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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
OCM
3351
Osterweis Capital Management
California
$52.1K
MS
3352
Mizuho Securities
Japan
$51.6K
BFM
3353
Brooklands Fund Management
United Kingdom
$50.6K
DFC
3354
DB Fitzpatrick & Co
Idaho
$50.4K
HAP
3355
Harbor Asset Planning
Massachusetts
$50.2K
RA
3356
RiverPark Advisors
New York
$47K
MWM
3357
Mascoma Wealth Management
New Hampshire
$46.4K
IIM
3358
IFC & Insurance Marketing
California
$46K
DCM
3359
Dorato Capital Management
Colorado
$46K
LP
3360
LMR Partners
United Kingdom
$44.7K
SFG
3361
Strive Financial Group
Indiana
$44.7K
FNWA
3362
Financial Network Wealth Advisors
Utah
$43.5K
SC
3363
Steph & Co
Wisconsin
$43.5K
AW
3364
Ankerstar Wealth
Texas
$43.2K
LWMI
3365
Legacy Wealth Management (Idaho)
Idaho
$43K
TIM
3366
Thompson Investment Management
Wisconsin
$43K
HHGA
3367
Halbert Hargrove Global Advisors
California
$42.6K
SIP
3368
Sellwood Investment Partners
Oregon
$42.4K
TAM
3369
Tucker Asset Management
Colorado
$42.4K
SC
3370
Swan Capital
Florida
$41.8K
VWWMG
3371
Vermillion & White Wealth Management Group
Pennsylvania
$41.8K
1IA
3372
1620 Investment Advisors
Massachusetts
$40.7K
ACM
3373
Anfield Capital Management
California
$37.2K
MIM
3374
Manitou Investment Management
Ontario, Canada
$37.2K
AEPWM
3375
Atlantic Edge Private Wealth Management
Florida
$37.2K