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Caterpillar
CAT
CAT
1,198 hedge funds and large institutions have $36.9B invested in Caterpillar in 2014 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 425 increasing their positions, 450 reducing their positions, and 67 closing their positions.
New
Increased
Maintained
Reduced
Closed
101% more first-time investments, than exits
New positions opened: 135 | Existing positions closed: 67
5% more funds holding
Funds holding: 1,144 → 1,198 (+54)
1.74% more ownership
Funds ownership: 65.22% → 66.96% (+1.7%)
6% less repeat investments, than reductions
Existing positions increased: 425 | Existing positions reduced: 450
9% less capital invested
Capital invested by funds: $40.4B → $36.9B (-$3.49B)
26% less call options, than puts
Call options by funds: $1.35B | Put options by funds: $1.82B
35% less funds holding in top 10
Funds holding in top 10: 20 → 13 (-7)
Holders
1,198
Holders Change
+54
Holders Change %
+4.72%
% of All Funds
31.96%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.35%
New
135
Increased
425
Reduced
450
Closed
67
Calls
$1.35B
Puts
$1.82B
Net Calls
-$466M
Net Calls Change
+$699M
Top Buyers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$361M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
+$240M |
| 3 |
Morgan Stanley
New York
|
+$139M |
| 4 |
JP Morgan Chase
New York
|
+$126M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$95.1M |
