Caterpillar
CAT
CAT
2,270 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, 865 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: 60 → 43 (-17)
Holders
2,270
Holding in Top 10
43
Calls
$2.16B
Puts
$2.63B
Top Buyers
| 1 | +$332M | |
| 2 | +$234M | |
| 3 | +$172M | |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$155M |
| 5 |
Renaissance Technologies
New York
|
+$154M |
Top Sellers
| 1 | -$827M | |
| 2 | -$447M | |
| 3 | -$295M | |
| 4 |
BlackRock
New York
|
-$277M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$198M |