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

Top Sellers

1
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
$2.83B
2
State Street
State Street
Massachusetts
$6.61B
3
Vanguard Group
Vanguard Group
Pennsylvania
$7.26B
4
Deutsche Bank
Deutsche Bank
Germany
$216M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
$29.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
176
M&T Bank
New York
$21M -$318K -2,154 -1%
DnB Asset Management
177
DnB Asset Management
Norway
$20.9M +$1.99M +13,447 +10%
BS
178
Banco Santander
Spain
$20.9M +$2.49M +16,843 +14%
MHC
179
Meyer Handelman Company
New York
$20.6M -$354K -2,400 -2%
Fifth Third Bancorp
180
Fifth Third Bancorp
Ohio
$20.5M -$1.49M -10,105 -7%
GF
181
Gabelli Funds
New York
$20.5M – – –
Creative Planning
182
Creative Planning
Kansas
$19.9M +$637K +4,316 +3%
GIBU
183
Gulf International Bank (UK)
United Kingdom
$19.8M -$51.7K -350 -0.3%
SOMRS
184
State of Michigan Retirement System
Michigan
$19.7M -$236K -1,600 -1%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$19.6M -$6.68M -45,254 -25%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$19.6M +$273K +1,850 +1%
SCI
187
S&CO Inc
Massachusetts
$19.5M -$120K -813 -0.6%
ALAM
188
Asahi Life Asset Management
Japan
$18.3M +$772K +5,225 +4%
PI
189
Putnam Investments
Massachusetts
$18.2M -$20.3M -137,749 -53%
XK
190
Xact Kapitalforvaltning
Sweden
$17.9M +$633K +4,289 +4%
WAS
191
Wesleyan Assurance Society
United Kingdom
$17.8M – – –
NPA
192
Nichols & Pratt Advisers
Massachusetts
$17.8M -$1.05M -7,079 -6%
Caisse de Depot et Placement du Quebec (CDPQ)
193
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$17.7M +$4.88M +33,044 +38%
BFS
194
Bradley Foster & Sargent
Connecticut
$17.6M +$20.8K +141 +0.1%
Wolverine Trading
195
Wolverine Trading
Illinois
$17.3M +$12.6M +85,079 +262%
BSA
196
Braun Stacey Associates
New York
$17.1M +$3.6M +24,365 +27%
American Century Companies
197
American Century Companies
Missouri
$16.3M +$14.1M +95,202 +617%
Comerica Bank
198
Comerica Bank
Texas
$16.3M -$224K -1,653 -1%
William Blair & Company
199
William Blair & Company
Illinois
$15.7M -$696K -4,716 -4%
LCS
200
Levin Capital Strategies
New York
$15.4M -$36.9K -250 -0.2%
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