CAT icon

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 %
ASRS
201
Arizona State Retirement System
Arizona
$15.3M -$188K -1,275 -1%
URS
202
Utah Retirement Systems
Utah
$15.1M -$207K -1,400 -1%
PI
203
PineBridge Investments
New York
$15.1M -$17.9M -121,467 -54%
AIA
204
Avalon Investment & Advisory
Texas
$15M -$770K -5,217 -5%
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$15M -$307K -2,079 -2%
CAI
206
Capital Advisors Inc
Oklahoma
$14.9M +$2.32M +15,707 +18%
Skandinaviska Enskilda Banken (SEB)
207
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.8M -$421K -2,850 -3%
IG
208
ING Group
Netherlands
$14.7M +$414K +2,800 +3%
ZIG
209
Zurich Insurance Group
Switzerland
$14.6M -$9.91M -67,103 -40%
MOACM
210
Mutual of America Capital Management
New York
$14.6M +$831K +5,629 +6%
TPSF
211
Texas Permanent School Fund
Texas
$14.4M -$1.03M -7,004 -7%
FP
212
Foundry Partners
Minnesota
$14.4M -$4.41M -29,861 -23%
GT
213
Glenmede Trust
Pennsylvania
$14.3M +$183K +1,239 +1%
WSTAM
214
Wilbanks Smith & Thomas Asset Management
Virginia
$14.3M -$112K -761 -0.8%
Public Sector Pension Investment Board (PSP Investments)
215
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.2M -$1.97M -13,330 -12%
MSL
216
Mackay Shields LLC
New York
$14.1M -$1.75M -11,859 -11%
MIM
217
Marco Investment Management
Georgia
$14.1M -$162K -1,100 -1%
ADEF
218
Adams Diversified Equity Fund
Maryland
$13.9M +$13.9M +94,100 New
BCM
219
Becker Capital Management
Oregon
$13.9M +$79K +535 +0.6%
CIP
220
Chartwell Investment Partners
Pennsylvania
$13.7M +$1.38M +9,325 +11%
SEI Investments
221
SEI Investments
Pennsylvania
$13.6M +$337K +2,276 +3%
SOADOR
222
State of Alaska Department of Revenue
Alaska
$13.4M -$1.74M -11,782 -11%
Federated Hermes
223
Federated Hermes
Pennsylvania
$13.1M -$548K -3,712 -4%
PP
224
Paloma Partners
Connecticut
$13.1M +$2.67M +18,059 +26%
WBC
225
Westpac Banking Corp
Australia
$13M -$988K -6,689 -7%
7 8
9
10 11