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Caterpillar
CAT

Overview Fund Activity

1,481 hedge funds and large institutions have $65.3B invested in Caterpillar in 2017 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 472 increasing their positions, 507 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,481
Holders Change
+211
Holders Change %
+16.61%
% of All Funds
33.64%
Holding in Top 10
52
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+26.83%
% of All Funds
1.18%
New
282
Increased
472
Reduced
507
Closed
60
Calls
$1.12B
Puts
$2.52B
Net Calls
-$1.4B
Net Calls Change
-$823M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$524M
2
BlackRock
BlackRock
New York
+$362M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$295M
4
Citadel Advisors
Citadel Advisors
Florida
+$151M
5
AAMU
Amundi Asset Management US
Massachusetts
+$149M

Top Sellers

1
AIG
American International Group
New York
-$771M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$553M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$229M
4
Two Sigma Investments
Two Sigma Investments
New York
-$217M
5
Invesco
Invesco
Georgia
-$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
776
Community Bank
New York
$1.1M -$15K -95 -1%
BBWA
777
Bell & Brown Wealth Advisors
California
$1.09M +$1.09M +6,932 New
AFNAS
778
American Financial Network Advisory Services
California
$1.08M -$123K -781 -10%
TYCC
779
Texas Yale Capital Corp
Florida
$1.08M -$39.4K -250 -4%
AI
780
Atria Investments
North Carolina
$1.06M -$3.18M -20,203 -75%
LOAME
781
Lombard Odier Asset Management (Europe)
United Kingdom
$1.06M +$1.06M +6,729 New
RCM
782
Riverhead Capital Management
Delaware
$1.06M +$125K +792 +13%
FSA
783
Franklin Street Advisors
North Carolina
$1.06M – – –
CWM
784
Calamos Wealth Management
Illinois
$1.05M -$4.08M -25,915 -80%
BFG
785
Barber Financial Group
Kansas
$1.05M +$34.7K +220 +3%
MCM
786
Manchester Capital Management
Vermont
$1.04M +$717K +4,550 +221%
DPIM
787
Duff & Phelps Investment Management
Illinois
$1.04M +$4.73K +30 +0.5%
GP
788
Girard Partners
Pennsylvania
$1.04M +$20.2K +128 +2%
CAG
789
Crestwood Advisors Group
Massachusetts
$1.03M +$403K +2,559 +64%
TFS
790
TrustCore Financial Services
Tennessee
$1.03M +$1.03M +6,560 New
CA
791
Cynosure Advisors
Utah
$1.03M +$1.03M +6,539 New
FWM
792
Frontier Wealth Management
Missouri
$1.03M +$30.9K +196 +3%
FPCP
793
Fort Point Capital Partners
California
$1.01M -$17.3K -110 -2%
FA
794
FDx Advisors
Illinois
$1M -$2.05M -13,008 -67%
PVWM
795
Point View Wealth Management
New Jersey
$1M -$55.6K -353 -5%
BRWA
796
B. Riley Wealth Advisors
Florida
$999K +$67.2K +426 +7%
HTC
797
Haverford Trust Company
Pennsylvania
$996K +$2.68K +17 +0.3%
KWM
798
Kingsview Wealth Management
Oregon
$995K +$609K +3,867 +158%
Grantham, Mayo, Van Otterloo & Co (GMO)
799
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$993K +$993K +6,300 New
IFWM
800
Institute for Wealth Management
Colorado
$993K +$993K +6,301 New
30 31
32
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