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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 %
BFIM
451
Beese Fulmer Investment Management
Ohio
$3.31M +$26.7K +181 +0.8%
NB
452
NBT Bank
New York
$3.29M +$3.29M +22,245 New
MCM
453
McMillion Capital Management
North Carolina
$3.22M +$4.14K +28 +0.1%
CCM
454
Cadence Capital Management
Massachusetts
$3.22M -$266K -1,800 -8%
PC
455
Polar Capital
United Kingdom
$3.21M -$2.84M -19,258 -47%
ACM
456
Argyle Capital Management
Pennsylvania
$3.19M – – –
SF
457
Synovus Financial
Georgia
$3.19M -$149K -1,009 -4%
MAM
458
Meeder Asset Management
Ohio
$3.19M +$2.54M +17,229 +393%
NMIMC
459
Northwestern Mutual Investment Management Company
Wisconsin
$3.17M +$6.5K +44 +0.2%
VFA
460
Valeo Financial Advisors
Indiana
$3.11M +$1.82M +12,324 +142%
HCM
461
Harvey Capital Management
Florida
$3.09M -$2.4M -16,245 -44%
ECM
462
ExodusPoint Capital Management
New York
$3.08M -$3.29M -22,255 -52%
BWL
463
Bogart Wealth LLC
Virginia
$3.08M +$73.7K +499 +2%
BA
464
Baugh & Associates
Georgia
$3.06M -$82.7K -560 -3%
AP
465
Advisor Partners
California
$3.06M +$146K +1,000 +5%
SCM
466
Stonebridge Capital Management
California
$3.06M +$107K +725 +4%
CHC
467
City Holding Co
West Virginia
$3.03M -$25.8K -175 -0.8%
FMC
468
First Merchants Corp
Indiana
$3.02M -$13.4K -91 -0.4%
NRS
469
Neville Rodie & Shaw
New York
$3.01M -$59.1K -400 -2%
PP
470
Palladium Partners
Virginia
$3.01M -$18.3K -124 -0.6%
CTA
471
Colonial Trust Advisors
South Carolina
$2.98M -$104K -704 -3%
SLWS
472
Swaine & Leidel Wealth Services
Florida
$2.97M -$50.8K -344 -2%
MIM
473
Montgomery Investment Management
Maryland
$2.93M -$55.4K -375 -2%
SCM
474
Snow Capital Management
Pennsylvania
$2.92M +$87.7K +594 +3%
ISB
475
Iowa State Bank
Iowa
$2.92M +$129K +876 +5%
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