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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
+$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 %
CB
276
Commerce Bank
Missouri
$12.5M +$69.5K +456 +0.6%
FBA
277
Front Barnett Associates
Illinois
$12.5M +$301K +1,972 +2%
CIP
278
Chartwell Investment Partners
Pennsylvania
$12.4M -$337K -2,210 -3%
BTS
279
BB&T Securities
Virginia
$12.4M +$1.76M +11,551 +17%
WCMN
280
Westchester Capital Management (Nebraska)
Nebraska
$12M -$3.05K -20 -0%
CFB
281
Cullen/Frost Bankers
Texas
$11.9M -$1.39M -9,116 -10%
ACP
282
Ashfield Capital Partners
California
$11.8M +$2.29M +15,043 +24%
FSA
283
Franklin Street Advisors
North Carolina
$11.8M +$1.33M +8,728 +13%
MOACM
284
Mutual of America Capital Management
New York
$11.7M -$34.6K -227 -0.3%
Jane Street
285
Jane Street
New York
$11.6M -$15.7M -102,917 -58%
PSUF
286
People's United Financial
Connecticut
$11.4M +$234K +1,536 +2%
Simplex Trading
287
Simplex Trading
Illinois
$11.4M -$10.8M -70,608 -49%
Hudson Bay Capital Management
288
Hudson Bay Capital Management
Connecticut
$11.3M +$9.22M +60,470 +448%
HNB
289
Huntington National Bank
Ohio
$11.1M -$109K -716 -1%
B
290
BP
United Kingdom
$11M +$5.19M +34,000 +89%
CG
291
Colony Group
Massachusetts
$10.9M -$377K -2,470 -3%
CBOA
292
Commonwealth Bank of Australia
Australia
$10.9M -$435K -2,852 -4%
BCM
293
Birmingham Capital Management
Alabama
$10.9M -$111K -725 -1%
NAM
294
Nissay Asset Management
Japan
$10.9M +$242K +1,586 +2%
CIA
295
CCM Investment Advisers
South Carolina
$10.8M -$160K -1,048 -1%
Lazard Asset Management
296
Lazard Asset Management
New York
$10.8M -$13.5M -88,614 -56%
SMI
297
Shelter Mutual Insurance
Missouri
$10.6M – – –
HIMCH
298
Hartford Investment Management Co (HIMCO)
Connecticut
$10.6M -$474K -3,110 -4%
SMDAM
299
Sumitomo Mitsui DS Asset Management
Japan
$10.6M +$289K +1,894 +3%
HFS
300
HL Financial Services
Kentucky
$10.5M +$454K +2,980 +5%
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