CAT icon

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 %
FMW
1151
Farr Miller & Washington
District of Columbia
$358K – – –
AFC
1152
AFT Forsyth & Company
Florida
$358K – – –
CT
1153
Cambridge Trust
Massachusetts
$357K -$915 -6 -0.3%
PI
1154
Pettee Investors
Connecticut
$356K – – –
WA
1155
WealthTrust-Arizona
Arizona
$356K +$7.93K +52 +2%
WAM
1156
Winslow Asset Management
Ohio
$355K -$152K -1,000 -30%
VCM
1157
Violich Capital Management
California
$351K -$3.82K -25 -1%
RMCM
1158
Reynders McVeigh Capital Management
Massachusetts
$351K -$2.74K -18 -0.8%
BOS
1159
Bingham Osborn & Scarborough
California
$351K -$2.59K -17 -0.7%
MCM
1160
Maryland Capital Management
Maryland
$349K – – –
IBOK
1161
Independence Bank of Kentucky
Kentucky
$348K -$7.63K -50 -2%
CCP
1162
Corient Capital Partners
California
$348K – – –
CAM
1163
Carret Asset Management
New York
$347K – – –
TPWA
1164
TRUE Private Wealth Advisors
Oregon
$347K -$74.4K -488 -18%
MIH
1165
Meitav Investment House
Israel
$346K +$61.1K +400 +21%
RCAG
1166
Rehmann Capital Advisory Group
Michigan
$345K -$75K -492 -18%
WP
1167
WealthSource Partners
California
$344K -$101K -661 -23%
MVA
1168
Mount Vernon Associates
Maryland
$339K – – –
LIC
1169
Lodestar Investment Counsel
Illinois
$338K – – –
ACP
1170
Arcus Capital Partners
Georgia
$338K – – –
BP
1171
Ballentine Partners
Massachusetts
$337K -$9K -59 -3%
RG
1172
Rikoon Group
New Mexico
$336K +$61K +400 +22%
CVM
1173
Cheviot Value Management
California
$334K +$152 +1 +0%
BCWM
1174
Blue Chip Wealth Management
Florida
$334K +$1.53K +10 +0.5%
ZF
1175
Zhang Financial
Michigan
$333K – – –
45 46
47
48 49