Caterpillar
CAT
3,006 hedge funds and large institutions have $123B invested in Caterpillar in 2024 Q4 according to their latest regulatory filings, with 383 funds opening new positions, 1,095 increasing their positions, 1,050 reducing their positions, and 160 closing their positions.
139% more first-time investments, than exits
New positions opened: 383 | Existing positions closed: 160
6% more funds holding
Funds holding: 2,835 → 3,006 (+171)
4% more repeat investments, than reductions
Existing positions increased: 1,095 | Existing positions reduced: 1,050
0.01% less ownership
Funds ownership: 70.46% → 70.45% (-0.01%)
8% less capital invested
Capital invested by funds: $134B → $123B (-$10.2B)
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
3,006 of the 7,608 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: 383 funds opened new CAT positions and 160 closed out — a net gain of 223 holders — while 1,095 added to existing stakes and 1,050 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $464M. The largest seller was Citigroup, cutting an estimated $755M.
- 3,006 institutional investors held Caterpillar (CAT) as of Q4 2024, up from 2,835 in Q3 2024.
- Funds reported $123B of Caterpillar stock for Q4 2024, down 7.7% quarter-over-quarter.
- 383 funds opened new Caterpillar positions in Q4 2024 and 160 closed out, a net change of +223 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.