CAT icon

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 Market Value Shares Shares
Change 		Shares
Change %
MYIA
1701
Mount Yale Investment Advisors
Colorado
– – -209 Closed
TVWM
1702
Tower View Wealth Management
Wisconsin
– – -200 Closed
ATFA
1703
All Terrain Financial Advisors
Minnesota
– – -161 Closed
TC
1704
Trilogy Capital
California
– – -150 Closed
OBWP
1705
O'Brien Wealth Partners
Massachusetts
– – -145 Closed
WWM
1706
Willingdon Wealth Management
North Carolina
– – -122 Closed
SWMG
1707
Signature Wealth Management Group
Georgia
– – -108 Closed
BI
1708
Bramshill Investments
Florida
– – -100 Closed
MFBTD
1709
MB Financial Bank - Trust Department
Illinois
– – -100 Closed
PAMG
1710
Patton Albertson Miller Group
Tennessee
– – -58 Closed
PRS
1711
Pinkerton Retirement Specialists
Idaho
– – -51 Closed
VDFA
1712
Vickerman & Driscoll Financial Advisors
Washington
– – -50 Closed
ECM
1713
Exchange Capital Management
Michigan
– – -50 Closed
OSAM
1714
O'Shaughnessy Asset Management
Connecticut
– – -46 Closed
PG
1715
Proffitt & Goodson
Tennessee
– – -16 Closed
PHK
1716
Point72 Hong Kong
Hong Kong
– – -14 Closed
CMTU
1717
Capital Markets Trading (UK)
United Kingdom
– – – –
6CM
1718
683 Capital Management
New York
– – – –
BCPEMI
1719
Bain Capital Public Equity Management II
Massachusetts
– – – –
OCA
1720
Otter Creek Advisors
Florida
– – – –
FIA
1721
FNY Investment Advisers
New York
– – – –
1NWS
1722
1 North Wealth Services
Maryland
– – – –
SCA
1723
Secor Capital Advisors
New York
– – – –
Artisan Partners
1724
Artisan Partners
Wisconsin
– – – –
IMC Chicago
1725
IMC Chicago
Illinois
– – – –
66 67 68
69
70