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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 %
TF
476
TIAA FSB
Florida
$2.95M -$2.27M -17,876 -43%
FFWA
477
FRG Family Wealth Advisors
Washington
$2.94M +$104K +820 +4%
OWD
478
Osborn Williams & Donohoe
Ohio
$2.93M +$1.73M +13,615 +144%
PI
479
PineBridge Investments
New York
$2.92M -$9.69M -76,305 -77%
NRS
480
Neville Rodie & Shaw
New York
$2.91M – – –
CIA
481
Capital Investment Advisors
Georgia
$2.85M -$39.1K -308 -1%
WJA
482
Williams Jones & Associates
New York
$2.84M +$96.2K +757 +4%
MCM
483
McMillion Capital Management
North Carolina
$2.82M +$47.4K +373 +2%
BC
484
Barnett & Company
Tennessee
$2.82M -$260K -2,050 -8%
BA
485
Baugh & Associates
Georgia
$2.81M -$5.08K -40 -0.2%
SCM
486
Stonebridge Capital Management
California
$2.8M +$178K +1,400 +7%
CG
487
Colony Group
Massachusetts
$2.78M -$6.34M -49,889 -70%
ACM
488
Argyle Capital Management
Pennsylvania
$2.77M -$44.5K -350 -2%
MIM
489
Montgomery Investment Management
Maryland
$2.76M -$70.2K -552 -2%
WIS
490
Wright Investors Service
Connecticut
$2.75M +$125K +983 +5%
HCM
491
Harvey Capital Management
Florida
$2.75M +$2.75M +21,675 New
MIP
492
Marietta Investment Partners
Wisconsin
$2.75M -$192K -1,510 -7%
SS
493
Simplicity Solutions
Minnesota
$2.75M +$1.53M +12,132 +126%
JAM
494
JCIC Asset Management
Ontario, Canada
$2.73M -$4.83K -38 -0.2%
CAPTRUST Financial Advisors
495
CAPTRUST Financial Advisors
North Carolina
$2.68M -$13.7K -108 -0.5%
MERSOM
496
Municipal Employees' Retirement System of Michigan
Michigan
$2.67M +$2.67M +21,010 New
MAM
497
Morse Asset Management
Connecticut
$2.65M -$9.53K -75 -0.4%
MI
498
Markston International
New York
$2.63M -$121K -950 -4%
CHC
499
City Holding Co
West Virginia
$2.63M +$37.6K +296 +1%
FMC
500
First Merchants Corp
Indiana
$2.61M +$19.1K +150 +0.7%
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