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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 %
EGM
1601
Engineers Gate Manager
New York
– -$204K -1,501 Closed
IWP
1602
Icon Wealth Partners
Texas
– -$177K -1,306 Closed
CPA
1603
Clear Perspective Advisors
Illinois
– -$168K -1,237 Closed
CIS
1604
Capital International Sarl
California
– -$163K -1,200 Closed
LC
1605
Landaas & Company
Wisconsin
– -$130K -957 Closed
SAS
1606
Stelac Advisory Services
New York
– -$119K -878 Closed
FAM
1607
Fred Alger Management
New York
– -$90K -665 Closed
CIM
1608
Contravisory Investment Management
Massachusetts
– -$89K -652 Closed
VC
1609
Vestor Capital
Illinois
– -$86K -632 Closed
GFP
1610
Gryphon Financial Partners
Ohio
– -$84K -622 Closed
JAM
1611
Jolley Asset Management
North Carolina
– -$83K -615 Closed
B
1612
Bridgeworth
Alabama
– -$81K -602 Closed
AA
1613
Apriem Advisors
California
– -$80K -589 Closed
SMFG
1614
Sumitomo Mitsui Financial Group
Japan
– -$59K -435 Closed
EAM
1615
Exane Asset Management
France
– -$55.6K -410 Closed
OFS
1616
Orrstown Financial Services
Pennsylvania
– -$55K -404 Closed
KCPG
1617
Kavar Capital Partners Group
Kansas
– -$41K -302 Closed
PCM
1618
Poehling Capital Management
Wisconsin
– -$41K -300 Closed
PW
1619
Price Wealth
Texas
– -$38K -280 Closed
AIL
1620
AGF Investments LLC
Ontario, Canada
– -$36 -266 Closed
BCP
1621
Blackhawk Capital Partners
Wisconsin
– -$23K -170 Closed
RFWA
1622
RPg Family Wealth Advisory
Massachusetts
– -$16.3K -120 Closed
MAM
1623
Meeder Asset Management
Ohio
– -$12.9K -95 Closed
PS
1624
Portfolio Strategies
New York
– -$11K -78 Closed
CFC
1625
Coyle Financial Counsel
Illinois
– -$9K -66 Closed
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