Caterpillar
CAT
CAT
1,065 hedge funds and large institutions have $28.2B invested in Caterpillar in 2015 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 308 increasing their positions, 515 reducing their positions, and 87 closing their positions.
New
Increased
Maintained
Reduced
Closed
more funds holding in top 10
Funds holding in top 10: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
1% more funds holding
Funds holding: 1,057 → 1,065 (+8)
40% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 515
59% less call options, than puts
Call options by funds: $746M | Put options by funds: $1.8B
Holders
1,065
Holding in Top 10
7
Calls
$746M
Puts
$1.8B
Top Buyers
| 1 | +$420M | |
| 2 | +$384M | |
| 3 | +$318M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$158M |
| 5 |
Capital International Investors
Los Angeles,
California
|
+$102M |
Top Sellers
| 1 | -$245M | |
| 2 | -$161M | |
| 3 | -$91.7M | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$59.2M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$48.3M |