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Caterpillar

2,269 hedge funds and large institutions have $82.8B invested in Caterpillar in 2023 Q1 according to their latest regulatory filings, with 166 funds opening new positions, 864 increasing their positions, 862 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $87.8B → $82.8B (-$5.05B)

18% less call options, than puts

Call options by funds: $2.16B | Put options by funds: $2.63B

28% less funds holding in top 10

Funds holding in top 10: 6043 (-17)

Holders
2,269
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
43
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.16B
Puts
$2.63B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
26
$416M
27
$415M
28
$415M
29
$401M
30
$390M
31
$381M
32
$364M
33
$351M
34
$341M
35
$334M
36
$299M
37
$293M
38
$293M
39
$258M
40
$244M
41
$235M
42
$226M
43
$224M
44
$223M
45
$216M
46
$215M
47
$212M
48
$209M
49
$206M
50
$202M