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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
JC
3151
JM2 Capital
Oklahoma
$218K
COI
3152
Connable Office Inc
Michigan
$218K
LI
3153
LVZ Inc
Michigan
$218K
LCM
3154
LCM Capital Management
Illinois
$218K
HFS
3155
Hopwood Financial Services
Virginia
$217K
SFC
3156
Swisher Financial Concepts
Ohio
$217K
OPW
3157
Oxler Private Wealth
New York
$216K
GWM
3158
GK Wealth Management
Nevada
$215K
KCM
3159
KRS Capital Management
Michigan
$215K
AT
3160
Avalon Trust
New Mexico
$215K
GWM
3161
Glass Wealth Management
Texas
$215K
MFS
3162
Madrona Financial Services
Washington
$215K
MIM
3163
Moseley Investment Management
Florida
$214K
MWP
3164
Meridian Wealth Partners
Pennsylvania
$214K
SLA
3165
Silver Lake Advisory
Utah
$214K
HIP
3166
Harrell Investment Partners
Texas
$214K
HDA
3167
Harold Davidson & Associates
California
$214K
WA
3168
WP Advisors
California
$213K
VWA
3169
VSM Wealth Advisory
Maryland
$213K
PAG
3170
Powers Advisory Group
Illinois
$213K
SWA
3171
Strata Wealth Advisors
Texas
$213K
QWM
3172
Quaker Wealth Management
New Jersey
$213K
SFP
3173
Sterling Financial Planning
New Jersey
$213K
MWM
3174
Mascagni Wealth Management
Mississippi
$212K
SRS
3175
Strong Retirement Solutions
Washington
$212K