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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
601
Leavell Investment Management
Alabama
$1.78M -$89.9K -609 -5%
LRPA
602
L. Roy Papp & Associates
Arizona
$1.76M -$11.5K -78 -0.7%
ECM
603
EagleClaw Capital Management
Massachusetts
$1.76M -$104K -700 -6%
AIC
604
Aurora Investment Counsel
Georgia
$1.76M -$1M -6,782 -36%
WB
605
WesBanco Bank
West Virginia
$1.75M +$85K +575 +5%
II
606
Inspire Investing
Idaho
$1.75M -$126K -851 -7%
FPCG
607
Fort Pitt Capital Group
Pennsylvania
$1.75M +$44.6K +302 +3%
QI
608
QS Investors
New York
$1.74M -$1.55M -10,287 -47%
Cetera Investment Advisers
609
Cetera Investment Advisers
Illinois
$1.74M +$97.3K +657 +6%
SFSIG
610
San Francisco Sentry Investment Group
California
$1.73M -$236K -1,595 -12%
HPC
611
HM Payson & Co
Maine
$1.73M +$14.8K +100 +0.9%
CB
612
Community Bank
New York
$1.73M +$222K +1,505 +15%
TBA
613
Tower Bridge Advisors
Pennsylvania
$1.72M +$7.09K +48 +0.4%
MCAI
614
Members Capital Advisors Inc
Wisconsin
$1.72M +$1.72M +11,610 New
EP
615
Eudaimonia Partners
Tennessee
$1.71M +$1.71M +11,604 New
BAC
616
Boys Arnold & Co
North Carolina
$1.71M +$148K +1,000 +9%
PWA
617
Providence Wealth Advisors
Illinois
$1.71M -$1.25M -8,475 -42%
GCA
618
Gideon Capital Advisors
New York
$1.71M -$247K -1,676 -13%
Teacher Retirement System of Texas
619
Teacher Retirement System of Texas
Texas
$1.71M +$381K +2,576 +29%
Loomis, Sayles & Company
620
Loomis, Sayles & Company
Massachusetts
$1.71M -$1.48M -10,015 -46%
VFM
621
Viking Fund Management
North Dakota
$1.7M -$443K -3,000 -21%
TG
622
TCW Group
California
$1.68M -$182K -1,235 -10%
PCM
623
Princeton Capital Management
New Jersey
$1.68M -$34.7K -260 -2%
JPMIA
624
J.P. Marvel Investment Advisors
Massachusetts
$1.67M -$19.2K -130 -1%
ADL
625
Asset Dedication LLC
California
$1.67M +$242K +1,634 +17%
23 24
25
26 27