Caterpillar
CAT
CAT
2,150 hedge funds and large institutions have $74.6B invested in Caterpillar in 2021 Q4 according to their latest regulatory filings, with 344 funds opening new positions, 845 increasing their positions, 625 reducing their positions, and 97 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
more funds holding
Funds holding: →
5% more capital invested
Capital invested by funds: $71B → $74.6B (+$3.61B)
0.66% less ownership
Funds ownership: 67.57% → 66.9% (-0.66%)
28% less call options, than puts
Call options by funds: $1.6B | Put options by funds: $2.22B
Holders
2,150
Holding in Top 10
25
Calls
$1.6B
Puts
$2.22B
Top Buyers
| 1 | +$277M | |
| 2 | +$156M | |
| 3 | +$132M | |
| 4 |
Invesco
Atlanta,
Georgia
|
+$130M |
| 5 |
Neuberger Berman Group
New York
|
+$75.4M |
Top Sellers
| 1 | -$1.21B | |
| 2 | -$378M | |
| 3 | -$247M | |
| 4 |
Renaissance Technologies
New York
|
-$222M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |