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Caterpillar
CAT
CAT
2,575 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 317 funds opening new positions, 923 increasing their positions, 952 reducing their positions, and 107 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
more ownership
Funds ownership: →
3% less repeat investments, than reductions
Existing positions increased: 923 | Existing positions reduced: 952
10% less call options, than puts
Call options by funds: $3.22B | Put options by funds: $3.57B
1% less funds holding in top 10
Funds holding in top 10: 74 → 73 (-1)
Holders
2,575
Holding in Top 10
73
Calls
$3.22B
Puts
$3.57B
Top Buyers
| 1 | +$1.96B | |
| 2 | +$306M | |
| 3 | +$154M | |
| 4 |
Charles Schwab
San Francisco,
California
|
+$137M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$121M |
Top Sellers
| 1 | -$332M | |
| 2 | -$290M | |
| 3 | -$281M | |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$170M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$146M |