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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 %
H
701
HoyleCohen
California
$1.19M +$64.8K +510 +6%
Fisher Asset Management
702
Fisher Asset Management
Washington
$1.18M -$8.77K -69 -0.7%
GT
703
Greenleaf Trust
Michigan
$1.18M +$193K +1,519 +20%
ACS
704
Archford Capital Strategies
Illinois
$1.18M +$1.03M +8,102 +698%
OA
705
Oxbow Advisors
Texas
$1.17M +$66.1K +520 +6%
CF
706
CNA Financial
Illinois
$1.17M – – –
APA
707
American Portfolios Advisors
New York
$1.17M -$48K -378 -4%
PVWM
708
Point View Wealth Management
New Jersey
$1.16M +$376K +2,956 +48%
XWM
709
Xcel Wealth Management
Florida
$1.16M +$1.16M +9,114 New
BCP
710
Blackhawk Capital Partners
Wisconsin
$1.16M +$1.16M +9,116 New
CC
711
Cipher Capital
New York
$1.15M +$171K +1,346 +17%
ECM
712
Element Capital Management
New York
$1.15M -$26.2M -206,010 -96%
RCM
713
Riverhead Capital Management
Delaware
$1.13M -$267K -2,098 -19%
CCMG
714
Clark Capital Management Group
Pennsylvania
$1.13M -$22.9M -180,304 -95%
OAMU
715
Ostrum Asset Management US
New York
$1.13M +$1.13M +8,913 New
MMHP
716
Murphy Middleton Hinkle & Parker
Georgia
$1.13M +$127 +1 +0%
ARG
717
Advisory Resource Group
Oklahoma
$1.13M +$1.13M +8,893 New
OFG
718
OmniStar Financial Group
North Carolina
$1.13M -$131K -1,032 -10%
BOTW
719
Bank of the West
California
$1.12M -$8K -63 -0.7%
GCM
720
Gables Capital Management
Florida
$1.12M +$68K +535 +6%
BEC
721
Blue Edge Capital
Virginia
$1.12M -$25.4K -200 -2%
TRIM
722
Thompson Rubinstein Investment Management
Oregon
$1.12M – – –
BRWM
723
B. Riley Wealth Management
Tennessee
$1.12M -$71.2K -560 -6%
BS
724
Boenning & Scattergood
Pennsylvania
$1.12M +$41.3K +325 +4%
Victory Capital Management
725
Victory Capital Management
Texas
$1.11M -$7.37K -58 -0.7%
27 28
29
30 31