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Caterpillar

3,427 hedge funds and large institutions have $188B invested in Caterpillar in 2025 Q4 according to their latest regulatory filings, with 485 funds opening new positions, 1,207 increasing their positions, 1,293 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:

0.87% less ownership

Funds ownership: 71.12%70.25% (-0.87%)

4% less call options, than puts

Call options by funds: $5B | Put options by funds: $5.19B

7% less repeat investments, than reductions

Existing positions increased: 1,207 | Existing positions reduced: 1,293

Holders
3,427
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
107
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
PCM
3176
Park Capital Management
Wisconsin
$204K
HIG
3177
Heritage Investment Group
Florida
$204K
DWM
3178
Denver Wealth Management
Colorado
$203K
MCCA
3179
Mill Creek Capital Advisors
Pennsylvania
$203K
TA
3180
TPG Advisors
Illinois
$203K
LWA
3181
Legacy Wealth Advisors
Florida
$202K
FCMC
3182
Founders Capital Management (Connecticut)
Connecticut
$202K
IPW
3183
Inlet Private Wealth
Florida
$201K
GWSA
3184
Global Wealth Strategies & Associates
Colorado
$201K
GJIA
3185
Glass Jacobson Investment Advisors
Maryland
$201K
DFG
3186
Dupree Financial Group
Kentucky
$201K
AC
3187
Applied Capital
Arkansas
$201K
SH
3188
SLT Holdings
Arizona
$201K
BSA
3189
Bull Street Advisors
Georgia
$201K
MCA
3190
Millennium Capital Advisors
Arkansas
$201K
AA
3191
Aufman Associates
Pennsylvania
$201K
CKAIS
3192
Christensen King & Associates Investment Services
Washington
$201K
CCP
3193
Clarkston Capital Partners
Michigan
$201K
HWM
3194
HighMark Wealth Management
Minnesota
$198K
AWM
3195
Ameliora Wealth Management
Switzerland
$196K
HC
3196
Hurley Capital
New York
$193K
BMC
3197
Bear Mountain Capital
Washington
$193K
FFL
3198
Financial Freedom LLC
Ohio
$192K
GAFA
3199
Garton & Associates Financial Advisors
Kentucky
$187K
CPG
3200
Cornerstone Planning Group
New Jersey
$183K