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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
DC
2951
Dorval Corp
Minnesota
$286K
LWMI
2952
Landmark Wealth Management (Illinois)
Illinois
$286K
JGIA
2953
Jackson Grant Investment Advisers
Connecticut
$286K
ACA
2954
Adirondack Capital Advisors
New York
$286K
AWA
2955
Archvest Wealth Advisors
California
$286K
OGF
2956
Orin Green Financial
California
$286K
AWAP
2957
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$284K
BC
2958
Brio Consultants
California
$284K
MWM
2959
MOKAN Wealth Management
Kansas
$283K
AWM
2960
Abound Wealth Management
Tennessee
$283K
EPI
2961
Eddie Patel Inc
Illinois
$283K
FWM
2962
FMB Wealth Management
California
$282K
BOPW
2963
Brandywine Oak Private Wealth
Pennsylvania
$282K
GCM
2964
Gladius Capital Management
Illinois
$282K
SWM
2965
Steinberganna Wealth Management
New York
$282K
MAM
2966
Marotta Asset Management
Virginia
$281K
OAP
2967
One Advisory Partners
Kansas
$281K
SPI
2968
Sutton Place Investors
New York
$280K
RIG
2969
Renaissance Investment Group
Massachusetts
$280K
PWP
2970
Prasad Wealth Partners
Ohio
$279K
MFWP
2971
Mosaic Family Wealth Partners
Missouri
$279K
VMMC
2972
V.M. Manning & Co
South Carolina
$278K
WFP
2973
Wrenne Financial Planning
Kentucky
$278K
BDFN
2974
Bond & Devick Financial Network
Minnesota
$277K
SJL
2975
Shayne & Jacobs LLC
Tennessee
$276K