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Caterpillar
CAT

Overview Fund Activity

1,592 hedge funds and large institutions have $51.6B invested in Caterpillar in 2019 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 581 increasing their positions, 595 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,592
Holders Change
+34
Holders Change %
+2.18%
% of All Funds
34.51%
Holding in Top 10
26
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-10.34%
% of All Funds
0.56%
New
151
Increased
581
Reduced
595
Closed
98
Calls
$1.15B
Puts
$1.62B
Net Calls
-$470M
Net Calls Change
-$281M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$252M
2
Sanders Capital
2
Sanders Capital
Florida
$643M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$262M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$125M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$177M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$774M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$620M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.75B
4
Adage Capital Partners
4
Adage Capital Partners
Massachusetts
$93.1M
5
Prudential Financial
5
Prudential Financial
New Jersey
$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
Natixis Advisors
276
Natixis Advisors
Massachusetts
$9.49M +$995K +7,344 +12%
SMI
277
Shelter Mutual Insurance
Missouri
$9.46M – – –
CA
278
Commerzbank Aktiengesellschaft
Germany
$9.35M -$4.44M -32,787 -32%
GG
279
Gofen & Glossberg
Illinois
$9.23M -$23K -170 -0.2%
BCM
280
Birmingham Capital Management
Alabama
$9.09M -$94.8K -700 -1%
TCM
281
Tufton Capital Management
Maryland
$9.03M +$107K +787 +1%
BAAM
282
Baker Avenue Asset Management
California
$8.96M -$1.61M -11,869 -15%
PAG
283
Private Advisor Group
New Jersey
$8.91M -$268K -1,982 -3%
CG
284
Colony Group
Massachusetts
$8.87M +$5.9M +43,572 +199%
SYBT
285
Stock Yards Bank & Trust
Kentucky
$8.82M +$8.51M +62,833 +2,766%
ACM
286
Arosa Capital Management
Florida
$8.81M -$295K -2,178 -3%
GIM
287
Grassi Investment Management
California
$8.77M +$195K +1,440 +2%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$8.74M -$274K -2,019 -3%
Brown Advisory
289
Brown Advisory
Maryland
$8.67M +$461K +3,400 +6%
Kovitz Investment Group Partners
290
Kovitz Investment Group Partners
Illinois
$8.64M +$554K +4,090 +7%
SEI Investments
291
SEI Investments
Pennsylvania
$8.61M -$10.1M -74,477 -54%
MIM
292
Marco Investment Management
Georgia
$8.6M -$362K -2,675 -4%
HNB
293
Huntington National Bank
Ohio
$8.53M -$807K -5,959 -9%
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$8.52M -$649K -4,790 -7%
PPCM
295
Pillar Pacific Capital Management
California
$8.51M -$253K -1,870 -3%
Mirae Asset Global Investments
296
Mirae Asset Global Investments
South Korea
$8.48M +$4.8M +35,415 +130%
DAM
297
Delta Asset Management
Tennessee
$8.45M -$120K -884 -1%
SI
298
Stephens Inc
Arkansas
$8.42M +$433K +3,197 +5%
OPERF
299
Oregon Public Employees Retirement Fund
Oregon
$8.38M -$1.28M -9,426 -13%
LDB
300
Lee, Danner & Bass
Tennessee
$8.33M -$175K -1,295 -2%
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