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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
51
$198M
52
$191M
53
$188M
54
$172M
55
$163M
56
$160M
57
$159M
58
$157M
59
$155M
60
$152M
61
$148M
62
$147M
63
$146M
64
$146M
65
$141M
66
$141M
67
$137M
68
$136M
69
$135M
70
$127M
71
$124M
72
$122M
73
$121M
74
$117M
75
$112M