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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 %
CCG
1276
Ceeto Capital Group
Florida
$295K – – –
CAW
1277
Cornerstone Advisors (Washington)
Washington
$295K +$28.3K +192 +11%
CS
1278
Capital Square
Tennessee
$295K +$295K +1,999 New
GAM
1279
Garrison Asset Management
Arkansas
$294K -$85.2K -577 -22%
EI
1280
Ethic Inc
New York
$291K +$291K +1,971 New
ZCM
1281
Zebra Capital Management
Connecticut
$290K +$39.8K +269 +16%
RMDI
1282
R.M. Davis Inc
Maine
$289K -$25K -169 -8%
CVM
1283
Cheviot Value Management
California
$289K -$1.33K -9 -0.5%
CG
1284
Corundum Group
Colorado
$289K +$289K +1,958 New
BCP
1285
Blue Chip Partners
Michigan
$288K +$2.07K +14 +0.7%
LC
1286
Landaas & Company
Wisconsin
$288K +$288K +1,948 New
MA
1287
MONECO Advisors
Connecticut
$287K -$128K -869 -31%
LA
1288
LexAurum Advisors
Kansas
$286K +$26K +176 +10%
BWM
1289
Benchmark Wealth Management
Connecticut
$286K +$286K +1,934 New
HCA
1290
Heck Capital Advisors
Wisconsin
$285K – – –
JA
1291
JOYN Advisors
Georgia
$283K +$3.99K +27 +1%
WMA
1292
Wealth Management Associates
New Jersey
$282K -$13.9K -94 -5%
WKWM
1293
Walter & Keenan Wealth Management
Indiana
$281K -$14.8K -100 -5%
MA
1294
Montag & Associates
Georgia
$281K – – –
FIA
1295
Foundations Investment Advisors
Arizona
$278K -$18.1K -122 -6%
WA
1296
WealthTrust Axiom
Pennsylvania
$276K – – –
GC
1297
Gilbert & Cook
Iowa
$276K +$27.6K +187 +11%
M
1298
Mirova
France
$276K +$68.3K +463 +33%
UAS
1299
United Asset Strategies
New York
$275K – – –
FG
1300
Fiduciary Group
Georgia
$275K – – –
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