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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
$600M
2
Ameriprise
Ameriprise
Minnesota
$427M
3
SCM
Suvretta Capital Management
New York
$194M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$322M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.07B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.15B
2
Capital World Investors
Capital World Investors
California
$2.49B
3
Citadel Advisors
Citadel Advisors
Florida
$267M
4
Deutsche Bank
Deutsche Bank
Germany
$338M
5
AQR Capital Management
AQR Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
1226
Harvest Fund Management
China
$284K +$116K +760 +69%
IC
1227
Intersect Capital
California
$283K +$27.6K +181 +11%
LSAG
1228
Lake Street Advisors Group
New Hampshire
$282K -$217K -1,424 -44%
Kovitz Investment Group Partners
1229
Kovitz Investment Group Partners
Illinois
$282K +$282K +1,849 New
CIC
1230
Carnegie Investment Counsel
Ohio
$281K -$342K -2,644 -55%
OTPPB
1231
Ontario Teachers' Pension Plan Board
Ontario, Canada
$281K +$36K +236 +15%
BCA
1232
Bay Colony Advisors
Massachusetts
$281K +$55.6K +364 +25%
FGAM
1233
Financial Gravity Asset Management
Texas
$280K -$38.5K -338 -12%
ACA
1234
Anchor Capital Advisors
Massachusetts
$279K – – –
WPA
1235
Winning Points Advisors
Florida
$279K – – –
AMG
1236
Advisors Management Group
Wisconsin
$278K – – –
NIM
1237
NuWave Investment Management
New Jersey
$277K +$203K +1,334 +276%
BTNA
1238
Bremer Trust National Association
Minnesota
$276K +$276K +1,811 New
AIM
1239
Assured Investment Management
New York
$275K -$10.6M -69,246 -97%
Loomis, Sayles & Company
1240
Loomis, Sayles & Company
Massachusetts
$275K -$208K -1,364 -43%
RCM
1241
RB Capital Management
Nevada
$275K -$23.8K -156 -8%
TCM
1242
Traynor Capital Management
Pennsylvania
$275K +$2.44K +16 +0.9%
FFC
1243
First Financial Corp
Indiana
$274K – – –
BCA
1244
Benchmark Capital Advisors
New York
$274K – – –
TC
1245
Telemus Capital
Michigan
$274K +$5.33K +35 +2%
NSB
1246
Norway Savings Bank
Maine
$273K -$7.63K -50 -3%
WCM
1247
Windsor Capital Management
Arizona
$270K -$37.2K -245 -12%
ICM
1248
IMS Capital Management
Oregon
$266K – – –
SC
1249
Schulhoff & Co
Ohio
$266K – – –
TWM
1250
Torch Wealth Management
Ohio
$264K +$153 +1 +0.1%
48 49
50
51 52