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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 %
FNBOSM
1551
First National Bank of South Miami
Florida
$51K -$4.44K -30 -8%
VRM
1552
Vectors Research Management
New York
$51K – – –
EW
1553
Evoke Wealth
California
$49K +$4.28K +29 +10%
SLF
1554
Sun Life Financial
Ontario, Canada
$49K -$19.1K -130 -28%
CFD
1555
Creative Financial Designs
Indiana
$49K – – –
M
1556
MOTCO
Texas
$49K +$10.4K +71 +27%
JFA
1557
JNBA Financial Advisors
Minnesota
$49K +$16.5K +111 +51%
FBT
1558
First Bank & Trust
South Dakota
$48K -$190K -1,277 -80%
ACM
1559
Allred Capital Management
Texas
$47.8K +$47.8K +324 New
MWC
1560
MBM Wealth Consultants
Missouri
$47K +$47K +320 New
HR
1561
Howe & Rusling
New York
$45K -$450K -3,050 -91%
SIS
1562
Sound Income Strategies
Florida
$45K -$8.33K -57 -16%
LFA
1563
Lighthouse Financial Advisors
Maryland
$45K +$45K +309 New
LWM
1564
Liberty Wealth Management
California
$44K +$148 +1 +0.3%
GSC
1565
G&S Capital
Colorado
$44K +$291 +2 +0.7%
CLCM
1566
Crawford Lake Capital Management
New Jersey
$44K +$44K +300 New
EARNEST Partners
1567
EARNEST Partners
Georgia
$42K – – –
MPWT
1568
MassMutual Private Wealth & Trust
Connecticut
$41K -$1.18K -8 -3%
CCA
1569
Column Capital Advisors
Indiana
$41K +$41K +280 New
PCA
1570
Providence Capital Advisors
North Carolina
$40K – – –
FWM
1571
FSA Wealth Management
Massachusetts
$39K +$39K +267 New
WPA
1572
West Paces Advisors
Georgia
$38.1K – – –
BWA
1573
BDO Wealth Advisors
Florida
$37K -$5.6K -38 -13%
BWM
1574
Baystate Wealth Management
Massachusetts
$37K +$444 +3 +1%
WFMPM
1575
Woodley Farra Manion Portfolio Management
Indiana
$37K +$37K +250 New
61 62
63
64 65