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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$564M
2
LSV Asset Management
LSV Asset Management
Illinois
+$236M
3
Sanders Capital
Sanders Capital
Florida
+$204M
4
Two Sigma Investments
Two Sigma Investments
New York
+$141M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$415M
2
Capital World Investors
Capital World Investors
California
-$345M
3
Citadel Advisors
Citadel Advisors
Florida
-$218M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$140M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
426
Affinity Investment Advisors
California
$3.97M -$442K -3,243 -10%
HCM
427
Howland Capital Management
Massachusetts
$3.93M – – –
AIC
428
Argus Investors Counsel
New York
$3.92M -$95.4K -700 -2%
CB
429
Chemical Bank
Michigan
$3.9M -$56K -411 -1%
FAAS
430
First Allied Advisory Services
California
$3.89M -$12.8K -94 -0.3%
CC
431
Centiva Capital
New York
$3.89M +$3.89M +28,510 New
ST
432
Spinnaker Trust
Maine
$3.88M – – –
CA
433
Cetera Advisors
Colorado
$3.87M +$381K +2,798 +11%
Wealthfront Advisers
434
Wealthfront Advisers
California
$3.85M -$531K -3,894 -12%
BDS
435
Banco de Sabadell
Florida
$3.8M +$6.82K +50 +0.2%
KCM
436
Kanawha Capital Management
Virginia
$3.74M -$156K -1,145 -4%
MME
437
Meag Munich Ergo
Germany
$3.71M +$644K +4,743 +21%
DCM
438
Dupont Capital Management
Delaware
$3.7M +$2.45M +17,979 +196%
BBHC
439
Brown Brothers Harriman & Co
New York
$3.67M -$206K -1,515 -5%
KRS
440
Kentucky Retirement Systems
Kentucky
$3.63M +$200K +1,469 +6%
MCIM
441
Meadow Creek Investment Management
Georgia
$3.6M +$1.26M +9,262 +54%
FCBT
442
First Citizens Bank & Trust
North Carolina
$3.58M +$165K +1,208 +5%
V
443
Veritable
Delaware
$3.57M -$37.1K -272 -1%
SIC
444
Sigma Investment Counselors
Michigan
$3.56M +$22.4K +164 +0.6%
CCM
445
Consolidated Capital Management
California
$3.56M -$109K -797 -3%
TF
446
TIAA FSB
Florida
$3.45M +$131K +958 +4%
HFM
447
Hartford Financial Management
Connecticut
$3.44M -$3K -22 -0.1%
BC
448
Burney Company
Virginia
$3.44M +$1.63M +11,995 +91%
FMII
449
Farmers & Merchants Investments Inc
Nebraska
$3.44M +$1.12M +8,222 +48%
Fayez Sarofim & Co
450
Fayez Sarofim & Co
Texas
$3.43M -$208K -1,527 -6%
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