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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 2,463 | $95.6 萬 | 0.02% | −557−18.4% | 減碼 |
| Harbor Investment Advisory, LLC | 2,469 | $95.8 萬 | 0.09% | −152−5.8% | 減碼 |
| Resonant Capital Advisors, LLC | 2,475 | $96.1 萬 | 0.06% | +670+37.1% | 加碼 |
| MSH Capital Advisors LLC | 2,479 | $96.2 萬 | 0.28% | +405+19.5% | 加碼 |
| Elyxium Wealth, LLC | 2,482 | $96.4 萬 | 0.36% | +55+2.3% | 加碼 |
| Calton & Associates, Inc. | 2,485 | $96.5 萬 | 0.17% | +2,485 | 新進 |
| Northstar Group, Inc. | 2,486 | $96.5 萬 | 0.15% | −100−3.9% | 減碼 |
| Bank of Stockton | 2,488 | $96.6 萬 | 0.29% | +151+6.5% | 加碼 |
| Bell Bank | 2,492 | $96.7 萬 | 0.05% | +894+55.9% | 加碼 |
| Legacy Capital Group California, Inc. | 2,499 | $97.0 萬 | 0.27% | −69−2.7% | 減碼 |
| Clarus Wealth Advisors | 2,461 | $97.0 萬 | 0.45% | −100−3.9% | 減碼 |
| Sippican Capital Advisors | 2,500 | $97.1 萬 | 0.70% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $97.1 萬 | 0.78% | 00.0% | 不變 |
| Sovran Advisors, LLC | 2,462 | $97.1 萬 | 0.10% | +448+22.2% | 加碼 |
| Ethos Financial Group, LLC | 2,504 | $97.2 萬 | 0.08% | −3,022−54.7% | 減碼 |
| Aspiriant, LLC | 2,511 | $97.5 萬 | 0.03% | −34−1.3% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,524 | $98.0 萬 | 0.18% | −7−0.3% | 減碼 |
| Talon Private Wealth, LLC | 2,529 | $98.2 萬 | 0.14% | +34+1.4% | 加碼 |
| West Michigan Advisors, LLC | 2,534 | $98.4 萬 | 0.28% | +263+11.6% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,536 | $98.4 萬 | 0.05% | +239+10.4% | 加碼 |
| CVA Family Office, LLC | 2,538 | $98.5 萬 | 0.14% | −71−2.7% | 減碼 |
| Sentinus, LLC | 2,540 | $98.6 萬 | 0.24% | +31+1.2% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,272 | $98.6 萬 | 0.36% | −26−1.1% | 減碼 |
| BluePath Capital Management, LLC | 2,541 | $98.6 萬 | 0.87% | +81+3.3% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,541 | $98.6 萬 | 0.16% | −500−16.4% | 減碼 |
| Greenwich Wealth Management LLC | 2,546 | $98.8 萬 | 0.05% | +29+1.2% | 加碼 |
| Vermillion Wealth Management, Inc. | 2,546 | $98.9 萬 | 0.47% | −474−15.7% | 減碼 |
| Cortland Associates Inc | 2,552 | $99.1 萬 | 0.12% | +3+0.1% | 加碼 |
| Evermay Wealth Management LLC | 2,555 | $99.2 萬 | 0.12% | +210+9.0% | 加碼 |
| Prestige Wealth Management Group LLC | 2,556 | $99.2 萬 | 0.20% | +34+1.3% | 加碼 |
| DRW Securities, LLC | 2,585 | $99.4 萬 | 0.07% | +1,069+70.5% | 加碼 |
| Wayfinding Financial, LLC | 2,292 | $99.4 萬 | 0.44% | −11−0.5% | 減碼 |
| Atwood & Palmer Inc | 2,565 | $99.6 萬 | 0.06% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,568 | $99.7 萬 | 0.05% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 2,339 | $100.6 萬 | 0.08% | +98+4.4% | 加碼 |
| AlphaCore Capital LLC | 2,596 | $100.8 萬 | 0.04% | +780+43.0% | 加碼 |
| Catalyst Funds Management Pty Ltd | 2,600 | $100.9 萬 | 0.28% | −1,180−31.2% | 減碼 |
| Paragon Capital Management LLC | 2,600 | $100.9 萬 | 0.52% | +2,600 | 新進 |
| Palumbo Wealth Management LLC | 2,617 | $101.6 萬 | 0.31% | +2+0.1% | 加碼 |
| Sax Wealth Advisors, LLC | 2,617 | $101.6 萬 | 0.06% | +55+2.1% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,618 | $101.6 萬 | 0.27% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 2,619 | $101.7 萬 | 0.22% | +2,619 | 新進 |
| Klingman & Associates, LLC | 2,622 | $101.8 萬 | 0.06% | +1,016+63.3% | 加碼 |
| Synergy Financial Management, LLC | 2,625 | $101.9 萬 | 0.12% | −122−4.4% | 減碼 |
| Klingenstein Fields & Co LP | 2,626 | $101.9 萬 | 0.04% | 00.0% | 不變 |
| Wealth Watch Advisors, INC | 3,837 | $102.0 萬 | 0.61% | +145+3.9% | 加碼 |
| Hudson Valley Investment Advisors Inc | 2,634 | $102.3 萬 | 0.11% | 00.0% | 不變 |
| Yoffe Investment Management, LLC | 2,637 | $102.4 萬 | 1.40% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 2,639 | $102.4 萬 | 0.12% | −2−0.1% | 減碼 |
| Cypress Asset Management Inc | 2,640 | $102.5 萬 | 0.25% | 00.0% | 不變 |
| Winebrenner Capital Management LLC | 2,640 | $102.5 萬 | 0.83% | +140+5.6% | 加碼 |
| Generali Investments, Management Co LLC | 2,650 | $102.7 萬 | 0.23% | 00.0% | 不變 |
| Rogco, LP | 2,651 | $102.9 萬 | 0.39% | −239−8.3% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,652 | $103.0 萬 | 0.49% | 00.0% | 不變 |
| KKM Financial LLC | 2,572 | $103.0 萬 | 0.36% | −18−0.7% | 減碼 |
| Addison Capital Co | 2,654 | $103.0 萬 | 0.36% | +308+13.1% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,658 | $103.2 萬 | 0.00% | +778+41.4% | 加碼 |
| Gleason Group, Inc. | 2,660 | $103.2 萬 | 0.11% | +11+0.4% | 加碼 |
| Gibbs Wealth Management | 2,662 | $103.3 萬 | 0.20% | +585+28.2% | 加碼 |
| Vectors Research Management, LLC | 2,662 | $103.3 萬 | 0.35% | −56−2.1% | 減碼 |
| Somerville Kurt F | 2,665 | $103.5 萬 | 0.17% | −50−1.8% | 減碼 |
| Cahill Financial Advisors Inc | 2,668 | $103.6 萬 | 0.13% | +246+10.2% | 加碼 |
| Capital Planning Advisors, LLC | 2,668 | $103.6 萬 | 0.15% | 00.0% | 不變 |
| Lineweaver Wealth Advisors, LLC | 2,669 | $103.6 萬 | 0.16% | +86+3.3% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,669 | $103.6 萬 | 0.47% | +25+0.9% | 加碼 |
| Toth Financial Advisory Corp | 2,673 | $103.8 萬 | 0.12% | +10.0% | 加碼 |
| Farmers National Bank | 2,675 | $103.8 萬 | 0.27% | −119−4.3% | 減碼 |
| TRUE Private Wealth Advisors | 2,678 | $104.0 萬 | 0.12% | +17+0.6% | 加碼 |
| Verus Capital Partners, LLC | 2,684 | $104.2 萬 | 0.09% | +4+0.1% | 加碼 |
| Washburn Capital Management, Inc. | 2,692 | $104.5 萬 | 0.61% | −232−7.9% | 減碼 |
| Washington Trust Advisors, Inc. | 2,696 | $104.7 萬 | 0.08% | −30−1.1% | 減碼 |
| Waycross Partners, LLC | 2,700 | $104.8 萬 | 0.10% | 00.0% | 不變 |
| Hickory Point Bank & Trust | 2,700 | $104.8 萬 | 0.85% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 2,700 | $104.8 萬 | 0.15% | −823−23.4% | 減碼 |
| Gryphon Financial Partners LLC | 2,700 | $104.8 萬 | 0.14% | +300+12.5% | 加碼 |
| Prosperitas Financial LLC | 2,706 | $105.1 萬 | 0.49% | −45−1.6% | 減碼 |
| Legacy Wealth Asset Management, LLC | 2,715 | $105.4 萬 | 0.27% | −40−1.5% | 減碼 |
| Baring Financial LLC | 2,722 | $105.7 萬 | 0.79% | +67+2.5% | 加碼 |
| Tradition Wealth Management, LLC | 2,724 | $105.8 萬 | 0.08% | −15−0.5% | 減碼 |
| Titleist Asset Management, LLC | 2,725 | $105.8 萬 | 0.11% | −7−0.3% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,728 | $105.9 萬 | 0.42% | +70+2.6% | 加碼 |
| Audent Global Asset Management, LLC | 2,735 | $106.2 萬 | 0.77% | −12−0.4% | 減碼 |
| Elevate Wealth Advisory, Inc | 2,737 | $106.3 萬 | 0.76% | −125−4.4% | 減碼 |
| Patriot Investment Management Inc. | 2,745 | $106.6 萬 | 0.07% | −55−2.0% | 減碼 |
| Claris Advisors, LLC | 2,746 | $106.6 萬 | 0.37% | −176−6.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,746 | $106.6 萬 | 0.14% | −135−4.7% | 減碼 |
| Heartland Bank & Trust Co | 2,748 | $106.7 萬 | 0.50% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,750 | $106.8 萬 | 0.22% | −112−3.9% | 減碼 |
| Trace Wealth Advisors, LLC | 2,750 | $106.8 萬 | 0.87% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 2,752 | $106.8 萬 | 0.04% | +1,400+103.6% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,764 | $107.3 萬 | 0.06% | −96−3.4% | 減碼 |
| Key Financial Inc | 2,768 | $107.5 萬 | 0.22% | +30+1.1% | 加碼 |
| Aviso Wealth Management | 2,769 | $107.5 萬 | 0.50% | +153+5.8% | 加碼 |
| Denali Advisors LLC | 2,769 | $107.5 萬 | 0.11% | −66−2.3% | 減碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,775 | $107.7 萬 | 0.01% | −72−2.5% | 減碼 |
| Joel Isaacson & Co., LLC | 2,776 | $107.7 萬 | 0.04% | +47+1.7% | 加碼 |
| Disciplined Equity Management, Inc. | 2,780 | $107.9 萬 | 0.63% | +280+11.2% | 加碼 |
| Creekside Partners | 2,781 | $108.0 萬 | 0.51% | +3+0.1% | 加碼 |
| Stableford Capital II LLC | 2,492 | $108.1 萬 | 0.41% | −345−12.2% | 減碼 |
| Plancorp, LLC | 2,788 | $108.2 萬 | 0.04% | +188+7.2% | 加碼 |