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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
MJFG
3076
Mars Jewett Financial Group
Washington
$239K
NWM
3077
Northwest Wealth Management
Iowa
$239K
EA
3078
Emerald Advisors
Washington
$238K
BWA
3079
Blodgett Wealth Advisors
California
$238K
UIA
3080
Ulland Investment Advisors
Minnesota
$238K
GA
3081
GSG Advisors
New Jersey
$238K
SWM
3082
Shelton Wealth Management
Texas
$237K
MWM
3083
MOR Wealth Management
Pennsylvania
$237K
CFGA
3084
Cambridge Financial Group (Arizona)
Arizona
$237K
SWM
3085
Sagace Wealth Management
Florida
$237K
TWM
3086
Tanager Wealth Management
United Kingdom
$237K
WI
3087
WBI Investments
New Jersey
$236K
MPCL
3088
My Personal CFO LLC
Washington
$236K
DSC
3089
Duncker Streett & Co
Missouri
$235K
SAMC
3090
Spectrum Asset Management (California)
California
$235K
SL
3091
StoryOne LLC
Kansas
$235K
BIA
3092
Bell Investment Advisors
California
$235K
IDA
3093
Intelligence Driven Advisers
California
$234K
PBO
3094
Peoples Bank (Ohio)
Ohio
$234K
GCP
3095
Guardian Capital (Pennsylvania)
Pennsylvania
$234K
DWM
3096
Ducere Wealth Management
California
$234K
LIM
3097
Lathrop Investment Management
Arkansas
$233K
RA
3098
Rodgers & Associates
Pennsylvania
$233K
BCG
3099
Bravias Capital Group
New Jersey
$233K
NCMW
3100
Northern Capital Management (Washington)
Washington
$233K