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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 %
WP
1351
WealthPLAN Partners
Nebraska
$200K -$72.1K -591 -26%
SCM
1352
Silvant Capital Management
Georgia
$200K – – –
IA
1353
Independence Advisors
Pennsylvania
$200K +$200K +1,313 New
GC
1354
Grace Capital
Massachusetts
$198K – – –
BL
1355
Balentine LLC
Georgia
$198K +$198K +1,298 New
TL
1356
TrueWealth LLC
Georgia
$197K +$7.62K +50 +4%
WIM
1357
Westside Investment Management
California
$195K +$114K +750 +142%
C
1358
Cerebellum
California
$194K +$5.64K +37 +3%
ARMT
1359
Amica Retiree Medical Trust
Rhode Island
$191K – – –
PG
1360
Patten Group
Tennessee
$191K +$458 +3 +0.2%
ANBT
1361
American National Bank & Trust
Texas
$190K -$2.44K -16 -1%
CWA
1362
Clarus Wealth Advisors
Arizona
$189K -$305K -1,997 -62%
BFC
1363
Bedel Financial Consulting
Indiana
$186K -$10.1K -70 -5%
IFAM
1364
Institutional & Family Asset Management
Colorado
$185K +$1.07K +7 +0.6%
RFA
1365
Reilly Financial Advisors
California
$183K -$15.3K -100 -8%
ACS
1366
Archford Capital Strategies
Illinois
$177K -$10.1K -66 -5%
PMFA
1367
Plante Moran Financial Advisors
Michigan
$174K -$23K -151 -12%
CAM
1368
CenterStar Asset Management
Illinois
$170K -$354K – –
AWM
1369
Aevitas Wealth Management
Massachusetts
$170K +$21.7K +142 +15%
FMB
1370
Field & Main Bank
Kentucky
$170K +$90K +590 +112%
TAIM
1371
TD Ameritrade Investment Management
Nebraska
$170K +$150K +984 +763%
MWM
1372
MinichMacGregor Wealth Management
New York
$169K -$152 -1 -0.1%
Rockefeller Capital Management
1373
Rockefeller Capital Management
New York
$163K +$110K +725 +210%
VAIA
1374
Virtus Alternative Investment Advisers
Connecticut
$156K +$156K +1,026 New
Acadian Asset Management
1375
Acadian Asset Management
Massachusetts
$154K -$188K -1,233 -55%
53 54
55
56 57