Caterpillar
CAT
2,711 hedge funds and large institutions have $115B invested in Caterpillar in 2024 Q2 according to their latest regulatory filings, with 185 funds opening new positions, 1,050 increasing their positions, 993 reducing their positions, and 148 closing their positions.
25% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 148
6% more repeat investments, than reductions
Existing positions increased: 1,050 | Existing positions reduced: 993
0.4% more ownership
Funds ownership: 69.92% → 70.32% (+0.4%)
0% less funds holding
Funds holding: 2,714 → 2,711 (-3)
12% less call options, than puts
Call options by funds: $3.31B | Put options by funds: $3.75B
17% less capital inflows, than outflows
Capital inflows: $5.67B | Capital outflows: $6.79B
37% less funds holding in top 10
Funds holding in top 10: 92 → 58 (-34)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$929M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$344M |
| 3 |
D.E. Shaw & Co
New York
|
+$200M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$172M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$166M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$3.08B |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$481M |
| 3 |
Barclays
London,
United Kingdom
|
-$292M |
| 4 |
State Street
Boston,
Massachusetts
|
-$270M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$213M |
CAT Hedge Fund Activity: Q2 2024 in Review
2,711 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q2 2024, worth a combined $115B — down 10% from $128B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new CAT positions and 148 closed out — a net gain of 37 holders — while 1,050 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.
- 2,711 institutional investors held Caterpillar (CAT) as of Q2 2024, down from 2,714 in Q1 2024.
- Funds reported $115B of Caterpillar stock for Q2 2024, down 10% quarter-over-quarter.
- 185 funds opened new Caterpillar positions in Q2 2024 and 148 closed out, a net change of +37 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.