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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
JFG
3426
JDM Financial Group
Texas
$9.74K
PS
3427
PayPay Securities
Japan
$9.74K
RTL
3428
Red Tortoise LLC
Georgia
$9.74K
IPS
3429
Investors Portfolio Services
Washington
$8.37K
MAFA
3430
MJT & Associates Financial Advisory
Minnesota
$8.02K
HFS
3431
Horizon Financial Services
North Carolina
$8.02K
HIW
3432
Holos Integrated Wealth
Pennsylvania
$7.78K
WFA
3433
West Financial Advisors
Iowa
$7.45K
WA
3434
Westfuller Advisors
New York
$6.87K
BGA
3435
Battery Global Advisors
Massachusetts
$6.87K
T
3436
Transce3nd
Texas
$6.39K
STB
3437
S&T Bank
Pennsylvania
$6.3K
IRC
3438
Investors Research Corp
Georgia
$5.73K
GCS
3439
Gordian Capital (Singapore)
Singapore
$5.73K
SVWA
3440
Sarver Vrooman Wealth Advisors
Missouri
$5.73K
CNBT
3441
Cornerstone National Bank & Trust
Illinois
$5.16K
DI
3442
DAGCO Inc
Ohio
$4.58K
EWA
3443
EQ Wealth Advisors
Texas
$4.58K
GWM
3444
Gilpin Wealth Management
Colorado
$4.58K
BWM
3445
Benson Wealth Management
Tennessee
$4.58K
ICM
3446
Islay Capital Management
Texas
$4.01K
RWPA
3447
Richard W. Paul & Associates
Michigan
$3.44K
NWM
3448
Nova Wealth Management
Florida
$3.44K
CCMW
3449
Cypress Capital Management (Wyoming)
Wyoming
$3.44K
WA
3450
Whipplewood Advisors
Colorado
$3.44K