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Caterpillar

3,461 hedge funds and large institutions have $189B invested in Caterpillar in 2025 Q4 according to their latest regulatory filings, with 503 funds opening new positions, 1,214 increasing their positions, 1,298 reducing their positions, and 93 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:

0.51% less ownership

Funds ownership: 71.12%70.6% (-0.51%)

4% less call options, than puts

Call options by funds: $5B | Put options by funds: $5.19B

6% less repeat investments, than reductions

Existing positions increased: 1,214 | Existing positions reduced: 1,298

Holders
3,461
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
108
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5B
Puts
$5.19B
Net Calls
Net Calls Change

Top Sellers

1 -$806M
2 -$760M
3 -$514M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$455M
5
Amundi
Amundi
France
-$368M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
2926
Schwallier Wealth Management
Michigan
$295K
OPWM
2927
Oxinas Partners Wealth Management
Indiana
$295K
BC
2928
Bayforest Capital
United Kingdom
$294K
HBWM
2929
Hollow Brook Wealth Management
New York
$293K
PWP
2930
Ponta Wealth Partners
Florida
$293K
DWG
2931
Darden Wealth Group
Michigan
$292K
GWWM
2932
Great Waters Wealth Management
Minnesota
$292K
SNBOSD
2933
Security National Bank of So Dak
Iowa
$292K
HVP
2934
Hudson Value Partners
Florida
$292K
AF
2935
Affiance Financial
Minnesota
$291K
PCM
2936
Passive Capital Management
Maryland
$291K
FSA
2937
Financial Security Advisor
Virginia
$291K
CIAS
2938
CBIZ Investment Advisory Services
Ohio
$291K
SHFA
2939
SC&H Financial Advisors
Maryland
$290K
ITB
2940
Idaho Trust Bank
Idaho
$290K
WCG
2941
Weaver Consulting Group
California
$289K
CIA
2942
Cape Investment Advisory
Georgia
$289K
LCC
2943
Lincoln Capital Corp
Rhode Island
$289K
WSWA
2944
Warren Street Wealth Advisors
California
$288K
PRP
2945
Peak Retirement Planning
Ohio
$288K
KL
2946
KWMG LLC
Kansas
$288K
FCA
2947
Fortis Capital Advisors
Kansas
$288K
OL
2948
Owen LaRue
Kentucky
$287K
PAM
2949
Parvin Asset Management
South Dakota
$286K
BA
2950
Baugh & Associates
Georgia
$286K