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Caterpillar
CAT
CAT
1,193 hedge funds and large institutions have $44.5B invested in Caterpillar in 2017 Q2 according to their latest regulatory filings, with 116 funds opening new positions, 408 increasing their positions, 457 reducing their positions, and 56 closing their positions.
New
Increased
Maintained
Reduced
Closed
107% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 56
78% more funds holding in top 10
Funds holding in top 10: 18 → 32 (+14)
14% more capital invested
Capital invested by funds: $38.9B → $44.5B (+$5.54B)
4% more funds holding
Funds holding: 1,143 → 1,193 (+50)
1.29% less ownership
Funds ownership: 71.58% → 70.28% (-1.3%)
11% less repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 457
35% less call options, than puts
Call options by funds: $1.23B | Put options by funds: $1.88B
Holders
1,193
Holders Change
+50
Holders Change %
+4.37%
% of All Funds
29.74%
Holding in Top 10
32
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+77.78%
% of All Funds
0.8%
New
116
Increased
408
Reduced
457
Closed
56
Calls
$1.23B
Puts
$1.88B
Net Calls
-$649M
Net Calls Change
+$83.3M
Top Buyers
| 1 |
Primecap Management
Pasadena,
California
|
+$252M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$242M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$208M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$167M |
| 5 |
Jennison Associates
New York
|
+$111M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$931M |
| 2 |
Morgan Stanley
New York
|
-$461M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$235M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$191M |
| 5 |
State Street
Boston,
Massachusetts
|
-$159M |
