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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
EPIMS
3376
Evelyn Partners Investment Management Services
$36.1K
KCM
3377
Key Capital Management
Tennessee
$35.5K
MSL
3378
Monetary Solutions, Ltd
Ohio
$35.1K
NWMP
3379
Noble Wealth Management PBC
Colorado
$34.4K
MAM
3380
Marquette Asset Management
Minnesota
$33.2K
IWM
3381
Inlight Wealth Management
Georgia
$33.2K
RWM
3382
Rialto Wealth Management
New York
$32.1K
CFM
3383
Cornerstone Financial Management
Massachusetts
$31.5K
IA
3384
IFS Advisors
Kansas
$30.7K
HWP
3385
Highline Wealth Partners
California
$30.5K
FRA
3386
Front Row Advisors
California
$29.2K
FA
3387
Financial Avengers
California
$28.8K
FFA
3388
Frazier Financial Advisors
Ohio
$27.7K
TFM
3389
TFC Financial Management
Massachusetts
$27.6K
TM
3390
Torren Management
California
$27.1K
DCM
3391
Davis Capital Management
Florida
$24.6K
CFG
3392
Chapman Financial Group
Hawaii
$24.1K
AP
3393
Aspect Partners
Virginia
$24.1K
DPW
3394
DiNuzzo Private Wealth
Pennsylvania
$23.5K
GWM
3395
Greenline Wealth Management
Florida
$23.3K
HIIFS
3396
Harel Insurance Investments & Financial Services
Israel
$23K
FWA
3397
Flagship Wealth Advisors
Massachusetts
$22.9K
PCM
3398
Penserra Capital Management
California
$22K
CWM
3399
Copia Wealth Management
Oregon
$21.7K
ACM
3400
Accent Capital Management
Ohio
$21.2K