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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
2,709
Holders Change
+130
Holders Change %
+5.04%
% of All Funds
39.02%
Holding in Top 10
93
Holding in Top 10 Change
+20
Holding in Top 10 Change %
+27.4%
% of All Funds
1.34%
New
259
Increased
947
Reduced
1,089
Closed
89
Calls
$5B
Puts
$5.46B
Net Calls
-$469M
Net Calls Change
-$116M

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$284M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$138M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$111M
4
Norges Bank
Norges Bank
Norway
+$104M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$98.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.3B
2
Jane Street
Jane Street
New York
-$312M
3
Capital World Investors
Capital World Investors
California
-$274M
4
Amundi
Amundi
France
-$244M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$160M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
951
CGN Advisors
Kansas
$2.52M -$55.6K -174 -2%
DT
952
Diversified Trust
Tennessee
$2.51M -$261K -818 -11%
CIA
953
Cascade Investment Advisors
Oregon
$2.51M -$51.1K -160 -2%
WAM
954
Worth Asset Management
Texas
$2.51M +$2.19M +6,843 New
WAM
955
Weatherly Asset Management
California
$2.5M -$42.2K -132 -2%
TWP
956
Tyche Wealth Partners
Texas
$2.5M +$38.4K +120 +2%
IA
957
Inspire Advisors
Idaho
$2.5M +$102K +318 +5%
SCA
958
STALEY CAPITAL ADVISERS
Pennsylvania
$2.5M – – –
RAM
959
Ramirez Asset Management
New York
$2.49M -$92.7K -290 -4%
HCM
960
Hilton Capital Management
New York
$2.49M – – –
RA
961
RFG Advisory
Alabama
$2.49M +$106K +331 +5%
Simplex Trading
962
Simplex Trading
Illinois
$2.48M +$2.17M +6,779 New
VT
963
Vise Technologies
New York
$2.48M -$458K -1,433 -17%
ATWA
964
Arbor Trust Wealth Advisors
Michigan
$2.48M -$24K -75 -1%
PCG
965
Prosperity Consulting Group
Maryland
$2.48M +$400K +1,252 +23%
LA
966
Lifeworks Advisors
Michigan
$2.47M +$236K +739 +12%
AAM
967
AR Asset Management
California
$2.46M – – –
NRG
968
Nemes Rush Group
Michigan
$2.45M +$2.88K +9 +0.1%
CWAG
969
Compton Wealth Advisory Group
Virginia
$2.45M +$134K +419 +7%
HKAM
970
Horizon Kinetics Asset Management
New York
$2.45M -$91.4K -286 -4%
HFM
971
Harvest Fund Management
China
$2.44M +$1.78M +5,575 +510%
HI
972
Harbour Investments
Wisconsin
$2.44M +$96.5K +302 +5%
OAM
973
Oak Asset Management
California
$2.43M -$19.2K -60 -0.9%
TWM
974
Trueblood Wealth Management
Ohio
$2.43M -$45.7K -143 -2%
Temasek Holdings
975
Temasek Holdings
Singapore
$2.42M – – –
37 38
39
40 41

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.