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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
BGAI
3301
Bruce G. Allen Investments
Colorado
$95.1K
CFS
3302
CGC Financial Services
Oregon
$95.1K
MEG
3303
Millstone Evans Group
Colorado
$95.1K
MDCM
3304
Morgan Dempsey Capital Management
Wisconsin
$94.5K
LWM
3305
Lodestone Wealth Management
Washington
$92.6K
DT
3306
DV Trading
Illinois
$91.7K
S
3307
Sachetta
Massachusetts
$91.1K
BDL
3308
Banque de Luxembourg
Luxembourg
$90.5K
CAIM
3309
Catherine Avery Investment Management
Florida
$87.1K
MSFP
3310
Mark Sheptoff Financial Planning
Connecticut
$87.1K
Q1WB
3311
Quest 10 Wealth Builders
Virginia
$85.4K
PWMG
3312
Private Wealth Management Group
New Jersey
$85.4K
UOTTAIMCU
3313
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$83.1K
WT
3314
WHI Trust
Illinois
$81.3K
CRI
3315
Commonwealth Retirement Investments
Virginia
$81.2K
MFT
3316
Moisand Fitzgerald Tamayo
Florida
$77.9K
ACA
3317
American Capital Advisory
Idaho
$77.5K
SR
3318
Syntax Research
Florida
$77.3K
EWP
3319
Elevation Wealth Partners
California
$74.7K
EFMH
3320
E Fund Management (HK)
Hong Kong
$74.6K
RWA
3321
Redmont Wealth Advisors
Illinois
$73.9K
KFG
3322
Kingdom Financial Group
Arizona
$72.4K
MCA
3323
Midwest Capital Advisors
Michigan
$71.9K
UFPG
3324
United Financial Planning Group
New York
$70.1K
PPC
3325
Park Place Capital
Alabama
$68.7K