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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 %
TCOV
576
Trust Company of Vermont
Vermont
$2.04M -$27.6K -217 -1%
PFS
577
Physicians Financial Services
North Carolina
$2.03M +$13.2K +104 +0.7%
OPCM
578
Osborne Partners Capital Management
California
$2.02M -$23.3K -183 -1%
FNBT
579
FineMark National Bank & Trust
Florida
$2.01M +$223K +1,757 +13%
WS
580
Wedbush Securities
California
$1.99M +$115K +908 +6%
WPP
581
Whalerock Point Partners
Rhode Island
$1.98M – – –
GJIC
582
Gamble Jones Investment Counsel
California
$1.97M -$18.2K -143 -0.9%
BHC
583
Bowen Hanes & Co
Florida
$1.96M +$664K +5,225 +51%
MCIM
584
Meadow Creek Investment Management
Georgia
$1.96M -$322K -2,530 -14%
SFS
585
Strategic Financial Services
New York
$1.93M +$99.7K +785 +5%
CI
586
Conning Inc
Connecticut
$1.93M -$183K -1,440 -9%
MA
587
Marshwinds Advisory
Georgia
$1.92M +$127 +1 +0%
QSS
588
Quantitative Systematic Strategies
Florida
$1.92M +$245K +1,930 +15%
RC
589
RBF Capital
California
$1.91M – – –
1SB
590
1ST Source Bank
Indiana
$1.9M -$239K -1,881 -11%
SC
591
Slow Capital
California
$1.89M +$212K +1,666 +13%
HT
592
Heritage Trust
Oklahoma
$1.86M +$68.5K +539 +4%
HCM
593
Hodges Capital Management
Texas
$1.86M +$291K +2,292 +19%
SC
594
Searle & Co
Connecticut
$1.85M – – –
PA
595
Profund Advisors
Maryland
$1.85M -$799K -6,286 -30%
SLI
596
Sumitomo Life Insurance
Japan
$1.85M +$44.7K +352 +2%
TSS
597
Two Sigma Securities
New York
$1.82M -$689K -5,418 -27%
MIAN
598
Mariner Independent Advisor Network
Kansas
$1.81M +$1.81M +13,826 New
PIA
599
Peachtree Investment Advisors
Georgia
$1.81M +$529K +4,164 +41%
HAM
600
Hammer Asset Management
California
$1.8M +$1.8M +14,168 New
22 23
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