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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
SDWIA
3101
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$233K
TAP
3102
TSG Advice Partners
Ohio
$231K
PBC
3103
Pavion Blue Capital
California
$231K
OPWM
3104
Oakwell Private Wealth Management
Texas
$231K
IWP
3105
IAG Wealth Partners
Wisconsin
$231K
BWM
3106
Brown Wealth Management
Illinois
$230K
NA
3107
NWM Advisors
California
$230K
FA
3108
FSA Advisors
Michigan
$229K
BFA
3109
Benningfield Financial Advisors
California
$229K
AFG
3110
Altiora Financial Group
Ohio
$229K
B
3111
Birchbrook
Maine
$229K
NRWA
3112
North Ridge Wealth Advisors
Oregon
$229K
BPC
3113
Banque Pictet & Cie
Switzerland
$229K
SPWG
3114
Sage Private Wealth Group
Illinois
$229K
AF
3115
AGP Franklin
Tennessee
$229K
IWB
3116
Innovative Wealth Building
Maryland
$229K
SFG
3117
Sage Financial Group
Pennsylvania
$229K
PL
3118
Parthenon LLC
Kentucky
$229K
GIM
3119
Guild Investment Management
California
$229K
NPF
3120
Norris Perne & French
Michigan
$229K
PG
3121
Proffitt & Goodson
Tennessee
$229K
BWMG
3122
Barnes Wealth Management Group
California
$229K
RE
3123
Rydar Equities
Texas
$229K
AGP
3124
Autumn Glory Partners
Texas
$227K
MWM
3125
Mosley Wealth Management
California
$227K