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Caterpillar
CAT

Overview Fund Activity

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$375M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
3
Harris Associates
Harris Associates
Illinois
+$125M
4
DCM
Discovery Capital Management
Connecticut
+$100M
5
LSV Asset Management
LSV Asset Management
Illinois
+$76.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$676M
2
Jennison Associates
Jennison Associates
New York
-$664M
3
SCM
Suvretta Capital Management
New York
-$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIL
901
Rothschild Investment LLC
Illinois
$652K – – –
FPCP
902
Fort Point Capital Partners
California
$648K -$200K -1,576 -24%
SCP
903
Sandhill Capital Partners
New York
$645K -$6.48K -51 -1%
HH
904
Hilltop Holdings
Texas
$645K +$341K +2,681 +112%
UR
905
USCA RIA
Texas
$641K -$38.1K -300 -6%
FNT
906
First National Trust
Pennsylvania
$639K +$88.2K +694 +16%
BFO
907
Biltmore Family Office
North Carolina
$637K +$1.27K +10 +0.2%
HVIA
908
Hudson Valley Investment Advisors
New York
$636K +$3.17K +25 +0.5%
PCC
909
Park Circle Company
Maryland
$635K +$635K +5,000 New
IGGA
910
Iron Gate Global Advisors
Utah
$634K +$254 +2 +0%
IB
911
Intrust Bank
Kansas
$634K +$9.02K +71 +1%
LB
912
Legacy Bridge
Iowa
$632K +$632K +4,970 New
SIG
913
Sargent Investment Group
Maryland
$632K +$632K +4,975 New
RM
914
Resource Management
Louisiana
$624K +$9.28K +73 +2%
HPC
915
Hobart Private Capital
North Carolina
$624K +$357K +2,807 +133%
CC
916
Cedar Capital
Illinois
$622K -$29.4K -231 -5%
HF
917
HRT Financial
New York
$620K +$620K +4,884 New
MAM
918
Mastrapasqua Asset Management
Tennessee
$618K +$2.54K +20 +0.4%
CCA
919
Cobblestone Capital Advisors
New York
$617K – – –
PWAP
920
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$617K – – –
MBTD
921
Mechanics Bank - Trust Department
California
$616K -$928K -7,300 -60%
RWA
922
River Wealth Advisors
Pennsylvania
$615K +$4.45K +35 +0.7%
CMO
923
Covenant Multifamily Offices
Texas
$613K +$613K +4,828 New
AIM
924
Aspen Investment Management
Michigan
$607K – – –
FA
925
FDx Advisors
Illinois
$603K -$353K -2,777 -37%
35 36
37
38 39