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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 %
WPC
1651
Waters Parkerson & Co
Louisiana
– -$233K -1,525 Closed
FAB
1652
First American Bank
Illinois
– -$233K -1,525 Closed
JWBC
1653
J.W. Burns & Co
New York
– -$232K -1,520 Closed
NDSI
1654
Newman Dignan & Sheerar Inc
Rhode Island
– -$231K -1,510 Closed
DWM
1655
Dynasty Wealth Management
Florida
– -$230K -1,508 Closed
CGT
1656
Capital Guardian Trust
California
– -$230K -1,508 Closed
MCM
1657
Monarch Capital Management
Indiana
– -$229K -1,500 Closed
MJP
1658
Michael J. Puzo
– -$229K -1,500 Closed
CCM
1659
Chickasaw Capital Management
Tennessee
– -$229K -1,500 Closed
LWM
1660
Lyell Wealth Management
California
– -$229K -1,500 Closed
GC
1661
Grimes & Company
Massachusetts
– -$227K -1,485 Closed
BW
1662
Bison Wealth
Georgia
– -$226K -1,484 Closed
BF
1663
Blankinship & Foster
California
– -$225K -1,477 Closed
MWPCG
1664
Measured Wealth Private Client Group
New Hampshire
– -$224K -1,475 Closed
PWPS
1665
Pinnacle Wealth Planning Services
Ohio
– -$225K -1,471 Closed
HA
1666
Harfst & Associates
Wyoming
– -$224K -1,469 Closed
AA
1667
Alesco Advisors
New York
– -$224K -1,469 Closed
CA
1668
Cornerstone Advisory
Maryland
– -$220K -1,444 Closed
TA
1669
Tiedemann Advisors
New York
– -$219K -1,442 Closed
Aristotle Capital Management
1670
Aristotle Capital Management
California
– -$218K -1,432 Closed
CIC
1671
Crawford Investment Counsel
Georgia
– -$216K -1,419 Closed
BIA
1672
Bigelow Investment Advisors
Maine
– -$215K -1,410 Closed
PWMAG
1673
Pinnacle Wealth Management Advisory Group
New Jersey
– -$215K -1,408 Closed
EMG
1674
Ellington Management Group
Connecticut
– -$213K -1,400 Closed
HFBOT
1675
Home Federal Bank of Tennessee
Tennessee
– -$213K -1,400 Closed
65 66
67
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