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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$564M
2
LSV Asset Management
LSV Asset Management
Illinois
+$236M
3
Sanders Capital
Sanders Capital
Florida
+$204M
4
Two Sigma Investments
Two Sigma Investments
New York
+$141M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$415M
2
Capital World Investors
Capital World Investors
California
-$345M
3
Citadel Advisors
Citadel Advisors
Florida
-$218M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$140M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
726
EP Wealth Advisors
California
$1.17M -$29.3K -215 -2%
TSWM
727
Triangle Securities Wealth Management
North Carolina
$1.17M +$101K +750 +10%
XWM
728
Xcel Wealth Management
Florida
$1.16M +$136 +1 +0%
FFN
729
Focus Financial Network
Minnesota
$1.16M +$179K +1,310 +18%
CC
730
ClearArc Capital
Ohio
$1.16M -$154K -1,129 -12%
CAN
731
Claraphi Advisory Network
United States
$1.16M -$9.68K -71 -0.8%
PWSG
732
Pacific Wealth Strategies Group
California
$1.15M – – –
TRAM
733
Tuscan Ridge Asset Management
Illinois
$1.15M +$136K +1,000 +13%
CL
734
Choreo LLC
Illinois
$1.14M +$135K +990 +13%
FIM
735
Fruth Investment Management
Texas
$1.14M – – –
CCMG
736
Clark Capital Management Group
Pennsylvania
$1.14M -$70.6K -518 -6%
CSS
737
Cubist Systematic Strategies
Connecticut
$1.14M +$1.01M +7,430 +829%
Lido Advisors
738
Lido Advisors
California
$1.13M -$545 -4 -0%
CFA
739
Cahill Financial Advisors
Minnesota
$1.12M +$29.7K +218 +3%
AMI
740
Amica Mutual Insurance
Rhode Island
$1.12M -$1.49M -10,932 -57%
CPA
741
Court Place Advisors
Maryland
$1.11M -$13.6K -100 -1%
GT
742
Greenleaf Trust
Michigan
$1.11M -$190K -1,395 -15%
DSN
743
D. Scott Neal
Kentucky
$1.1M – – –
SM
744
Sciencast Management
New Jersey
$1.1M +$860K +6,350 +363%
AF
745
Advisornet Financial
Minnesota
$1.09M -$2.18M -15,973 -67%
SC
746
Savant Capital
Illinois
$1.09M +$74.4K +546 +7%
WPW
747
Winthrop Partners - WNY
New York
$1.09M – – –
YMRC
748
Yorktown Management & Research Company
Virginia
$1.09M – – –
FIG
749
FundX Investment Group
California
$1.09M – – –
VI
750
Versor Investments
New York
$1.09M -$232K -1,700 -18%
28 29
30
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