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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 %
FMBTD
526
First Midwest Bank Trust Division
Illinois
$3.07M +$436K +2,860 +17%
BPM
527
Bronson Point Management
Connecticut
$3.05M -$6.3M -41,300 -67%
CANY
528
Caxton Associates (New York)
New York
$3.05M -$4.33M -28,420 -59%
TBA
529
Tower Bridge Advisors
Pennsylvania
$3.05M +$30.5K +200 +1%
SB
530
Simmons Bank
Arkansas
$3.03M -$3.29M -21,584 -52%
LTI
531
Laffer Tengler Investments
Tennessee
$3.01M – – –
TSS
532
Two Sigma Securities
New York
$3.01M +$79.7K +523 +3%
CNBT
533
Canandaigua National Bank & Trust
New York
$2.98M -$65K -426 -2%
LI
534
Longer Investments
Arkansas
$2.98M +$2.98M +19,520 New
MFG
535
Monte Financial Group
Connecticut
$2.97M +$72.9K +478 +3%
FIM
536
Freedom Investment Management
Connecticut
$2.96M -$8.16K -59 -0.3%
CTA
537
Colonial Trust Advisors
South Carolina
$2.96M +$88.6K +581 +3%
MYAM
538
Meiji Yasuda Asset Management
Japan
$2.96M +$131K +860 +5%
CCM
539
Consolidated Capital Management
California
$2.95M +$19.7K +129 +0.7%
SAM
540
Sompo Asset Management
Japan
$2.91M +$1.9M +12,470 +190%
PH
541
Pinnacle Holdings
Oklahoma
$2.9M -$9.15K -60 -0.3%
BCM
542
Brookstone Capital Management
Illinois
$2.89M -$7.32K -48 -0.3%
DWA
543
Douglass Winthrop Advisors
New York
$2.89M -$91.5K -600 -3%
AL
544
Arnhold LLC
New York
$2.84M -$761K -4,989 -21%
AIP
545
Ameritas Investment Partners
Nebraska
$2.83M -$47.1K -309 -2%
RC
546
RegentAtlantic Capital
New Jersey
$2.82M +$17.1K +112 +0.6%
QC
547
Quadrature Capital
United Kingdom
$2.76M -$28.6M -187,424 -91%
MCIM
548
Meadow Creek Investment Management
Georgia
$2.73M -$13M -85,096 -83%
BBA
549
BLB&B Advisors
Pennsylvania
$2.72M -$27.3K -179 -1%
MC
550
Moors & Cabot
Massachusetts
$2.71M -$322K -2,117 -11%
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