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Caterpillar
CAT

Overview Fund Activity

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$375M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
3
Harris Associates
Harris Associates
Illinois
+$125M
4
DCM
Discovery Capital Management
Connecticut
+$100M
5
LSV Asset Management
LSV Asset Management
Illinois
+$76.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$676M
2
Jennison Associates
Jennison Associates
New York
-$664M
3
SCM
Suvretta Capital Management
New York
-$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
351
D.A. Davidson & Co
Montana
$5.71M +$307K +2,413 +6%
MNBTD
352
Moody National Bank Trust Division
Texas
$5.58M +$13K +102 +0.2%
AIM
353
Assured Investment Management
New York
$5.49M +$5.26M +41,402 +2,296%
SCM
354
Stevens Capital Management
Pennsylvania
$5.42M -$13.9M -109,532 -72%
AHB
355
Abner Herrman & Brock
New Jersey
$5.39M -$1.5M -11,839 -22%
LCM
356
Logan Capital Management
Pennsylvania
$5.34M -$732K -5,759 -12%
CIC
357
Cornercap Investment Counsel
Georgia
$5.31M -$96.7K -761 -2%
FTIOP
358
Fiduciary Trust International of Pennsylvania
Pennsylvania
$5.21M -$2.43M -19,115 -32%
WAM
359
World Asset Management
Michigan
$5.19M -$218K -1,719 -4%
IIM
360
Intact Investment Management
Quebec, Canada
$5.17M +$305K +2,400 +6%
CGH
361
Crossmark Global Holdings
Texas
$5.16M -$510K -4,015 -9%
OC
362
Oppenheimer & Co
New York
$5.13M +$499K +3,926 +11%
Capstone Investment Advisors
363
Capstone Investment Advisors
New York
$5.13M +$3.84M +30,256 +300%
NCM
364
Noesis Capital Mangement
Florida
$5.12M -$47.7K -375 -0.9%
CAM
365
Columbia Asset Management
Michigan
$5.11M +$612K +4,812 +14%
WAM
366
Wolverine Asset Management
Illinois
$5.08M +$757K +5,961 +18%
MAM
367
Marketfield Asset Management
New York
$5.08M -$637K -5,011 -11%
CANC
368
Culbertson A N & Co
Virginia
$5.07M +$45K +354 +0.9%
AAM
369
Advisors Asset Management
Colorado
$5.07M -$2.16M -17,002 -30%
WF
370
Welch & Forbes
Massachusetts
$5.04M -$118K -927 -2%
MA
371
MUFG Americas
New York
$4.98M +$279K +2,196 +6%
SIM
372
Sentry Investment Management
Wisconsin
$4.94M -$128K -1,004 -3%
BF
373
BOK Financial
Oklahoma
$4.91M -$27.6K -217 -0.6%
PGFC
374
Peapack-Gladstone Financial Corp
New Jersey
$4.91M +$381 +3 +0%
OCM
375
Olstein Capital Management
New York
$4.83M +$1.27M +10,000 +36%
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