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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
GI
2976
GAMCO Investors
Connecticut
$276K
SFA
2977
Seneca Financial Advisors
New York
$275K
MAM
2978
Mainsail Asset Management
Alabama
$275K
RI
2979
Ruggiero Investments
Florida
$274K
BFPW
2980
BOK Financial Private Wealth
Colorado
$273K
PCS
2981
Private Client Services
Kentucky
$273K
PIA
2982
Pinion Investment Advisors
Kansas
$273K
MG
2983
Marex Group
$273K
FMTC
2984
Farmers & Merchants Trust Company
California
$272K
FLII
2985
First Long Island Investors
New York
$272K
GFA
2986
Godfrey Financial Associates
New York
$272K
SFP
2987
Strategic Financial Partners
Oregon
$271K
IAS
2988
Integrity Advisory Solutions
Texas
$271K
SC
2989
Schoolcraft Capital
Colorado
$271K
PHAM
2990
Palisades Hudson Asset Management
Florida
$270K
FF
2991
Foronjy Financial
California
$270K
APWM
2992
Argonautica Private Wealth Management
Massachusetts
$270K
PD
2993
Planning Directions
Pennsylvania
$270K
NC
2994
North Capital
Utah
$269K
PMG
2995
ProVise Management Group
Florida
$269K
DI
2996
Decision Investments
California
$269K
ES
2997
ETF Store
Kansas
$268K
FA
2998
Fermata Advisors
California
$268K
LI
2999
LifeWealth Investments
Florida
$266K
FWM
3000
Foguth Wealth Management
Michigan
$266K