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Caterpillar
CAT

Overview Fund Activity

1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,558
Holders Change
+29
Holders Change %
+1.9%
% of All Funds
34.77%
Holding in Top 10
29
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.38%
% of All Funds
0.65%
New
199
Increased
564
Reduced
581
Closed
155
Calls
$1.55B
Puts
$1.74B
Net Calls
-$189M
Net Calls Change
-$102M

Top Buyers

1
Sanders Capital
Sanders Capital
Florida
+$375M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$174M
3
Harris Associates
Harris Associates
Illinois
+$125M
4
DCM
Discovery Capital Management
Connecticut
+$100M
5
LSV Asset Management
LSV Asset Management
Illinois
+$76.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$676M
2
Jennison Associates
Jennison Associates
New York
-$664M
3
SCM
Suvretta Capital Management
New York
-$194M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$161M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
1201
Signature Financial Management
Virginia
$300K +$89.6K +700 +43%
RCAG
1202
Rehmann Capital Advisory Group
Michigan
$300K +$12.3K +97 +4%
WRM
1203
Weybosset Research & Management
Rhode Island
$299K -$44.4K -350 -13%
GAMC
1204
Garner Asset Management Corp
Texas
$299K – – –
FMW
1205
Farr Miller & Washington
District of Columbia
$298K – – –
CT
1206
Cambridge Trust
Massachusetts
$298K – – –
LNB
1207
Ledyard National Bank
$297K -$1.27K -10 -0.4%
WAM
1208
Winslow Asset Management
Ohio
$296K – – –
WA
1209
WealthTrust-Arizona
Arizona
$295K -$1.65K -13 -0.6%
BCWM
1210
Blue Chip Wealth Management
Florida
$295K +$16.7K +131 +6%
VHAM
1211
Van Hulzen Asset Management
California
$294K -$164K -1,293 -36%
BWM
1212
BigSur Wealth Management
Florida
$294K +$25.5K +200 +9%
RMCM
1213
Reynders McVeigh Capital Management
Massachusetts
$293K – – –
GLA
1214
Good Life Advisors
Pennsylvania
$293K +$293K +2,303 New
VCM
1215
Violich Capital Management
California
$292K – – –
SFSG
1216
Stearns Financial Services Group
North Carolina
$291K -$14.3K -112 -5%
SYBT
1217
Stock Yards Bank & Trust
Kentucky
$289K -$12.7K -100 -4%
CAM
1218
Carret Asset Management
New York
$289K – – –
RWP
1219
RWA Wealth Partners
Massachusetts
$288K +$106K +836 +59%
FIM
1220
Frontier Investment Management
Texas
$288K +$288K +2,264 New
BOS
1221
Bingham Osborn & Scarborough
California
$287K -$5.46K -43 -2%
BFPW
1222
BOK Financial Private Wealth
Colorado
$287K +$35.1K +276 +14%
CGA
1223
Crescent Grove Advisors
Illinois
$287K +$66.6K +524 +30%
DAM
1224
Doheny Asset Management
California
$286K -$728K -5,725 -72%
CCM
1225
Covington Capital Management
California
$286K -$12.7K -100 -4%
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