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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
SRS
3176
Strong Retirement Solutions
Washington
$212K
BWM
3177
BCO Wealth Management
New Mexico
$212K
NL
3178
Navalign LLC
California
$212K
SDAM
3179
Shulman DeMeo Asset Management
New York
$212K
W
3180
Wealthquest
Ohio
$211K
ACM
3181
Allred Capital Management
Texas
$211K
RA
3182
Riversedge Advisors
Delaware
$211K
EF
3183
Exeter Financial
Arizona
$211K
AAS
3184
Asset Allocation Strategies
Michigan
$210K
TWM
3185
Topsail Wealth Management
North Carolina
$210K
CFG
3186
Carter Financial Group
Illinois
$210K
LBCI
3187
LANE BROTHERS & CO INC
Arizona
$209K
OWA
3188
Outlook Wealth Advisors
Texas
$209K
MAM
3189
MMA Asset Management
Pennsylvania
$209K
CFFP
3190
Center for Financial Planning
Michigan
$209K
WAS
3191
Wealth Advisory Solutions
Indiana
$209K
SA
3192
Sylvest Advisors
Texas
$208K
IW
3193
Instrumental Wealth
Florida
$208K
BWG
3194
Boomfish Wealth Group
Georgia
$207K
TPBG
3195
Turning Point Benefit Group
Maryland
$207K
MS
3196
Madden Securities
Texas
$206K
CTC
3197
Cetera Trust Company
Minnesota
$206K
WCP
3198
Wick Capital Partners
Pennsylvania
$206K
TP
3199
Tranquility Partners
Tennessee
$205K
FNBOH
3200
First National Bank of Hutchinson
Kansas
$205K