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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 %
AWM
476
Aries Wealth Management
Maine
$2.9M – – –
PI
477
PEAK6 Investments
Illinois
$2.89M +$2.77M +18,748 +2,317%
AI
478
Atria Investments
North Carolina
$2.87M +$1.36M +9,184 +90%
CBTWT
479
Community Bank & Trust (Waco, Texas)
Texas
$2.86M +$111K +754 +4%
CNBT
480
Canandaigua National Bank & Trust
New York
$2.86M -$36.9K -250 -1%
LWM
481
Loveless Wealth Management
Montana
$2.86M +$2.86M +19,230 New
WJWM
482
Williams Jones Wealth Management
New York
$2.85M -$75.9K -514 -3%
BC
483
Barnett & Company
Tennessee
$2.84M -$306K -2,069 -10%
AAMU
484
AEGON Asset Management (UK)
United Kingdom
$2.83M – – –
IAA
485
Independent Advisor Alliance
North Carolina
$2.82M +$472K +3,193 +20%
CC
486
Criteria Caixa
Spain
$2.82M +$2.82M +19,067 New
SS
487
Sunbelt Securities
Texas
$2.78M +$311K +2,107 +13%
Capital Fund Management (CFM)
488
Capital Fund Management (CFM)
France
$2.78M +$2.78M +18,822 New
KF
489
Krilogy Financial
Missouri
$2.78M +$2.34M +15,876 +539%
SC
490
Searle & Co
Connecticut
$2.78M -$14.8K -100 -0.5%
PH
491
Pinnacle Holdings
Oklahoma
$2.77M +$6.06K +41 +0.2%
IMOV
492
Investment Management of Virginia
Virginia
$2.77M -$110K -745 -4%
BFEC
493
Benjamin F. Edwards & Company
Missouri
$2.75M +$208K +1,410 +8%
Koshinski Asset Management
494
Koshinski Asset Management
Illinois
$2.75M +$1.1M +7,445 +66%
FNBT
495
FineMark National Bank & Trust
Florida
$2.73M +$245K +1,658 +10%
SCM
496
Shelton Capital Management
Colorado
$2.72M -$7.31M -49,479 -73%
MCM
497
Monument Capital Management
Virginia
$2.71M +$12.6K +85 +0.5%
ACM
498
Alpha Capital Management
Texas
$2.71M -$180K -1,217 -6%
BBA
499
BLB&B Advisors
Pennsylvania
$2.7M -$16.7K -113 -0.6%
AIP
500
Ameritas Investment Partners
Nebraska
$2.65M +$104K +707 +4%
18 19
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