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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 %
MC
551
Moors & Cabot
Massachusetts
$2.19M -$78.6K -618 -3%
FCH
552
Freestone Capital Holdings
Washington
$2.18M +$308K +2,422 +16%
CS
553
Comerica Securities
Michigan
$2.18M -$997K -7,848 -31%
LPIC
554
LeJeune Puetz Investment Counsel
Michigan
$2.18M +$114K +900 +6%
APFBOT
555
Amica Pension Fund Board of Trustees
Rhode Island
$2.18M +$1.05M +8,228 +92%
RIA
556
Regal Investment Advisors
Michigan
$2.15M +$2.15M +16,951 New
FMII
557
Farmers & Merchants Investments Inc
Nebraska
$2.14M +$1.52M +12,000 +249%
SNT
558
Security National Trust
West Virginia
$2.13M -$5.08K -40 -0.2%
SIMM
559
Stillwater Investment Management (Minnesota)
Minnesota
$2.13M +$8.64K +68 +0.4%
NWP
560
Northstar Wealth Partners
Connecticut
$2.13M -$41.3K -325 -2%
EGA
561
Eagle Global Advisors
Texas
$2.13M -$4.36M -34,299 -67%
IAA
562
Independent Advisor Alliance
North Carolina
$2.11M +$216K +1,697 +11%
CCM
563
Crossvault Capital Management
Texas
$2.11M +$22.2K +175 +1%
MC
564
Martin Currie
United Kingdom
$2.11M +$93.1K +733 +5%
BWL
565
Bogart Wealth LLC
Virginia
$2.11M +$107K +842 +5%
VFA
566
Voya Financial Advisors
Connecticut
$2.1M +$251K +1,996 +14%
BPC
567
Banque Pictet & Cie
Switzerland
$2.1M – – –
WB
568
WesBanco Bank
West Virginia
$2.09M -$2.06M -16,178 -50%
NIM
569
Northeast Investment Management
Massachusetts
$2.09M +$82K +645 +4%
RG
570
Rathbones Group
United Kingdom
$2.08M -$56.3K -443 -3%
DCM
571
Donaldson Capital Management
Indiana
$2.08M -$6.1K -48 -0.3%
CAM
572
Cozad Asset Management
Illinois
$2.07M -$1.53M -12,007 -42%
GT
573
Glenview Trust
Kentucky
$2.05M – – –
HI
574
HBK Investments
Texas
$2.05M -$12.3M -96,825 -86%
TWA
575
TCI Wealth Advisors
Arizona
$2.05M -$60.7K -478 -3%
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