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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 %
NMERB
351
New Mexico Educational Retirement Board
New Mexico
$8.13M -$274K -1,800 -3%
RIM
352
Redpoint Investment Management
Australia
$8.07M -$204K -1,336 -2%
QIM
353
Quantitative Investment Management
Virginia
$8.04M +$8.04M +52,700 New
PWM
354
Patriot Wealth Management
Texas
$8.04M +$177K +1,161 +2%
CIBC Private Wealth Group
355
CIBC Private Wealth Group
Georgia
$7.92M +$113K +741 +1%
GSBTD
356
Glenview State Bank Trust Department
Illinois
$7.9M +$68.6K +450 +0.9%
CIBC World Market
357
CIBC World Market
Ontario, Canada
$7.88M -$2.27M -14,881 -22%
DC
358
Davenport & Co
Virginia
$7.86M +$377K +2,471 +5%
RIA
359
RPG Investment Advisory
California
$7.84M +$2.37M +15,551 +43%
TCM
360
Twin Capital Management
Pennsylvania
$7.82M +$459K +3,010 +6%
EGA
361
Eagle Global Advisors
Texas
$7.78M -$25.8K -169 -0.3%
DY
362
Dowling & Yahnke
California
$7.66M +$26.1K +171 +0.3%
SI
363
Stephens Inc
Arkansas
$7.58M +$676K +4,431 +10%
CG
364
Cutler Group
California
$7.56M -$8.31M -54,503 -52%
JG
365
Jefferies Group
New York
$7.46M -$3.98M -26,095 -35%
COPPSERS
366
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$7.44M -$2.11M -13,819 -22%
GMI
367
Greystone Managed Investments
Saskatchewan, Canada
$7.44M -$349K -2,291 -4%
Qube Research & Technologies (QRT)
368
Qube Research & Technologies (QRT)
United Kingdom
$7.33M +$7.33M +48,087 New
CWM
369
Cornerstone Wealth Management
Missouri
$7.32M -$2.56M -324,608 -26%
LCM
370
Logan Capital Management
Pennsylvania
$7.28M -$75K -492 -1%
PWLP
371
Prio Wealth Limited Partnership
Massachusetts
$7.27M -$59.6K -391 -0.8%
ANI
372
American National Insurance
Texas
$7.13M – – –
Dodge & Cox
373
Dodge & Cox
California
$7.06M -$222K -1,453 -3%
MAM
374
Marketfield Asset Management
New York
$6.86M +$6.86M +44,997 New
ACM
375
Arosa Capital Management
Florida
$6.86M +$6.86M +45,000 New
13 14
15
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