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Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$564M
2
LSV Asset Management
LSV Asset Management
Illinois
+$236M
3
Sanders Capital
Sanders Capital
Florida
+$204M
4
Two Sigma Investments
Two Sigma Investments
New York
+$141M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$136M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$415M
2
Capital World Investors
Capital World Investors
California
-$345M
3
Citadel Advisors
Citadel Advisors
Florida
-$218M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$140M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$106M
Name Holding Trade Value Shares
Change 		Shares
Change %
RBFC
851
Roman Butler Fullerton & Co
Missouri
$784K +$125K +920 +19%
TWM
852
Torch Wealth Management
Ohio
$782K +$6.95K +51 +0.9%
HW
853
Hancock Whitney
Mississippi
$779K +$1.91K +14 +0.2%
NNP
854
Nachman Norwood & Parrott
South Carolina
$774K -$181K -1,328 -19%
NQWM
855
Northwest Quadrant Wealth Management
Oregon
$772K -$17.3K -128 -2%
WTB
856
Washington Trust Bank
Washington
$770K -$20K -147 -3%
SMC
857
Smith, Moore & Co
Missouri
$769K +$107K +782 +16%
KA
858
Kovack Advisors
Florida
$766K -$10.8K -79 -1%
WC
859
Woodstock Corp
Massachusetts
$761K -$2.73K -20 -0.4%
VST
860
Van Strum & Towne
California
$761K – – –
FDS
861
First Dallas Securities
Texas
$760K -$6.81K -50 -0.9%
KFC
862
Klingenstein Fields & Co
New York
$757K -$756K -5,547 -50%
NL
863
NVWM LLC
Pennsylvania
$754K +$545 +4 +0.1%
FNT
864
First National Trust
Pennsylvania
$750K -$2.59K -19 -0.3%
WWM
865
Windsor Wealth Management
Indiana
$750K +$112K +820 +18%
CG
866
Cynosure Group
Utah
$749K +$299K +2,195 +67%
FCIM
867
Fairview Capital Investment Management
California
$744K – – –
SVWAG
868
Sound View Wealth Advisors Group
Georgia
$744K +$744K +5,458 New
CCG
869
Cypress Capital Group
Florida
$742K -$7.5K -55 -1%
CMO
870
Covenant Multifamily Offices
Texas
$742K +$64.9K +476 +10%
CP
871
Camelot Portfolios
Ohio
$740K +$740K +5,429 New
PCM
872
Penserra Capital Management
California
$736K -$185K -1,363 -20%
BHA
873
Beech Hill Advisors
New York
$736K +$13.6K +100 +2%
Acadian Asset Management
874
Acadian Asset Management
Massachusetts
$731K – – –
CCA
875
Cobblestone Capital Advisors
New York
$729K -$25.9K -190 -3%
33 34
35
36 37