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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 %
SCP
776
Syntal Capital Partners
Texas
$1.15M +$87.2K +572 +8%
EFS
777
Essex Financial Services
Connecticut
$1.15M -$75.8K -497 -6%
CFA
778
Cahill Financial Advisors
Minnesota
$1.15M +$24.1K +158 +2%
FA
779
FDx Advisors
Illinois
$1.15M -$874K -5,732 -43%
PT
780
Plimoth Trust
Massachusetts
$1.14M +$5.34K +35 +0.5%
DLA
781
Douglas Lane & Associates
New York
$1.13M -$25.8K -169 -2%
PFS
782
Prospera Financial Services
Texas
$1.13M -$5.68M -41,385 -83%
TIA
783
Tiemann Investment Advisors
California
$1.12M +$41.9K +275 +4%
SSWM
784
Smith Salley Wealth Management
North Carolina
$1.11M +$12.2K +80 +1%
PAM
785
Palisade Asset Management
Minnesota
$1.11M -$33.6K -220 -3%
SAM
786
Sawgrass Asset Management
Florida
$1.11M – – –
IAMOG
787
Investors Asset Management of Georgia
Georgia
$1.11M – – –
CB
788
Community Bank
New York
$1.11M – – –
AB
789
Atlas Brown
Kentucky
$1.1M +$19.5K +128 +2%
FTI
790
Fiduciary Trust International
Massachusetts
$1.1M -$99.7K -654 -8%
CBU
791
CIBC Bank USA
Illinois
$1.1M – – –
FWM
792
Frontier Wealth Management
Missouri
$1.1M -$16.2K -106 -1%
ANB
793
Amarillo National Bank
Texas
$1.1M +$305K +2,000 +39%
Bessemer Group
794
Bessemer Group
New Jersey
$1.09M +$6.86K +45 +0.6%
GP
795
Girard Partners
Pennsylvania
$1.09M -$150K -984 -12%
BUB
796
BBVA USA Bancshares
Texas
$1.09M -$57.5K -377 -5%
EVC
797
Eidelman Virant Capital
Missouri
$1.09M – – –
LP
798
LMR Partners
United Kingdom
$1.08M -$127K -834 -11%
BFA
799
Bragg Financial Advisors
North Carolina
$1.08M -$7.63K -50 -0.7%
DWT
800
Dorsey & Whitney Trust
South Dakota
$1.08M +$96K +630 +10%
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