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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
AIS
2851
American Investment Services
Massachusetts
$204K
BDFN
2852
Bond & Devick Financial Network
Minnesota
$204K
RPSA
2853
Richard P. Slaughter Associates
Texas
$204K
ME
2854
McIlrath & Eck
Washington
$204K
BWA
2855
Blodgett Wealth Advisors
California
$203K
OAM
2856
Oberweis Asset Management
Illinois
$203K
CE
2857
Cornerstone Enterprises
Wisconsin
$203K
HFS
2858
Hopwood Financial Services
Virginia
$202K
SP
2859
Successful Portfolios
Florida
$202K
TI
2860
tru Independence
Oregon
$202K
TPW
2861
TL Private Wealth
Texas
$202K
BWM
2862
Brown Wealth Management
Illinois
$202K
WBC
2863
West Branch Capital
Massachusetts
$201K
FWM
2864
ForthRight Wealth Management
Georgia
$201K
MPW
2865
Magnolia Private Wealth
Pennsylvania
$201K
HA
2866
Helium Advisors
Washington
$201K
CA
2867
CapWealth Advisors
Tennessee
$200K
BMA
2868
Brooks Moore & Associates
Tennessee
$200K
JLBC
2869
J.L. Bainbridge & Co
Florida
$200K
AW
2870
Avion Wealth
Texas
$199K
BI
2871
Binnacle Investments
Iowa
$198K
UIA
2872
Ulland Investment Advisors
Minnesota
$198K
GKIM
2873
GW&K Investment Management
Massachusetts
$198K
FFL
2874
Financial Freedom LLC
Ohio
$196K
DSC
2875
Duncker Streett & Co
Missouri
$196K