Caterpillar
CAT
3,012 hedge funds and large institutions have $123B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 386 funds opening new positions, 1,097 increasing their positions, 1,051 reducing their positions, and 160 closing their positions.
141% more first-time investments, than exits
New positions opened: 386 | Existing positions closed: 160
6% more funds holding
Funds holding: 2,838 → 3,012 (+174)
4% more repeat investments, than reductions
Existing positions increased: 1,097 | Existing positions reduced: 1,051
0.01% less ownership
Funds ownership: 70.46% → 70.45% (-0.01%)
2% less capital inflows, than outflows
Capital inflows: $4.94B | Capital outflows: $5.05B
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 |
Citigroup
New York
|
-$755M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$476M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$421M |
| 4 |
D.E. Shaw & Co
New York
|
-$346M |
| 5 |
Barclays
London,
United Kingdom
|
-$218M |
CAT Hedge Fund Activity: Q4 2024 in Review
3,012 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Caterpillar (CAT) for Q4 2024, worth a combined $123B — down 7.7% from $134B a quarter earlier.
Buyers outnumbered sellers: 386 funds opened new CAT positions and 160 closed out — a net gain of 226 holders — while 1,097 added to existing stakes and 1,051 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $464M. The largest seller was Citigroup, cutting an estimated $755M.
- 3,012 institutional investors held Caterpillar (CAT) as of Q4 2024, up from 2,838 in Q3 2024.
- Funds reported $123B of Caterpillar stock for Q4 2024, down 7.7% quarter-over-quarter.
- 386 funds opened new Caterpillar positions in Q4 2024 and 160 closed out, a net change of +226 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 Citigroup, an estimated $755M sold.
Based on aggregated 13F filings for Q4 2024.