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 %
GG
376
Greenwood Gearhart
Arkansas
$6.81M +$410K +2,690 +6%
CGH
377
Crossmark Global Holdings
Texas
$6.8M -$378K -2,481 -5%
WG
378
Winton Group
United Kingdom
$6.71M +$6.4M +41,952 +2,041%
MNBTD
379
Moody National Bank Trust Division
Texas
$6.68M +$6M +39,350 +889%
Man Group
380
Man Group
United Kingdom
$6.65M -$3.74M -24,503 -36%
DADC
381
D.A. Davidson & Co
Montana
$6.49M -$90.6K -594 -1%
WAM
382
World Asset Management
Michigan
$6.49M -$77.2K -506 -1%
CIC
383
Cornercap Investment Counsel
Georgia
$6.48M +$3.81K +25 +0.1%
SC
384
Selz Capital
New York
$6.42M -$24.2M -158,875 -79%
VDI
385
Vaughan David Investments
Illinois
$6.35M +$118K +775 +2%
AIA
386
Affinity Investment Advisors
California
$6.29M +$2.31M +15,132 +58%
TF
387
TIAA FSB
Florida
$6.27M -$3.15M -20,678 -33%
WIA
388
Wealthstreet Investment Advisors
Texas
$6.22M +$1.7M +11,170 +38%
NCM
389
Noesis Capital Mangement
Florida
$6.2M -$208K -1,365 -3%
WF
390
Welch & Forbes
Massachusetts
$6.19M -$78.5K -515 -1%
UCFA
391
United Capital Financial Advisors
Texas
$6.15M -$136K -892 -2%
SIM
392
Sentry Investment Management
Wisconsin
$6.08M – – –
CANC
393
Culbertson A N & Co
Virginia
$6.03M +$145K +950 +2%
SIRP
394
Shelter Insurance Retirement Plan
Missouri
$6.01M – – –
BF
395
BOK Financial
Oklahoma
$5.93M -$231K -1,512 -4%
PGFC
396
Peapack-Gladstone Financial Corp
New Jersey
$5.89M -$25.5K -167 -0.4%
BOH
397
Bank of Hawaii
Hawaii
$5.87M +$134K +876 +2%
IIM
398
Intact Investment Management
Quebec, Canada
$5.84M – – –
FWCM
399
Ferguson Wellman Capital Management
Oregon
$5.82M -$49.6K -325 -0.8%
ACM
400
Advent Capital Management
New York
$5.7M -$2.29M -15,000 -29%
14 15
16
17 18