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Caterpillar

3,084 hedge funds and large institutions have $158B invested in Caterpillar in 2025 Q3 according to their latest regulatory filings, with 295 funds opening new positions, 1,121 increasing their positions, 1,180 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.02% more ownership

Funds ownership: 69.88%70.91% (+1%)

0% less call options, than puts

Call options by funds: $3.88B | Put options by funds: $3.89B

5% less repeat investments, than reductions

Existing positions increased: 1,121 | Existing positions reduced: 1,180

Holders
3,084
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
82
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.88B
Puts
$3.89B
Net Calls
Net Calls Change

Top Sellers

1 -$477M
2 -$451M
3 -$445M
4
Marshall Wace
Marshall Wace
United Kingdom
-$343M
5
UBS Group
UBS Group
Switzerland
-$247M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
2826
GK Wealth Management
Nevada
$211K
FI
2827
Fractal Investments
Connecticut
$211K
DFP
2828
Defined Financial Planning
California
$211K
CWP
2829
Corepath Wealth Partners
Arizona
$211K
ECM
2830
Eisler Capital Management
United Kingdom
$210K
KMC
2831
Kirr Marbach & Co
Indiana
$210K
MAM
2832
MMA Asset Management
Pennsylvania
$210K
EMAM
2833
Encompass More Asset Management
California
$210K
SFWA
2834
Summit Financial Wealth Advisors
Louisiana
$210K
DWAM
2835
Duncan Williams Asset Management
Tennessee
$209K
VV
2836
Verity & Verity
South Carolina
$209K
TIA
2837
Tandem Investment Advisors
South Carolina
$208K
PHWM
2838
Pine Harbor Wealth Management
Maryland
$208K
EA
2839
Echo45 Advisors
California
$208K
MAP
2840
Moody Aldrich Partners
Massachusetts
$208K
DI
2841
DDFG Inc
California
$208K
BAMG
2842
Brand Asset Management Group
Missouri
$207K
CCA
2843
Catalyst Capital Advisors
New York
$207K
HI
2844
Humankind Investments
New York
$207K
KW
2845
KWB Wealth
California
$207K
GF
2846
GGM Financials
Ohio
$206K
SDAM
2847
Shulman DeMeo Asset Management
New York
$206K
RP
2848
Rowlandmiller & Partners
Georgia
$206K
HPM
2849
Hoxton Planning & Management
West Virginia
$205K
SSG
2850
Summit Securities Group
New York
$205K