CAT icon

Caterpillar
CAT

Overview Fund Activity

1,553 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 583 increasing their positions, 625 reducing their positions, and 105 closing their positions.

Holders
1,553
Holders Change
-39
Holders Change %
-2.45%
% of All Funds
33.78%
Holding in Top 10
22
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-15.38%
% of All Funds
0.48%
New
86
Increased
583
Reduced
625
Closed
105
Calls
$1.42B
Puts
$1.59B
Net Calls
-$165M
Net Calls Change
+$305M

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$616M
2
LSV Asset Management
2
LSV Asset Management
Illinois
$376M
3
Sanders Capital
3
Sanders Capital
Florida
$851M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$147M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$384M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$205M
2
Capital World Investors
2
Capital World Investors
California
$433M
3
Citadel Advisors
3
Citadel Advisors
Florida
$111M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$290M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$128M
Name Market Value Shares Shares
Change 		Shares
Change %
AP
1651
Advisors Preferred
Maryland
– – -138 Closed
PWM
1652
PRW Wealth Management
Massachusetts
– – -94 Closed
BAMG
1653
Brand Asset Management Group
Missouri
– – -70 Closed
SMG
1654
Spectrum Management Group
Indiana
– – -65 Closed
HWA
1655
Heritage Wealth Advisors
Virginia
– – -56 Closed
MAM
1656
Marquette Asset Management
Minnesota
– – -53 Closed
AWM
1657
Arbor Wealth Management
Florida
– – -44 Closed
MSA
1658
Marino Stram & Associates
Massachusetts
– – -26 Closed
FGAM
1659
Financial Gravity Asset Management
Texas
$0 1 -11 -92%
JGC
1660
J. Goldman & Co
New York
– – – –
HT
1661
HAP Trading
New York
– – – –
SCA
1662
Secor Capital Advisors
New York
– – – –
IMC Chicago
1663
IMC Chicago
Illinois
– – – –
Walleye Trading
1664
Walleye Trading
New York
– – – –
Group One Trading
1665
Group One Trading
Illinois
– – – –
SPM
1666
Symmetry Peak Management
Pennsylvania
– – – –
OCA
1667
Otter Creek Advisors
Florida
– – – –
CAM
1668
CenterStar Asset Management
Illinois
– – – –
Walleye Capital
1669
Walleye Capital
New York
– – – –
BCPEMI
1670
Bain Capital Public Equity Management II
Massachusetts
– – – –
OSAM
1671
O'Shaughnessy Asset Management
Connecticut
$0 1 +1 New
63 64 65 66
67