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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.

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
1
Bank of America
North Carolina
$1.14B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$557M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$502M
4
AIG
4
American International Group
New York
$371M
5
Ameriprise
5
Ameriprise
Minnesota
$456M

Top Sellers

1
State Farm Mutual Automobile Insurance
1
State Farm Mutual Automobile Insurance
Illinois
$2.83B
2
State Street
2
State Street
Massachusetts
$6.61B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.26B
4
Deutsche Bank
4
Deutsche Bank
Germany
$216M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$29.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mitsubishi UFJ Trust & Banking
76
Mitsubishi UFJ Trust & Banking
Japan
$82.7M 559,975 +22,599 +4%
Prudential Financial
77
Prudential Financial
New Jersey
$78.3M 530,257 +3,530 +0.7%
MSV
78
MN Services Vermogensbeheer
Netherlands
$77.4M 524,228 +16,500 +3%
State of Wisconsin Investment Board
79
State of Wisconsin Investment Board
Wisconsin
$76.6M 518,750 -59,163 -10%
ORIO
80
Old Republic International (ORI)
Illinois
$74.9M 507,000 +72,000 +17%
Stifel Financial
81
Stifel Financial
Missouri
$73.3M 496,860 +35,184 +8%
RJA
82
Raymond James & Associates
Florida
$73.2M 495,888 +3,494 +0.7%
SO
83
STRS Ohio
Ohio
$70.8M 479,229 +233,962 +95%
Chevy Chase Trust
84
Chevy Chase Trust
Maryland
$69.5M 470,707 -8,496 -2%
Retirement Systems of Alabama
85
Retirement Systems of Alabama
Alabama
$68.5M 463,717 -3,478 -0.7%
H
86
Hexavest
Quebec, Canada
$68.2M 461,879 +331,018 +253%
FMI
87
Factory Mutual Insurance
Massachusetts
$67.1M 454,300 -2,500 -0.5%
Boston Partners
88
Boston Partners
Massachusetts
$65.9M 446,427 -38,885 -8%
US Bancorp
89
US Bancorp
Minnesota
$65.9M 446,169 +995 +0.2%
CWM
90
CIBC World Markets
New York
$65.4M 442,863 +225,433 +104%
BNP Paribas Financial Markets
91
BNP Paribas Financial Markets
France
$65M 440,253 -793,671 -64%
Toronto Dominion Bank
92
Toronto Dominion Bank
Ontario, Canada
$64.6M 437,378 +47,221 +12%
Korea Investment Corp
93
Korea Investment Corp
South Korea
$62.8M 425,394 +2,700 +0.6%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$62.6M 423,609 +160,349 +61%
State of New Jersey Common Pension Fund D
95
State of New Jersey Common Pension Fund D
New Jersey
$60.4M 408,897 -32,003 -7%
ZIM
96
Zacks Investment Management
Illinois
$60.1M 406,808 +3,932 +1%
AA
97
ALPS Advisors
Colorado
$58.7M 397,647 -103,814 -21%
LPL Financial
98
LPL Financial
California
$57.9M 392,279 -1,837 -0.5%
Canada Pension Plan Investment Board
99
Canada Pension Plan Investment Board
Ontario, Canada
$57.5M 389,247 -219,025 -36%
First Trust Advisors
100
First Trust Advisors
Illinois
$57.2M 387,028 -43,308 -10%
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4
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