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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 %
BA
626
Birinyi Associates
Connecticut
$1.97M -$747K -4,900 -28%
SSP
627
Sapphire Star Partners
Washington
$1.97M -$183K -1,200 -9%
SWM
628
Segment Wealth Management
Texas
$1.96M -$29.9K -196 -1%
HH
629
HWG Holdings
Texas
$1.96M +$1.96M +12,828 New
VF
630
Virtu Financial
New York
$1.95M +$1.43M +9,368 +273%
HAM
631
Highstreet Asset Management
Ontario, Canada
$1.95M +$191K +1,254 +11%
CSS
632
Cubist Systematic Strategies
Connecticut
$1.95M -$3.36M -22,045 -63%
ICOM
633
Investment Counselors of Maryland
Maryland
$1.92M -$29K -190 -1%
HIC
634
Holderness Investments Company
North Carolina
$1.91M -$7.32K -48 -0.4%
MCM
635
Murphy Capital Management
New Jersey
$1.91M +$77K +505 +4%
BOC
636
Barbara Oil Co
Illinois
$1.91M – – –
LNWWM
637
Laird Norton Wetherby Wealth Management
California
$1.89M +$26.2K +172 +1%
HCM
638
Hodges Capital Management
Texas
$1.88M +$165K +1,085 +10%
TIA
639
Trust Investment Advisors
Indiana
$1.87M +$7.63K +50 +0.4%
LIM
640
Leavell Investment Management
Alabama
$1.86M +$12.2K +80 +0.7%
ZCA
641
Zeke Capital Advisors
Pennsylvania
$1.86M +$666K +4,367 +56%
BAAM
642
Baker Avenue Asset Management
California
$1.86M +$62.7K +411 +3%
RC
643
Roundview Capital
New Jersey
$1.86M +$59.5K +390 +3%
MBTD
644
Mechanics Bank - Trust Department
California
$1.85M – – –
DMC
645
Drexel Morgan & Co
Pennsylvania
$1.85M -$1.37K -9 -0.1%
NIM
646
NXG Investment Management
Texas
$1.83M +$1.83M +12,000 New
MCWS
647
McKinley Carter Wealth Services
West Virginia
$1.83M +$7.32K +48 +0.4%
Fiera Capital (Canada)
648
Fiera Capital (Canada)
Quebec, Canada
$1.83M +$97.7K +641 +6%
JIC
649
Johnson Investment Counsel
Ohio
$1.82M -$13.4K -88 -0.7%
RMC
650
Resources Management Corp
Connecticut
$1.82M +$1.82M +11,905 New
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