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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
PSB
3026
Piscataqua Savings Bank
New Hampshire
$255K
GC
3027
GFG Capital
Florida
$255K
LWP
3028
LeClair Wealth Partners
Ohio
$255K
BSCCG
3029
Blue Sky Capital Consultants Group
California
$254K
EIA
3030
Edgemoor Investment Advisors
Maryland
$254K
WWA
3031
Wisconsin Wealth Advisors
Wisconsin
$254K
FI
3032
Fractal Investments
Connecticut
$253K
BAMG
3033
Brand Asset Management Group
Missouri
$253K
SLPL
3034
Storen Legacy Partners, LLC
Indiana
$253K
AT
3035
Arlington Trust
Alabama
$252K
VW
3036
Vance Wealth
California
$252K
KMC
3037
Kirr Marbach & Co
Indiana
$252K
CCMG
3038
Connecticut Capital Management Group
Connecticut
$252K
MWPCG
3039
Measured Wealth Private Client Group
New Hampshire
$252K
SFWA
3040
Summit Financial Wealth Advisors
Louisiana
$251K
NCG
3041
Newport Capital Group
New Jersey
$250K
PHWM
3042
Pine Harbor Wealth Management
Maryland
$249K
MAP
3043
Moody Aldrich Partners
Massachusetts
$249K
DI
3044
DDFG Inc
California
$249K
TF
3045
Tenzing Financial
Virginia
$249K
WG
3046
Winton Group
United Kingdom
$249K
BMM
3047
Berkshire Money Management
Massachusetts
$249K
RWM
3048
Reston Wealth Management
Virginia
$248K
NF
3049
Nvest Financial
New Hampshire
$248K
GF
3050
GGM Financials
Ohio
$247K