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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 %
CWM
1076
Concentric Wealth Management
California
$442K – – –
MF
1077
Magnetar Financial
Illinois
$440K +$440K +2,886 New
HA
1078
Hamel Associates
New Jersey
$439K – – –
SBL
1079
Sargent Bickham Lagudis
Colorado
$439K – – –
BST
1080
Bath Savings Trust
Maine
$438K – – –
MHS
1081
M Holdings Securities
Oregon
$438K +$19.8K +130 +5%
GI
1082
Gradient Investments
Minnesota
$438K +$313K +2,054 +251%
CFN
1083
Cordasco Financial Network
Florida
$435K – – –
CCMD
1084
Cypress Capital Management (Delaware)
Delaware
$435K – – –
CAM
1085
Congress Asset Management
Massachusetts
$432K -$33.4K -219 -7%
BCM
1086
Breiter Capital Management
Florida
$432K +$51.1K +335 +13%
FM
1087
Foster & Motley
Ohio
$431K +$182K +1,196 +73%
B
1088
Bailard
California
$428K +$29.7K +195 +7%
CA
1089
Cullinan Associates
Kentucky
$427K -$1.22M -8,000 -74%
MLFP
1090
MPS Loria Financial Planners
Illinois
$427K +$610 +4 +0.1%
IIC
1091
Ironwood Investment Counsel
Arizona
$425K -$32.3K -212 -7%
P
1092
Pitcairn
Pennsylvania
$424K -$26.2K -172 -6%
CHA
1093
Cooper/Haims Advisors
New York
$424K +$2.13K +14 +0.5%
TWM
1094
Titus Wealth Management
California
$423K – – –
VNA
1095
Valley National Advisers
Pennsylvania
$423K +$60.8K +399 +17%
CAG
1096
Crestwood Advisors Group
Massachusetts
$421K -$312K -2,050 -43%
CAI
1097
Capital Advisors Inc
Oklahoma
$421K – – –
SAM
1098
SignalPoint Asset Management
Missouri
$419K -$53.8K -353 -11%
AP
1099
Atwood & Palmer
Missouri
$418K -$11.7K -77 -3%
MHIC
1100
Marble Harbor Investment Counsel
Massachusetts
$415K +$43.4K +285 +12%
42 43
44
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