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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
KWM
3001
Kassira Wealth Management
Tennessee
$265K
SWG
3002
Summit Wealth Group
Vermont
$264K
DR
3003
Davis Rea
Ontario, Canada
$264K
AFAS
3004
Acorn Financial Advisory Services
Virginia
$263K
AC
3005
AWM Capital
Arizona
$262K
MFG
3006
Mosaic Financial Group
Illinois
$262K
CMP
3007
Coston McIsaac & Partners
Maine
$262K
SF
3008
Schaeffer Financial
Maryland
$262K
HPM
3009
Hoxton Planning & Management
West Virginia
$261K
WAM
3010
Walker Asset Management
Missouri
$261K
BFA
3011
Brown Financial Advisory
Alabama
$261K
TFP
3012
Tilia Fiduciary Partners
North Carolina
$261K
SWP
3013
Semus Wealth Partners
Florida
$261K
OWAL
3014
OakTrust Wealth Advisors, LLC
Connecticut
$260K
BFWA
3015
Benchmark Financial Wealth Advisors
Florida
$260K
RA
3016
Ruggaard & Associates
Ohio
$260K
AT
3017
American Trust
Kentucky
$260K
MF
3018
Magnetar Financial
Illinois
$260K
CFS
3019
Coordinated Financial Services
Colorado
$258K
MBC
3020
Michael Brady & Co
Ohio
$258K
RWFS
3021
Rayburn West Financial Services
Tennessee
$258K
DWS
3022
Discipline Wealth Solutions
South Carolina
$257K
VV
3023
Verity & Verity
South Carolina
$257K
OAM
3024
Oberweis Asset Management
Illinois
$256K
CCP
3025
Cushing Capital Partners
Wisconsin
$256K