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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 %
ZB
1601
Zions Bancorporation
Utah
– -$1.4M -9,163 Closed
MS
1602
Maven Securities
Jersey
– -$1.38M -9,042 Closed
BCM
1603
Bayesian Capital Management
New York
– -$1.3M -8,500 Closed
WCF
1604
West Coast Financial
California
– -$1.21M -7,933 Closed
TFS
1605
TrustCore Financial Services
Tennessee
– -$1.16M -7,587 Closed
EVC
1606
Eidelman Virant Capital
Missouri
– -$1.09M -7,116 Closed
LP
1607
LMR Partners
United Kingdom
– -$1.08M -7,106 Closed
MIFH
1608
Migdal Insurance & Financial Holdings
Israel
– -$1.03M -6,734 Closed
NA
1609
Navellier & Associates
Nevada
– -$927K -6,080 Closed
CII
1610
Capital International Inc
California
– -$919K -6,024 Closed
JCP
1611
Jabre Capital Partners
Switzerland
– -$852K -5,590 Closed
GCP
1612
GSA Capital Partners
United Kingdom
– -$626K -4,105 Closed
ACM
1613
Alethea Capital Management
Washington
– -$602K -3,951 Closed
AC
1614
Arjuna Capital
North Carolina
– -$590K -3,871 Closed
MWM
1615
Meridian Wealth Management
Kentucky
– -$577K -3,785 Closed
TI
1616
Trexquant Investment
Connecticut
– -$536K -3,512 Closed
SAM
1617
Strategy Asset Managers
California
– -$518K -3,400 Closed
OCM
1618
Orleans Capital Management
Louisiana
– -$516K -3,385 Closed
CCIA
1619
Campbell & Co Investment Adviser
Maryland
– -$488K -3,202 Closed
SGAM
1620
Steinberg Global Asset Management
Florida
– -$474K -3,110 Closed
CAIMH
1621
Central Asset Investments & Management Holdings
Hong Kong
– -$457K -3,000 Closed
OAM
1622
Oxford Asset Management
United Kingdom
– -$408K -2,682 Closed
SL
1623
Signition LP
New York
– -$405K -2,659 Closed
BCM
1624
BlueCrest Capital Management
Jersey
– -$400K -2,620 Closed
WAAG
1625
Wealth Alliance Advisory Group
Kansas
– -$389K -2,554 Closed
63 64
65
66 67