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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
2% less funds holding
Funds holding: 1,169 → 1,144 (-25)
2.81% less ownership
Funds ownership: 68.03% → 65.22% (-2.8%)
12% less capital invested
Capital invested by funds: $46.2B → $40.4B (-$5.74B)
18% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 61
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
Holders Change
-25
Holders Change %
-2.14%
% of All Funds
33.2%
Holding in Top 10
20
Holding in Top 10 Change
-12
Holding in Top 10 Change %
-37.5%
% of All Funds
0.58%
New
50
Increased
375
Reduced
511
Closed
61
Calls
$841M
Puts
$2.01B
Net Calls
-$1.16B
Net Calls Change
-$748M
Top Buyers
Top Sellers
| 1 |
Capital World Investors
Los Angeles,
California
|
-$786M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$435M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$264M |
| 4 |
Goldman Sachs
New York
|
-$180M |
| 5 |
JP Morgan Chase
New York
|
-$162M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AR
1201
Advisory Research
Chicago,
Illinois
| – | -$72K | -660 | Closed |
|
|
SGC
1202
South Georgia Capital
Naperville,
Illinois
| – | -$65K | -600 | Closed |
|
|
BWFA
1203
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| – | -$27K | -250 | Closed |
|
|
TCM
1204
TD Capital Management
Memphis,
Tennessee
| – | -$19K | -178 | Closed |
|
1205
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$5K | -50 | Closed |
|
|
VAM
1206
Visionary Asset Management
Houston,
Texas
| – | -$742 | -7 | -70% |
|