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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 %
CCM
676
Cribstone Capital Management
Maine
$1.33M – – –
OIA
677
Optimum Investment Advisors
Illinois
$1.32M -$1.91K -15 -0.1%
CICI
678
Capital Investment Counsel Inc
North Carolina
$1.31M -$19.4K -153 -1%
ISL
679
Ingalls & Snyder LLC
New York
$1.31M -$63.5K -500 -5%
BAC
680
Boys Arnold & Co
North Carolina
$1.29M +$104K +831 +9%
CC
681
ClearArc Capital
Ohio
$1.29M -$664K -5,226 -34%
EWM
682
Evercore Wealth Management
New York
$1.28M -$4.58K -36 -0.4%
GLA
683
Great Lakes Advisors
Illinois
$1.27M -$878K -6,905 -41%
AF
684
Ally Financial
Michigan
$1.27M +$1.27M +10,000 New
MFS
685
Monetta Financial Services
Illinois
$1.27M +$1.27M +10,000 New
DCM
686
Dupont Capital Management
Delaware
$1.27M +$417K +3,282 +49%
BC
687
Burleson & Co
California
$1.26M -$31.5K -227 -2%
IRF
688
IBM Retirement Fund
New York
$1.26M -$99.9K -786 -7%
AWM
689
Aries Wealth Management
Maine
$1.25M +$132K +1,040 +12%
SOAMC
690
Spirit of America Management Corp
New York
$1.23M – – –
ATC
691
Adirondack Trust Company
New York
$1.23M -$15.4K -121 -1%
NSIM
692
North Star Investment Management
Illinois
$1.23M +$13.3K +105 +1%
BAS
693
Brown Advisory Securities
Maryland
$1.22M +$38.5K +305 +3%
VWA
694
V Wealth Advisors
Kansas
$1.22M -$2.85K -22 -0.2%
LBC
695
Lowe Brockenbrough & Co
Virginia
$1.21M +$12.7K +100 +1%
AMG
696
Asset Management Group
Connecticut
$1.21M +$6.61K +52 +0.5%
PNC
697
Park National Corp
Ohio
$1.21M +$63.4K +499 +6%
EWA
698
EP Wealth Advisors
California
$1.2M +$801K +6,304 +199%
FI
699
FormulaFolio Investments
Michigan
$1.19M – – –
ADL
700
Asset Dedication LLC
California
$1.19M -$109K -862 -8%
26 27
28
29 30