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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 %
GP
501
Geneva Partners
Wisconsin
$3.39M -$1.04M -6,789 -23%
W
502
Wealthfront
California
$3.38M -$448K -2,940 -12%
BA
503
Baugh & Associates
Georgia
$3.38M -$11.1K -73 -0.3%
ACM
504
Argyle Capital Management
Pennsylvania
$3.37M -$15.2K -100 -0.5%
MCM
505
McMillion Capital Management
North Carolina
$3.33M +$27.9K +183 +0.8%
VCA
506
Verdence Capital Advisors
Maryland
$3.32M -$549K -3,599 -14%
MI
507
Markston International
New York
$3.3M -$238K -1,560 -7%
WJA
508
Williams Jones & Associates
New York
$3.29M -$84.9K -557 -3%
JAM
509
JCIC Asset Management
Ontario, Canada
$3.28M +$3.28M +21,495 New
CAL
510
Capital Analysts LLC
Pennsylvania
$3.26M +$3.18M +20,855 +4,105%
MYLI
511
Meiji Yasuda Life Insurance
Japan
$3.24M +$245K +1,610 +8%
CAPTRUST Financial Advisors
512
CAPTRUST Financial Advisors
North Carolina
$3.24M +$242K +1,584 +8%
ST
513
Spinnaker Trust
Maine
$3.23M +$235K +1,541 +8%
LSA
514
L & S Advisors
California
$3.21M +$3.21M +21,064 New
MAM
515
Morse Asset Management
Connecticut
$3.19M +$111K +730 +4%
CWP
516
Capital Wealth Planning
Florida
$3.19M +$465K +3,050 +17%
PA
517
Profund Advisors
Maryland
$3.18M +$65.4K +429 +2%
WIS
518
Wright Investors Service
Connecticut
$3.16M +$163K +1,067 +5%
SCM
519
Stonebridge Capital Management
California
$3.15M -$69.2K -454 -2%
WB
520
Webster Bank
Connecticut
$3.13M +$15.4K +101 +0.5%
PWA
521
Providence Wealth Advisors
Illinois
$3.11M -$24.9K -163 -0.8%
CHC
522
City Holding Co
West Virginia
$3.11M -$41.9K -275 -1%
FMC
523
First Merchants Corp
Indiana
$3.1M -$8.69K -57 -0.3%
IMOV
524
Investment Management of Virginia
Virginia
$3.1M +$26.4K +173 +0.9%
ATIA
525
American Trust Investment Advisors
New Hampshire
$3.09M +$7.93K +52 +0.3%
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