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
$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 %
CGA
1251
Crescent Grove Advisors
Illinois
$264K +$1.68K +11 +0.6%
OWP
1252
Obermeyer Wealth Partners
Colorado
$263K – – –
RSVP
1253
Ramsay Stattman Vela & Price
Colorado
$262K -$15.3K -100 -6%
HPWM
1254
Highland Private Wealth Management
Washington
$262K +$19.8K +130 +8%
SCA
1255
Stonebridge Capital Advisors
Minnesota
$261K – – –
BHA
1256
Beech Hill Advisors
New York
$259K – – –
AFG
1257
Albion Financial Group
Utah
$259K – – –
STMM
1258
South Texas Money Management
Texas
$259K +$6.41K +42 +3%
HFA
1259
High Falls Advisors
New York
$259K +$29.2K +192 +13%
LFR
1260
Lehman Financial Resources
Pennsylvania
$259K +$259K +1,700 New
FAM
1261
Fenimore Asset Management
New York
$258K – – –
EWM
1262
Empirical Wealth Management
Washington
$258K +$458 +3 +0.2%
KF
1263
Krilogy Financial
Missouri
$256K -$43K -282 -14%
AWA
1264
Arete Wealth Advisors
Illinois
$256K -$1.68K -11 -0.7%
GLI
1265
Guardian Life Insurance
New York
$256K +$3.51K +23 +1%
1WA
1266
180 Wealth Advisors
Washington
$256K +$3.97K +26 +2%
KP
1267
Keel Point
Alabama
$255K – – –
GWM
1268
Greenwich Wealth Management
Connecticut
$255K +$28.5K +187 +13%
TMAM
1269
Tokio Marine Asset Management
Japan
$254K -$148K -972 -37%
PWM
1270
Paulson Wealth Management
Illinois
$254K -$2.62K -22 -1%
SCM
1271
Southport Capital Management
Tennessee
$254K – – –
TBNY
1272
Trustco Bank (New York)
New York
$254K – – –
RW
1273
REDW Wealth
New Mexico
$254K – – –
BJL
1274
Brighton Jones LLC
Washington
$254K +$5.04K +33 +2%
FA
1275
FCG Advisors
New Jersey
$254K +$10.2K +67 +4%
49 50
51
52 53