Caterpillar
CAT
CAT
1,555 hedge funds and large institutions have $50.6B invested in Caterpillar in 2019 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 584 increasing their positions, 625 reducing their positions, and 105 closing their positions.
New
Increased
Maintained
Reduced
Closed
less capital invested
Capital invested by funds: $ → $
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
10% less call options, than puts
Call options by funds: $1.42B | Put options by funds: $1.59B
15% less funds holding in top 10
Funds holding in top 10: 26 → 22 (-4)
18% less first-time investments, than exits
New positions opened: 86 | Existing positions closed: 105
Holders
1,555
Holding in Top 10
22
Calls
$1.42B
Puts
$1.59B
Top Buyers
| 1 | +$547M | |
| 2 | +$229M | |
| 3 | +$198M | |
| 4 |
Two Sigma Investments
New York
|
+$136M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$132M |
Top Sellers
| 1 | -$405M | |
| 2 | -$335M | |
| 3 | -$211M | |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$136M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$103M |