Caterpillar
CAT
CAT
1,144 hedge funds and large institutions have $40.4B invested in Caterpillar in 2014 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 375 increasing their positions, 511 reducing their positions, and 61 closing their positions.
New
Increased
Maintained
Reduced
Closed
less funds holding
Funds holding: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
27% less repeat investments, than reductions
Existing positions increased: 375 | Existing positions reduced: 511
38% less funds holding in top 10
Funds holding in top 10: 32 → 20 (-12)
58% less call options, than puts
Call options by funds: $841M | Put options by funds: $2.01B
Holders
1,144
Holding in Top 10
20
Calls
$841M
Puts
$2.01B
Top Buyers
| 1 | +$226M | |
| 2 | +$127M | |
| 3 | +$95M | |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86.8M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$76.6M |
Top Sellers
| 1 | -$734M | |
| 2 | -$407M | |
| 3 | -$247M | |
| 4 |
Goldman Sachs
New York
|
-$168M |
| 5 |
JP Morgan Chase
New York
|
-$152M |