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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Fox Hill Wealth Management | 3,270 | $126.9 萬 | 0.65% | +110+3.5% | 加碼 |
| Traphagen Investment Advisors LLC | 3,272 | $127.0 萬 | 0.12% | +190+6.2% | 加碼 |
| Roxbury Financial LLC | 3,280 | $127.3 萬 | 1.24% | −48−1.4% | 減碼 |
| Berger Financial Group, Inc | 3,281 | $127.4 萬 | 0.08% | −256−7.2% | 減碼 |
| Orca Wealth Management, LLC | 3,285 | $127.5 萬 | 1.07% | +7+0.2% | 加碼 |
| Scott Marsh Financial, LLC | 3,290 | $127.7 萬 | 0.47% | +3,290 | 新進 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,304 | $128.3 萬 | 0.04% | +605+22.4% | 加碼 |
| AIA Group Ltd | 3,306 | $128.3 萬 | 0.03% | −22,256−87.1% | 減碼 |
| Golden State Wealth Management, LLC | 3,307 | $128.4 萬 | 0.16% | −251−7.1% | 減碼 |
| Grimes & Company, Inc. | 3,318 | $128.8 萬 | 0.04% | −33−1.0% | 減碼 |
| Mendel Money Management | 3,319 | $128.8 萬 | 0.57% | −25−0.7% | 減碼 |
| Apella Capital, LLC | 3,297 | $129.1 萬 | 0.03% | +4+0.1% | 加碼 |
| First Citizens Bank & Trust Co | 3,333 | $129.4 萬 | 0.02% | −327−8.9% | 減碼 |
| Corundum Group, Inc. | 3,345 | $129.9 萬 | 0.57% | +63+1.9% | 加碼 |
| Bath Savings Trust Co | 3,349 | $130.0 萬 | 0.13% | −48−1.4% | 減碼 |
| Everhart Financial Group, Inc. | 3,363 | $130.5 萬 | 0.15% | −613−15.4% | 減碼 |
| Magnus Financial Group LLC | 3,363 | $130.6 萬 | 0.11% | −29−0.9% | 減碼 |
| Laurion Capital Management LP | 3,364 | $130.6 萬 | 0.15% | +3,364 | 新進 |
| Main Street Financial Solutions, LLC | 3,365 | $130.6 萬 | 0.09% | −1,237−26.9% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,365 | $130.6 萬 | 0.03% | +934+38.4% | 加碼 |
| Financial Management Network Inc | 3,289 | $130.9 萬 | 0.23% | +346+11.8% | 加碼 |
| Avestar Capital, LLC | 3,373 | $130.9 萬 | 0.10% | −204−5.7% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,382 | $131.3 萬 | 0.14% | −250−6.9% | 減碼 |
| ABN AMRO Bank N.V. | 3,372 | $131.5 萬 | 0.02% | +70+2.1% | 加碼 |
| Affinity Investment Advisors, LLC | 3,388 | $131.5 萬 | 1.00% | −387−10.3% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,247 | $131.8 萬 | 0.46% | +102+3.2% | 加碼 |
| Lantz Financial LLC | 3,396 | $131.8 萬 | 0.33% | −735−17.8% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,397 | $131.9 萬 | 0.11% | +2,221+188.9% | 加碼 |
| Total Investment Management Inc | 3,400 | $132.0 萬 | 0.19% | +10+0.3% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,408 | $132.3 萬 | 0.08% | −8−0.2% | 減碼 |
| Uncommon Cents Investing LLC | 3,410 | $132.4 萬 | 0.35% | +357+11.7% | 加碼 |
| Boston Private Wealth LLC | 3,420 | $132.8 萬 | 0.07% | +3,420 | 新進 |
| Legacy Financial Strategies, LLC | 3,428 | $133.1 萬 | 0.26% | −465−11.9% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,429 | $133.1 萬 | 0.53% | −178−4.9% | 減碼 |
| Rossby Financial, LCC | 3,441 | $133.6 萬 | 0.50% | +44+1.3% | 加碼 |
| Valmark Advisers, Inc. | 3,443 | $133.6 萬 | 0.02% | +30+0.9% | 加碼 |
| Nicolet Bankshares Inc | 3,444 | $133.7 萬 | 0.23% | −54−1.5% | 減碼 |
| CRA Financial Services, LLC | 3,448 | $133.9 萬 | 0.20% | +11+0.3% | 加碼 |
| Transcend Wealth Collective, LLC | 3,450 | $133.9 萬 | 0.10% | −374−9.8% | 減碼 |
| Precision Wealth Strategies, LLC | 3,450 | $133.9 萬 | 0.43% | +2,194+174.7% | 加碼 |
| Telos Capital Management, Inc. | 3,451 | $134.0 萬 | 0.14% | +240+7.5% | 加碼 |
| Evoke Wealth, LLC | 3,456 | $134.2 萬 | 0.03% | +302+9.6% | 加碼 |
| Bullock Wealth Management Group | 3,432 | $134.2 萬 | 0.71% | −329−8.7% | 減碼 |
| Credit Industriel Et Commercial | 3,463 | $134.4 萬 | 0.21% | −6,141−63.9% | 減碼 |
| Sunbelt Securities, Inc. | 3,708 | $134.5 萬 | 0.12% | −713−16.1% | 減碼 |
| Savoie Capital LLC | 3,465 | $134.5 萬 | 0.17% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,470 | $134.7 萬 | 0.06% | −1,174−25.3% | 減碼 |
| First Foundation Advisors | 3,473 | $134.8 萬 | 0.05% | +1,206+53.2% | 加碼 |
| King Wealth | 3,477 | $135.0 萬 | 0.18% | +2+0.1% | 加碼 |
| Sequent Asset Management, LLC | 3,483 | $135.2 萬 | 1.08% | −15−0.4% | 減碼 |
| Astoria Portfolio Advisors LLC. | 3,158 | $135.6 萬 | 0.38% | −119−3.6% | 減碼 |
| Vega Investment Solutions | 3,495 | $135.7 萬 | 0.32% | +1,609+85.3% | 加碼 |
| Wealth Management Partners, LLC | 3,469 | $135.8 萬 | 0.48% | −52−1.5% | 減碼 |
| Loomis Sayles & Co L P | 3,502 | $136.0 萬 | 0.00% | −74−2.1% | 減碼 |
| Live Oak Private Wealth LLC | 3,502 | $136.0 萬 | 0.20% | −3−0.1% | 減碼 |
| Howard Capital Management Inc. | 3,504 | $136.0 萬 | 0.02% | +517+17.3% | 加碼 |
| Goldstone Financial Group, LLC | 3,430 | $136.5 萬 | 0.18% | +857+33.3% | 加碼 |
| CORDA Investment Management, LLC. | 3,515 | $136.5 萬 | 0.10% | +324+10.2% | 加碼 |
| Security Financial Services, INC. | 3,519 | $136.6 萬 | 0.24% | +81+2.4% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $136.8 萬 | 0.46% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 3,527 | $136.9 萬 | 0.10% | +10.0% | 加碼 |
| Gilbert & Cook, Inc. | 3,540 | $137.4 萬 | 0.19% | +54+1.5% | 加碼 |
| Boston Research & Management Inc | 3,542 | $137.5 萬 | 0.32% | 00.0% | 不變 |
| Promethium Advisors,llc | 3,561 | $138.2 萬 | 0.84% | −260−6.8% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,575 | $138.8 萬 | 1.38% | +27+0.8% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,581 | $139.0 萬 | 0.04% | +190+5.6% | 加碼 |
| Waldron Private Wealth LLC | 3,608 | $140.1 萬 | 0.06% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 3,617 | $140.4 萬 | 0.09% | +17+0.5% | 加碼 |
| Keel Point, LLC | 3,622 | $140.6 萬 | 0.09% | +693+23.7% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,627 | $140.8 萬 | 0.15% | +23+0.6% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,635 | $141.1 萬 | 0.07% | −25−0.7% | 減碼 |
| Lantern Wealth Advisors, LLC | 3,636 | $141.2 萬 | 0.84% | +3,636 | 新進 |
| Circle Wealth Management, LLC | 3,641 | $141.3 萬 | 0.03% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,643 | $141.5 萬 | 0.09% | +58+1.6% | 加碼 |
| Blackhawk Capital Partners LLC. | 3,648 | $141.6 萬 | 0.65% | +20+0.6% | 加碼 |
| Missouri Trust & Investment Co | 3,649 | $141.7 萬 | 0.46% | −5−0.1% | 減碼 |
| Insigneo Advisory Services, LLC | 3,650 | $141.7 萬 | 0.12% | +106+3.0% | 加碼 |
| Hudson Bay Capital Management LP | 3,650 | $141.7 萬 | 0.01% | +338+10.2% | 加碼 |
| Cherokee Insurance Co | 3,650 | $141.7 萬 | 0.62% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 3,434 | $141.7 萬 | 0.05% | +1,011+41.7% | 加碼 |
| Hohimer Wealth Management, LLC | 3,654 | $141.9 萬 | 0.25% | −287−7.3% | 減碼 |
| First Citizens Financial Corp | 3,661 | $142.1 萬 | 0.78% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 3,664 | $142.2 萬 | 0.07% | −82−2.2% | 減碼 |
| Investment Partners, Ltd. | 3,669 | $142.4 萬 | 0.54% | −16−0.4% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,671 | $142.5 萬 | 0.65% | +3+0.1% | 加碼 |
| Eqis Capital Management, Inc. | 3,675 | $142.7 萬 | 0.11% | −591−13.9% | 減碼 |
| Allen Wealth Management, LLC | 3,681 | $142.9 萬 | 1.00% | −329−8.2% | 減碼 |
| Voleon Capital Management LP | 3,681 | $142.9 萬 | 0.08% | −4−0.1% | 減碼 |
| Davis R M Inc | 3,685 | $143.0 萬 | 0.03% | −173−4.5% | 減碼 |
| World Equity Group, Inc. | 3,690 | $143.2 萬 | 0.39% | −181−4.7% | 減碼 |
| Blue Chip Partners, Inc. | 3,694 | $143.4 萬 | 0.12% | −684−15.6% | 減碼 |
| Centaurus Financial, Inc. | 3,705 | $143.8 萬 | 0.08% | +1,400+60.7% | 加碼 |
| Stevens Capital Management LP | 3,708 | $143.9 萬 | 0.39% | +3,708 | 新進 |
| Douglas Lane & Associates, LLC | 3,710 | $144.0 萬 | 0.02% | −202−5.2% | 減碼 |
| Cypress Capital Group | 3,717 | $144.3 萬 | 0.18% | −25−0.7% | 減碼 |
| Texas Yale Capital Corp. | 3,719 | $144.4 萬 | 0.05% | −393−9.6% | 減碼 |
| Philadelphia Trust Co | 3,720 | $144.4 萬 | 0.11% | −428−10.3% | 減碼 |
| Fort Sheridan Advisors LLC | 3,721 | $144.5 萬 | 0.21% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 3,734 | $145.0 萬 | 0.12% | +1,187+46.6% | 加碼 |
| Redwood Investment Management, LLC | 3,741 | $145.2 萬 | 0.15% | −457−10.9% | 減碼 |