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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$564M
2
LSV Asset Management
LSV Asset Management
Illinois
+$236M
3
Sanders Capital
Sanders Capital
Florida
+$204M
4
Two Sigma Investments
Two Sigma Investments
New York
+$141M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$415M
2
Capital World Investors
Capital World Investors
California
-$345M
3
Citadel Advisors
Citadel Advisors
Florida
-$218M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$140M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
AHC
476
Anderson Hoagland & Co
Missouri
$3.02M +$50.3K +420 +2%
B
477
BP
United Kingdom
$3M -$682K -5,000 -19%
NCGI
478
Next Century Growth Investors
Minnesota
$3M +$1.15M +8,467 +63%
EGA
479
Eagle Global Advisors
Texas
$2.99M -$26K -191 -0.9%
CAPTRUST Financial Advisors
480
CAPTRUST Financial Advisors
North Carolina
$2.98M +$140K +1,024 +5%
BA
481
Baugh & Associates
Georgia
$2.97M -$23K -169 -0.8%
NSIM
482
North Star Investment Management
Illinois
$2.97M +$425K +3,116 +17%
ACM
483
Argyle Capital Management
Pennsylvania
$2.97M – – –
PAA
484
Peregrine Asset Advisers
Oregon
$2.96M +$148K +1,083 +5%
Capstone Investment Advisors
485
Capstone Investment Advisors
New York
$2.96M +$903K +6,629 +44%
NMIMC
486
Northwestern Mutual Investment Management Company
Wisconsin
$2.96M -$8.96M -65,765 -75%
SCM
487
Stonebridge Capital Management
California
$2.96M -$27.3K -200 -0.9%
SFM
488
Systematic Financial Management
New Jersey
$2.94M -$561K -4,118 -16%
SF
489
Synovus Financial
Georgia
$2.94M +$1.77K +13 +0.1%
JAM
490
JCIC Asset Management
Ontario, Canada
$2.92M -$29.9K -219 -1%
WJA
491
Williams Jones & Associates
New York
$2.91M +$25.9K +190 +0.9%
MC
492
Moors & Cabot
Massachusetts
$2.88M +$367K +2,693 +15%
MAM
493
Morse Asset Management
Connecticut
$2.87M -$104K -760 -3%
NRS
494
Neville Rodie & Shaw
New York
$2.83M -$109K -800 -4%
CTA
495
Colonial Trust Advisors
South Carolina
$2.83M -$818 -6 -0%
SDIC
496
South Dakota Investment Council
South Dakota
$2.81M -$893K -6,550 -24%
FMC
497
First Merchants Corp
Indiana
$2.8M +$10.2K +75 +0.4%
MAFM
498
Mid Atlantic Financial Management
Pennsylvania
$2.79M +$2.18M +15,965 +356%
MIM
499
Montgomery Investment Management
Maryland
$2.78M -$164K -1,205 -6%
CHC
500
City Holding Co
West Virginia
$2.77M -$15.1K -111 -0.5%
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