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Caterpillar
CAT
CAT
1,128 hedge funds and large institutions have $33.5B invested in Caterpillar in 2015 Q2 according to their latest regulatory filings, with 93 funds opening new positions, 376 increasing their positions, 483 reducing their positions, and 68 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
37% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 68
6% more capital invested
Capital invested by funds: $31.5B → $33.5B (+$1.99B)
1% more funds holding
Funds holding: 1,115 → 1,128 (+13)
0.67% more ownership
Funds ownership: 65.12% → 65.79% (+0.67%)
22% less repeat investments, than reductions
Existing positions increased: 376 | Existing positions reduced: 483
41% less call options, than puts
Call options by funds: $865M | Put options by funds: $1.47B
Holders
1,128
Holders Change
+13
Holders Change %
+1.17%
% of All Funds
30.4%
Holding in Top 10
12
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+50%
% of All Funds
0.32%
New
93
Increased
376
Reduced
483
Closed
68
Calls
$865M
Puts
$1.47B
Net Calls
-$601M
Net Calls Change
+$432M
Top Buyers
| 1 |
Capital World Investors
Los Angeles,
California
|
+$764M |
| 2 |
Harris Associates
Chicago,
Illinois
|
+$295M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$99.8M |
| 4 |
Citigroup
New York
|
+$48M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$45.6M |
