Caterpillar
CAT
CAT
1,058 hedge funds and large institutions have $25.9B invested in Caterpillar in 2015 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 400 increasing their positions, 440 reducing their positions, and 126 closing their positions.
New
Increased
Maintained
Reduced
Closed
more ownership
Funds ownership: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
46% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 126
46% less call options, than puts
Call options by funds: $931M | Put options by funds: $1.73B
67% less funds holding in top 10
Funds holding in top 10: 12 → 4 (-8)
Holders
1,058
Holding in Top 10
4
Calls
$931M
Puts
$1.73B
Top Buyers
| 1 | +$462M | |
| 2 | +$307M | |
| 3 | +$159M | |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$146M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$106M |
Top Sellers
| 1 | -$426M | |
| 2 | -$127M | |
| 3 | -$121M | |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$99.2M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$94.9M |