Caterpillar
CAT
3,002 hedge funds and large institutions have $130B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 384 funds opening new positions, 1,092 increasing their positions, 1,050 reducing their positions, and 160 closing their positions.
140% more first-time investments, than exits
New positions opened: 384 | Existing positions closed: 160
6% more funds holding
Funds holding: 2,830 → 3,002 (+172)
4% more repeat investments, than reductions
Existing positions increased: 1,092 | Existing positions reduced: 1,050
0.48% less ownership
Funds ownership: 70.91% → 70.44% (-0.48%)
2% less capital invested
Capital invested by funds: $134B → $130B (-$3.1B)
20% less call options, than puts
Call options by funds: $2.16B | Put options by funds: $2.7B
26% less funds holding in top 10
Funds holding in top 10: 80 → 59 (-21)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$464M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$281M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$173M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$158M |
| 5 |
Amundi
Paris,
France
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$827M |
| 2 |
Citigroup
New York
|
-$755M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$476M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$421M |
| 5 |
D.E. Shaw & Co
New York
|
-$346M |
CAT Hedge Fund Activity: Q4 2024 in Review
3,002 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q4 2024, worth a combined $130B — down 2.3% from $134B a quarter earlier.
Buyers outnumbered sellers: 384 funds opened new CAT positions and 160 closed out — a net gain of 224 holders — while 1,092 added to existing stakes and 1,050 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $464M. The largest seller was International Assets Investment Management, cutting an estimated $827M.
- 3,002 institutional investors held Caterpillar (CAT) as of Q4 2024, up from 2,830 in Q3 2024.
- Funds reported $130B of Caterpillar stock for Q4 2024, down 2.3% quarter-over-quarter.
- 384 funds opened new Caterpillar positions in Q4 2024 and 160 closed out, a net change of +224 holders.
- The largest Caterpillar buyer in Q4 2024 was Capital Research Global Investors, an estimated $464M added.
- The largest Caterpillar seller in Q4 2024 was International Assets Investment Management, an estimated $827M sold.
Based on aggregated 13F filings for Q4 2024.