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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
WP
1001
WealthPLAN Partners
Nebraska
$2.13M – – –
RWA
1002
River Wealth Advisors
Pennsylvania
$2.13M +$60K +173 +3%
RWM
1003
Ritholtz Wealth Management
New York
$2.13M -$67.6K -195 -3%
FFA
1004
Farther Finance Advisors
California
$2.13M +$174K +503 +8%
MWM
1005
Massachusetts Wealth Management
Massachusetts
$2.12M -$43.3K -125 -2%
AB
1006
Atlas Brown
Kentucky
$2.12M -$314K -907 -12%
AWA
1007
Arkadios Wealth Advisors
Georgia
$2.12M +$288K +831 +15%
APM
1008
Advanced Portfolio Management
New York
$2.12M – – –
HI
1009
Harbour Investments
Wisconsin
$2.12M -$102K -295 -4%
GLA
1010
Good Life Advisors
Pennsylvania
$2.12M +$20.8K +60 +1%
WBCM
1011
Wilson & Boucher Capital Management
California
$2.1M +$8.67K +25 +0.4%
FWM
1012
Fairhaven Wealth Management
Illinois
$2.1M +$2.18M +6,292 New
EDRH
1013
Edmond de Rothschild Holding
Switzerland
$2.09M -$1.65M -4,745 -43%
TSW
1014
Thompson Siegel & Walmsley
Virginia
$2.09M -$4.16K -12 -0.2%
PCTC
1015
Perkins Coie Trust Company
Washington
$2.09M +$1.83M +5,267 +521%
FIA
1016
Foundations Investment Advisors
Arizona
$2.09M -$437K -1,259 -17%
SF
1017
Slagle Financial
Illinois
$2.09M +$130K +376 +6%
ECU
1018
Eisler Capital (UK)
United Kingdom
$2.09M +$2.17M +6,260 New
PCM
1019
Permanent Capital Management
Illinois
$2.08M +$1.86M +5,369 New
RAM
1020
Ramirez Asset Management
New York
$2.08M -$191K -550 -8%
SF
1021
Symphony Financial
Texas
$2.07M +$1.44M +4,159 +192%
WPC
1022
Wedmont Private Capital
Pennsylvania
$2.07M -$104K -300 -5%
FFM
1023
Forum Financial Management
Illinois
$2.07M +$6.93K +20 +0.3%
WCM
1024
Weaver Capital Management
Georgia
$2.07M -$508K -1,465 -19%
ZIG
1025
Zurich Insurance Group
Switzerland
$2.07M – – –
39 40
41
42 43

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.