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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 %
SAM
1026
Strategy Asset Managers
California
$518K -$3.4M -22,299 -87%
OCM
1027
Orleans Capital Management
Louisiana
$516K +$15.2K +100 +3%
AP
1028
Appleton Partners
Massachusetts
$512K +$28.4K +186 +6%
VCWA
1029
Vanguard Capital Wealth Advisors
Colorado
$511K -$2.59K -17 -0.5%
CPO
1030
Cerity Partners OCIO
New York
$509K +$20.6K +135 +4%
DC
1031
Diametric Capital
Massachusetts
$501K +$501K +3,304 New
CB
1032
CNB Bank
Pennsylvania
$500K -$7.62K -50 -2%
BRM
1033
Boston Research & Management
Massachusetts
$500K – – –
DIA
1034
Davidson Investment Advisors
Montana
$498K +$19.1K +125 +4%
UF
1035
Univest Financial
Pennsylvania
$495K -$20.6K -135 -4%
JWA
1036
JFS Wealth Advisors
Pennsylvania
$492K – – –
TAM
1037
Taylor Asset Management
Ontario, Canada
$488K -$91.5K -600 -16%
CCIA
1038
Campbell & Co Investment Adviser
Maryland
$488K +$488K +3,202 New
AA
1039
Ancora Advisors
Ohio
$487K +$457 +3 +0.1%
CTA
1040
Chesley Taft & Associates
Illinois
$487K +$61K +400 +14%
BCMO
1041
Buckingham Capital Management (Ohio)
Ohio
$487K +$212K +1,388 +77%
SAM
1042
Seelaus Asset Management
New Jersey
$486K – – –
MOS
1043
MGO One Seven
Ohio
$485K +$485K +3,184 New
FCBT
1044
First Citizens Bank & Trust
North Carolina
$483K -$184K -1,208 -28%
RT
1045
Rockland Trust
Massachusetts
$483K – – –
EWA
1046
EP Wealth Advisors
California
$483K +$483K +3,169 New
NG
1047
Northstar Group
New York
$482K +$100K +656 +26%
GW
1048
GW & Wade
Massachusetts
$479K +$305 +2 +0.1%
NGA
1049
Naples Global Advisors
Florida
$478K +$206K +1,350 +76%
TNB
1050
Thomasville National Bank
Georgia
$476K – – –
40 41
42
43 44