Caterpillar
CAT
2,835 hedge funds and large institutions have $134B invested in Caterpillar in 2024 Q3 according to their latest regulatory filings, with 245 funds opening new positions, 1,054 increasing their positions, 1,047 reducing their positions, and 91 closing their positions.
169% more first-time investments, than exits
New positions opened: 245 | 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: $115B → $134B (+$19.1B)
5% more funds holding
Funds holding: 2,710 → 2,835 (+125)
1% more repeat investments, than reductions
Existing positions increased: 1,054 | Existing positions reduced: 1,047
0.14% more ownership
Funds ownership: 70.32% → 70.46% (+0.14%)
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 |
Citigroup
New York
|
+$656M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$412M |
| 3 |
JP Morgan Chase
New York
|
+$219M |
| 4 |
Neuberger Berman Group
New York
|
+$196M |
| 5 |
D.E. Shaw & Co
New York
|
+$189M |
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
2,835 of the 6,979 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q3 2024, worth a combined $134B — up 17% from $115B a quarter earlier.
Buyers outnumbered sellers: 245 funds opened new CAT positions and 91 closed out — a net gain of 154 holders — while 1,054 added to existing stakes and 1,047 trimmed.
The largest buyer was Citigroup, adding an estimated $656M. The largest seller was Capital World Investors, cutting an estimated $623M.
- 2,835 institutional investors held Caterpillar (CAT) as of Q3 2024, up from 2,710 in Q2 2024.
- Funds reported $134B of Caterpillar stock for Q3 2024, up 17% quarter-over-quarter.
- 245 funds opened new Caterpillar positions in Q3 2024 and 91 closed out, a net change of +154 holders.
- The largest Caterpillar buyer in Q3 2024 was Citigroup, an estimated $656M added.
- The largest Caterpillar seller in Q3 2024 was Capital World Investors, an estimated $623M sold.
Based on aggregated 13F filings for Q3 2024.