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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
HFS
3276
Hughes Financial Services
Virginia
$125K
CH
3277
Canton Hathaway
Rhode Island
$124K
C
3278
Covestor
United Kingdom
$124K
GGI
3279
Godsey & Gibb Inc
Virginia
$124K
CA
3280
Centerpoint Advisors
Massachusetts
$123K
GA
3281
GoalVest Advisory
New York
$121K
RIP
3282
RAM Investment Partners
Washington
$121K
MSWA
3283
Marshall & Sterling Wealth Advisors
New York
$120K
CCC
3284
Chelsea Counsel Company
California
$115K
EPIME
3285
Evelyn Partners Investment Management (Europe)
$115K
BC
3286
Broadwater Capital
Massachusetts
$115K
MMCM
3287
Murphy & Mullick Capital Management
New York
$115K
HNW
3288
High Note Wealth
Minnesota
$114K
SFAM
3289
Sawyer Falduto Asset Management
Illinois
$112K
NWS
3290
Nvest Wealth Strategies
Ohio
$110K
SVCP
3291
Silicon Valley Capital Partners
California
$110K
NECFA
3292
New England Capital Financial Advisors
Connecticut
$108K
PWM
3293
Proathlete Wealth Management
Florida
$108K
CH
3294
CDKV Holdings
Colorado
$107K
KAS
3295
Kemnay Advisory Services
New York
$107K
FCMT
3296
Founders Capital Management (Texas)
Texas
$103K
IAS
3297
IMA Advisory Services
Colorado
$98.5K
TC
3298
Tacita Capital
Ontario, Canada
$96.8K
ATC
3299
Advantage Trust Company
Kansas
$95.7K
RWM
3300
RMG Wealth Management
Wisconsin
$95.7K