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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 %
GCM
651
Glaxis Capital Management
Florida
$1.54M +$1.54M +10,426 New
FNBTCON
652
First National Bank & Trust Co of Newtown
Pennsylvania
$1.53M – – –
VCAM
653
Van Cleef Asset Management
Ohio
$1.53M -$7.39K -50 -0.5%
BHC
654
Bowen Hanes & Co
Florida
$1.52M -$7.39K -50 -0.5%
Verition Fund Management
655
Verition Fund Management
Connecticut
$1.52M -$694K -4,698 -31%
WSFS
656
Wilmington Savings Fund Society
Delaware
$1.52M +$217K +1,467 +17%
ANB
657
Amarillo National Bank
Texas
$1.52M – – –
BBA
658
Brookfield BHS Advisors
New York
$1.5M +$1.5M +10,147 New
ISL
659
Ingalls & Snyder LLC
New York
$1.49M +$61K +413 +4%
TSS
660
Thomas Story & Son
Indiana
$1.49M – – –
JIC
661
Johnson Investment Counsel
Ohio
$1.49M +$30.6K +207 +2%
MYLI
662
Meiji Yasuda Life Insurance
Japan
$1.49M -$352K -2,381 -19%
SSA
663
Schonfeld Strategic Advisors
New York
$1.49M +$1.49M +10,061 New
HIM
664
HawsGoodwin Investment Management
Tennessee
$1.48M +$1.48M +10,039 New
LFDLE
665
La Financiere de L'Echiquier
France
$1.48M -$17.5M -118,500 -92%
XWM
666
Xcel Wealth Management
Florida
$1.48M -$694K -4,697 -32%
GJIC
667
Gamble Jones Investment Counsel
California
$1.48M -$765K -5,180 -34%
FWM
668
Focused Wealth Management
New York
$1.47M -$140K -949 -9%
HSA
669
HBK Sorce Advisory
Pennsylvania
$1.44M +$55.8K +378 +4%
ICOM
670
Investment Counselors of Maryland
Maryland
$1.44M -$22.2K -150 -2%
Bessemer Group
671
Bessemer Group
New Jersey
$1.43M -$89.1K -603 -6%
TT
672
TI-Trust
Illinois
$1.43M +$1.43M +9,647 New
MME
673
Meag Munich Ergo
Germany
$1.42M -$4.68M -31,714 -77%
TFS
674
TrustCore Financial Services
Tennessee
$1.42M +$15.1K +102 +1%
VI
675
Vestcor Inc
New Brunswick, Canada
$1.42M +$1.42M +9,583 New
25 26
27
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