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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
1
Capital Research Global Investors
California
$600M
2
Ameriprise
2
Ameriprise
Minnesota
$427M
3
SCM
3
Suvretta Capital Management
New York
$194M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$322M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$1.07B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.15B
2
Capital World Investors
2
Capital World Investors
California
$2.49B
3
Citadel Advisors
3
Citadel Advisors
Florida
$267M
4
Deutsche Bank
4
Deutsche Bank
Germany
$338M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$27M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATFA
1476
All Terrain Financial Advisors
Minnesota
$25K – – –
DWM
1477
Destination Wealth Management
California
$25K +$8.94K +59 +56%
CHP
1478
Cable Hill Partners
Oregon
$24K – – –
VEA
1479
Virtus ETF Advisers
New York
$24K – – –
WWM
1480
Wagner Wealth Management
South Carolina
$24K – – –
IDBONY
1481
Israel Discount Bank of New York
New York
$24K +$24K +158 New
MCA
1482
Mercer Capital Advisers
New Jersey
$23K – – –
TC
1483
Trilogy Capital
California
$23K – – –
TFA
1484
Transamerica Financial Advisors
Florida
$22K +$21.4K +137 +3,425%
OBWP
1485
O'Brien Wealth Partners
Massachusetts
$22K +$22K +145 New
AAP
1486
Arax Advisory Partners
Colorado
$21K -$30.6K -198 -59%
WCM
1487
Wealthcare Capital Management
Virginia
$21K – – –
FPB
1488
First PREMIER Bank
South Dakota
$19K – – –
WWM
1489
Willingdon Wealth Management
North Carolina
$19K +$19K +122 New
PFO
1490
Pathstone Family Office
New Jersey
$17K +$17K +110 New
EWM
1491
Elmwood Wealth Management
California
$16.8K – – –
GWS
1492
Glassman Wealth Services
Virginia
$16K -$2.24K -15 -12%
CIA
1493
Cascade Investment Advisors
Oregon
$15.2K -$1.16M -7,580 -99%
BCWM
1494
Bartlett & Co Wealth Management
Ohio
$15.2K – – –
BC
1495
Bartlett & Co
Ohio
$15K – – –
SHJ
1496
Sharkey, Howes & Javer
Colorado
$15K – – –
BI
1497
Bramshill Investments
Florida
$15K +$15K +100 New
MFBTD
1498
MB Financial Bank - Trust Department
Illinois
$15K +$15K +100 New
KIG
1499
Kessler Investment Group
Indiana
$14K – – –
HWM
1500
Holloway Wealth Management
Florida
$13K -$12K – –
58 59
60
61 62