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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
CAM
326
Congress Asset Management
Massachusetts
$30.3M
BAAM
327
Baker Avenue Asset Management
California
$29.9M
ACP
328
Albar Capital Partners
United Kingdom
$29.8M
VRS
329
Virginia Retirement Systems
Virginia
$29.7M
CIA
330
CCM Investment Advisers
South Carolina
$29.4M
BDLIB
331
Banque de Luxembourg Investments (BLI)
Luxembourg
$29.4M
CA
332
Callahan Advisors
Texas
$29.1M
RCYC
333
Richard C. Young & Co
Rhode Island
$29.1M
VA
334
Vident Advisory
Georgia
$29.1M
FFM
335
Fullerton Fund Management
Singapore
$28.9M
KIA
336
KCM Investment Advisors
California
$28.4M
IAA
337
Independent Advisor Alliance
North Carolina
$28.4M
WT
338
Whittier Trust
California
$28.4M
SIC
339
Salem Investment Counselors
North Carolina
$28.1M
WBG
340
Wharton Business Group
Pennsylvania
$27.8M
WA
341
Waverly Advisors
Alabama
$27.6M
A
342
Allianz
Germany
$27.4M
LG
343
LaFleur & Godfrey
Michigan
$27.2M
II
344
Inspire Investing
Idaho
$27.1M
MMA
345
Mizuho Markets Americas
New York
$27.1M
UBP
346
Union Bancaire Privee
Switzerland
$27M
CIC
347
Cutler Investment Counsel
Oregon
$27M
SOADOR
348
State of Alaska Department of Revenue
Alaska
$26.8M
GAM
349
Generali Asset Management
Italy
$26.7M
BHWM
350
Bar Harbor Wealth Management
New Hampshire
$26.6M