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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$119M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$93M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$82.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$76.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$75.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$210M
2
EVM
Eaton Vance Management
Massachusetts
-$192M
3
Goldman Sachs
Goldman Sachs
New York
-$152M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$119M
5
TCIM
TIAA CREF Investment Management
New York
-$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
851
Wealthspire Advisors (Maryland)
Maryland
$852K +$89.8K +662 +12%
HTC
852
Haverford Trust Company
Pennsylvania
$850K -$15.9K -117 -2%
CWM
853
Calamos Wealth Management
Illinois
$849K -$16.4K -121 -2%
BWAM
854
Boyd Watterson Asset Management
Ohio
$848K – – –
S
855
SignatureFD
Georgia
$845K -$38.7K -285 -4%
TL
856
Tirschwell & Loewy
New York
$841K -$13.6K -100 -2%
PVWM
857
Point View Wealth Management
New Jersey
$835K -$17.5K -129 -2%
1IA
858
1834 Investment Advisors
Wisconsin
$829K -$403K -2,969 -33%
WSC
859
Wellington Shields & Co
New York
$828K – – –
DCM
860
Dupont Capital Management
Delaware
$828K +$248K +1,829 +43%
BCM
861
BlueCrest Capital Management
Jersey
$826K +$826K +6,091 New
WOC
862
West Oak Capital
California
$823K -$15.6K -115 -2%
MWAC
863
Mariner Wealth Advisors (Cincinnati)
Ohio
$816K +$357K +2,630 +78%
FBC
864
Fairfield, Bush & Co
Connecticut
$814K -$81.4K -600 -9%
WEC
865
Winslow Evans & Crocker
Massachusetts
$812K +$472K +3,474 +139%
CCG
866
Cypress Capital Group
Florida
$811K -$350K -2,575 -30%
NFG
867
Nations Financial Group
Iowa
$811K -$14.2K -105 -2%
LOAME
868
Lombard Odier Asset Management (Europe)
United Kingdom
$809K – – –
WT
869
Washington Trust
Rhode Island
$807K +$12.5K +92 +2%
CCT
870
Country Club Trust
Missouri
$807K +$78.5K +578 +11%
GHAM
871
Gilman Hill Asset Management
Connecticut
$805K +$805K +5,934 New
GC
872
Garde Capital
Washington
$799K – – –
PL
873
Plancorp LLC
Missouri
$798K +$136 +1 +0%
CAG
874
Csenge Advisory Group
Florida
$793K -$101K -746 -11%
MMG
875
Monetary Management Group
Missouri
$790K +$54.3K +400 +7%
33 34
35
36 37