Caterpillar
CAT
CAT
1,160 hedge funds and large institutions have $40.7B invested in Caterpillar in 2014 Q1 according to their latest regulatory filings, with 106 funds opening new positions, 382 increasing their positions, 524 reducing their positions, and 72 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
11% less funds holding in top 10
Funds holding in top 10: 27 → 24 (-3)
21% less call options, than puts
Call options by funds: $1.19B | Put options by funds: $1.52B
27% less repeat investments, than reductions
Existing positions increased: 382 | Existing positions reduced: 524
Holders
1,160
Holding in Top 10
24
Calls
$1.19B
Puts
$1.52B
Top Buyers
| 1 | +$494M | |
| 2 | +$293M | |
| 3 | +$186M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$167M |
| 5 |
O
OppenheimerFunds
New York
|
+$155M |
Top Sellers
| 1 | -$498M | |
| 2 | -$144M | |
| 3 | -$105M | |
| 4 |
Franklin Resources
San Mateo,
California
|
-$100M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$96.4M |