Caterpillar
CAT
2,714 hedge funds and large institutions have $128B invested in Caterpillar in 2024 Q1 according to their latest regulatory filings, with 261 funds opening new positions, 949 increasing their positions, 1,089 reducing their positions, and 88 closing their positions.
197% more first-time investments, than exits
New positions opened: 261 | Existing positions closed: 88
26% more funds holding in top 10
Funds holding in top 10: 73 → 92 (+19)
5% more funds holding
Funds holding: 2,581 → 2,714 (+133)
0.19% more ownership
Funds ownership: 69.73% → 69.92% (+0.19%)
9% less call options, than puts
Call options by funds: $5B | Put options by funds: $5.46B
13% less repeat investments, than reductions
Existing positions increased: 949 | Existing positions reduced: 1,089
37% less capital inflows, than outflows
Capital inflows: $2.95B | Capital outflows: $4.7B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$284M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$138M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$111M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$104M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$98.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$312M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$274M |
| 3 |
Amundi
Paris,
France
|
-$244M |
| 4 |
Neuberger Berman Group
New York
|
-$174M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$160M |
CAT Hedge Fund Activity: Q1 2024 in Review
2,714 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q1 2024, worth a combined $128B — up 22% from $105B a quarter earlier.
Buyers outnumbered sellers: 261 funds opened new CAT positions and 88 closed out — a net gain of 173 holders — while 949 added to existing stakes and 1,089 trimmed.
The largest buyer was Barclays, adding an estimated $284M. The largest seller was Jane Street, cutting an estimated $312M.
- 2,714 institutional investors held Caterpillar (CAT) as of Q1 2024, up from 2,581 in Q4 2023.
- Funds reported $128B of Caterpillar stock for Q1 2024, up 22% quarter-over-quarter.
- 261 funds opened new Caterpillar positions in Q1 2024 and 88 closed out, a net change of +173 holders.
- The largest Caterpillar buyer in Q1 2024 was Barclays, an estimated $284M added.
- The largest Caterpillar seller in Q1 2024 was Jane Street, an estimated $312M sold.
Based on aggregated 13F filings for Q1 2024.