Caterpillar Inc
CAT- 交易所
- NYSE
- 產業
- Construction Machinery & Equip
- SEC CIK
- 0000018230
近 90 天，Caterpillar Inc 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 4,070 家機構在 13F 申報持有，市值合計 $3,511 億；蓋茲基金會信託、馬克爾集團等 5 位大師持有。
2025 年第 2 季 13F 持有人
Caterpillar Inc 在 2025/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,023
- 較 2025 年第 1 季 +159 家
- 持有股數
- 3.30 億
- 較 2025 年第 1 季 +1,950 (0.0%)
- 總市值
- $1,280 億
- 較 2025 年第 1 季 +$191.7 億 (+17.6%)
- 新進機構
- 285
- 另有 1,151 家加碼
- 清倉機構
- 126
- 另有 1,121 家減碼
另有 39 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,070 | $3,511 億 |
| 2026 年第 1 季 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $880.0 億 |
| 2023 年第 1 季 | 2,284 | $826.2 億 |
| 2022 年第 4 季 | 2,287 | $871.4 億 |
| 2022 年第 3 季 | 1,992 | $592.3 億 |
| 2022 年第 2 季 | 2,077 | $655.9 億 |
| 2022 年第 1 季 | 2,176 | $819.9 億 |
| 2021 年第 4 季 | 2,161 | $748.9 億 |
| 2021 年第 3 季 | 1,943 | $710.9 億 |
| 2021 年第 2 季 | 2,028 | $820.3 億 |
| 2021 年第 1 季 | 2,015 | $879.7 億 |
2025 年第 2 季持有機構
每家機構持有 Caterpillar Inc 的股數、市值與佔組合比重；股數變化跟 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pacific Point Advisors, LLC | 1,600 | $62.1 萬 | 0.34% | 00.0% | 不變 |
| Militia Capital Partners, LP | 1,600 | $62.1 萬 | 0.29% | +1,600 | 新進 |
| Cooper/Haims Advisors, LLC | 1,601 | $62.2 萬 | 0.31% | −35−2.1% | 減碼 |
| Peoples Bank | 1,603 | $62.2 萬 | 0.42% | 00.0% | 不變 |
| Vishria Bird Financial Group, LLC | 1,607 | $62.4 萬 | 0.21% | 00.0% | 不變 |
| Challenger Wealth Management | 1,607 | $62.4 萬 | 0.43% | +7+0.4% | 加碼 |
| TFB Advisors LLC | 1,607 | $62.4 萬 | 0.16% | +98+6.5% | 加碼 |
| New Republic Capital, LLC | 1,609 | $62.5 萬 | 0.22% | −18−1.1% | 減碼 |
| Orrstown Financial Services Inc | 1,611 | $62.5 萬 | 0.13% | −785−32.8% | 減碼 |
| LCNB Corp | 1,612 | $62.6 萬 | 0.22% | −339−17.4% | 減碼 |
| Wagner Wealth Management, LLC | 1,615 | $62.7 萬 | 0.14% | +738+84.2% | 加碼 |
| Advisory Resource Group | 1,617 | $62.8 萬 | 0.12% | −21−1.3% | 減碼 |
| Jeppson Wealth Management, LLC | 1,617 | $62.8 萬 | 0.22% | −1−0.1% | 減碼 |
| Cornerstone Select Advisors, LLC | 1,620 | $62.9 萬 | 0.55% | −80−4.7% | 減碼 |
| Gould Asset Management LLC | 1,625 | $63.1 萬 | 0.12% | −30−1.8% | 減碼 |
| Frisch Financial Group, Inc. | 1,627 | $63.2 萬 | 0.15% | −13−0.8% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,633 | $63.4 萬 | 0.07% | −49−2.9% | 減碼 |
| Coastal Bridge Advisors, LLC | 1,634 | $63.4 萬 | 0.05% | +1,634 | 新進 |
| Reliant Investment Partners, LLC | 1,636 | $63.5 萬 | 0.55% | −34−2.0% | 減碼 |
| Liberty Square Wealth Partners LLC | 1,636 | $63.5 萬 | 0.22% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 1,469 | $63.6 萬 | 0.02% | +90+6.5% | 加碼 |
| Abel Hall, LLC | 1,641 | $63.7 萬 | 0.29% | +1,641 | 新進 |
| Kaydan Wealth Management, Inc. | 1,643 | $63.8 萬 | 0.21% | −34−2.0% | 減碼 |
| Stokes Family Office, LLC | 1,643 | $63.8 萬 | 0.07% | −25−1.5% | 減碼 |
| Tripletail Wealth Management, LLC | 1,567 | $63.9 萬 | 0.91% | +1,567 | 新進 |
| Whitaker-Myers Wealth Managers, LTD. | 1,649 | $64.0 萬 | 0.16% | +231+16.3% | 加碼 |
| Red Door Wealth Management, LLC | 1,649 | $64.0 萬 | 0.08% | −380−18.7% | 減碼 |
| PSI Advisors, LLC | 1,653 | $64.2 萬 | 0.32% | −227−12.1% | 減碼 |
| Claris Financial LLC | 1,654 | $64.2 萬 | 0.48% | +492+42.3% | 加碼 |
| Kozak & Associates, Inc. | 1,598 | $64.3 萬 | 0.13% | +6+0.4% | 加碼 |
| Chicago Trust Co NA | 1,656 | $64.3 萬 | 0.09% | +691+71.6% | 加碼 |
| One Degree Advisors Inc | 1,660 | $64.4 萬 | 0.23% | +39+2.4% | 加碼 |
| Sweeney & Michel, LLC | 1,587 | $64.4 萬 | 0.23% | +2+0.1% | 加碼 |
| Pacitti Group Inc. | 1,660 | $64.4 萬 | 0.28% | +2+0.1% | 加碼 |
| Opinicus Capital, Inc. | 1,663 | $64.5 萬 | 0.49% | +1,030+162.7% | 加碼 |
| Hilton Capital Management, LLC | 1,663 | $64.6 萬 | 0.05% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 1,663 | $64.6 萬 | 0.08% | +53+3.3% | 加碼 |
| Novem Group | 1,667 | $64.7 萬 | 0.08% | −141−7.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,669 | $64.8 萬 | 0.29% | +47+2.9% | 加碼 |
| Regal Investment Advisors LLC | 1,670 | $64.8 萬 | 0.05% | +20+1.2% | 加碼 |
| Charis Legacy Partners, LLC | 1,670 | $64.8 萬 | 1.07% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 1,673 | $65.0 萬 | 0.04% | +249+17.5% | 加碼 |
| Harbour Trust & Investment Management Co | 1,674 | $65.0 萬 | 0.07% | 00.0% | 不變 |
| Barr E S & Co | 1,675 | $65.0 萬 | 0.04% | −125−6.9% | 減碼 |
| ZEGA Investments, LLC | 1,676 | $65.1 萬 | 0.16% | −411−19.7% | 減碼 |
| Disciplined Investors, L.L.C. | 1,681 | $65.2 萬 | 0.51% | +20+1.2% | 加碼 |
| Arvest Bank Trust Division | 1,681 | $65.3 萬 | 0.04% | −63−3.6% | 減碼 |
| Investment Advisory Services Inc | 1,681 | $65.3 萬 | 0.22% | +328+24.2% | 加碼 |
| Townsend Asset Management Corp | 1,683 | $65.3 萬 | 0.24% | −333−16.5% | 減碼 |
| Athena Investment Management | 1,684 | $65.4 萬 | 0.37% | 00.0% | 不變 |
| Citizens Business Bank | 1,686 | $65.5 萬 | 0.13% | +35+2.1% | 加碼 |
| Woodstock Corp | 1,687 | $65.5 萬 | 0.06% | −348−17.1% | 減碼 |
| Appleton Partners Inc | 1,687 | $65.5 萬 | 0.05% | −81−4.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,689 | $65.6 萬 | 0.05% | −85−4.8% | 減碼 |
| YHB Investment Advisors, Inc. | 1,694 | $65.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Diversify Wealth Management, LLC | 1,594 | $65.8 萬 | 0.04% | −149−8.5% | 減碼 |
| Ofc Financial Planning, LLC | 1,695 | $65.8 萬 | 0.70% | 00.0% | 不變 |
| ROI Financial Advisors, LLC | 1,697 | $65.9 萬 | 0.42% | +69+4.2% | 加碼 |
| Perennial Investment Advisors, LLC | 1,699 | $66.0 萬 | 0.06% | +475+38.8% | 加碼 |
| Trinity Financial Advisors LLC | 1,700 | $66.0 萬 | 0.20% | 00.0% | 不變 |
| Integrated Quantitative Investments LLC | 1,700 | $66.0 萬 | 0.19% | +1,700 | 新進 |
| Wealth Quarterback LLC | 1,705 | $66.2 萬 | 0.31% | −53−3.0% | 減碼 |
| Taylor Hoffman Capital Management LLC | 1,711 | $66.4 萬 | 0.23% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 1,715 | $66.6 萬 | 0.56% | −466−21.4% | 減碼 |
| Accredited Investors Inc. | 1,717 | $66.6 萬 | 0.04% | −571−25.0% | 減碼 |
| Silvia McColl Wealth Management, LLC | 1,717 | $66.7 萬 | 0.48% | −35−2.0% | 減碼 |
| Check Capital Management Inc | 1,717 | $66.7 萬 | 0.04% | 00.0% | 不變 |
| Facet Wealth, Inc. | 1,524 | $66.7 萬 | 0.02% | +362+31.2% | 加碼 |
| Watts Gwilliam & Co., LLC | 1,429 | $66.8 萬 | 0.11% | +46+3.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,723 | $66.9 萬 | 0.05% | −16−0.9% | 減碼 |
| Continuum Advisory, LLC | 1,723 | $66.9 萬 | 0.08% | +370+27.3% | 加碼 |
| Base Wealth Management LLC | 1,724 | $66.9 萬 | 0.43% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 1,726 | $67.0 萬 | 0.27% | +112+6.9% | 加碼 |
| Davis Investment Partners, LLC | 1,716 | $67.1 萬 | 0.24% | −390−18.5% | 減碼 |
| Abacus Wealth Partners, LLC | 1,728 | $67.1 萬 | 0.10% | +47+2.8% | 加碼 |
| Capital Square, LLC | 1,653 | $67.1 萬 | 0.36% | −1−0.1% | 減碼 |
| Landaas & Co | 1,733 | $67.3 萬 | 0.16% | +263+17.9% | 加碼 |
| Lafayette Investments, Inc. | 1,736 | $67.4 萬 | 0.14% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,738 | $67.5 萬 | 0.07% | +39+2.3% | 加碼 |
| ICONIQ Capital, LLC | 1,740 | $67.5 萬 | 0.01% | +269+18.3% | 加碼 |
| LifeSteps Financial, Inc. | 1,744 | $67.7 萬 | 0.47% | +10+0.6% | 加碼 |
| Argus Investors' Counsel, Inc. | 1,745 | $67.7 萬 | 0.48% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 1,746 | $67.8 萬 | 0.16% | +10+0.6% | 加碼 |
| Grove Bank & Trust | 1,751 | $68.0 萬 | 0.08% | −35−2.0% | 減碼 |
| Bensler, LLC | 1,757 | $68.2 萬 | 0.08% | −41−2.3% | 減碼 |
| Moment Partners, LLC | 1,760 | $68.3 萬 | 0.13% | 00.0% | 不變 |
| Union Savings Bank | 1,566 | $68.6 萬 | 0.32% | −91−5.5% | 減碼 |
| Lakeridge Wealth Management LLC | 1,771 | $68.8 萬 | 0.32% | +1+0.1% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,774 | $68.9 萬 | 0.31% | +4+0.2% | 加碼 |
| Sanders Morris Harris LLC | 1,775 | $68.9 萬 | 0.16% | 00.0% | 不變 |
| Taylor Financial Group, Inc. | 1,779 | $69.1 萬 | 0.43% | −26−1.4% | 減碼 |
| TFG Advisers LLC | 1,785 | $69.3 萬 | 0.24% | +2+0.1% | 加碼 |
| Lakeside Advisors, INC. | 1,786 | $69.3 萬 | 0.45% | 00.0% | 不變 |
| Benchmark Wealth Management, LLC | 1,788 | $69.4 萬 | 0.31% | +1+0.1% | 加碼 |
| Operose Advisors LLC | 1,789 | $69.5 萬 | 0.20% | +4+0.2% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,806 | $69.6 萬 | 0.02% | −1,110−38.1% | 減碼 |
| Paulson Wealth Management Inc. | 1,794 | $69.6 萬 | 0.18% | −83−4.4% | 減碼 |
| Violich Capital Management, Inc. | 1,800 | $69.9 萬 | 0.10% | +1,800 | 新進 |
| Aprio Wealth Management, LLC | 1,800 | $69.9 萬 | 0.08% | −158−8.1% | 減碼 |
| Worth Financial Advisory Group, LLC | 1,803 | $70.0 萬 | 0.43% | −187−9.4% | 減碼 |