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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 %
CLM
1376
ClearBridge LLC (Maryland)
Maryland
$154K -$15.2K -100 -9%
FPFS
1377
First Personal Financial Services
North Carolina
$152K +$9.61K +63 +7%
LWA
1378
Lenox Wealth Advisors
New York
$152K +$151K +994 +16,567%
WIA
1379
Westbourne Investment Advisors
Maryland
$152K +$152K +1,000 New
SWM
1380
Selective Wealth Management
Virginia
$152K +$152K +1,000 New
LWCFA
1381
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$149K – – –
BEAM
1382
Baker Ellis Asset Management
Washington
$147K – – –
EFSCE
1383
Enterprise Financial Services Corp (EFSC)
Missouri
$141K -$19.8K -130 -12%
MCM
1384
Mainstay Capital Management
Michigan
$140K +$45.8K +302 +49%
AC
1385
Avestar Capital
New York
$137K +$8.17K +63 +6%
AOWM
1386
Alpha Omega Wealth Management
Virginia
$136K – – –
JFA
1387
JNBA Financial Advisors
Minnesota
$136K +$42.3K +277 +45%
PVH
1388
Psagot Value Holdings
Israel
$136K +$136K +890 New
WC
1389
Whitnell & Co
Illinois
$133K +$305 +2 +0.2%
BRC
1390
Bell Rock Capital
Delaware
$130K -$50.2K -327 -28%
MA
1391
MCF Advisors
Kentucky
$129K – – –
MSFP
1392
Mark Sheptoff Financial Planning
Connecticut
$127K +$27.5K +181 +28%
MPIA
1393
Mountain Pacific Investment Advisers
Idaho
$124K +$124K +812 New
CAG
1394
Csenge Advisory Group
Florida
$123K -$603K -4,855 -83%
LWM
1395
Lenox Wealth Management
Ohio
$120K +$56.6K +370 +89%
ME
1396
McIlrath & Eck
Washington
$119K +$41.7K +273 +54%
GEA
1397
Glen Eagle Advisors
New Jersey
$119K – – –
PCA
1398
Providence Capital Advisors
North Carolina
$118K – – –
JFGIW
1399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$51.1K +333 +76%
EMG
1400
ETF Managers Group
New Jersey
$117K +$12.3K +80 +12%
54 55
56
57 58