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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 %
AssetMark Inc
976
AssetMark Inc
California
$590K +$14.2K +93 +2%
3C
977
361 Capital
Colorado
$589K -$10.7K -70 -2%
SSB
978
Sandy Spring Bank
Maryland
$587K -$26.5K -174 -4%
AFNAS
979
American Financial Network Advisory Services
California
$584K +$570K +3,740 +4,156%
SAA
980
Southeast Asset Advisors
Georgia
$582K +$1.07K +7 +0.2%
CFA
981
Carroll Financial Associates
North Carolina
$581K +$1.83K +12 +0.3%
RWM
982
Ritholtz Wealth Management
New York
$579K -$7.01K -46 -1%
PC
983
Peavine Capital
Nevada
$579K – – –
TFA
984
Toth Financial Advisory
Virginia
$578K -$28.7K -188 -5%
MWM
985
Meridian Wealth Management
Kentucky
$577K -$21.6K -142 -4%
OC
986
Oarsman Capital
Wisconsin
$576K -$49.6K -325 -8%
CHA
987
Carmichael Hill & Associates
Maryland
$576K -$7.62K -50 -1%
WP
988
WMS Partners
Maryland
$570K -$8.04M -52,726 -93%
BHBT
989
Burke & Herbert Bank & Trust
Virginia
$569K – – –
LWAC
990
Laurel Wealth Advisors (California)
California
$569K +$166K +1,089 +41%
RMDI
991
R.M. Davis Inc
Maine
$568K -$57.2K -375 -9%
Jones Financial Companies
992
Jones Financial Companies
Missouri
$567K +$123K +805 +28%
PCG
993
Private Capital Group
Connecticut
$566K -$6.55K -43 -1%
Renaissance Technologies
994
Renaissance Technologies
New York
$564K -$79.1M -518,600 -99%
MGIA
995
Moneta Group Investment Advisors
Missouri
$564K -$207K -1,356 -27%
WLIM
996
White Lighthouse Investment Management
Massachusetts
$564K – – –
CIAS
997
Capital Investment Advisory Services
North Carolina
$562K -$2.44K -16 -0.4%
BMC
998
Benin Management Corp
Connecticut
$561K -$15.2K -100 -3%
FNBSF
999
First National Bank Sioux Falls
South Dakota
$559K – – –
AWM
1000
Avior Wealth Management
Nebraska
$559K – – –
38 39
40
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