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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 %
PA
901
Parallel Advisors
California
$752K +$309K +2,027 +70%
IB
902
Intrust Bank
Kansas
$750K -$153 -1 -0%
PTC
903
Philadelphia Trust Company
Pennsylvania
$747K +$107K +700 +17%
CCA
904
Cobblestone Capital Advisors
New York
$741K – – –
PWAP
905
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$740K +$38.1K +250 +5%
MAM
906
Mastrapasqua Asset Management
Tennessee
$738K -$62.8K -412 -8%
RM
907
Resource Management
Louisiana
$738K +$83K +544 +13%
FMII
908
Farmers & Merchants Investments Inc
Nebraska
$736K +$10.7K +70 +1%
PFA
909
Paradigm Financial Advisors
Missouri
$734K +$734K +4,817 New
RWA
910
River Wealth Advisors
Pennsylvania
$732K -$47.3K -310 -6%
EGA
911
E&G Advisors
Texas
$732K +$153K +1,000 +26%
CCFCSB
912
Cape Cod Five Cents Savings Bank
Massachusetts
$730K -$12.8K -84 -2%
BHIA
913
Birch Hill Investment Advisors
Massachusetts
$730K +$79K +518 +12%
BA
914
BKS Advisors
Michigan
$729K -$96.7K -635 -12%
AIM
915
Aspen Investment Management
Michigan
$728K +$7.63K +50 +1%
FB
916
Fulton Bank
Pennsylvania
$727K +$727K +4,767 New
UAS
917
United Asset Strategies
New York
$725K +$35.8K +235 +5%
NFG
918
Next Financial Group
Texas
$722K -$79.7K -523 -10%
FQ
919
First Quadrant
California
$722K – – –
HFA
920
Huber Financial Advisors
Illinois
$720K +$305 +2 +0%
VC
921
Vicus Capital
Pennsylvania
$719K +$23.8K +156 +3%
FMLI
922
Fukoku Mutual Life Insurance
Japan
$717K -$153K -1,000 -18%
NSAM
923
North Star Asset Management
Wisconsin
$715K +$57.9K +380 +9%
FIM
924
Fernwood Investment Management
Massachusetts
$711K -$7.62K -50 -1%
SC
925
SouthState Corp
Florida
$702K -$184K -1,210 -21%
35 36
37
38 39