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Caterpillar

2,274 hedge funds and large institutions have $87.8B invested in Caterpillar in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 753 increasing their positions, 788 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.69% more ownership

Funds ownership: 68.17%69.86% (+1.7%)

4% less repeat investments, than reductions

Existing positions increased: 753 | Existing positions reduced: 788

40% less call options, than puts

Call options by funds: $2.62B | Put options by funds: $4.33B

Holders
2,274
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
60
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.62B
Puts
$4.33B
Net Calls
Net Calls Change

Top Buyers

1 +$495M
2 +$301M
3 +$272M
4
AWA
Arete Wealth Advisors
Illinois
+$245M
5
Morgan Stanley
Morgan Stanley
New York
+$232M

Top Sellers

1 -$422M
2 -$351M
3 -$169M
4
Goldman Sachs
Goldman Sachs
New York
-$158M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
2076
$186K
2077
$185K
2078
$185K
2079
$181K
2080
$181K
2081
$180K
2082
$180K
2083
$178K
2084
$177K
2085
$174K
2086
$173K
2087
$171K
2088
$163K
2089
$161K
2090
$159K
2091
$159K
2092
$156K
2093
$155K
2094
$152K
2095
$152K
2096
$151K
2097
$144K
2098
$144K
2099
$142K
2100
$139K