CAT icon

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 %
WG
1576
Winton Group
United Kingdom
– -$6.71M -44,007 Closed
SC
1577
Selz Capital
New York
– -$6.42M -42,125 Closed
SCM
1578
Sitrin Capital Management
California
– -$5.43M -35,602 Closed
WC
1579
Wexford Capital
Florida
– -$5.25M -34,414 Closed
HCM
1580
Highbridge Capital Management
New York
– -$4.17M -27,343 Closed
LMGAM
1581
Liberty Mutual Group Asset Management
Massachusetts
– -$3.64M -23,899 Closed
BPM
1582
Bronson Point Management
Connecticut
– -$3.05M -20,000 Closed
LI
1583
Longer Investments
Arkansas
– -$2.98M -19,520 Closed
Verition Fund Management
1584
Verition Fund Management
Connecticut
– -$2.54M -16,683 Closed
MSE
1585
MUFG Securities EMEA
United Kingdom
– -$2.33M -15,278 Closed
Massachusetts Financial Services
1586
Massachusetts Financial Services
Massachusetts
– -$2.31M -15,141 Closed
Tudor Investment Corp
1587
Tudor Investment Corp
Connecticut
– -$2.26M -14,846 Closed
HFA
1588
HC Financial Advisors
California
– -$2.12M -13,900 Closed
CI
1589
Capital International
California
– -$2.11M -13,830 Closed
MME
1590
Meag Munich Ergo
Germany
– -$2M -13,201 Closed
SSP
1591
Sapphire Star Partners
Washington
– -$1.97M -12,900 Closed
HH
1592
HWG Holdings
Texas
– -$1.96M -12,828 Closed
VF
1593
Virtu Financial
New York
– -$1.95M -12,804 Closed
CSS
1594
Cubist Systematic Strategies
Connecticut
– -$1.95M -12,755 Closed
NIM
1595
NXG Investment Management
Texas
– -$1.83M -12,000 Closed
REMPR
1596
Roof Eidam Maycock Peralta (REMP)
California
– -$1.74M -11,396 Closed
NIMI
1597
Natixis Investment Managers International
France
– -$1.66M -10,883 Closed
Assenagon Asset Management
1598
Assenagon Asset Management
Luxembourg
– -$1.6M -10,477 Closed
RG
1599
Renaissance Group
Kentucky
– -$1.41M -9,221 Closed
BP
1600
Broadleaf Partners
Ohio
– -$1.4M -9,204 Closed
62 63
64
65 66