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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 %
FCBT
951
First Citizens Bank & Trust
North Carolina
$594K +$242K +1,785 +69%
Cerity Partners
952
Cerity Partners
New York
$591K +$212K +1,561 +56%
SBWM
953
Sunflower Bank Wealth Management
Arizona
$586K – – –
NSAM
954
North Star Asset Management
Wisconsin
$585K +$2.71K +20 +0.5%
RM
955
Resource Management
Louisiana
$582K +$3.66K +27 +0.6%
First Manhattan
956
First Manhattan
New York
$580K +$406 +3 +0.1%
IA
957
IFG Advisory
Georgia
$580K +$7.59K +56 +1%
BIM
958
Baldwin Investment Management
Pennsylvania
$580K +$580K +4,275 New
BHIA
959
Birch Hill Investment Advisors
Massachusetts
$579K – – –
WSCM
960
Wellington Shields Capital Management
New York
$577K -$679 -5 -0.1%
TAM
961
Taurus Asset Management
New York
$576K – – –
ANRIA
962
American National Registered Investment Advisor
Texas
$575K – – –
CB
963
Cadence Bank
Mississippi
$570K – – –
PTC
964
Philadelphia Trust Company
Pennsylvania
$570K – – –
DAM
965
Diamant Asset Management
Connecticut
$566K – – –
APP
966
Avantax Planning Partners
Iowa
$565K -$33.5K -247 -6%
DSC
967
Duncker Streett & Co
Missouri
$559K – – –
SWA
968
Sutton Wealth Advisors
Florida
$559K – – –
AIM
969
Anchor Investment Management
South Carolina
$558K +$53.6K +395 +11%
RMDI
970
R.M. Davis Inc
Maine
$556K -$144K -1,062 -21%
ST
971
Smithfield Trust
Pennsylvania
$556K -$38.7K -285 -7%
OC
972
Oarsman Capital
Wisconsin
$556K – – –
FCFS
973
First Command Financial Services
Texas
$555K +$184K +1,357 +50%
FCB
974
First Command Bank
Texas
$555K +$184K +1,357 +50%
THWM
975
Taylor Hoffman Wealth Management
Virginia
$554K +$1.09K +8 +0.2%
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