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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 %
TAM
501
Tiverton Asset Management
Delaware
$2.77M -$1.31M -9,574 -32%
IMOV
502
Investment Management of Virginia
Virginia
$2.76M -$2.81M -20,586 -50%
PP
503
Palladium Partners
Virginia
$2.76M -$20.6K -151 -0.7%
BWL
504
Bogart Wealth LLC
Virginia
$2.75M +$358K +2,626 +15%
RIM
505
Reliant Investment Management
Tennessee
$2.75M -$72.2K -530 -3%
AP
506
Advisor Partners
California
$2.73M -$307K -2,250 -10%
PWA
507
Providence Wealth Advisors
Illinois
$2.73M -$20.4K -150 -0.7%
VF
508
Virtu Financial
New York
$2.73M +$2.73M +20,010 New
MHIM
509
MacNealy Hoover Investment Management
Ohio
$2.71M -$14.9K -109 -0.5%
CAM
510
Cozad Asset Management
Illinois
$2.69M +$484K +3,548 +22%
FMBTD
511
First Midwest Bank Trust Division
Illinois
$2.69M -$47.3K -347 -2%
CNBT
512
Canandaigua National Bank & Trust
New York
$2.68M -$4.36K -32 -0.2%
HAI
513
Hennessy Advisors Inc
California
$2.66M +$54.5K +400 +2%
AWM
514
Aries Wealth Management
Maine
$2.65M – – –
EAM
515
Eagle Asset Management
Florida
$2.64M +$64.5K +473 +2%
MCM
516
Monument Capital Management
Virginia
$2.62M +$55.5K +406 +2%
FCM
517
Flinton Capital Management
Pennsylvania
$2.62M +$918K +6,736 +54%
TW
518
Transform Wealth
Colorado
$2.62M +$5.45K +40 +0.2%
ATIA
519
American Trust Investment Advisors
New Hampshire
$2.6M -$123K -900 -5%
RCM
520
Riverhead Capital Management
Delaware
$2.6M +$1.17M +8,566 +82%
PFS
521
Physicians Financial Services
North Carolina
$2.59M +$158K +1,159 +6%
SC
522
Searle & Co
Connecticut
$2.58M +$590K +4,332 +30%
MI
523
Markston International
New York
$2.57M -$129K -950 -5%
PH
524
Pinnacle Holdings
Oklahoma
$2.56M -$26.3K -193 -1%
BCM
525
Bridgeway Capital Management
Texas
$2.55M +$2.55M +18,700 New
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