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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
FA
3201
Fiducient Advisors
Illinois
$205K
VIM
3202
Vista Investment Management
Pennsylvania
$205K
HSWS
3203
Higgins & Schmidt Wealth Strategies
Colorado
$205K
GCM
3204
Gambit Capital Management
Tennessee
$205K
SO
3205
Sierra Ocean
California
$204K
LSPW
3206
Lake Street Private Wealth
Illinois
$204K
SWM
3207
Sandro Wealth Management
New Jersey
$204K
PCM
3208
Park Capital Management
Wisconsin
$204K
HIG
3209
Heritage Investment Group
Florida
$204K
DWM
3210
Denver Wealth Management
Colorado
$203K
MCCA
3211
Mill Creek Capital Advisors
Pennsylvania
$203K
TA
3212
TPG Advisors
Illinois
$203K
LWA
3213
Legacy Wealth Advisors
Florida
$202K
FCMC
3214
Founders Capital Management (Connecticut)
Connecticut
$202K
IPW
3215
Inlet Private Wealth
Florida
$201K
GWSA
3216
Global Wealth Strategies & Associates
Colorado
$201K
GJIA
3217
Glass Jacobson Investment Advisors
Maryland
$201K
DFG
3218
Dupree Financial Group
Kentucky
$201K
AC
3219
Applied Capital
Arkansas
$201K
SH
3220
SLT Holdings
Arizona
$201K
BSA
3221
Bull Street Advisors
Georgia
$201K
MCA
3222
Millennium Capital Advisors
Arkansas
$201K
AA
3223
Aufman Associates
Pennsylvania
$201K
CKAIS
3224
Christensen King & Associates Investment Services
Washington
$201K
CCP
3225
Clarkston Capital Partners
Michigan
$201K