CAT icon

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 %
KF
1226
Krilogy Financial
Missouri
$266K +$87.4K +644 +49%
FANJ
1227
Financial Architects (New Jersey)
New Jersey
$265K +$29.4K +216 +12%
BRA
1228
Bender Robert & Associates
California
$264K +$2.71K +20 +1%
AWA
1229
Acorn Wealth Advisors
Michigan
$263K +$1.09K +8 +0.4%
AMM
1230
American Money Management
California
$261K +$677 +5 +0.3%
CW
1231
Cobiz Wealth
Colorado
$261K +$5.02K +37 +2%
CCM
1232
Check Capital Management
California
$259K – – –
TIM
1233
Total Investment Management
Arizona
$259K – – –
LOAMS
1234
Lombard Odier Asset Management (Switzerland)
Switzerland
$258K – – –
WF
1235
WoodTrust Financial
Wisconsin
$258K – – –
MIH
1236
Meitav Investment House
Israel
$258K +$258K +1,864 New
CBT
1237
Central Bank & Trust
Kentucky
$257K -$12.6K -93 -5%
IUHSA
1238
Itau Unibanco Holding S.A.
Brazil
$255K -$274K -2,023 -52%
NSB
1239
Norway Savings Bank
Maine
$250K – – –
HPC
1240
Hobart Private Capital
North Carolina
$249K +$32.2K +237 +15%
ACA
1241
Anchor Capital Advisors
Massachusetts
$248K – – –
WPA
1242
Winning Points Advisors
Florida
$248K – – –
AMG
1243
Advisors Management Group
Wisconsin
$247K – – –
RSVP
1244
Ramsay Stattman Vela & Price
Colorado
$246K – – –
RG
1245
Rikoon Group
New Mexico
$245K -$5.84K -43 -2%
NIT
1246
NumerixS Investment Technologies
British Columbia, Canada
$245K +$245K +1,803 New
BCMO
1247
Buckingham Capital Management (Ohio)
Ohio
$245K +$245K +1,803 New
BWM
1248
BigSur Wealth Management
Florida
$244K -$42K -310 -15%
FFC
1249
First Financial Corp
Indiana
$244K – – –
BCA
1250
Benchmark Capital Advisors
New York
$244K +$244K +1,800 New
48 49
50
51 52