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Caterpillar
CAT

2,703 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, 1,046 increasing their positions, 993 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 148

5% more repeat investments, than reductions

Existing positions increased: 1,046 | Existing positions reduced: 993

0.44% more ownership

Funds ownership: 69.91% → 70.35% (+0.44%)

0% less funds holding

Funds holding: 2,708 → 2,703 (-5)

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
2,703
Holders Change
-5
Holders Change %
-0.18%
% of All Funds
39.04%
Holding in Top 10
58
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-37.63%
% of All Funds
0.84%
New
183
Increased
1,046
Reduced
993
Closed
148
Calls
$3.31B
Puts
$3.75B
Net Calls
-$442M
Net Calls Change
+$27.2M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$929M
2
UBS AM
UBS AM
Illinois
+$344M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$200M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$172M
5
Invesco
Invesco
Georgia
+$166M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$3.08B
2
Vanguard Group
Vanguard Group
Pennsylvania
-$481M
3
Barclays
Barclays
United Kingdom
-$292M
4
State Street
State Street
Massachusetts
-$270M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$213M
Name Holding Trade Value Shares
Change 		Change in
Stake
QAM
2776
Q3 Asset Management
Michigan
– -$310K -843 Closed
SCA
2777
Stokes Capital Advisors
South Carolina
– -$299K -815 Closed
CCT
2778
Capital City Trust
Florida
– -$296K -807 Closed
AC
2779
ASB Consultores
Florida
– -$292K -796 Closed
CIG
2780
Cascade Investment Group
Colorado
– -$284K -774 Closed
DWA
2781
Delap Wealth Advisory
Oregon
– -$281K -768 Closed
HFRG
2782
Houlihan Financial Resource Group
Virginia
– -$276K -754 Closed
GCM
2783
Graham Capital Management
Connecticut
– -$275K -750 Closed
Q
2784
QVR
California
– -$273K -744 Closed
CBA
2785
Coastal Bridge Advisors
Connecticut
– -$272K -743 Closed
MS
2786
Mizuho Securities
Japan
– -$271K -740 Closed
PRS
2787
Pinkerton Retirement Specialists
Idaho
– -$262K -714 Closed
SP
2788
Successful Portfolios
Florida
– -$258K -703 Closed
TWM
2789
TMD Wealth Management
Arizona
– -$257K -702 Closed
PM
2790
Penbrook Management
New York
– -$257K -700 Closed
FMTC
2791
Farmers & Merchants Trust Company
California
– -$246K -670 Closed
FAFN
2792
First Affirmative Financial Network
Colorado
– -$243K -664 Closed
BW
2793
BIP Wealth
Georgia
– -$235K -641 Closed
HBWM
2794
Hollow Brook Wealth Management
New York
– -$233K -636 Closed
GI
2795
GAMCO Investors
Connecticut
– -$229K -626 Closed
HAM
2796
Harmony Asset Management
Arizona
– -$229K -625 Closed
BWA
2797
Burt Wealth Advisors
Maryland
– -$229K -624 Closed
SFS
2798
Strategic Financial Services
New York
– -$225K -615 Closed
Winslow Capital Management
2799
Winslow Capital Management
Minnesota
– -$224K -610 Closed
KAS
2800
KPP Advisory Services
Kentucky
– -$221K -604 Closed
110 111
112
113 114

CAT Hedge Fund Activity: Q2 2024 in Review

2,703 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2024, worth a combined $114B — down 10% from $128B a quarter earlier.

Buyers outnumbered sellers: 183 funds opened new CAT positions and 148 closed out — a net gain of 35 holders — while 1,046 added to existing stakes and 993 trimmed.

The largest buyer was BlackRock, adding an estimated $929M. The largest seller was Capital World Investors, cutting an estimated $3.08B.

  • 2,703 institutional investors held Caterpillar (CAT) as of Q2 2024, down from 2,708 in Q1 2024.
  • Funds reported $114B of Caterpillar stock for Q2 2024, down 10% quarter-over-quarter.
  • 183 funds opened new Caterpillar positions in Q2 2024 and 148 closed out, a net change of +35 holders.
  • The largest Caterpillar buyer in Q2 2024 was BlackRock, an estimated $929M added.
  • The largest Caterpillar seller in Q2 2024 was Capital World Investors, an estimated $3.08B sold.

Based on aggregated 13F filings for Q2 2024.