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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 %
KRS
476
Kentucky Retirement Systems
Kentucky
$3.86M -$11.6K -76 -0.3%
MC
477
Mathes Company
New York
$3.86M -$383K -2,512 -9%
CS
478
Comerica Securities
Michigan
$3.82M -$646K -4,235 -14%
AHC
479
Anderson Hoagland & Co
Missouri
$3.76M -$44.9K -294 -1%
NB
480
NBT Bank
New York
$3.74M -$450K -2,950 -11%
HFM
481
Hartford Financial Management
Connecticut
$3.72M -$46.1K -302 -1%
BC
482
Barnett & Company
Tennessee
$3.7M – – –
CA
483
Cetera Advisors
Colorado
$3.68M -$15.4K -101 -0.4%
LMGAM
484
Liberty Mutual Group Asset Management
Massachusetts
$3.64M – – –
CCG
485
Chatham Capital Group
Georgia
$3.61M +$67.9K +445 +2%
LIA
486
LS Investment Advisors
Michigan
$3.6M -$48.3K -317 -1%
BCCM
487
Bridge Creek Capital Management
Massachusetts
$3.58M +$68.5K +449 +2%
GFPC
488
Global Financial Private Capital
Florida
$3.57M -$429K -2,810 -11%
PP
489
Palladium Partners
Virginia
$3.57M -$53.4K -350 -1%
ASN
490
Advisory Services Network
Georgia
$3.54M -$114K -747 -3%
MIP
491
Marietta Investment Partners
Wisconsin
$3.53M -$6.05M -39,666 -63%
NIC
492
Northwest Investment Counselors
Oregon
$3.52M +$104K +679 +3%
CCM
493
Coldstream Capital Management
Washington
$3.51M +$241K +1,578 +7%
NRS
494
Neville Rodie & Shaw
New York
$3.49M – – –
GHCM
495
Glen Harbor Capital Management
California
$3.48M -$16.5M -108,304 -83%
CIA
496
Capital Investment Advisors
Georgia
$3.47M -$5.03K -33 -0.1%
SF
497
Synovus Financial
Georgia
$3.45M +$410K +2,689 +13%
AWM
498
AE Wealth Management
Kansas
$3.42M +$352K +2,306 +11%
FFWA
499
FRG Family Wealth Advisors
Washington
$3.41M +$212K +1,392 +7%
MIM
500
Montgomery Investment Management
Maryland
$3.4M +$211K +1,384 +7%
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