Caterpillar
CAT
1,532 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, 553 increasing their positions, 553 reducing their positions, and 99 closing their positions.
30% more first-time investments, than exits
New positions opened: 129 | Existing positions closed: 99
12% more capital invested
Capital invested by funds: $54.5B → $60.8B (+$6.34B)
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
1% more funds holding
Funds holding: 1,514 → 1,532 (+18)
0% more repeat investments, than reductions
Existing positions increased: 553 | Existing positions reduced: 553
0.04% less ownership
Funds ownership: 67.38% → 67.33% (-0.04%)
4% less call options, than puts
Call options by funds: $1.92B | Put options by funds: $2.01B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$414M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$282M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$180M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$148M |
| 5 |
JP Morgan Chase
New York
|
+$142M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$621M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$293M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$220M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$202M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$180M |
CAT Hedge Fund Activity: Q3 2018 in Review
1,532 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q3 2018, worth a combined $60.8B — up 12% from $54.5B a quarter earlier.
Buyers outnumbered sellers: 129 funds opened new CAT positions and 99 closed out — a net gain of 30 holders — while 553 added to existing stakes and 553 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $414M. The largest seller was Wellington Management Group, cutting an estimated $621M.
- 1,532 institutional investors held Caterpillar (CAT) as of Q3 2018, up from 1,514 in Q2 2018.
- Funds reported $60.8B of Caterpillar stock for Q3 2018, up 12% quarter-over-quarter.
- 129 funds opened new Caterpillar positions in Q3 2018 and 99 closed out, a net change of +30 holders.
- The largest Caterpillar buyer in Q3 2018 was Capital Research Global Investors, an estimated $414M added.
- The largest Caterpillar seller in Q3 2018 was Wellington Management Group, an estimated $621M sold.
Based on aggregated 13F filings for Q3 2018.