CAT icon

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 %
LIA
301
LS Investment Advisors
Michigan
$7.93M +$430K +2,914 +6%
DILIC
302
Dai-ichi Life Insurance Company
Japan
$7.92M -$1.21M -8,219 -13%
GSBTD
303
Glenview State Bank Trust Department
Illinois
$7.89M +$11.1K +75 +0.1%
WIA
304
Wealthstreet Investment Advisors
Texas
$7.78M -$14.8K -100 -0.2%
SDIC
305
South Dakota Investment Council
South Dakota
$7.74M -$226K -1,530 -3%
DC
306
Davenport & Co
Virginia
$7.69M +$34.3K +232 +0.4%
SI
307
Stephens Inc
Arkansas
$7.65M -$1.66M -11,252 -18%
CC
308
Cannell & Co
New York
$7.63M +$28.1K +190 +0.4%
AAA
309
Adams Asset Advisors
Texas
$7.62M -$465K -3,147 -6%
GG
310
Greenwood Gearhart
Arkansas
$7.59M +$91.4K +619 +1%
ACM
311
Arosa Capital Management
Florida
$7.38M +$7.38M +50,000 New
CA
312
Commerzbank Aktiengesellschaft
Germany
$7.37M -$12.6M -85,060 -63%
ERSOT
313
Employees Retirement System of Texas
Texas
$7.24M – – –
AC
314
Allstate Corporation
Illinois
$7.23M – – –
CHAM
315
Clear Harbor Asset Management
Connecticut
$7.18M -$240K -1,627 -3%
AIM
316
Achmea Investment Management
Netherlands
$7.12M -$1.17M -7,915 -14%
DADC
317
D.A. Davidson & Co
Montana
$7.09M -$1.7M -11,492 -19%
CTC
318
Central Trust Company
Missouri
$7.01M -$83.9K -568 -1%
PWLP
319
Prio Wealth Limited Partnership
Massachusetts
$6.89M -$62.8K -425 -0.9%
RIM
320
Redpoint Investment Management
Australia
$6.89M -$43.1K -292 -0.6%
RIA
321
RPG Investment Advisory
California
$6.74M -$1.19M -8,087 -15%
DY
322
Dowling & Yahnke
California
$6.69M +$62K +420 +0.9%
AWM
323
AE Wealth Management
Kansas
$6.57M +$1.3M +8,777 +25%
NMERB
324
New Mexico Educational Retirement Board
New Mexico
$6.51M – – –
MNBTD
325
Moody National Bank Trust Division
Texas
$6.51M +$87.9K +595 +1%
11 12
13
14 15