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Caterpillar
CAT

Overview Fund Activity

1,529 hedge funds and large institutions have $60.8B invested in Caterpillar in 2018 Q3 according to their latest regulatory filings, with 129 funds opening new positions, 552 increasing their positions, 553 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,529
Holders Change
+18
Holders Change %
+1.19%
% of All Funds
35.01%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.73%
New
129
Increased
552
Reduced
553
Closed
99
Calls
$1.92B
Puts
$2.01B
Net Calls
-$87.3M
Net Calls Change
+$395M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$446M
2
Ameriprise
Ameriprise
Minnesota
+$309M
3
SCM
Suvretta Capital Management
New York
+$194M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$153M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$670M
2
Capital World Investors
Capital World Investors
California
-$316M
3
Citadel Advisors
Citadel Advisors
Florida
-$237M
4
Deutsche Bank
Deutsche Bank
Germany
-$218M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$194M
Name Holding Trade Value Shares
Change 		Shares
Change %
GF
201
Gabelli Funds
New York
$21.2M – – –
BG
202
Bollard Group
Massachusetts
$21.2M +$436K +2,858 +2%
BAMF
203
BI Asset Management Fondsmaeglerselskab
Denmark
$21.1M +$16.4M +107,850 +357%
Grantham, Mayo, Van Otterloo & Co (GMO)
204
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$20.4M +$5.78M +37,900 +40%
Neuberger Berman Group
205
Neuberger Berman Group
New York
$20.4M +$16.6M +108,642 +438%
TPSF
206
Texas Permanent School Fund
Texas
$20.3M -$1.9M -12,486 -9%
SCI
207
S&CO Inc
Massachusetts
$20.2M -$120K -790 -0.6%
SEI Investments
208
SEI Investments
Pennsylvania
$20.2M -$8.3M -54,425 -29%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$19.9M +$99.3K +651 +0.5%
CS
210
Candriam SCA
Luxembourg
$19.9M +$9.39M +61,609 +90%
NPA
211
Nichols & Pratt Advisers
Massachusetts
$19.7M -$145K -950 -0.7%
FCI
212
Financial Counselors Inc
Kansas
$19.6M -$12.2K -80 -0.1%
JPMPWA
213
J.P. Morgan Private Wealth Advisors
California
$19.2M -$488K -3,202 -2%
Axa
214
Axa
France
$19.1M +$330K +2,162 +2%
Cambridge Investment Research Advisors
215
Cambridge Investment Research Advisors
Iowa
$18.9M +$989K +6,487 +6%
SG Americas Securities
216
SG Americas Securities
New York
$18.7M +$10.2M +67,107 +121%
BFS
217
Bradley Foster & Sargent
Connecticut
$18.1M +$266K +1,747 +1%
Two Sigma Investments
218
Two Sigma Investments
New York
$17.7M -$77.6M -508,654 -81%
WIC
219
Willis Investment Counsel
Georgia
$17.6M +$2.23M +14,605 +15%
Baird Financial Group
220
Baird Financial Group
Wisconsin
$17.5M +$1.35M +8,872 +8%
MLICM
221
Metropolitan Life Insurance Company (MetLife)
New York
$17.3M -$481K -3,154 -3%
GT
222
Glenmede Trust
Pennsylvania
$17.2M -$255K -1,670 -1%
HI
223
HBK Investments
Texas
$17.2M +$17.2M +112,937 New
SCM
224
Sanoor Capital Management
Connecticut
$17.1M +$17.1M +112,200 New
BS
225
Banco Santander
Spain
$17.1M +$8.49M +55,684 +99%
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