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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 %
CAN
401
Cetera Advisor Networks
California
$5.69M +$1.44M +9,483 +34%
MA
402
MUFG Americas
New York
$5.64M -$131K -858 -2%
TAF
403
Tredje AP-fonden
Sweden
$5.59M -$857K -5,621 -13%
PCM
404
Parsons Capital Management
Rhode Island
$5.57M -$65K -426 -1%
OC
405
Oppenheimer & Co
New York
$5.56M -$3.5M -22,967 -39%
FNFDCM
406
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$5.5M +$143K +935 +3%
BDS
407
Banco de Sabadell
Florida
$5.47M +$128K +837 +2%
SCM
408
Sitrin Capital Management
California
$5.43M +$119K +780 +2%
SFM
409
Systematic Financial Management
New Jersey
$5.42M -$122K -798 -2%
CAM
410
Columbia Asset Management
Michigan
$5.39M +$484K +3,176 +10%
LSERS
411
Louisiana State Employees Retirement System
Louisiana
$5.31M -$61K -400 -1%
IIM
412
Ipswich Investment Management
Massachusetts
$5.28M +$58.9K +386 +1%
WC
413
Wexford Capital
Florida
$5.25M +$5.25M +34,414 New
AMIM
414
Aull & Monroe Investment Management
Alabama
$5.23M +$15.2K +100 +0.3%
WAM
415
Wolverine Asset Management
Illinois
$5.19M +$1.4M +9,154 +37%
WTC
416
WhitTier Trust Company
Nevada
$5.18M -$66.6K -437 -1%
TRCT
417
Tower Research Capital (TRC)
New York
$5.06M +$30K +197 +0.6%
SBH
418
Segall Bryant & Hamill
Illinois
$5.04M -$270K -1,772 -5%
CHAM
419
Clear Harbor Asset Management
Connecticut
$4.99M +$333K +2,876 +7%
WB
420
WesBanco Bank
West Virginia
$4.98M +$3.64M +23,899 +273%
SWP
421
Stratos Wealth Partners
Ohio
$4.96M -$719K -4,713 -13%
MWNA
422
Marshall Wace North America
New York
$4.96M +$4.96M +32,499 New
Pacer Advisors
423
Pacer Advisors
Pennsylvania
$4.87M +$667K +4,376 +16%
SIC
424
Salem Investment Counselors
North Carolina
$4.85M +$352K +2,310 +8%
TAM
425
Tiverton Asset Management
Delaware
$4.82M -$6.61M -43,317 -58%
15 16
17
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