CAT icon

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 %
SLI
601
Sumitomo Life Insurance
Japan
$2.16M -$36.9K -242 -2%
HT
602
Heritage Trust
Oklahoma
$2.15M -$30.6K -201 -1%
FNBT
603
FineMark National Bank & Trust
Florida
$2.14M -$174K -1,143 -8%
HDIM
604
Hanson & Doremus Investment Management
Vermont
$2.13M – – –
HFA
605
HC Financial Advisors
California
$2.12M – – –
CI
606
Capital International
California
$2.11M -$30.5K -200 -1%
LIM
607
Loudon Investment Management
New Hampshire
$2.1M – – –
WSFS
608
Wilmington Savings Fund Society
Delaware
$2.1M -$94.6K -620 -4%
CI
609
Cigna Investments
Connecticut
$2.09M -$208K -1,716 -9%
BC
610
Burney Company
Virginia
$2.08M -$208K -1,367 -9%
PCM
611
Princeton Capital Management
New Jersey
$2.07M -$53.5K -351 -3%
ED
612
Exane Derivatives
France
$2.06M +$2.06M +13,529 New
SW
613
SVB Wealth
Massachusetts
$2.05M +$45.9K +301 +2%
ACM
614
Azimuth Capital Management
Michigan
$2.04M -$305K -2,000 -13%
ECM
615
EagleClaw Capital Management
Massachusetts
$2.04M +$313K +2,060 +18%
CA
616
Cambridge Advisors
Nebraska
$2.02M +$1.07K +7 +0.1%
SC
617
Slow Capital
California
$2.01M +$114K +749 +6%
QSS
618
Quantitative Systematic Strategies
Florida
$2.01M +$1.5M +9,847 +297%
MME
619
Meag Munich Ergo
Germany
$2M -$3.02M -19,889 -60%
FCM
620
Flinton Capital Management
Pennsylvania
$1.99M -$9.44M -61,888 -83%
Envestnet Asset Management
621
Envestnet Asset Management
Illinois
$1.98M -$7.21M -47,257 -78%
SFS
622
Sowell Financial Services
Arkansas
$1.98M +$71.7K +470 +4%
HAG
623
HighPoint Advisor Group
Illinois
$1.98M -$112K -871 -5%
MMPW
624
Mitchell McLeod Pugh & Williams
Alabama
$1.97M -$53.4K -350 -3%
IAA
625
Independent Advisor Alliance
North Carolina
$1.97M -$330K -2,503 -14%
23 24
25
26 27