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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 %
SCM
1276
Southport Capital Management
Tennessee
$226K -$62K -457 -22%
RW
1277
REDW Wealth
New Mexico
$226K – – –
STMM
1278
South Texas Money Management
Texas
$225K -$6.8K -50 -3%
TBNY
1279
Trustco Bank (New York)
New York
$225K – – –
EIA
1280
Eldridge Investment Advisors
New Hampshire
$225K +$13.6K +100 +6%
1WA
1281
180 Wealth Advisors
Washington
$224K -$11K -81 -5%
SFM
1282
Signature Financial Management
Virginia
$224K – – –
GLI
1283
Guardian Life Insurance
New York
$224K +$38.6K +285 +21%
BFA
1284
Benedict Financial Advisors
Georgia
$223K +$813 +6 +0.4%
SHGA
1285
Sand Hill Global Advisors
California
$223K +$223K +1,645 New
BJL
1286
Brighton Jones LLC
Washington
$221K -$25.9K -191 -10%
AC
1287
Addison Capital
Pennsylvania
$221K – – –
SIC
1288
Shoker Investment Counsel
Ohio
$221K +$1.08K +8 +0.5%
FM
1289
Foster & Motley
Ohio
$221K +$221K +1,629 New
GH
1290
GAM Holding
Switzerland
$220K -$328K -2,406 -60%
JWBC
1291
J.W. Burns & Co
New York
$220K +$2.72K +20 +1%
CAW
1292
Cornerstone Advisors (Washington)
Washington
$220K +$5.15K +38 +2%
SLF
1293
Sun Life Financial
Ontario, Canada
$220K +$165K +1,217 +303%
VBFG
1294
Vishria Bird Financial Group
Tennessee
$218K +$218K +1,606 New
OTPPB
1295
Ontario Teachers' Pension Plan Board
Ontario, Canada
$218K +$218K +1,607 New
FA
1296
FCG Advisors
New Jersey
$217K +$27.5K +202 +14%
HPWM
1297
Highland Private Wealth Management
Washington
$216K -$1.32M -9,710 -86%
CCM
1298
Compton Capital Management
Rhode Island
$216K – – –
SWMG
1299
Sanchez Wealth Management Group
Florida
$214K -$91.6K -676 -30%
KA
1300
Kaizen Advisory
Illinois
$212K +$135K +995 +175%
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