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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
HHAM
3476
HITE Hedge Asset Management
Massachusetts
HKIM
3477
Hayek Kallen Investment Management
Alabama
BJL
3478
Brighton Jones LLC
Washington
MIM
3479
Morningstar Investment Management
Illinois
MMHP
3480
Murphy Middleton Hinkle & Parker
Georgia
CPL
3481
Capital & Planning LLC
Georgia
SCM
3482
Stevens Capital Management
Pennsylvania
PCM
3483
Pinnbrook Capital Management
New York
SCM
3484
SIR Capital Management
New York
BAM
3485
Bell Asset Management
Australia
P
3486
Pitcairn
Pennsylvania
NCM
3487
Nearwater Capital Markets
Ireland
SCP
3488
Sender Company & Partners
New York
SGDR
3489
SPX Gestao de Recursos
Brazil
BCM
3490
BluePath Capital Management
Georgia
SG
3491
Sienna Gestion
France
VBA
3492
von Borstel & Associates
Oregon
CNTOF
3493
Canandaigua National Trust of Florida
New York
QIM
3494
Quantitative Investment Management
Virginia
AI
3495
Atom Investors
Texas
VT
3496
Volterra Technologies
New York
SWP
3497
Summit Wealth Partners
Florida
CIP
3498
Capital Insight Partners
Arizona
SMH
3499
Sanders Morris Harris
Texas
RGF
3500
Retirement Guys Formula
Ohio