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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 %
DSN
751
D. Scott Neal
Kentucky
$1.23M – – –
FIG
752
FundX Investment Group
California
$1.22M – – –
SACTSONJ
753
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M – – –
WPW
754
Winthrop Partners - WNY
New York
$1.22M – – –
DAM
755
Doheny Asset Management
California
$1.22M +$896K +5,875 +280%
CPA
756
Court Place Advisors
Maryland
$1.21M – – –
WCF
757
West Coast Financial
California
$1.21M +$985K +6,459 +438%
BIM
758
Bridges Investment Management
Nebraska
$1.21M – – –
FHB
759
First Hawaiian Bank
Hawaii
$1.21M +$1.21M +7,901 New
KJWM
760
Kiley Juergens Wealth Management
Washington
$1.2M +$79.2K +520 +7%
AI
761
Atria Investments
North Carolina
$1.2M -$356K -2,334 -23%
SC
762
Savant Capital
Illinois
$1.2M -$1.22K -8 -0.1%
GFA
763
Gifford Fong Associates
California
$1.19M – – –
FI
764
FormulaFolio Investments
Michigan
$1.19M +$191K +1,255 +19%
GT
765
Greenleaf Trust
Michigan
$1.18M +$53.7K +352 +5%
FHA
766
First Horizon Advisors
Tennessee
$1.18M – – –
CAMG
767
CWA Asset Management Group
Florida
$1.18M +$214K +1,404 +22%
LCM
768
Landscape Capital Management
New Jersey
$1.18M +$1.18M +7,718 New
BC
769
Burleson & Co
California
$1.17M +$126 +1 +0%
CC
770
Cipher Capital
New York
$1.17M -$3.86M -25,337 -77%
KTC
771
Kistler-Tiffany Companies
Pennsylvania
$1.17M +$153 +1 +0%
BC
772
Brinker Capital
Pennsylvania
$1.17M -$13.7K -90 -1%
QIM
773
Quest Investment Management
Oregon
$1.16M – – –
TFS
774
TrustCore Financial Services
Tennessee
$1.16M +$11.3K +74 +1%
CG
775
Caprock Group
Idaho
$1.15M -$12.4K -81 -1%
29 30
31
32 33