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Caterpillar
CAT
CAT
3,522 hedge funds and large institutions have $189B invested in Caterpillar in 2025 Q4 according to their latest regulatory filings, with 539 funds opening new positions, 1,226 increasing their positions, 1,305 reducing their positions, and 93 closing their positions.
New
Increased
Maintained
Reduced
Closed
480% more first-time investments, than exits
New positions opened: 539 | Existing positions closed: 93
34% more funds holding in top 10
Funds holding in top 10: 82 → 110 (+28)
19% more capital invested
Capital invested by funds: $159B → $189B (+$29.9B)
12% more funds holding
Funds holding: 3,143 → 3,522 (+379)
0.51% less ownership
Funds ownership: 71.14% → 70.64% (-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: 1,226 | Existing positions reduced: 1,305
Holders
3,522
Holders Change
+379
Holders Change %
+12.06%
% of All Funds
42.83%
Holding in Top 10
110
Holding in Top 10 Change
+28
Holding in Top 10 Change %
+34.15%
% of All Funds
1.34%
New
539
Increased
1,226
Reduced
1,305
Closed
93
Calls
$5B
Puts
$5.2B
Net Calls
-$197M
Net Calls Change
-$189M
Top Buyers
| 1 |
Capital International Investors
Los Angeles,
California
|
+$1.19B |
| 2 |
BlackRock
New York
|
+$1.07B |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$516M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$495M |
| 5 |
Corient Private Wealth
Miami,
Florida
|
+$448M |
Top Sellers
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$806M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$760M |
| 3 |
JP Morgan Chase
New York
|
-$514M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$455M |
| 5 |
Amundi
Paris,
France
|
-$368M |
