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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 %
BCM
1201
Bienville Capital Management
New York
$305K – – –
CCG
1202
Ceeto Capital Group
Florida
$305K – – –
GWM
1203
GSB Wealth Management
Connecticut
$305K +$305K +2,000 New
EWM
1204
Elite Wealth Management
Washington
$304K – – –
UCMOK
1205
United Capital Management of KS
Kansas
$303K +$303K +1,982 New
FRM
1206
Fox Run Management
Connecticut
$302K -$498K -3,265 -62%
BFPW
1207
BOK Financial Private Wealth
Colorado
$302K – – –
SBSB
1208
Sullivan, Bruyette, Speros & Blaney
Virginia
$302K +$305 +2 +0.1%
DCM
1209
Driehaus Capital Management
Illinois
$301K +$31.7K +208 +12%
CCM
1210
Check Capital Management
California
$300K +$9.14K +60 +3%
FAM
1211
Flaharty Asset Management
Florida
$297K -$13.7K -90 -4%
BRA
1212
Bender Robert & Associates
California
$297K – – –
BFG
1213
Beacon Financial Group
Texas
$295K -$96.9K -636 -25%
FANJ
1214
Financial Architects (New Jersey)
New Jersey
$295K -$1.52K -10 -0.5%
AMM
1215
American Money Management
California
$295K +$1.07K +7 +0.4%
OIA
1216
OneDigital Investment Advisors
Kansas
$292K -$29.3K -192 -9%
CMBA
1217
C.M. Bidwell & Associates
Hawaii
$291K -$170K -1,115 -37%
TIM
1218
Total Investment Management
Arizona
$291K – – –
BPB
1219
Badgley, Phelps & Bell
Washington
$290K -$15.2K -100 -5%
WF
1220
WoodTrust Financial
Wisconsin
$290K – – –
SG
1221
StoneX Group
New York
$290K +$290K +1,899 New
LOAMS
1222
Lombard Odier Asset Management (Switzerland)
Switzerland
$289K – – –
ITIM
1223
Indiana Trust & Investment Management
Indiana
$287K -$27.1K -178 -9%
FMT
1224
First Mercantile Trust
Tennessee
$285K -$89.8K -589 -24%
SFG
1225
SevenBridge Financial Group
Pennsylvania
$284K -$21.2K -139 -7%
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