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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
1
Sanders Capital
Florida
$375M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.5B
3
Harris Associates
3
Harris Associates
Illinois
$448M
4
DCM
4
Discovery Capital Management
Connecticut
$100M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$78.9M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$1.4B
2
Jennison Associates
2
Jennison Associates
New York
$49.7M
3
SCM
3
Suvretta Capital Management
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$382M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
1551
First Bank & Trust
South Dakota
$3K – – –
MSA
1552
Marino Stram & Associates
Massachusetts
$3K – – –
CIA
1553
CSat Investment Advisory
Michigan
$3K +$1.15K +10 +63%
JGIA
1554
Jackson Grant Investment Advisers
Connecticut
$3K +$3K +26 New
TCM
1555
TD Capital Management
Tennessee
$2K +$2K +15 New
NA
1556
NewEdge Advisors
Louisiana
$1.44K +$21 +169 +2%
WA
1557
WBH Advisory
Maryland
$1.09K -$63 -493 -5%
CIR
1558
Clear Investment Research
Georgia
$1K – – –
WF
1559
WealthTrust Fairport
Ohio
$1K – – –
TWM
1560
Titus Wealth Management
California
$425 +$72 +568 +20%
CF
1561
Centaurus Financial
California
$2 +$2 +267 +2,967%
SCM
1562
Suvretta Capital Management
New York
– -$194M -1,271,655 Closed
BCPEM
1563
Bain Capital Public Equity Management
Massachusetts
– -$88.6M -581,215 Closed
BCM
1564
Bridgeway Capital Management
Texas
– -$75.6M -495,750 Closed
Susquehanna International Group
1565
Susquehanna International Group
Pennsylvania
– -$62.7M -411,182 Closed
Capital Fund Management (CFM)
1566
Capital Fund Management (CFM)
France
– -$23.8M -156,045 Closed
Cohen & Steers
1567
Cohen & Steers
New York
– -$23.5M -154,259 Closed
Point72 Asset Management
1568
Point72 Asset Management
Connecticut
– -$21.2M -139,048 Closed
SCM
1569
Sanoor Capital Management
Connecticut
– -$17.1M -112,200 Closed
ADEF
1570
Adams Diversified Equity Fund
Maryland
– -$14.9M -98,000 Closed
SCM
1571
Sandler Capital Management
New York
– -$13.2M -86,300 Closed
VMPIC
1572
Varma Mutual Pension Insurance Co
Finland
– -$9.31M -61,270 Closed
SCM
1573
Sterling Capital Management
North Carolina
– -$9.13M -59,871 Closed
QIM
1574
Quantitative Investment Management
Virginia
– -$8.04M -52,700 Closed
Qube Research & Technologies (QRT)
1575
Qube Research & Technologies (QRT)
United Kingdom
– -$7.33M -48,087 Closed
61 62
63
64 65