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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 %
SCA
1076
Sippican Capital Advisors
Massachusetts
$407K – – –
IIC
1077
Ironwood Investment Counsel
Arizona
$407K +$813 +6 +0.2%
XS
1078
XR Securities
Illinois
$404K +$404K +2,979 New
HCM
1079
Hilton Capital Management
New York
$403K – – –
P
1080
Pitcairn
Pennsylvania
$402K +$2.17K +16 +0.5%
ET
1081
Equitable Trust
Tennessee
$400K +$400K +2,952 New
BFM
1082
Boston Financial Management
Massachusetts
$398K – – –
IWM
1083
IHT Wealth Management
Illinois
$397K -$5.69K -42 -1%
FNB
1084
Farmers National Bank
Kentucky
$397K -$5.29K -39 -1%
OCM
1085
One Capital Management
California
$396K +$17.9K +132 +5%
WP
1086
WealthSource Partners
California
$396K +$99.5K +733 +34%
Mackenzie Financial
1087
Mackenzie Financial
Ontario, Canada
$396K +$104K +767 +36%
Jones Financial Companies
1088
Jones Financial Companies
Missouri
$394K -$35.9K -265 -8%
PA
1089
Parallel Advisors
California
$394K +$5.02K +37 +1%
CWM
1090
Concentric Wealth Management
California
$393K – – –
HA
1091
Hamel Associates
New Jersey
$391K – – –
SBL
1092
Sargent Bickham Lagudis
Colorado
$391K +$136 +1 +0%
AIM
1093
Advantage Investment Management
Iowa
$391K +$10.3K +76 +3%
BST
1094
Bath Savings Trust
Maine
$389K +$104K +764 +36%
CCMD
1095
Cypress Capital Management (Delaware)
Delaware
$387K -$7.74K -57 -2%
CFN
1096
Cordasco Financial Network
Florida
$387K +$47.5K +350 +14%
BFIM
1097
Beese Fulmer Investment Management
Ohio
$383K – – –
AP
1098
Atwood & Palmer
Missouri
$382K +$10.4K +77 +3%
FGAM
1099
Financial Gravity Asset Management
Texas
$380K -$54K -397 -12%
MLFP
1100
MPS Loria Financial Planners
Illinois
$380K +$543 +4 +0.1%
42 43
44
45 46