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Caterpillar
CAT

Overview Fund Activity

1,270 hedge funds and large institutions have $51.4B invested in Caterpillar in 2017 Q3 according to their latest regulatory filings, with 130 funds opening new positions, 432 increasing their positions, 487 reducing their positions, and 43 closing their positions.

Holders
1,270
Holders Change
+78
Holders Change %
+6.54%
% of All Funds
31.71%
Holding in Top 10
41
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+28.13%
% of All Funds
1.02%
New
130
Increased
432
Reduced
487
Closed
43
Calls
$1.29B
Puts
$1.86B
Net Calls
-$573M
Net Calls Change
+$76.6M

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$286M
2
Jennison Associates
2
Jennison Associates
New York
$328M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$217M
4
Goldman Sachs
4
Goldman Sachs
New York
$542M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$5.27B

Top Sellers

1
Invesco
1
Invesco
Georgia
$442M
2
State Street
2
State Street
Massachusetts
$6.15B
3
Renaissance Technologies
3
Renaissance Technologies
New York
$134M
4
Harris Associates
4
Harris Associates
Illinois
$668M
5
Capital Research Global Investors
5
Capital Research Global Investors
California
$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
OWD
1001
Osborn Williams & Donohoe
Ohio
$317K +$317K +2,542 New
AMM
1002
American Money Management
California
$316K +$873 +7 +0.3%
WA
1003
Wealth Architects
California
$315K +$250 +2 +0.1%
B
1004
Bailard
California
$314K -$54K -433 -15%
RMCM
1005
Reynders McVeigh Capital Management
Massachusetts
$313K – – –
SIM
1006
Sterling Investment Management
Arizona
$313K – – –
GAM
1007
Garrison Asset Management
Arkansas
$313K – – –
TWM
1008
Torch Wealth Management
Ohio
$312K -$4.87K -39 -2%
BWA
1009
Burt Wealth Advisors
Maryland
$312K – – –
LCM
1010
LVM Capital Management
Michigan
$312K – – –
BBNB
1011
Baker Boyer National Bank
Washington
$312K – – –
MCWS
1012
McKinley Carter Wealth Services
West Virginia
$310K -$62.3K -500 -17%
RIM
1013
Regent Investment Management
Kentucky
$309K – – –
VST
1014
Van Strum & Towne
California
$308K – – –
WBG
1015
Wharton Business Group
Pennsylvania
$307K – – –
KWM
1016
Kingsview Wealth Management
Oregon
$305K +$70.8K +568 +30%
ZF
1017
Zhang Financial
Michigan
$304K -$25.3K -200 -8%
TAM
1018
Trillium Asset Management
Massachusetts
$304K – – –
MHIC
1019
Marble Harbor Investment Counsel
Massachusetts
$304K – – –
CIA
1020
Choate Investment Advisors
Massachusetts
$303K +$1.37K +11 +0.5%
PAS
1021
Partnervest Advisory Services
California
$302K -$2.87K -23 -0.9%
DI
1022
Diligent Investors
California
$302K – – –
AT
1023
Argent Trust
Texas
$301K -$41.1K -330 -12%
FBT
1024
First Bankers Trust
Kentucky
$300K +$749 +6 +0.3%
BOTW
1025
Bank of the West
California
$300K +$14.6K +117 +5%
39 40
41
42 43