Caterpillar
CAT
CAT
1,558 hedge funds and large institutions have $48.7B invested in Caterpillar in 2018 Q4 according to their latest regulatory filings, with 199 funds opening new positions, 564 increasing their positions, 581 reducing their positions, and 155 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
9% less funds holding in top 10
Funds holding in top 10: 32 → 29 (-3)
11% less call options, than puts
Call options by funds: $1.55B | Put options by funds: $1.74B
20% less capital invested
Capital invested by funds: $60.8B → $48.7B (-$12.1B)
Holders
1,558
Holding in Top 10
29
Calls
$1.55B
Puts
$1.74B
Top Buyers
| 1 | +$375M | |
| 2 | +$174M | |
| 3 | +$125M | |
| 4 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$100M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
+$76.9M |
Top Sellers
| 1 | -$676M | |
| 2 | -$664M | |
| 3 | -$194M | |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$161M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$119M |