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Caterpillar
CAT

Overview Fund Activity

1,511 hedge funds and large institutions have $54.5B invested in Caterpillar in 2018 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 583 increasing their positions, 542 reducing their positions, and 90 closing their positions.

Holders
1,511
Holders Change
+7
Holders Change %
+0.47%
% of All Funds
34.64%
Holding in Top 10
29
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-35.56%
% of All Funds
0.66%
New
114
Increased
583
Reduced
542
Closed
90
Calls
$1.4B
Puts
$1.89B
Net Calls
-$482M
Net Calls Change
+$526M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$6.69B
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$156M
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$101M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$76.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$449M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.62B
2
EVM
2
Eaton Vance Management
Massachusetts
$153M
3
Goldman Sachs
3
Goldman Sachs
New York
$507M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$636M
5
TCIM
5
TIAA CREF Investment Management
New York
$540M
Name Market Value Shares Shares
Change 		Shares
Change %
IWA
1576
Intercontinental Wealth Advisors
Texas
– – -1,444 Closed
GLA
1577
Good Life Advisors
Pennsylvania
– – -1,442 Closed
CA
1578
Cornerstone Advisory
Maryland
– – -1,438 Closed
QC
1579
QCM Cayman
Texas
– – -1,438 Closed
BPM
1580
Bowling Portfolio Management
Ohio
– – -1,419 Closed
BW
1581
Bison Wealth
Georgia
– – -1,411 Closed
Aristotle Capital Management
1582
Aristotle Capital Management
California
– – -1,405 Closed
HFBOT
1583
Home Federal Bank of Tennessee
Tennessee
– – -1,400 Closed
BTW
1584
Boston Trust Walden
Massachusetts
– – -1,392 Closed
LA
1585
LexAurum Advisors
Kansas
– – -1,379 Closed
AIS
1586
AlphaOne Investment Services
Pennsylvania
– – -1,243 Closed
PWAG
1587
Polaris Wealth Advisory Group
California
– – -529 Closed
CPA
1588
Cowen Prime Advisors
New York
– – -500 Closed
WDL
1589
Well Done LLC
Michigan
– – -462 Closed
FCAG
1590
First Capital Advisors Group
New Jersey
– – -381 Closed
CCA
1591
Clearwater Capital Advisors
Illinois
– – -340 Closed
CPP
1592
Crow Point Partners
Massachusetts
– – -327 Closed
OBWP
1593
O'Brien Wealth Partners
Massachusetts
– – -145 Closed
LGWM
1594
Litman Gregory Wealth Management
California
– – -125 Closed
PFO
1595
Pathstone Family Office
New Jersey
– – -114 Closed
PO
1596
Private Ocean
California
– – -101 Closed
1832 Asset Management
1597
1832 Asset Management
Ontario, Canada
– – -100 Closed
HRC
1598
Hoertkorn Richard Charles
– – -100 Closed
SIA
1599
SeaBridge Investment Advisors
New Jersey
– – -50 Closed
GWA
1600
Guidant Wealth Advisors
Illinois
– – -34 Closed
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