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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
+$519M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$347M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$336M
4
AIG
American International Group
New York
+$325M
5
Ameriprise
Ameriprise
Minnesota
+$190M

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$270M
2
State Street
State Street
Massachusetts
-$208M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$167M
4
Deutsche Bank
Deutsche Bank
Germany
-$152M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$149M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
426
Northwest Investment Counselors
Oregon
$3.77M -$5.17K -35 -0.1%
WG
427
Winton Group
United Kingdom
$3.75M +$3.43M +23,217 +1,085%
EAM
428
Erste Asset Management
Austria
$3.72M +$1.79M +12,100 +93%
Point72 Asset Management
429
Point72 Asset Management
Connecticut
$3.72M +$3.72M +25,200 New
V
430
Veritable
Delaware
$3.69M +$33.4K +226 +0.9%
KA
431
Kintegral Advisory
New York
$3.67M – – –
AHC
432
Anderson Hoagland & Co
Missouri
$3.65M +$15.1K +104 +0.4%
HFM
433
Hartford Financial Management
Connecticut
$3.63M -$37.7K -255 -1%
MC
434
Mathes Company
New York
$3.6M -$34K -230 -0.9%
FMWA
435
Forvis Mazars Wealth Advisors
Missouri
$3.59M -$57K -386 -2%
Two Sigma Advisers
436
Two Sigma Advisers
New York
$3.57M -$30.7M -207,799 -90%
BOH
437
Bank of Hawaii
Hawaii
$3.57M -$3.54K -24 -0.1%
BCV
438
Banque Cantonale Vaudoise
Switzerland
$3.56M +$3.56M +24,086 New
EGA
439
Eagle Global Advisors
Texas
$3.54M +$189K +1,283 +6%
CCM
440
Coldstream Capital Management
Washington
$3.46M +$30K +203 +0.9%
CCM
441
Consolidated Capital Management
California
$3.44M -$88K -596 -2%
MC
442
Moors & Cabot
Massachusetts
$3.41M -$174K -1,179 -5%
Fayez Sarofim & Co
443
Fayez Sarofim & Co
Texas
$3.41M -$262K -1,775 -7%
OCAM
444
Onex Canada Asset Management
Ontario, Canada
$3.4M -$22.3K -154 -0.7%
NSIM
445
North Star Investment Management
Illinois
$3.36M +$59.1K +400 +2%
SB
446
Simmons Bank
Arkansas
$3.36M +$4.14K +28 +0.1%
RG
447
Retirement Group
California
$3.34M +$3.34M +22,624 New
BCCM
448
Bridge Creek Capital Management
Massachusetts
$3.34M -$45K -305 -1%
SLI
449
Sumitomo Life Insurance
Japan
$3.32M +$187K +1,264 +6%
BRWA
450
B. Riley Wealth Advisors
Florida
$3.32M +$689K +4,667 +26%
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