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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 %
AIA
451
Allied Investment Advisors
Montana
$4.19M +$63.3K +415 +2%
CLOS
452
Compagnie Lombard Odier SCmA
Switzerland
$4.19M +$880K +5,775 +27%
IA
453
IFP Advisors
Florida
$4.19M -$296K -1,944 -7%
Fayez Sarofim & Co
454
Fayez Sarofim & Co
Texas
$4.17M +$457 +3 +0%
KCM
455
Kanawha Capital Management
Virginia
$4.17M +$16.3K +107 +0.4%
HCM
456
Highbridge Capital Management
New York
$4.17M +$2.61M +17,143 +168%
SPC
457
Sigma Planning Corp
Michigan
$4.16M +$445K +2,921 +12%
SDIC
458
South Dakota Investment Council
South Dakota
$4.15M – – –
V
459
Veritable
Delaware
$4.11M +$106K +692 +3%
Mirae Asset Global Investments
460
Mirae Asset Global Investments
South Korea
$4.11M -$847K -5,555 -17%
Group One Trading
461
Group One Trading
Illinois
$4.08M +$1.34M +8,765 +49%
PAI
462
Pittenger & Anderson Inc
Nebraska
$4.07M – – –
VanEck Associates
463
VanEck Associates
New York
$4.04M +$461K +3,024 +13%
FMWA
464
Forvis Mazars Wealth Advisors
Missouri
$4.02M +$119K +783 +3%
NCGI
465
Next Century Growth Investors
Minnesota
$4.01M +$809K +5,304 +25%
CA
466
Callahan Advisors
Texas
$4.01M +$1.43M +9,390 +56%
Mariner
467
Mariner
Kansas
$4M -$129K -848 -3%
SPIA
468
Steward Partners Investment Advisory
New York
$3.99M +$692K +4,536 +21%
Cerity Partners
469
Cerity Partners
New York
$3.98M +$3.32M +21,750 +499%
FDCDDQ
470
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.98M -$455K -2,986 -10%
RSS
471
Rosenblum Silverman Sutton
California
$3.96M -$441K -2,890 -10%
SIC
472
Sigma Investment Counselors
Michigan
$3.95M +$2.44K +16 +0.1%
Walleye Trading
473
Walleye Trading
New York
$3.94M -$29.6M -194,408 -88%
FAAS
474
First Allied Advisory Services
California
$3.94M +$851K +5,574 +28%
Koshinski Asset Management
475
Koshinski Asset Management
Illinois
$3.93M +$1.94M +12,694 +97%
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