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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
51
$147M
52
$146M
53
$139M
54
$138M
55
$122M
56
$121M
57
$119M
58
$118M
59
$117M
60
$117M
61
$114M
62
$113M
63
$112M
64
$111M
65
$104M
66
$101M
67
$101M
68
$99.1M
69
$98M
70
$97.7M
71
$84M
72
$82M
73
$81.4M
74
$80.4M
75
$80.2M