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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 %
WPC
1301
Waters Parkerson & Co
Louisiana
$233K – – –
FAB
1302
First American Bank
Illinois
$233K +$233K +1,525 New
JWBC
1303
J.W. Burns & Co
New York
$232K -$15K -98 -6%
NDSI
1304
Newman Dignan & Sheerar Inc
Rhode Island
$231K +$231K +1,510 New
CGT
1305
Capital Guardian Trust
California
$230K +$16.5K +108 +8%
DWM
1306
Dynasty Wealth Management
Florida
$230K +$230K +1,508 New
CCM
1307
Chickasaw Capital Management
Tennessee
$229K – – –
MCM
1308
Monarch Capital Management
Indiana
$229K – – –
MJP
1309
Michael J. Puzo
$229K – – –
LWM
1310
Lyell Wealth Management
California
$229K +$229K +1,500 New
GC
1311
Grimes & Company
Massachusetts
$227K -$44.3K -290 -16%
LJHT
1312
Laurie J. Hall Trustee
$227K – – –
BW
1313
Bison Wealth
Georgia
$226K +$226K +1,484 New
FG
1314
Fiduciary Group
Georgia
$225K -$8.68K -57 -4%
BF
1315
Blankinship & Foster
California
$225K – – –
PWPS
1316
Pinnacle Wealth Planning Services
Ohio
$225K +$225K +1,471 New
HA
1317
Harfst & Associates
Wyoming
$224K +$224K +1,469 New
AA
1318
Alesco Advisors
New York
$224K +$224K +1,469 New
MWPCG
1319
Measured Wealth Private Client Group
New Hampshire
$224K +$224K +1,475 New
MPWT
1320
MassMutual Private Wealth & Trust
Connecticut
$222K +$15.2K +100 +7%
CA
1321
Cornerstone Advisory
Maryland
$220K +$220K +1,444 New
TA
1322
Tiedemann Advisors
New York
$219K +$219K +1,442 New
RWP
1323
RWA Wealth Partners
Massachusetts
$218K +$305 +2 +0.1%
Aristotle Capital Management
1324
Aristotle Capital Management
California
$218K +$218K +1,432 New
AIP
1325
Almanack Investment Partners
Pennsylvania
$218K +$218K +1,601 New
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