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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
FGA
3401
Fortis Group Advisors
New Jersey
$21.2K
ACM
3402
Accent Capital Management
Ohio
$21.2K
SHIM
3403
Stone House Investment Management
Pennsylvania
$21.2K
ACA
3404
Atlas Capital Advisors
Wyoming
$21.2K
DF
3405
DecisionPoint Financial
Arizona
$20.1K
YAL
3406
Your Advocates Ltd
Texas
$20.1K
BHWM
3407
Bay Harbor Wealth Management
Maryland
$20.1K
PWS
3408
Peterson Wealth Services
Utah
$18.3K
BIM
3409
Breakwater Investment Management
Washington
$18.3K
BFS
3410
Bare Financial Services
Pennsylvania
$18.3K
BCM
3411
Blume Capital Management
California
$17.2K
PWA
3412
Principia Wealth Advisory
Texas
$16K
NI
3413
NCP Inc
California
$16K
CMA
3414
Cedar Mountain Advisors
Oregon
$15.8K
IA
3415
Icon Advisers
Colorado
$14.3K
CP
3416
Camelot Portfolios
Ohio
$14.3K
AF
3417
Abound Financial
California
$14.3K
ECA
3418
Elevated Capital Advisors
Utah
$12.6K
VFM
3419
Vision Financial Markets
Connecticut
$11.6K
ECM
3420
Estabrook Capital Management
New York
$11.5K
GPFA
3421
Game Plan Financial Advisors
Ohio
$11.5K
WW
3422
Winnow Wealth
Texas
$10.9K
EWM
3423
Evolution Wealth Management
Florida
$10.9K
EPAM
3424
Evelyn Partners Asset Management
$10.9K
HIA
3425
HFM Investment Advisors
New Jersey
$10.3K