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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 %
AF
1326
Allworth Financial
California
$217K +$12.6K +83 +6%
ACM
1327
AUA Capital Management
Pennsylvania
$216K – – –
CIC
1328
Crawford Investment Counsel
Georgia
$216K +$216K +1,419 New
PWMAG
1329
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$215K +1,408 New
BIA
1330
Bigelow Investment Advisors
Maine
$215K +$215K +1,410 New
HFBOT
1331
Home Federal Bank of Tennessee
Tennessee
$213K +$213K +1,400 New
HS
1332
HighVista Strategies
Massachusetts
$213K +$213K +1,400 New
EMG
1333
Ellington Management Group
Connecticut
$213K +$213K +1,400 New
BTW
1334
Boston Trust Walden
Massachusetts
$212K +$212K +1,392 New
VCM
1335
Vigilant Capital Management
Maine
$207K – – –
DBT
1336
Dubuque Bank & Trust
Iowa
$206K -$2.13K -14 -1%
NIA
1337
Northstar Investment Advisors
Colorado
$206K +$206K +1,350 New
QCG
1338
Quadrant Capital Group
Ohio
$205K +$6.15K +43 +3%
IWA
1339
Intercontinental Wealth Advisors
Texas
$205K +$205K +1,341 New
CBT
1340
Central Bank & Trust
Kentucky
$204K -$85K -556 -29%
SFFS
1341
Stonehage Fleming Financial Services
Jersey
$204K – – –
DWM
1342
Dakota Wealth Management
Florida
$203K -$1.29M -8,459 -86%
SHGA
1343
Sand Hill Global Advisors
California
$203K -$47.9K -314 -19%
CWM
1344
Catamount Wealth Management
Connecticut
$203K – – –
NL
1345
NWAM LLC
Washington
$203K +$203K +1,332 New
PAS
1346
Partnervest Advisory Services
California
$202K +$202K +1,323 New
CAM
1347
Claret Asset Management
Quebec, Canada
$202K +$202K +1,327 New
CPIG
1348
Chicago Partners Investment Group
Illinois
$201K +$37.4K +328 +23%
DA
1349
DSC Advisors
Illinois
$201K +$201K +1,318 New
BDWM
1350
Brewin Dolphin Wealth Management
Ireland
$201K – – –
52 53
54
55 56