management
Alabama
$8.78M -$562K -3,805 -6%
BB
282
Busey Bank
Illinois
$8.72M -$218K -1,478 -2%
II
283
IFM Investors
Australia
$8.7M -$488K -3,302 -5%
FT
284
Fiduciary Trust
Massachusetts
$8.68M +$190K +1,288 +2%
HIMCH
285
Hartford Investment Management Co (HIMCO)
Connecticut
$8.61M -$364K -2,467 -4%
Brown Advisory
286
Brown Advisory
Maryland
$8.57M -$127K -860 -1%
DP
287
Dearborn Partners
Illinois
$8.56M +$70K +474 +0.8%
MML Investors Services
288
MML Investors Services
Massachusetts
$8.54M +$26.1K +177 +0.3%
IAN
289
Integrated Advisors Network
Texas
$8.5M +$8.5M +57,538 New
TRSOTSOK
290
Teachers Retirement System of the State of Kentucky
Kentucky
$8.47M – – –
EDRH
291
Edmond de Rothschild Holding
Switzerland
$8.39M -$2.07M -13,990 -20%
SC
292
Scotia Capital
Ontario, Canada
$8.36M -$2.14M -14,489 -20%
LDB
293
Lee, Danner & Bass
Tennessee
$8.36M -$318K -2,150 -4%
N
294
Natixis
France
$8.27M -$33M -223,641 -80%
AFP
295
Ausdal Financial Partners
Iowa
$8.25M +$264K +1,946 +3%
SAM
296
Securian Asset Management
Minnesota
$8.23M -$276K -1,866 -3%
CA
297
Callahan Advisors
Texas
$8.2M +$603K +4,085 +8%
CLOS
298
Compagnie Lombard Odier SCmA
Switzerland
$8M +$2.39M +16,150 +43%
CIBC Asset Management
299
CIBC Asset Management
Ontario, Canada
$7.95M -$257K -1,738 -3%
OPERF
300
Oregon Public Employees Retirement Fund
Oregon
$7.95M -$579K -3,918 -7%
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