Caterpillar
CAT
2,709 hedge funds and large institutions have $128B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 259 funds opening new positions, 947 increasing their positions, 1,089 reducing their positions, and 89 closing their positions.
191% more first-time investments, than exits
New positions opened: 259 | Existing positions closed: 89
27% more funds holding in top 10
Funds holding in top 10: 73 → 93 (+20)
20% more capital invested
Capital invested by funds: $107B → $128B (+$21B)
5% more funds holding
Funds holding: 2,579 → 2,709 (+130)
9% less call options, than puts
Call options by funds: $5B | Put options by funds: $5.46B
1.12% less ownership
Funds ownership: 71.03% → 69.91% (-1.1%)
13% less repeat investments, than reductions
Existing positions increased: 947 | Existing positions reduced: 1,089
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$284M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$111M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$104M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$98.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.3B |
| 2 |
Jane Street
New York
|
-$312M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$274M |
| 4 |
Amundi
Paris,
France
|
-$244M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$160M |
CAT Hedge Fund Activity: Q1 2024 in Review
2,709 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q1 2024, worth a combined $128B — up 20% from $107B a quarter earlier.
Buyers outnumbered sellers: 259 funds opened new CAT positions and 89 closed out — a net gain of 170 holders — while 947 added to existing stakes and 1,089 trimmed.
The largest buyer was Barclays, adding an estimated $284M. The largest seller was Morgan Stanley, cutting an estimated $2.3B.
- 2,709 institutional investors held Caterpillar (CAT) as of Q1 2024, up from 2,579 in Q4 2023.
- Funds reported $128B of Caterpillar stock for Q1 2024, up 20% quarter-over-quarter.
- 259 funds opened new Caterpillar positions in Q1 2024 and 89 closed out, a net change of +170 holders.
- The largest Caterpillar buyer in Q1 2024 was Barclays, an estimated $284M added.
- The largest Caterpillar seller in Q1 2024 was Morgan Stanley, an estimated $2.3B sold.
Based on aggregated 13F filings for Q1 2024.