Caterpillar
CAT
CAT
2,700 hedge funds and large institutions have $114B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 183 funds opening new positions, 1,044 increasing their positions, 993 reducing their positions, and 148 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 ownership
Funds ownership: →
less funds holding
Funds holding: →
10% less capital invested
Capital invested by funds: $128B → $114B (-$13.2B)
12% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $3.75B
38% less funds holding in top 10
Funds holding in top 10: 93 → 58 (-35)
Holders
2,700
Holding in Top 10
58
Calls
$3.31B
Puts
$3.75B
Top Buyers
| 1 | +$929M | |
| 2 | +$344M | |
| 3 | +$200M | |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$172M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$166M |
Top Sellers
| 1 | -$3.08B | |
| 2 | -$481M | |
| 3 | -$292M | |
| 4 |
State Street
Boston,
Massachusetts
|
-$270M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$213M |