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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 %
SOAMC
701
Spirit of America Management Corp
New York
$1.48M – – –
CC
702
Cannell & Co
New York
$1.47M – – –
SS
703
Simplicity Solutions
Minnesota
$1.46M +$323K +2,118 +28%
MHIM
704
MacNealy Hoover Investment Management
Ohio
$1.46M +$152 +1 +0%
APA
705
American Portfolios Advisors
New York
$1.46M +$92K +603 +7%
NSIM
706
North Star Investment Management
Illinois
$1.46M – – –
AMG
707
Asset Management Group
Connecticut
$1.44M +$7.02K +46 +0.5%
OWD
708
Osborn Williams & Donohoe
Ohio
$1.44M -$7.32K -48 -0.5%
BAC
709
Boys Arnold & Co
North Carolina
$1.44M – – –
LBC
710
Lowe Brockenbrough & Co
Virginia
$1.44M – – –
VWA
711
V Wealth Advisors
Kansas
$1.44M +$67.5K +443 +5%
Fisher Asset Management
712
Fisher Asset Management
Washington
$1.43M +$283K +1,854 +25%
BRWM
713
B. Riley Wealth Management
Tennessee
$1.42M +$1.42M +9,332 New
QFA
714
Quattro Financial Advisors
Texas
$1.42M +$1.42M +9,277 New
BAS
715
Brown Advisory Securities
Maryland
$1.42M -$3.04K -20 -0.2%
RG
716
Renaissance Group
Kentucky
$1.41M – – –
BP
717
Broadleaf Partners
Ohio
$1.4M -$1.88M -12,329 -57%
CF
718
CNA Financial
Illinois
$1.4M – – –
HIIFS
719
Harel Insurance Investments & Financial Services
Israel
$1.4M -$167K -1,097 -11%
ZB
720
Zions Bancorporation
Utah
$1.4M +$1.4M +9,163 New
WA
721
WBH Advisory
Maryland
$1.38M +$60.5K +397 +5%
MS
722
Maven Securities
Jersey
$1.38M +$1.38M +9,042 New
BEC
723
Blue Edge Capital
Virginia
$1.37M +$610 +4 +0%
PNC
724
Park National Corp
Ohio
$1.37M -$3.66K -24 -0.3%
WA
725
Waverly Advisors
Alabama
$1.37M +$77.8K +510 +6%
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