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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 %
GRP
1276
Global Retirement Partners
California
$246K -$71.3K -560 -22%
DE
1277
Day & Ennis
Georgia
$246K -$15.1K -119 -6%
TAIM
1278
TD Ameritrade Investment Management
Nebraska
$245K +$104K +817 +73%
WF
1279
WoodTrust Financial
Wisconsin
$241K – – –
LOAMS
1280
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K – – –
GWM
1281
Greenwich Wealth Management
Connecticut
$241K +$29K +229 +14%
MSR
1282
Main Street Research
Connecticut
$240K -$7.56M -59,482 -97%
UAS
1283
United Asset Strategies
New York
$240K -$365K -2,867 -60%
JA
1284
JOYN Advisors
Georgia
$239K +$189K +1,492 +383%
FIB
1285
First Interstate Bank
Montana
$238K -$33.5K -264 -12%
IC
1286
Intersect Capital
California
$237K +$891 +7 +0.4%
BWA
1287
BlueSky Wealth Advisors
North Carolina
$237K +$237K +1,800 New
MF
1288
Magnetar Financial
Illinois
$236K -$131K -1,031 -36%
SG
1289
StoneX Group
New York
$236K -$5.08K -40 -2%
WCM
1290
WealthBridge Capital Management
Ohio
$236K +$236K +1,856 New
HI
1291
Human Investing
Oregon
$236K +$236K +1,858 New
BCA
1292
Bay Colony Advisors
Massachusetts
$235K +$1.27K +10 +0.5%
CFA
1293
Capstone Financial Advisors
Illinois
$235K +$235K +1,850 New
AMM
1294
American Money Management
California
$233K -$13.1K -103 -5%
ACA
1295
Anchor Capital Advisors
Massachusetts
$233K – – –
BPB
1296
Badgley, Phelps & Bell
Washington
$232K -$9.78K -77 -4%
WPA
1297
Winning Points Advisors
Florida
$231K – – –
SCA
1298
Stonebridge Capital Advisors
Minnesota
$231K +$13.6K +107 +6%
QC
1299
Quadrature Capital
United Kingdom
$229K -$2.08M -16,318 -90%
MA
1300
Montag & Associates
Georgia
$229K -$1.05M -8,280 -82%
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