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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 %
LIM
576
Loudon Investment Management
New Hampshire
$1.93M – – –
MMPW
577
Mitchell McLeod Pugh & Williams
Alabama
$1.91M -$14.8K -100 -0.8%
CI
578
Cigna Investments
Connecticut
$1.91M -$262K -1,993 -12%
RC
579
Roundview Capital
New Jersey
$1.9M +$49.5K +335 +3%
Lido Advisors
580
Lido Advisors
California
$1.9M +$687K +4,654 +57%
NHC
581
Nicholas Hoffman & Company
Georgia
$1.87M -$154K -1,046 -8%
SWM
582
Segment Wealth Management
Texas
$1.87M +$23K +156 +1%
RJT
583
Raymond James Trust
Florida
$1.87M +$63.1K +427 +3%
SFS
584
Strategic Financial Services
New York
$1.86M -$195K -1,322 -9%
CA
585
Cambridge Advisors
Nebraska
$1.86M -$13.4K -91 -0.7%
RMC
586
Resources Management Corp
Connecticut
$1.86M +$86.1K +583 +5%
BA
587
Birinyi Associates
Connecticut
$1.85M -$222K -1,500 -11%
BOC
588
Barbara Oil Co
Illinois
$1.85M – – –
MYAM
589
Meiji Yasuda Asset Management
Japan
$1.85M -$632K -4,280 -26%
VFA
590
Voya Financial Advisors
Connecticut
$1.85M -$3.39K -23 -0.2%
BBVA
591
Banco Bilbao Vizcaya Argentaria
Spain
$1.84M +$1.84M +12,454 New
JCM
592
Jacobi Capital Management
Pennsylvania
$1.84M -$41.7K -290 -2%
WG
593
Welch Group
Alabama
$1.84M -$2.22K -15 -0.1%
EWM
594
Evercore Wealth Management
New York
$1.83M -$32K -217 -2%
DCM
595
Dupont Capital Management
Delaware
$1.83M -$1.8M -12,193 -50%
OPA
596
Old Port Advisors
Maine
$1.82M -$25.8K -174 -1%
HT
597
Heritage Trust
Oklahoma
$1.81M -$97.6K -661 -5%
EAM
598
Eukles Asset Management
Ohio
$1.81M -$34.5K -234 -2%
LW
599
Linscomb Wealth
Texas
$1.78M +$1.78M +12,043 New
GIA
600
Guyasuta Investment Advisors
Pennsylvania
$1.78M – – –
22 23
24
25 26