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Caterpillar
CAT

Overview Fund Activity

1,529 hedge funds and large institutions have $60.8B invested in Caterpillar in 2018 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 552 increasing their positions, 553 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+18
Holders Change %
+1.19%
% of All Funds
35.01%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.73%
New
129
Increased
552
Reduced
553
Closed
99
Calls
$1.92B
Puts
$2.01B
Net Calls
-$87.3M
Net Calls Change
+$395M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$600M
2
Ameriprise
Ameriprise
Minnesota
$427M
3
SCM
Suvretta Capital Management
New York
$194M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
2
Capital World Investors
Capital World Investors
California
$2.49B
3
Citadel Advisors
Citadel Advisors
Florida
$267M
4
Deutsche Bank
Deutsche Bank
Germany
$338M
5
AQR Capital Management
AQR Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSA
226
Braun Stacey Associates
New York
$16.9M +$141K +922 +0.8%
Nomura Holdings
227
Nomura Holdings
Japan
$16.9M -$37.3M -243,812 -69%
AIM
228
Achmea Investment Management
Netherlands
$16.7M -$1.9M -12,437 -10%
URS
229
Utah Retirement Systems
Utah
$16.5M +$61K +400 +0.4%
Creative Planning
230
Creative Planning
Kansas
$16.3M -$1.1M -7,191 -6%
SAM
231
Shell Asset Management
Netherlands
$16.2M -$156K -1,020 -0.9%
PPC
232
Precision Path Capital
New York
$16.2M +$16.2M +106,402 New
Public Employees Retirement Association of Colorado
233
Public Employees Retirement Association of Colorado
Colorado
$16.1M -$16.6K -109 -0.1%
NMIMC
234
Northwestern Mutual Investment Management Company
Wisconsin
$15.9M -$1.6M -10,494 -9%
ACI
235
Alpha Cubed Investments
California
$15.8M +$2.19M +16,699 +16%
EB
236
Eastern Bank
Massachusetts
$15.8M -$26.4K -173 -0.2%
DnB Asset Management
237
DnB Asset Management
Norway
$15.5M +$759K +4,977 +5%
Skandinaviska Enskilda Banken (SEB)
238
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.2M -$793K -5,200 -5%
PI
239
PineBridge Investments
New York
$15.1M -$1.95M -12,808 -11%
MIM
240
Marco Investment Management
Georgia
$15.1M +$4.61M +30,250 +44%
ABC
241
Associated Banc-Corp
Wisconsin
$15M -$373K -2,445 -2%
ADEF
242
Adams Diversified Equity Fund
Maryland
$14.9M -$6.27M -41,100 -30%
Comerica Bank
243
Comerica Bank
Texas
$14.7M -$3.52M -29,582 -19%
CIC
244
Cutler Investment Counsel
Oregon
$14.7M -$348K -2,280 -2%
ACPU
245
Arrowgrass Capital Partners (US)
Delaware
$14.6M +$14.6M +96,052 New
MSV
246
MN Services Vermogensbeheer
Netherlands
$14.6M – – –
CC
247
Cadinha & Co
Hawaii
$14.5M +$14.5M +95,105 New
SCM
248
Suffolk Capital Management
New York
$14.4M +$14.4M +94,530 New
Caisse de Depot et Placement du Quebec (CDPQ)
249
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.3M -$12.7M -83,300 -47%
RFC
250
Regions Financial Corp
Alabama
$14.1M -$203K -1,330 -1%
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