CAT icon

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
+$446M
2
Ameriprise
Ameriprise
Minnesota
+$309M
3
SCM
Suvretta Capital Management
New York
+$194M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$670M
2
Capital World Investors
Capital World Investors
California
-$316M
3
Citadel Advisors
Citadel Advisors
Florida
-$237M
4
Deutsche Bank
Deutsche Bank
Germany
-$218M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
251
Foundry Partners
Minnesota
$14M +$14M +92,015 New
CCM
252
Chilton Capital Management
Texas
$14M +$1.07M +7,017 +8%
WSTAM
253
Wilbanks Smith & Thomas Asset Management
Virginia
$14M +$157K +1,030 +1%
GC
254
Guggenheim Capital
Illinois
$13.8M -$4.23M -27,747 -23%
ZDA
255
Zweig-DiMenna Associates
New York
$13.8M -$17.5M -114,868 -56%
Daiwa Securities Group
256
Daiwa Securities Group
Japan
$13.8M -$893K -5,227 -6%
LFDLE
257
La Financiere de L'Echiquier
France
$13.7M +$13.7M +90,000 New
SOADOR
258
State of Alaska Department of Revenue
Alaska
$13.7M +$251K +1,648 +2%
Marshall Wace
259
Marshall Wace
United Kingdom
$13.6M +$10.8M +71,122 +387%
BHWM
260
Bar Harbor Wealth Management
New Hampshire
$13.6M -$75.8K -497 -0.6%
CTI
261
Community Trust & Investment
Kentucky
$13.6M +$9.11M +59,750 +202%
PIA
262
Piedmont Investment Advisors
North Carolina
$13.5M +$2.96M +19,410 +28%
MNG
263
Manning & Napier Group
New York
$13.5M +$536K +3,513 +4%
ZIM
264
Zacks Investment Management
Illinois
$13.4M -$18K -118 -0.1%
LHC
265
Lodge Hill Capital
New York
$13.4M -$1.34M -8,800 -9%
CA
266
Commerzbank Aktiengesellschaft
Germany
$13.3M -$2.98M -19,531 -18%
AB
267
Amalgamated Bank
New York
$13.3M -$409K -2,679 -3%
SCM
268
Sandler Capital Management
New York
$13.2M +$13.2M +86,300 New
EDRH
269
Edmond de Rothschild Holding
Switzerland
$13.1M +$1.12M +7,319 +9%
CBOR
270
Community Bank of Raymore
Missouri
$13M -$16.8K -110 -0.1%
MSA
271
Mason Street Advisors
Wisconsin
$12.7M -$51.5K -338 -0.4%
GWM
272
Geneos Wealth Management
Colorado
$12.7M +$85.1K +558 +0.7%
SFSIG
273
San Francisco Sentry Investment Group
California
$12.6M -$292K -1,917 -2%
LCS
274
Levin Capital Strategies
New York
$12.6M +$360K +2,360 +3%
MCM
275
McKinley Capital Management
Alaska
$12.5M -$485K -3,178 -4%
9 10
11
12 13