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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 %
CL
726
Choreo LLC
Illinois
$1.37M +$1.37M +8,951 New
APFBOT
727
Amica Pension Fund Board of Trustees
Rhode Island
$1.36M – – –
MMHP
728
Murphy Middleton Hinkle & Parker
Georgia
$1.36M – – –
BOTW
729
Bank of the West
California
$1.36M +$1M +6,576 +283%
H
730
HoyleCohen
California
$1.35M +$358K +2,348 +36%
AWM
731
Aries Wealth Management
Maine
$1.35M – – –
Victory Capital Management
732
Victory Capital Management
Texas
$1.35M -$33.1K -217 -2%
TRIM
733
Thompson Rubinstein Investment Management
Oregon
$1.34M – – –
OA
734
Oxbow Advisors
Texas
$1.33M -$30.5K -200 -2%
LAM
735
Lingohr Asset Management
Germany
$1.33M -$227K -1,490 -15%
ONB
736
Old National Bancorp
Indiana
$1.32M -$23.3K -153 -2%
SA
737
Sicart Associates
New York
$1.32M – – –
FTC
738
Farmers Trust Company
Ohio
$1.31M +$38.1K +250 +3%
BCM
739
Bayesian Capital Management
New York
$1.3M -$1.13M -7,400 -47%
FIM
740
Fruth Investment Management
Texas
$1.3M -$30.5K -200 -2%
BG
741
Bahl & Gaynor
Ohio
$1.29M -$15.3K -100 -1%
BS
742
Boenning & Scattergood
Pennsylvania
$1.29M +$103K +675 +9%
TSS
743
Thomas Story & Son
Indiana
$1.28M – – –
AT
744
Arden Trust
Delaware
$1.28M +$10.2K +67 +0.8%
GCM
745
Gables Capital Management
Florida
$1.26M -$45.8K -300 -3%
CAN
746
Claraphi Advisory Network
United States
$1.26M -$421K -2,764 -25%
BCM
747
Boltwood Capital Management
California
$1.26M – – –
BRWA
748
B. Riley Wealth Advisors
Florida
$1.25M -$81.5K -534 -6%
PWSG
749
Pacific Wealth Strategies Group
California
$1.24M +$80.8K +530 +7%
AF
750
Arrow Financial
New York
$1.24M +$459K +3,011 +59%
28 29
30
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