Caterpillar
CAT
2,830 hedge funds and large institutions have $134B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 246 funds opening new positions, 1,051 increasing their positions, 1,045 reducing their positions, and 91 closing their positions.
170% more first-time investments, than exits
New positions opened: 246 | Existing positions closed: 91
38% more funds holding in top 10
Funds holding in top 10: 58 → 80 (+22)
17% more capital invested
Capital invested by funds: $114B → $134B (+$19.1B)
5% more funds holding
Funds holding: 2,704 → 2,830 (+126)
0.57% more ownership
Funds ownership: 70.35% → 70.91% (+0.57%)
1% more repeat investments, than reductions
Existing positions increased: 1,051 | Existing positions reduced: 1,045
13% less call options, than puts
Call options by funds: $3.1B | Put options by funds: $3.57B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$736M |
| 2 |
Citigroup
New York
|
+$656M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$412M |
| 4 |
JP Morgan Chase
New York
|
+$219M |
| 5 |
Neuberger Berman Group
New York
|
+$196M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$623M |
| 2 |
Lazard Asset Management
New York
|
-$334M |
| 3 |
BlackRock
New York
|
-$277M |
| 4 |
Goldman Sachs
New York
|
-$215M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
-$170M |
CAT Hedge Fund Activity: Q3 2024 in Review
2,830 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q3 2024, worth a combined $134B — up 17% from $114B a quarter earlier.
Buyers outnumbered sellers: 246 funds opened new CAT positions and 91 closed out — a net gain of 155 holders — while 1,051 added to existing stakes and 1,045 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $736M. The largest seller was Capital World Investors, cutting an estimated $623M.
- 2,830 institutional investors held Caterpillar (CAT) as of Q3 2024, up from 2,704 in Q2 2024.
- Funds reported $134B of Caterpillar stock for Q3 2024, up 17% quarter-over-quarter.
- 246 funds opened new Caterpillar positions in Q3 2024 and 91 closed out, a net change of +155 holders.
- The largest Caterpillar buyer in Q3 2024 was International Assets Investment Management, an estimated $736M added.
- The largest Caterpillar seller in Q3 2024 was Capital World Investors, an estimated $623M sold.
Based on aggregated 13F filings for Q3 2024.