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Caterpillar

2,064 hedge funds and large institutions have $65.3B invested in Caterpillar in 2022 Q2 according to their latest regulatory filings, with 114 funds opening new positions, 823 increasing their positions, 792 reducing their positions, and 188 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: $ → $

24% less call options, than puts

Call options by funds: $1.55B | Put options by funds: $2.03B

39% less first-time investments, than exits

New positions opened: 114 | Existing positions closed: 188

40% less funds holding in top 10

Funds holding in top 10: 4024 (-16)

Holders
2,064
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.55B
Puts
$2.03B
Net Calls
Net Calls Change

Top Buyers

1 +$1.25B
2 +$297M
3 +$128M
4
UBS Group
UBS Group
Switzerland
+$93.2M
5
AS
Altshuler Shaham
Israel
+$79.7M

Top Sellers

1 -$278M
2 -$233M
3 -$184M
4
BlackRock
BlackRock
New York
-$143M
5
BMSSC
B. Metzler seel. Sohn & Co
Germany
-$114M
Name Holding Trade Value Shares
Change
Change in
Stake
26
$416M
27
$382M
28
$373M
29
$372M
30
$351M
31
$341M
32
$333M
33
$320M
34
$301M
35
$295M
36
$257M
37
$255M
38
$240M
39
$216M
40
$205M
41
$196M
42
$193M
43
$184M
44
$182M
45
$177M
46
$174M
47
$172M
48
$163M
49
$155M
50
$150M