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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 %
TAM
951
Taurus Asset Management
New York
$647K – – –
ANRIA
952
American National Registered Investment Advisor
Texas
$646K – – –
CB
953
Cadence Bank
Mississippi
$644K +$2.9K +19 +0.5%
TL
954
Tirschwell & Loewy
New York
$640K -$305K -2,000 -32%
FCB
955
First Command Bank
Texas
$639K +$14.8K +97 +2%
FCFS
956
First Command Financial Services
Texas
$639K +$14.8K +97 +2%
DSC
957
Duncker Streett & Co
Missouri
$628K – – –
SWA
958
Sutton Wealth Advisors
Florida
$628K – – –
AIM
959
Anchor Investment Management
South Carolina
$627K – – –
GCP
960
GSA Capital Partners
United Kingdom
$626K -$3.19M -20,911 -84%
DAM
961
Diamant Asset Management
Connecticut
$625K -$11.4K -75 -2%
THWM
962
Taylor Hoffman Wealth Management
Virginia
$623K – – –
CBT
963
Capital Bank & Trust
California
$621K -$60.8K -399 -9%
MIH
964
Madison Investment Holdings
Wisconsin
$616K – – –
KWMG
965
King Wealth Management Group
Florida
$612K +$11.6K +76 +2%
SKK
966
Shepherd Kaplan Krochuk
Massachusetts
$610K – – –
SC
967
Saybrook Capital
North Carolina
$610K – – –
NJBEST
968
New Jersey Better Educational Savings Trust
New Jersey
$610K +$153K +1,000 +33%
AAM
969
Auxier Asset Management
Oregon
$610K +$610K +4,002 New
ST
970
Smithfield Trust
Pennsylvania
$606K -$18.5K -121 -3%
ST
971
Sabal Trust
Florida
$602K +$7.62K +50 +1%
ACM
972
Alethea Capital Management
Washington
$602K +$602K +3,951 New
SFP
973
Shepherd Financial Partners
Massachusetts
$592K – – –
HB
974
Homrich & Berg
Georgia
$592K +$35.7K +234 +6%
AC
975
Arjuna Capital
North Carolina
$590K -$117K -767 -17%
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