CAT icon

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 %
WG
1526
Welch Group
Alabama
$1.61K +$145 +949 +10%
CF
1527
Centaurus Financial
California
$1.3K -$1.75M -12,098 -100%
WF
1528
WealthTrust Fairport
Ohio
$1K – – –
CIR
1529
Clear Investment Research
Georgia
$1K +$1K +4 New
IP
1530
Investment Partners
Ohio
$396 +$1 +11 +0.2%
WKWM
1531
Walter & Keenan Wealth Management
Indiana
$319 – – –
FRA
1532
Front Row Advisors
California
$45 – – –
ASC
1533
Atalanta Sosnoff Capital
New York
– -$47.4M -349,475 Closed
SC
1534
Shellback Capital
Massachusetts
– -$43.1M -317,408 Closed
Squarepoint
1535
Squarepoint
New York
– -$42.7M -314,686 Closed
Royal London Asset Management
1536
Royal London Asset Management
United Kingdom
– -$32M -235,467 Closed
LCM
1537
Laurion Capital Management
New York
– -$28.7M -211,358 Closed
QT
1538
Quantbot Technologies
New York
– -$16.4M -120,528 Closed
AWM
1539
Ashmore Wealth Management
Delaware
– -$15.9M -116,866 Closed
SEC
1540
Seven Eight Capital
New York
– -$11.4M -83,900 Closed
VIA
1541
Vantis Investment Advisers
Florida
– -$10.9M -80,600 Closed
IECM
1542
Intrinsic Edge Capital Management
Illinois
– -$10.9M -80,157 Closed
CG
1543
Clinton Group
New York
– -$10.1M -74,370 Closed
AC
1544
Ascend Capital
California
– -$8.61M -63,469 Closed
ARTA
1545
A.R.T. Advisors
New York
– -$7.49M -55,200 Closed
CTA
1546
Carillon Tower Advisers
Florida
– -$7.2M -53,100 Closed
Westfield Capital Management
1547
Westfield Capital Management
Massachusetts
– -$5.69M -41,940 Closed
6M
1548
6 Meridian
Kansas
– -$5.65M -41,667 Closed
AAP
1549
Ardsley Advisory Partners
Connecticut
– -$5.43M -40,000 Closed
Ninety One (UK)
1550
Ninety One (UK)
United Kingdom
– -$5.42M -39,925 Closed
60 61
62
63 64