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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 %
CBTWT
551
Community Bank & Trust (Waco, Texas)
Texas
$2.69M +$22.1K +145 +0.8%
Jacobs Levy Equity Management
552
Jacobs Levy Equity Management
New Jersey
$2.68M -$10.9M -71,379 -80%
MCM
553
Monument Capital Management
Virginia
$2.68M +$193K +1,266 +8%
SCA
554
Strategic Capital Advisers
Colorado
$2.63M +$153 +1 +0%
NWP
555
Northstar Wealth Partners
Connecticut
$2.6M -$48.8K -320 -2%
HPC
556
HM Payson & Co
Maine
$2.58M -$67.9K -445 -3%
GLA
557
Great Lakes Advisors
Illinois
$2.58M +$1.02M +6,705 +66%
ACM
558
Alpha Capital Management
Texas
$2.57M +$140K +919 +6%
SNT
559
Security National Trust
West Virginia
$2.57M +$127K +835 +5%
1SB
560
1ST Source Bank
Indiana
$2.57M +$16K +105 +0.6%
AP
561
Advisor Partners
California
$2.57M +$103K +678 +4%
RG
562
Rathbones Group
United Kingdom
$2.57M -$9.15K -60 -0.4%
SIMM
563
Stillwater Investment Management (Minnesota)
Minnesota
$2.55M -$17.7K -116 -0.7%
Verition Fund Management
564
Verition Fund Management
Connecticut
$2.54M -$4.47M -29,325 -64%
CI
565
Conning Inc
Connecticut
$2.54M -$133K -875 -5%
TWA
566
TCI Wealth Advisors
Arizona
$2.53M -$104K -683 -4%
BPC
567
Banque Pictet & Cie
Switzerland
$2.52M -$45.7K -300 -2%
CCM
568
Crossvault Capital Management
Texas
$2.51M -$137K -900 -5%
DCM
569
Donaldson Capital Management
Indiana
$2.5M +$8.54K +56 +0.3%
TCOV
570
Trust Company of Vermont
Vermont
$2.49M -$33.2K -218 -1%
TG
571
TCW Group
California
$2.48M -$220K -1,440 -8%
LPIC
572
LeJeune Puetz Investment Counsel
Michigan
$2.48M +$19.1K +125 +0.8%
GT
573
Glenview Trust
Kentucky
$2.46M +$152 +1 +0%
OPCM
574
Osborne Partners Capital Management
California
$2.46M -$36.9K -242 -1%
SSA
575
Schonfeld Strategic Advisors
New York
$2.46M +$571K +3,747 +30%
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