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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.

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 %
BW
1626
Biegel & Waller
Maryland
– -$358K -2,349 Closed
MIH
1627
Meitav Investment House
Israel
– -$346K -2,264 Closed
ACP
1628
Arcus Capital Partners
Georgia
– -$338K -2,214 Closed
PWM
1629
Paulson Wealth Management
Illinois
– -$254K -2,135 Closed
CA
1630
Cortland Associates
Missouri
– -$317K -2,082 Closed
GWM
1631
GSB Wealth Management
Connecticut
– -$305K -2,000 Closed
FRM
1632
Fox Run Management
Connecticut
– -$302K -1,981 Closed
BFG
1633
Beacon Financial Group
Texas
– -$295K -1,936 Closed
HFM
1634
Harvest Fund Management
China
– -$284K -1,865 Closed
OTPPB
1635
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$281K -1,843 Closed
RCM
1636
RB Capital Management
Nevada
– -$275K -1,801 Closed
BCA
1637
Benchmark Capital Advisors
New York
– -$274K -1,800 Closed
WCM
1638
Windsor Capital Management
Arizona
– -$270K -1,776 Closed
CPIG
1639
Chicago Partners Investment Group
Illinois
– -$201K -1,764 Closed
TWM
1640
Torch Wealth Management
Ohio
– -$264K -1,731 Closed
OWP
1641
Obermeyer Wealth Partners
Colorado
– -$263K -1,727 Closed
AFG
1642
Albion Financial Group
Utah
– -$259K -1,700 Closed
FAM
1643
Fenimore Asset Management
New York
– -$258K -1,695 Closed
AWA
1644
Arete Wealth Advisors
Illinois
– -$256K -1,678 Closed
TBNY
1645
Trustco Bank (New York)
New York
– -$254K -1,663 Closed
WP
1646
WealthPLAN Partners
Nebraska
– -$200K -1,640 Closed
CCM
1647
Compton Capital Management
Rhode Island
– -$243K -1,594 Closed
BFA
1648
Benedict Financial Advisors
Georgia
– -$238K -1,561 Closed
YIA
1649
YHB Investment Advisors
Connecticut
– -$237K -1,552 Closed
AAM
1650
American Asset Management
Florida
– -$235K -1,542 Closed
64 65
66
67 68