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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 %
CA
1376
Cornerstone Advisory
Maryland
$231K +$231K +1,567 New
GWM
1377
Greenwich Wealth Management
Connecticut
$230K -$19.6K -133 -8%
YWP
1378
YorkBridge Wealth Partners
New York
$230K +$230K +1,555 New
CFA
1379
Capstone Financial Advisors
Illinois
$229K -$46.2K -313 -17%
RSVP
1380
Ramsay Stattman Vela & Price
Colorado
$229K +$229K +1,550 New
WF
1381
WoodTrust Financial
Wisconsin
$229K +$229K +1,550 New
GI
1382
Gradient Investments
Minnesota
$228K +$106K +715 +86%
MWM
1383
Mission Wealth Management
California
$228K +$228K +1,547 New
MCWA
1384
Meadow Creek Wealth Advisors
Georgia
$227K +$227K +1,534 New
WCM
1385
Wedge Capital Management
North Carolina
$227K +$227K +1,537 New
IIC
1386
Integrated Investment Consultants
Michigan
$227K +$227K +1,538 New
P
1387
&Partners
Tennessee
$227K +$227K +1,540 New
AI
1388
Accredited Investors
Minnesota
$226K +$226K +1,531 New
CWA
1389
Clarus Wealth Advisors
Arizona
$225K -$189K -1,280 -46%
CCM
1390
Canal Capital Management
Virginia
$225K +$225K +1,524 New
W
1391
Wealthquest
Ohio
$225K +$225K +1,529 New
CPSAC
1392
Chas P. Smith & Associates (CPS)
Florida
$224K +$224K +1,517 New
RWA
1393
Redhawk Wealth Advisors
Minnesota
$223K +$223K +1,509 New
AIP
1394
Almanack Investment Partners
Pennsylvania
$223K +$223K +1,510 New
CAM
1395
Claret Asset Management
Quebec, Canada
$223K +$223K +1,512 New
CCM
1396
Chickasaw Capital Management
Tennessee
$222K +$222K +1,500 New
LWM
1397
Lyell Wealth Management
California
$222K +$222K +1,500 New
HCM
1398
Hutchinson Capital Management
California
$222K +$222K +1,501 New
SWMG
1399
Sanchez Wealth Management Group
Florida
$222K +$222K +1,502 New
CPA
1400
Clear Perspective Advisors
Illinois
$222K +$222K +1,502 New
54 55
56
57 58