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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
TPW
3051
TL Private Wealth
Texas
$247K
MC
3052
Matters Capital
Florida
$247K
CE
3053
Cornerstone Enterprises
Wisconsin
$246K
GKIM
3054
GW&K Investment Management
Massachusetts
$245K
RPSA
3055
Richard P. Slaughter Associates
Texas
$245K
SWRP
3056
Summit Wealth & Retirement Planning
California
$245K
ME
3057
McIlrath & Eck
Washington
$245K
EA
3058
Echo45 Advisors
California
$244K
MWM
3059
MinichMacGregor Wealth Management
New York
$244K
RAG
3060
Rubicon Advisors, GP
California
$244K
WKSWA
3061
White Knight Strategic Wealth Advisors
New Jersey
$243K
GA
3062
Goldstein Advisors
Wisconsin
$243K
TI
3063
tru Independence
Oregon
$243K
EVL
3064
EJMK Ventures LLC
Illinois
$242K
MPW
3065
Magnolia Private Wealth
Pennsylvania
$242K
POIA
3066
Pin Oak Investment Advisors
Texas
$242K
VC
3067
Veery Capital
Delaware
$241K
FWM
3068
ForthRight Wealth Management
Georgia
$241K
GPWA
3069
Great Point Wealth Advisors
Massachusetts
$241K
CA
3070
CapWealth Advisors
Tennessee
$241K
GA
3071
Gordian Advisors
Arizona
$240K
JLBC
3072
J.L. Bainbridge & Co
Florida
$240K
TCM
3073
TABR Capital Management
California
$240K
PPC
3074
Pennington Partners & Co
Maryland
$240K
AW
3075
Avion Wealth
Texas
$239K