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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 %
WSC
826
Wellington Shields & Co
New York
$968K +$38.1K +250 +4%
WOC
827
West Oak Capital
California
$965K +$40.4K +265 +4%
WAP
828
Wealthcare Advisory Partners
Pennsylvania
$962K -$3.51K -23 -0.4%
WTB
829
Washington Trust Bank
Washington
$960K -$68.6K -450 -7%
DPIM
830
Duff & Phelps Investment Management
Illinois
$955K -$21.3K -140 -2%
HSA
831
HBK Sorce Advisory
Pennsylvania
$955K -$11.4K -75 -1%
HW
832
Hancock Whitney
Mississippi
$954K -$50.2K -329 -5%
BWAM
833
Boyd Watterson Asset Management
Ohio
$954K +$763 +5 +0.1%
PVWM
834
Point View Wealth Management
New Jersey
$939K – – –
TNBTD
835
Trustmark National Bank Trust Department
Mississippi
$938K -$293K -1,921 -24%
NFG
836
Nations Financial Group
Iowa
$930K +$18.3K +120 +2%
NA
837
Navellier & Associates
Nevada
$927K -$4.09M -26,823 -82%
HTC
838
Haverford Trust Company
Pennsylvania
$926K -$29.1K -191 -3%
LC
839
Lourd Capital
California
$923K +$923K +6,054 New
CII
840
Capital International Inc
California
$919K +$919K +6,024 New
RIM
841
Rampart Investment Management
Connecticut
$918K +$36.6K +1,717 +4%
BFG
842
Barber Financial Group
Kansas
$916K -$90.3K -592 -9%
FBC
843
Fairfield, Bush & Co
Connecticut
$915K – – –
WEC
844
Winslow Evans & Crocker
Massachusetts
$912K -$1.53K -10 -0.2%
CCA
845
Checchi Capital Advisers
California
$912K +$81.9K +537 +10%
BA
846
Bristlecone Advisors
Washington
$912K +$912K +5,979 New
LOAME
847
Lombard Odier Asset Management (Europe)
United Kingdom
$909K – – –
PL
848
Plancorp LLC
Missouri
$905K +$7.78K +51 +0.9%
CCG
849
Cypress Capital Group
Florida
$904K -$7.32K -48 -0.8%
Twin Tree Management
850
Twin Tree Management
Texas
$899K -$6.68M -43,839 -88%
32 33
34
35 36