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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
$6.5B
3
Harris Associates
Harris Associates
Illinois
$448M
4
DCM
Discovery Capital Management
Connecticut
$100M
5
LSV Asset Management
LSV Asset Management
Illinois
$78.9M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$1.4B
2
Jennison Associates
Jennison Associates
New York
$49.7M
3
SCM
Suvretta Capital Management
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$382M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCA
1451
Berman Capital Advisors
Georgia
$61K +$61K +493 New
CC
1452
Claybrook Capital
Massachusetts
$60K +$60K +470 New
WDL
1453
Well Done LLC
Michigan
$60K +$60K +470 New
AIC
1454
Archer Investment Corporation
Indiana
$60K +$60K +475 New
AIS
1455
Accurate Investment Solutions
Pennsylvania
$59K +$6.23K +49 +12%
PAM
1456
Paradigm Asset Management
New York
$57.2K +$57.2K +450 New
AWM
1457
AllSquare Wealth Management
New York
$57K – – –
PFSC
1458
Peoples Financial Services Corp
Pennsylvania
$57K – – –
FC
1459
Ferris Capital
Massachusetts
$55K -$10.3K -80 -16%
EIM
1460
Essex Investment Management
Massachusetts
$55K +$55K +431 New
Simplex Trading
1461
Simplex Trading
Illinois
$53K -$9.36M -74,172 -99%
CAGAS
1462
Capital Advisory Group Advisory Services
Minnesota
$52K – – –
VRM
1463
Vectors Research Management
New York
$52K +$12.6K +100 +32%
PWMG
1464
Prestige Wealth Management Group
New Jersey
$52K +$52K +413 New
SFG
1465
Sage Financial Group
Pennsylvania
$51K – – –
FRA
1466
Front Row Advisors
California
$51K – – –
BCA
1467
Bray Capital Advisors
Florida
$51K +$128 +1 +0.3%
MRCM
1468
M&R Capital Management
New Jersey
$50K -$38.5K -308 -44%
CAC
1469
Certified Advisory Corp
Florida
$50K -$14K -109 -22%
ONST
1470
Old North State Trust
North Carolina
$50K – – –
FNBOSM
1471
First National Bank of South Miami
Florida
$50K +$50K +373 New
BHWM
1472
Bay Harbor Wealth Management
Maryland
$49K +$49K +387 New
BRC
1473
Bell Rock Capital
Delaware
$46K -$61.3K -484 -57%
BWM
1474
Baystate Wealth Management
Massachusetts
$45K -$29.8K -218 -40%
BWA
1475
BDO Wealth Advisors
Florida
$45K -$24.5K -193 -35%
57 58
59
60 61