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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
HWM
3226
HighMark Wealth Management
Minnesota
$198K
AWM
3227
Ameliora Wealth Management
Switzerland
$196K
HC
3228
Hurley Capital
New York
$193K
BMC
3229
Bear Mountain Capital
Washington
$193K
FFL
3230
Financial Freedom LLC
Ohio
$192K
GAFA
3231
Garton & Associates Financial Advisors
Kentucky
$187K
CPG
3232
Cornerstone Planning Group
New Jersey
$183K
CWP
3233
Clark Wealth Partners
Illinois
$179K
GK
3234
Graney & King
New York
$176K
WCM
3235
Winthrop Capital Management
Indiana
$174K
RFS
3236
Richardson Financial Services
Massachusetts
$172K
DF
3237
Dunhill Financial
United Kingdom
$169K
TH
3238
TCTC Holdings
Texas
$167K
TFGT
3239
TS Financial Group (TSFG)
Illinois
$167K
TCM
3240
Triumph Capital Management
Colorado
$167K
VWM
3241
Valley Wealth Managers
New Jersey
$166K
MBFW
3242
Morton Brown Family Wealth
Pennsylvania
$166K
DWA
3243
Delos Wealth Advisors
Texas
$164K
CB
3244
Centennial Bank
Arkansas
$162K
WA
3245
WPG Advisers
Maryland
$159K
SOW
3246
State of Wyoming
Wyoming
$158K
VCMGDR
3247
Vinland Capital Management Gestora de Recursos
Brazil
$158K
CYG
3248
Clean Yield Group
Vermont
$155K
NMG
3249
New Millennium Group
Utah
$154K
BC
3250
Barrett & Company
Rhode Island
$154K