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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 %
NHC
801
Nicholas Hoffman & Company
Georgia
$1.08M -$453K -2,973 -30%
IIA
802
IPG Investment Advisors
California
$1.07M +$17.1K +112 +2%
MPI
803
Mairs & Power Inc
Minnesota
$1.07M -$153K -1,000 -12%
CL
804
CPWM LLC
Washington
$1.07M +$30.6K +201 +3%
TU
805
TDAM USA
Ontario, Canada
$1.05M +$10.6K +80 +1%
PIM
806
Penobscot Investment Management
Massachusetts
$1.04M -$499K -3,270 -32%
PTC
807
Private Trust Company
Ohio
$1.04M -$9.29K -61 -0.9%
DHFB
808
Dixon Hubard Feinour & Brown
Virginia
$1.03M -$26.7K -175 -3%
BAM
809
Belpointe Asset Management
Nevada
$1.03M +$433K +2,843 +73%
MIFH
810
Migdal Insurance & Financial Holdings
Israel
$1.03M +$633K +4,148 +160%
DCM
811
Dupont Capital Management
Delaware
$1.02M +$91.7K +601 +10%
CT
812
Clearstead Trust
Maine
$1.02M – – –
BA
813
Boston Advisors
Massachusetts
$1.02M -$53.5K -351 -5%
FPCP
814
Fort Point Capital Partners
California
$1.02M -$88.4K -580 -8%
TSW
815
Thompson Siegel & Walmsley
Virginia
$1.02M – – –
WC
816
Woodstock Corp
Massachusetts
$1.01M -$67.8K -445 -6%
WAM
817
Wealthspire Advisors (Maryland)
Maryland
$1.01M +$48K +315 +5%
MSAM
818
Moloney Securities Asset Management
Missouri
$1.01M +$20K +131 +2%
CCT
819
Country Club Trust
Missouri
$1.01M +$99.1K +650 +11%
ECM
820
ETrade Capital Management
Virginia
$1M -$57.3K -376 -5%
AF
821
Advisornet Financial
Minnesota
$1M +$440K +2,886 +78%
CRC
822
Curi RMB Capital
Illinois
$999K +$11.3K +74 +1%
PFP
823
Pinnacle Financial Partners
Tennessee
$993K +$22.9K +150 +2%
CWM
824
Calamos Wealth Management
Illinois
$990K +$36K +236 +4%
FAIM
825
Financial Advocates Investment Management
Washington
$980K +$7.47K +49 +0.8%
31 32
33
34 35