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 %
LDB
326
Lee, Danner & Bass
Tennessee
$9.24M +$22.9K +150 +0.2%
FTIOP
327
Fiduciary Trust International of Pennsylvania
Pennsylvania
$9.17M -$845K -5,540 -8%
BC
328
Blackhill Capital
New Jersey
$9.15M – – –
CA
329
Cornerstone Advisors
North Carolina
$9.15M +$4.42M +29,000 +94%
SCM
330
Sterling Capital Management
North Carolina
$9.13M +$294K +1,930 +3%
UIC
331
Uniplan Investment Counsel
Wisconsin
$9.12M -$1.48M -9,674 -14%
TRSOTSOK
332
Teachers Retirement System of the State of Kentucky
Kentucky
$9.05M -$915K -6,000 -9%
BFIC
333
Bedell Frazier Investment Counselling
California
$8.98M +$8.98M +58,865 New
UB
334
UMB Bank
Missouri
$8.84M +$407K +2,668 +5%
AC
335
AFAM Capital
Texas
$8.84M +$151K +991 +2%
Natixis Advisors
336
Natixis Advisors
Massachusetts
$8.71M +$730K +4,789 +9%
Brown Advisory
337
Brown Advisory
Maryland
$8.71M -$103K -675 -1%
AAM
338
Advisors Asset Management
Colorado
$8.68M +$44.8K +294 +0.5%
AAA
339
Adams Asset Advisors
Texas
$8.65M +$221K +1,449 +3%
CIBC Asset Management
340
CIBC Asset Management
Ontario, Canada
$8.63M +$6.4K +42 +0.1%
CSIC
341
Clifford Swan Investment Counsel
California
$8.62M -$45.7K -300 -0.5%
AAF
342
Andra AP-fonden
Sweden
$8.59M -$198K -1,300 -2%
XK
343
Xact Kapitalforvaltning
Sweden
$8.41M -$1.09M -7,132 -11%
GIM
344
Grassi Investment Management
California
$8.4M – – –
FT
345
Fiduciary Trust
Massachusetts
$8.4M -$38.1K -250 -0.5%
DILIC
346
Dai-ichi Life Insurance Company
Japan
$8.35M +$2.27M +14,865 +37%
WBC
347
Westpac Banking Corp
Australia
$8.35M +$1.46M +9,597 +21%
Truist Financial
348
Truist Financial
North Carolina
$8.28M +$762K +5,000 +10%
AHB
349
Abner Herrman & Brock
New Jersey
$8.27M +$1.47M +9,645 +22%
DP
350
Dearborn Partners
Illinois
$8.24M +$418K +2,741 +5%
12 13
14
15 16