We are live on ! Find out more
CAT icon

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
UBS Group
26
UBS Group
Switzerland
$630M +$15.5M +44,656 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$588M +$9.98M +28,776 +2%
Capital Research Global Investors
28
Capital Research Global Investors
California
$577M -$100M -289,128 -14%
Primecap Management
29
Primecap Management
California
$541M -$37.5M -108,245 -6%
Deutsche Bank
30
Deutsche Bank
Germany
$503M +$36.2M +104,294 +7%
Swiss National Bank
31
Swiss National Bank
Switzerland
$493M -$16M -46,000 -3%
Barclays
32
Barclays
United Kingdom
$489M -$292M -841,160 -36%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$477M -$39.6M -114,278 -7%
CWP
34
Capital Wealth Planning
Florida
$460M +$29M +83,571 +6%
Diamond Hill Capital Management
35
Diamond Hill Capital Management
Ohio
$439M +$4.5M +12,979 +1%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$433M +$18.1M +52,335 +4%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$370M +$16M +46,079 +4%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$344M -$13.4M -38,725 -4%
Lazard Asset Management
39
Lazard Asset Management
New York
$344M -$12.7M -36,525 -3%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$312M -$2.82M -8,145 -0.9%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$312M +$1.77M +5,118 +0.5%
Mitsubishi UFJ Asset Management
42
Mitsubishi UFJ Asset Management
Japan
$311M +$24.8M +71,586 +8%
National Pension Service
43
National Pension Service
South Korea
$301M +$771K +2,223 +0.2%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$287M -$19.3M -55,545 -6%
LPL Financial
45
LPL Financial
California
$278M +$20.7M +59,824 +8%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$270M +$200M +576,431 +247%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$268M -$6.34M -18,285 -2%
Citigroup
48
Citigroup
New York
$249M -$2.3M -6,640 -0.9%
Principal Financial Group
49
Principal Financial Group
Iowa
$241M -$9.84M -28,368 -4%
Corient Private Wealth
50
Corient Private Wealth
Florida
$239M -$3.54M -10,215 -1%
1
2
3 4 5

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.