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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 %
CC
376
Cannell & Co
New York
$4.82M +$3.59M +28,275 +293%
TAF
377
Tredje AP-fonden
Sweden
$4.77M +$113K +892 +2%
QI
378
QS Investors
New York
$4.69M -$3.51M -27,641 -43%
FNFDCM
379
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$4.66M +$79.4K +625 +2%
SIRP
380
Shelter Insurance Retirement Plan
Missouri
$4.65M -$356K -2,800 -7%
PCM
381
Parsons Capital Management
Rhode Island
$4.65M +$4.7K +37 +0.1%
PC
382
Polar Capital
United Kingdom
$4.61M +$669K +5,261 +17%
CIBC Private Wealth Group
383
CIBC Private Wealth Group
Georgia
$4.57M -$2.03M -15,972 -31%
IIM
384
Ipswich Investment Management
Massachusetts
$4.53M +$125K +985 +3%
FWCM
385
Ferguson Wellman Capital Management
Oregon
$4.52M -$331K -2,603 -7%
BDS
386
Banco de Sabadell
Florida
$4.47M -$55.2K -437 -1%
SAM
387
Scopus Asset Management
New York
$4.45M -$22.6M -177,866 -84%
RCM
388
Red Cedar Management
Utah
$4.45M +$4.45M +35,000 New
CLOS
389
Compagnie Lombard Odier SCmA
Switzerland
$4.45M +$952K +7,500 +27%
II
390
IFM Investors
Australia
$4.39M +$375K +2,952 +9%
SBH
391
Segall Bryant & Hamill
Illinois
$4.39M +$188K +1,478 +4%
CA
392
Callahan Advisors
Texas
$4.34M +$997K +7,844 +30%
WTC
393
WhitTier Trust Company
Nevada
$4.3M -$17.5K -138 -0.4%
Wealthfront Advisers
394
Wealthfront Advisers
California
$4.29M +$4.29M +33,771 New
ED
395
Exane Derivatives
France
$4.23M +$2.51M +19,760 +146%
AMIM
396
Aull & Monroe Investment Management
Alabama
$4.19M -$171K -1,349 -4%
SBIA
397
Sheaff Brock Investment Advisors
Indiana
$4.17M +$169K +1,327 +4%
CTA
398
Carillon Tower Advisers
Florida
$4.14M +$4.14M +32,600 New
KC
399
Knuff & Co
California
$4.12M +$4.12M +32,400 New
DLCIG
400
D.L. Carlson Investment Group
New Hampshire
$4.11M +$4.11M +32,334 New
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