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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 %
FMWA
451
Forvis Mazars Wealth Advisors
Missouri
$3.27M -$79.7K -627 -2%
KRS
452
Kentucky Retirement Systems
Kentucky
$3.26M +$45.7K +360 +1%
QGA
453
Q Global Advisors
Texas
$3.26M +$3.26M +25,642 New
CA
454
Cetera Advisors
Colorado
$3.24M +$157K +1,230 +5%
HFM
455
Hartford Financial Management
Connecticut
$3.18M +$76.4K +601 +2%
GFPC
456
Global Financial Private Capital
Florida
$3.17M +$197K +1,549 +7%
Group One Trading
457
Group One Trading
Illinois
$3.16M -$237K -1,866 -7%
MC
458
Mathes Company
New York
$3.16M -$49.2K -387 -2%
Neuberger Berman Group
459
Neuberger Berman Group
New York
$3.15M -$13.8M -108,659 -81%
AI
460
Atom Investors
Texas
$3.12M +$3.12M +24,531 New
Teacher Retirement System of Texas
461
Teacher Retirement System of Texas
Texas
$3.11M -$15M -117,793 -83%
SAM
462
Sompo Asset Management
Japan
$3.1M +$679K +5,340 +28%
NB
463
NBT Bank
New York
$3.1M -$17.2K -135 -0.6%
CWM
464
CMH Wealth Management
New Hampshire
$3.1M +$1.29M +10,150 +71%
LIA
465
LS Investment Advisors
Michigan
$3.08M +$84.6K +666 +3%
CCG
466
Chatham Capital Group
Georgia
$3.08M +$73.7K +580 +2%
CCM
467
Coldstream Capital Management
Washington
$3.08M +$155K +1,218 +5%
Koshinski Asset Management
468
Koshinski Asset Management
Illinois
$3.08M -$193K -1,515 -6%
NIC
469
Northwest Investment Counselors
Oregon
$3.05M +$117K +918 +4%
TG
470
TCW Group
California
$3.04M +$965K +7,596 +47%
EP
471
Elkfork Partners
Oregon
$3.02M -$497K -3,910 -14%
AHC
472
Anderson Hoagland & Co
Missouri
$3.02M +$28.9K +238 +1%
Marshall Wace
473
Marshall Wace
United Kingdom
$3M -$8.37M -65,883 -74%
BCCM
474
Bridge Creek Capital Management
Massachusetts
$3M +$7.75K +61 +0.3%
SIP
475
Stoneridge Investment Partners
Pennsylvania
$2.98M +$2.98M +23,487 New
17 18
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