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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 %
PH
526
Pinnacle Holdings
Oklahoma
$2.42M +$7.24K +57 +0.3%
MCM
527
Monument Capital Management
Virginia
$2.41M +$171K +1,348 +8%
ASN
528
Advisory Services Network
Georgia
$2.39M -$554K -4,361 -19%
HAG
529
HighPoint Advisor Group
Illinois
$2.39M +$306K +2,252 +15%
MFG
530
Monte Financial Group
Connecticut
$2.38M -$94.4K -743 -4%
DWA
531
Douglass Winthrop Advisors
New York
$2.37M -$31.8K -250 -1%
FWM
532
Focused Wealth Management
New York
$2.37M +$1.02M +8,027 +76%
AIC
533
Aurora Investment Counsel
Georgia
$2.37M +$2.37M +18,630 New
AWM
534
AE Wealth Management
Kansas
$2.35M -$502K -3,954 -18%
AIP
535
Ameritas Investment Partners
Nebraska
$2.34M -$19.4K -153 -0.8%
APP
536
Avantax Planning Partners
Iowa
$2.34M +$1.78M +13,968 +316%
CAM
537
Costello Asset Management
Pennsylvania
$2.33M +$2.33M +18,355 New
EAM
538
Eagle Asset Management
Florida
$2.32M -$1.27M -9,994 -35%
IA
539
IFP Advisors
Florida
$2.32M -$1.13M -9,004 -33%
RC
540
RegentAtlantic Capital
New Jersey
$2.31M -$35.5K -279 -2%
CTA
541
Colonial Trust Advisors
South Carolina
$2.31M -$156K -1,225 -6%
MYLI
542
Meiji Yasuda Life Insurance
Japan
$2.31M -$397K -3,122 -15%
ACM
543
Alpha Capital Management
Texas
$2.25M +$111K +871 +5%
TBA
544
Tower Bridge Advisors
Pennsylvania
$2.25M -$292K -2,300 -12%
SWRP
545
Summit Wealth & Retirement Planning
California
$2.24M +$2.24M +17,660 New
CBTWT
546
Community Bank & Trust (Waco, Texas)
Texas
$2.23M -$14.6K -115 -0.7%
MYAM
547
Meiji Yasuda Asset Management
Japan
$2.22M -$246K -1,938 -10%
BBA
548
BLB&B Advisors
Pennsylvania
$2.19M -$77.5K -610 -3%
CI
549
Cigna Investments
Connecticut
$2.19M +$4.32K +34 +0.2%
WB
550
Webster Bank
Connecticut
$2.19M -$417K -3,284 -16%
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