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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 %
II
426
IFM Investors
Australia
$4.82M +$690K +4,527 +17%
SBIA
427
Sheaff Brock Investment Advisors
Indiana
$4.8M +$2.09M +13,674 +77%
RW
428
Rand Wealth
Maryland
$4.79M -$386K -2,533 -7%
AW
429
ACG Wealth
Georgia
$4.76M -$96.8K -635 -2%
TCM
430
Teza Capital Management
Illinois
$4.74M +$1.99M +13,042 +72%
PC
431
Polar Capital
United Kingdom
$4.73M – – –
WMSA
432
Weiss Multi-Strategy Advisers
New York
$4.72M +$4.72M +30,974 New
PAA
433
Peregrine Asset Advisers
Oregon
$4.7M -$369K -2,422 -7%
KIA
434
KCM Investment Advisors
California
$4.66M +$1.07K +7 +0%
RGI
435
River Global Investors
United Kingdom
$4.65M +$4.65M +30,510 New
BBHC
436
Brown Brothers Harriman & Co
New York
$4.57M -$431K -2,828 -9%
AIC
437
Argus Investors Counsel
New York
$4.53M -$206K -1,350 -4%
Wolverine Trading
438
Wolverine Trading
Illinois
$4.52M -$866K -5,680 -16%
HCM
439
Howland Capital Management
Massachusetts
$4.5M -$762 -5 -0%
SAM
440
Silvercrest Asset Management
New York
$4.48M -$469K -3,075 -9%
CB
441
Chemical Bank
Michigan
$4.47M -$642K -4,207 -13%
SCA
442
Snowden Capital Advisors
New York
$4.46M +$85.9K +563 +2%
RIG
443
Renaissance Investment Group
Massachusetts
$4.39M +$17.5K +115 +0.4%
B
444
Barings
North Carolina
$4.38M -$3.39M -22,210 -44%
RE
445
RBC Europe
United Kingdom
$4.33M -$60.2K -395 -1%
CAM
446
Cozad Asset Management
Illinois
$4.32M +$96.7K +634 +2%
EAM
447
Eagle Asset Management
Florida
$4.31M -$160K -1,046 -4%
JC
448
Jacobs & Co
California
$4.29M +$79.7K +523 +2%
OCM
449
Olstein Capital Management
New York
$4.27M +$458K +3,000 +12%
EP
450
Elkfork Partners
Oregon
$4.23M -$20.1M -131,512 -83%
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