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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 %
CAMG
726
CWA Asset Management Group
Florida
$1.11M +$132K +1,036 +13%
Lido Advisors
727
Lido Advisors
California
$1.11M +$549K +4,321 +99%
VI
728
Versor Investments
New York
$1.1M +$1.1M +8,681 New
SA
729
Sicart Associates
New York
$1.1M – – –
HIIFS
730
Harel Insurance Investments & Financial Services
Israel
$1.09M -$74.5K -586 -6%
TRAM
731
Tuscan Ridge Asset Management
Illinois
$1.09M +$1.09M +8,600 New
PWSG
732
Pacific Wealth Strategies Group
California
$1.09M +$49.6K +390 +5%
LSA
733
L & S Advisors
California
$1.08M -$1.59M -12,540 -60%
BG
734
Bahl & Gaynor
Ohio
$1.08M +$5.08K +40 +0.5%
ONB
735
Old National Bancorp
Indiana
$1.07M -$28.3K -223 -3%
FIM
736
Fruth Investment Management
Texas
$1.07M -$6.35K -50 -0.6%
FTC
737
Farmers Trust Company
Ohio
$1.07M -$25.4K -200 -2%
TSS
738
Thomas Story & Son
Indiana
$1.07M – – –
HCMT
739
Highland Capital Management (Tennessee)
Tennessee
$1.06M -$293K -2,304 -22%
AAS
740
Avantax Advisory Services
Texas
$1.06M +$1.06M +8,299 New
AF
741
Advisornet Financial
Minnesota
$1.05M +$216K +1,702 +26%
BCM
742
Boltwood Capital Management
California
$1.05M – – –
CPA
743
Court Place Advisors
Maryland
$1.05M +$38.1K +300 +4%
CFGS
744
Concourse Financial Group Securities
Alabama
$1.04M +$593K +4,671 +132%
CAN
745
Claraphi Advisory Network
United States
$1.04M -$12.3K -97 -1%
BIM
746
Bridges Investment Management
Nebraska
$1.04M +$31.8K +250 +3%
CL
747
Choreo LLC
Illinois
$1.03M -$104K -816 -9%
CB
748
Community Bank
New York
$1.03M +$107K +840 +12%
TSWM
749
Triangle Securities Wealth Management
North Carolina
$1.03M +$658K +5,180 +177%
CFA
750
Cahill Financial Advisors
Minnesota
$1.03M +$71.4K +562 +7%
28 29
30
31 32