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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 %
SCA
626
Strategic Capital Advisers
Colorado
$1.58M -$606K -4,773 -28%
MCWS
627
McKinley Carter Wealth Services
West Virginia
$1.58M +$53.5K +421 +4%
PFS
628
Prospera Financial Services
Texas
$1.58M +$535K +4,201 +51%
KA
629
Kintegral Advisory
New York
$1.56M +$1.56M +12,295 New
MCM
630
Murphy Capital Management
New Jersey
$1.55M -$36.2K -285 -2%
KLCM
631
KG&L Capital Management
Louisiana
$1.54M +$1.54M +12,149 New
FPCG
632
Fort Pitt Capital Group
Pennsylvania
$1.54M +$64.2K +505 +4%
TIA
633
Trust Investment Advisors
Indiana
$1.54M -$19.1K -150 -1%
HR
634
Hayden Royal
North Carolina
$1.54M +$1.54M +12,078 New
KJWM
635
Kiley Juergens Wealth Management
Washington
$1.52M +$519K +4,084 +52%
RC
636
Roundview Capital
New Jersey
$1.52M -$26.7K -210 -2%
SL
637
Summitry LLC
California
$1.51M +$145K +1,140 +11%
RMC
638
Resources Management Corp
Connecticut
$1.51M – – –
FIM
639
Freedom Investment Management
Connecticut
$1.5M -$1.23M -9,645 -45%
SCA
640
STALEY CAPITAL ADVISERS
Pennsylvania
$1.5M – – –
WAM
641
Weatherly Asset Management
California
$1.49M +$15.5K +122 +1%
HIC
642
Holderness Investments Company
North Carolina
$1.49M -$105K -830 -7%
ZCA
643
Zeke Capital Advisors
Pennsylvania
$1.49M -$65K -511 -4%
LNC
644
Lincoln National Corp
Pennsylvania
$1.48M +$14.2K +112 +1%
FLI
645
Family Legacy Inc
South Carolina
$1.48M +$60.1K +473 +4%
PAG
646
Private Advisory Group
Washington
$1.48M +$34K +268 +2%
KRSITF
647
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.48M +$56.7K +446 +4%
JIC
648
Johnson Investment Counsel
Ohio
$1.48M -$32.7K -257 -2%
JPMIA
649
J.P. Marvel Investment Advisors
Massachusetts
$1.47M +$1.47M +11,576 New
Luther King Capital Management (LKCM)
650
Luther King Capital Management (LKCM)
Texas
$1.46M -$34.6K -272 -2%
24 25
26
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