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 %
IP
651
Intellectus Partners
California
$1.81M +$1.13M +12,710 +165%
SCA
652
STALEY CAPITAL ADVISERS
Pennsylvania
$1.8M – – –
Luther King Capital Management (LKCM)
653
Luther King Capital Management (LKCM)
Texas
$1.79M +$61K +400 +4%
WAM
654
Weatherly Asset Management
California
$1.77M – – –
FPCG
655
Fort Pitt Capital Group
Pennsylvania
$1.77M -$103K -675 -6%
LNC
656
Lincoln National Corp
Pennsylvania
$1.76M -$13.3K -87 -0.7%
RWA
657
Ropes Wealth Advisors
Massachusetts
$1.74M +$635K +4,165 +58%
REMPR
658
Roof Eidam Maycock Peralta (REMP)
California
$1.74M +$153 +1 +0%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$1.72M – – –
KWM
660
Kingsview Wealth Management
Oregon
$1.71M -$17.4K -114 -1%
KRSITF
661
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.71M -$5.03K -33 -0.3%
FLI
662
Family Legacy Inc
South Carolina
$1.71M +$177K +1,161 +12%
NA
663
NewEdge Advisors
Louisiana
$1.7M +$330K +2,167 +24%
GIM
664
Guardian Investment Management
California
$1.7M -$90.5K -594 -5%
KFC
665
Klingenstein Fields & Co
New York
$1.69M -$2.15M -14,074 -56%
PK
666
Pflug Koory
Nebraska
$1.69M -$98.4K -645 -5%
LRPA
667
L. Roy Papp & Associates
Arizona
$1.68M -$229K -1,500 -12%
RCM
668
Riverhead Capital Management
Delaware
$1.68M -$226K -1,479 -12%
NIMI
669
Natixis Investment Managers International
France
$1.66M +$53.5K +351 +3%
FNBTCON
670
First National Bank & Trust Co of Newtown
Pennsylvania
$1.66M – – –
Cetera Investment Advisers
671
Cetera Investment Advisers
Illinois
$1.65M -$112K -738 -6%
ISL
672
Ingalls & Snyder LLC
New York
$1.65M -$7.63K -50 -0.5%
SL
673
Summitry LLC
California
$1.64M +$47.4K +311 +3%
IRF
674
IBM Retirement Fund
New York
$1.63M -$250K -1,638 -13%
HCMT
675
Highland Capital Management (Tennessee)
Tennessee
$1.63M +$324K +2,122 +25%
25 26
27
28 29