Caterpillar
CAT
CAT
2,968 hedge funds and large institutions have $130B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 372 funds opening new positions, 1,085 increasing their positions, 1,045 reducing their positions, and 160 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
1% less capital invested
Capital invested by funds: $131B → $130B (-$680M)
20% less call options, than puts
Call options by funds: $2.16B | Put options by funds: $2.7B
26% less funds holding in top 10
Funds holding in top 10: 80 → 59 (-21)
Holders
2,968
Holding in Top 10
59
Calls
$2.16B
Puts
$2.7B
Top Buyers
| 1 | +$434M | |
| 2 | +$263M | |
| 3 | +$162M | |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$143M |
| 5 |
Amundi
Paris,
France
|
+$115M |
Top Sellers
| 1 | -$767M | |
| 2 | -$706M | |
| 3 | -$446M | |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$394M |
| 5 |
D.E. Shaw & Co
New York
|
-$324M |