Caterpillar
CAT
CAT
1,931 hedge funds and large institutions have $71B invested in Caterpillar in 2021 Q3 according to their latest regulatory filings, with 97 funds opening new positions, 817 increasing their positions, 693 reducing their positions, and 151 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
30% less funds holding in top 10
Funds holding in top 10: 30 → 21 (-9)
36% less first-time investments, than exits
New positions opened: 97 | Existing positions closed: 151
38% less call options, than puts
Call options by funds: $1.87B | Put options by funds: $2.99B
Holders
1,931
Holding in Top 10
21
Calls
$1.87B
Puts
$2.99B
Top Buyers
| 1 | +$344M | |
| 2 | +$263M | |
| 3 | +$232M | |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$197M |
| 5 |
BlackRock
New York
|
+$161M |
Top Sellers
| 1 | -$828M | |
| 2 | -$382M | |
| 3 | -$283M | |
| 4 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
-$274M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$197M |