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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 %
CI
901
Capital Innovations
Wisconsin
$704K – – –
SMC
902
Smith, Moore & Co
Missouri
$696K +$11.4K +84 +2%
RIL
903
Rothschild Investment LLC
Illinois
$696K +$13.6K +100 +2%
RWA
904
River Wealth Advisors
Pennsylvania
$694K -$24.4K -180 -3%
AF
905
Arrow Financial
New York
$694K +$217K +1,600 +45%
KA
906
Kovack Advisors
Florida
$691K -$423K -3,116 -38%
IGGA
907
Iron Gate Global Advisors
Utah
$691K +$271 +2 +0%
MGIA
908
Moneta Group Investment Advisors
Missouri
$685K +$329K +2,427 +92%
BFO
909
Biltmore Family Office
North Carolina
$678K -$136K -1,000 -17%
BAM
910
Barrett Asset Management
New York
$678K – – –
KC
911
KHP Capital
Oklahoma
$678K – – –
CC
912
Courier Capital
New York
$677K +$50.3K +371 +8%
GBBWRPM
913
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$674K – – –
MA
914
Mutual Advisors
Nebraska
$673K -$35.3K -260 -5%
FDS
915
First Dallas Securities
Texas
$672K -$72.6K -535 -10%
IB
916
Intrust Bank
Kansas
$667K -$30.1K -222 -4%
CCFCSB
917
Cape Cod Five Cents Savings Bank
Massachusetts
$661K +$3.93K +29 +0.6%
CCA
918
Cobblestone Capital Advisors
New York
$659K +$950 +7 +0.1%
HWA
919
HCR Wealth Advisors
California
$656K +$27.4K +201 +4%
UR
920
USCA RIA
Texas
$655K -$102K -751 -13%
MBT
921
Montecito Bank & Trust
California
$653K -$54.5K -401 -8%
CAG
922
Crestwood Advisors Group
Massachusetts
$650K -$68.7K -509 -10%
CC
923
Cedar Capital
Illinois
$650K +$150K +1,108 +30%
CIC
924
Carnegie Investment Counsel
Ohio
$650K +$252K +1,869 +63%
FMII
925
Farmers & Merchants Investments Inc
Nebraska
$645K -$13.6K -100 -2%
35 36
37
38 39