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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$564M
2
LSV Asset Management
LSV Asset Management
Illinois
+$236M
3
Sanders Capital
Sanders Capital
Florida
+$204M
4
Two Sigma Investments
Two Sigma Investments
New York
+$141M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$415M
2
Capital World Investors
Capital World Investors
California
-$345M
3
Citadel Advisors
Citadel Advisors
Florida
-$218M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$140M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
301
Central Trust Company
Missouri
$7.98M -$68.8K -514 -0.9%
CFG
302
Citizens Financial Group
Rhode Island
$7.93M -$338K -2,482 -4%
ARTA
303
A.R.T. Advisors
New York
$7.84M +$1.28M +9,400 +20%
DP
304
Dearborn Partners
Illinois
$7.83M -$20.4K -150 -0.3%
AFP
305
Ausdal Financial Partners
Iowa
$7.79M +$213K +1,601 +3%
AIM
306
Achmea Investment Management
Netherlands
$7.65M -$263K -1,930 -3%
AAA
307
Adams Asset Advisors
Texas
$7.56M -$53.3K -391 -0.7%
PSUF
308
People's United Financial
Connecticut
$7.55M -$3.68M -27,023 -33%
TRSOTSOK
309
Teachers Retirement System of the State of Kentucky
Kentucky
$7.53M -$716K -5,250 -9%
Pacer Advisors
310
Pacer Advisors
Pennsylvania
$7.46M +$158K +1,159 +2%
Brown Advisory
311
Brown Advisory
Maryland
$7.44M -$1.28M -9,420 -15%
NAMA
312
Nikko Asset Management Americas
New York
$7.39M -$277K -2,032 -4%
FT
313
Fiduciary Trust
Massachusetts
$7.36M -$12.8K -94 -0.2%
MIS
314
Morningstar Investment Services
Illinois
$7.31M +$7.31M +53,596 New
RIA
315
RPG Investment Advisory
California
$7.26M +$59.1K +433 +0.8%
WIA
316
Wealthstreet Investment Advisors
Texas
$7.23M +$64.1K +470 +0.9%
GSBTD
317
Glenview State Bank Trust Department
Illinois
$7.22M -$47.7K -350 -0.7%
QT
318
Quantbot Technologies
New York
$7.2M +$1.32M +9,700 +22%
DC
319
Davenport & Co
Virginia
$7.08M -$289K -2,123 -4%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$7.04M -$141K -1,036 -2%
BF
321
BOK Financial
Oklahoma
$7.01M +$312K +2,289 +5%
AAM
322
Advisors Asset Management
Colorado
$6.95M +$2.74M +20,083 +65%
CA
323
Callahan Advisors
Texas
$6.95M +$454K +3,333 +7%
BFIC
324
Bedell Frazier Investment Counselling
California
$6.85M -$176K -1,290 -3%
CC
325
Cannell & Co
New York
$6.71M +$1.63M +11,955 +32%
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