Caterpillar
CAT
CAT
2,560 hedge funds and large institutions have $107B invested in Caterpillar in 2023 Q4 according to their latest regulatory filings, with 312 funds opening new positions, 920 increasing their positions, 950 reducing their positions, and 107 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
2,560
Holders Change
+171
Holders Change %
+7.16%
% of All Funds
37.53%
Holding in Top 10
73
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-1.35%
% of All Funds
1.07%
New
312
Increased
920
Reduced
950
Closed
107
Calls
$3.22B
Puts
$3.57B
Net Calls
-$353M
Net Calls Change
+$355M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$2.24B |
| 2 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$348M |
| 3 |
Bank Julius Baer & Co
Zurich,
Switzerland
|
+$175M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$154M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$138M |
