Caterpillar
CAT
1,595 hedge funds and large institutions have $51.6B invested in Caterpillar in 2019 Q1 according to their latest regulatory filings, with 152 funds opening new positions, 582 increasing their positions, 594 reducing their positions, and 98 closing their positions.
55% more first-time investments, than exits
New positions opened: 152 | Existing positions closed: 98
5% more capital invested
Capital invested by funds: $49.1B → $51.6B (+$2.53B)
2% more funds holding
Funds holding: 1,560 → 1,595 (+35)
0.72% more ownership
Funds ownership: 65.53% → 66.24% (+0.72%)
2% less repeat investments, than reductions
Existing positions increased: 582 | Existing positions reduced: 594
10% less funds holding in top 10
Funds holding in top 10: 29 → 26 (-3)
29% less call options, than puts
Call options by funds: $1.15B | Put options by funds: $1.62B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$245M |
| 2 |
Sanders Capital
West Palm Beach,
Florida
|
+$238M |
| 3 |
D.E. Shaw & Co
New York
|
+$201M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$122M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$118M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$706M |
| 2 |
JP Morgan Chase
New York
|
-$376M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$184M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$164M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$133M |
CAT Hedge Fund Activity: Q1 2019 in Review
1,595 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q1 2019, worth a combined $51.6B — up 5.2% from $49.1B a quarter earlier.
Buyers outnumbered sellers: 152 funds opened new CAT positions and 98 closed out — a net gain of 54 holders — while 582 added to existing stakes and 594 trimmed.
The largest buyer was Renaissance Technologies, adding an estimated $245M. The largest seller was Capital World Investors, cutting an estimated $706M.
- 1,595 institutional investors held Caterpillar (CAT) as of Q1 2019, up from 1,560 in Q4 2018.
- Funds reported $51.6B of Caterpillar stock for Q1 2019, up 5.2% quarter-over-quarter.
- 152 funds opened new Caterpillar positions in Q1 2019 and 98 closed out, a net change of +54 holders.
- The largest Caterpillar buyer in Q1 2019 was Renaissance Technologies, an estimated $245M added.
- The largest Caterpillar seller in Q1 2019 was Capital World Investors, an estimated $706M sold.
Based on aggregated 13F filings for Q1 2019.