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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 %
CAN
401
Cetera Advisor Networks
California
$4.1M -$650K -5,107 -14%
COPPSERS
402
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.09M -$2.11M -16,578 -34%
KIA
403
KCM Investment Advisors
California
$4.03M +$141K +1,112 +4%
SPC
404
Sigma Planning Corp
Michigan
$4.02M +$544K +4,284 +16%
SWP
405
Stratos Wealth Partners
Ohio
$3.98M -$153K -1,201 -4%
AIA
406
Allied Investment Advisors
Montana
$3.98M +$484K +3,810 +14%
AIC
407
Argus Investors Counsel
New York
$3.97M +$197K +1,550 +5%
RSS
408
Rosenblum Silverman Sutton
California
$3.96M +$1.62M +18,041 +69%
JG
409
Jefferies Group
New York
$3.96M -$2.26M -17,807 -36%
AW
410
ACG Wealth
Georgia
$3.95M -$9.79K -77 -0.2%
EAM
411
Erste Asset Management
Austria
$3.95M +$3.95M +31,310 New
LSERS
412
Louisiana State Employees Retirement System
Louisiana
$3.94M -$483K -3,800 -11%
WMSA
413
Weiss Multi-Strategy Advisers
New York
$3.94M +$3.3K +26 +0.1%
JIR
414
James Investment Research
Ohio
$3.93M +$2.05M +16,126 +109%
Public Sector Pension Investment Board (PSP Investments)
415
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.89M -$20.6M -162,300 -84%
TAM
416
Tiverton Asset Management
Delaware
$3.89M -$128K -1,004 -3%
CCM
417
Consolidated Capital Management
California
$3.88M +$1.42M +11,194 +58%
SFM
418
Systematic Financial Management
New Jersey
$3.87M -$642K -5,055 -14%
RIG
419
Renaissance Investment Group
Massachusetts
$3.85M +$194K +1,523 +5%
BBHC
420
Brown Brothers Harriman & Co
New York
$3.84M +$36.1K +284 +0.9%
SIC
421
Salem Investment Counselors
North Carolina
$3.84M -$206K -1,622 -5%
RE
422
RBC Europe
United Kingdom
$3.83M +$226K +1,778 +6%
AAIM
423
American Assets Investment Management
California
$3.81M +$3.81M +30,000 New
SCA
424
Snowden Capital Advisors
New York
$3.78M +$66.8K +526 +2%
HCM
425
Howland Capital Management
Massachusetts
$3.74M -$12.7K -100 -0.3%
15 16
17
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