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Caterpillar

3,474 hedge funds and large institutions have $189B invested in Caterpillar in 2025 Q4 according to their latest regulatory filings, with 509 funds opening new positions, 1,218 increasing their positions, 1,301 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: $5.2B

6% less repeat investments, than reductions

Existing positions increased: 1,218 | Existing positions reduced: 1,301

Holders
3,474
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
109
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5B
Puts
$5.2B
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
TIM
3376
Thompson Investment Management
Wisconsin
$43K
HHGA
3377
Halbert Hargrove Global Advisors
California
$42.6K
SIP
3378
Sellwood Investment Partners
Oregon
$42.4K
TAM
3379
Tucker Asset Management
Colorado
$42.4K
SC
3380
Swan Capital
Florida
$41.8K
VWWMG
3381
Vermillion & White Wealth Management Group
Pennsylvania
$41.8K
1IA
3382
1620 Investment Advisors
Massachusetts
$40.7K
ACM
3383
Anfield Capital Management
California
$37.2K
MIM
3384
Manitou Investment Management
Ontario, Canada
$37.2K
AEPWM
3385
Atlantic Edge Private Wealth Management
Florida
$37.2K
EPIMS
3386
Evelyn Partners Investment Management Services
$36.1K
KCM
3387
Key Capital Management
Tennessee
$35.5K
MS
3388
Monetary Solutions
Ohio
$35.1K
NWMP
3389
Noble Wealth Management PBC
Colorado
$34.4K
MAM
3390
Marquette Asset Management
Minnesota
$33.2K
IWM
3391
Inlight Wealth Management
Georgia
$33.2K
RWM
3392
Rialto Wealth Management
New York
$32.1K
CFM
3393
Cornerstone Financial Management
Massachusetts
$31.5K
IA
3394
IFS Advisors
Kansas
$30.7K
HWP
3395
Highline Wealth Partners
California
$30.5K
FRA
3396
Front Row Advisors
California
$29.2K
FA
3397
Financial Avengers
California
$28.8K
FFA
3398
Frazier Financial Advisors
Ohio
$27.7K
TFM
3399
TFC Financial Management
Massachusetts
$27.6K
TM
3400
Torren Management
California
$27.1K