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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 %
AIS
976
American Investment Services
Massachusetts
$553K -$538K -3,964 -49%
GCA
977
Gideon Capital Advisors
New York
$551K -$630K -4,648 -53%
MIH
978
Madison Investment Holdings
Wisconsin
$548K -$5.97M -44,002 -92%
SSB
979
Sandy Spring Bank
Maryland
$546K -$5.97K -44 -1%
EWM
980
Evermay Wealth Management
Virginia
$545K -$10.9K -80 -2%
SKK
981
Shepherd Kaplan Krochuk
Massachusetts
$543K – – –
SC
982
Saybrook Capital
North Carolina
$543K – – –
TFA
983
Toth Financial Advisory
Virginia
$540K +$950 +7 +0.2%
3C
984
361 Capital
Colorado
$534K -$44.9K -331 -8%
KWMG
985
King Wealth Management Group
Florida
$534K +$13.7K +101 +3%
MWM
986
Meridian Wealth Management
Kentucky
$533K -$2.79M -20,559 -84%
CCM
987
Catawba Capital Management
Virginia
$531K – – –
ST
988
Sabal Trust
Florida
$529K -$108K -797 -17%
BAM
989
Belpointe Asset Management
Nevada
$529K +$529K +3,900 New
RWM
990
Ritholtz Wealth Management
New York
$522K +$6.24K +46 +1%
Lido Advisors
991
Lido Advisors
California
$521K +$155K +1,146 +42%
CHA
992
Carmichael Hill & Associates
Maryland
$520K – – –
SAA
993
Southeast Asset Advisors
Georgia
$517K +$814 +6 +0.2%
TAM
994
Taylor Asset Management
Ontario, Canada
$516K -$136K -1,000 -21%
CFA
995
Carroll Financial Associates
North Carolina
$516K – – –
EGA
996
E&G Advisors
Texas
$516K +$204K +1,500 +65%
PC
997
Peavine Capital
Nevada
$516K +$516K +3,800 New
BMC
998
Benin Management Corp
Connecticut
$513K -$13.6K -100 -3%
AssetMark Inc
999
AssetMark Inc
California
$512K +$17.1K +126 +3%
PCG
1000
Private Capital Group
Connecticut
$509K +$49K +362 +11%
38 39
40
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