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
- 3,022
- 較 2025 年第 1 季 +159 家
- 持有股數
- 3.30 億
- 較 2025 年第 1 季 +1,912 (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 1,150 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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Phoenix Holdings Ltd. | 8,039 | $305.8 萬 | 0.04% | +2,671+49.8% | 加碼 |
| Adirondack Trust Co | 7,912 | $307.1 萬 | 1.12% | −41−0.5% | 減碼 |
| Petredis Investment Advisors LLC | 7,956 | $308.9 萬 | 0.27% | +88+1.1% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,974 | $309.5 萬 | 0.18% | +335+4.4% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,987 | $310.1 萬 | 0.40% | 00.0% | 不變 |
| RFG Advisory, LLC | 8,004 | $310.7 萬 | 0.07% | +1,141+16.6% | 加碼 |
| L & S Advisors Inc | 8,029 | $311.7 萬 | 0.31% | −4,444−35.6% | 減碼 |
| Banque Transatlantique SA | 8,049 | $313.9 萬 | 0.09% | +519+6.9% | 加碼 |
| Focused Wealth Management, Inc | 8,133 | $315.7 萬 | 0.39% | +171+2.1% | 加碼 |
| Panagora Asset Management Inc | 8,136 | $315.8 萬 | 0.01% | −19,439−70.5% | 減碼 |
| Boltwood Capital Management | 8,211 | $318.8 萬 | 0.91% | +16+0.2% | 加碼 |
| Monetary Management Group Inc | 8,212 | $318.8 萬 | 0.78% | 00.0% | 不變 |
| Hudock, Inc. | 8,219 | $319.1 萬 | 0.51% | +6+0.1% | 加碼 |
| Mainstay Capital Management LLC | 8,232 | $319.6 萬 | 0.16% | +4,199+104.1% | 加碼 |
| Abn Amro Investment Solutions | 8,243 | $320.0 萬 | 0.06% | −322−3.8% | 減碼 |
| Foundations Investment Advisors, LLC | 8,253 | $320.4 萬 | 0.05% | −591−6.7% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,255 | $320.5 萬 | 0.27% | −660−7.4% | 減碼 |
| Stenger Family Office, LLC | 7,411 | $321.7 萬 | 0.85% | +7,411 | 新進 |
| Radnor Capital Management, LLC | 8,312 | $322.7 萬 | 0.51% | 00.0% | 不變 |
| River Street Advisors LLC | 8,318 | $322.9 萬 | 1.39% | −204−2.4% | 減碼 |
| Daymark Wealth Partners, LLC | 8,347 | $324.0 萬 | 0.12% | −103−1.2% | 減碼 |
| CWA Asset Management Group, LLC | 8,368 | $324.9 萬 | 0.14% | −5,357−39.0% | 減碼 |
| Naviter Wealth, LLC | 8,370 | $324.9 萬 | 0.40% | −207−2.4% | 減碼 |
| Point72 (DIFC) Ltd | 8,401 | $326.1 萬 | 0.26% | +8,401 | 新進 |
| Cozad Asset Management Inc | 8,421 | $326.9 萬 | 0.29% | +2,447+41.0% | 加碼 |
| Clune & Associates, Ltd. | 8,515 | $330.5 萬 | 0.90% | +9+0.1% | 加碼 |
| Hanson & Doremus Investment Management | 8,526 | $331.0 萬 | 0.44% | +184+2.2% | 加碼 |
| Gould Capital, LLC | 8,542 | $331.6 萬 | 2.22% | +142+1.7% | 加碼 |
| Symphony Financial, Ltd. Co. | 12,964 | $331.8 萬 | 0.43% | +6,747+108.5% | 加碼 |
| Raiffeisen Bank International AG | 8,982 | $335.0 萬 | 0.05% | −2,753−23.5% | 減碼 |
| Cullen Investment Group, Ltd. | 8,710 | $338.1 萬 | 0.48% | +20+0.2% | 加碼 |
| St Germain D J Co Inc | 8,714 | $338.3 萬 | 0.15% | +983+12.7% | 加碼 |
| Skopos Labs, Inc. | 8,731 | $338.9 萬 | 0.44% | +5,149+143.7% | 加碼 |
| Baldwin Investment Management, LLC | 8,777 | $340.7 萬 | 0.41% | −213−2.4% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,783 | $341.0 萬 | 1.12% | +325+3.8% | 加碼 |
| Bowen Hanes & Co Inc | 8,784 | $341.0 萬 | 0.09% | −16,625−65.4% | 減碼 |
| Davidson Capital Management Inc. | 8,789 | $341.2 萬 | 0.82% | +289+3.4% | 加碼 |
| Cannon Advisors, Inc. | 8,791 | $341.3 萬 | 2.75% | −141−1.6% | 減碼 |
| Ramirez Asset Management, Inc. | 8,840 | $343.2 萬 | 0.52% | +5,450+160.8% | 加碼 |
| AlTi Global, Inc. | 8,761 | $344.3 萬 | 0.09% | +12+0.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,885 | $344.9 萬 | 0.06% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 8,908 | $345.8 萬 | 0.98% | −729−7.6% | 減碼 |
| Graypoint LLC | 8,918 | $346.2 萬 | 0.19% | +660+8.0% | 加碼 |
| South Dakota Investment Council | 8,964 | $348.0 萬 | 0.07% | 00.0% | 不變 |
| National Asset Management, Inc. | 8,999 | $349.3 萬 | 0.17% | −17,168−65.6% | 減碼 |
| Mill Capital Management, LLC | 8,999 | $349.4 萬 | 0.27% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 9,007 | $349.7 萬 | 0.35% | −340−3.6% | 減碼 |
| Aire Advisors, LLC | 9,042 | $351.0 萬 | 0.68% | +25+0.3% | 加碼 |
| Nilsine Partners, LLC | 9,064 | $351.9 萬 | 0.36% | −649−6.7% | 減碼 |
| Brendel Financial Advisors LLC | 9,072 | $352.2 萬 | 1.97% | +9,072 | 新進 |
| Envestnet Portfolio Solutions, Inc. | 9,095 | $353.1 萬 | 0.01% | −2,891−24.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 9,115 | $353.9 萬 | 0.26% | +231+2.6% | 加碼 |
| Schnieders Capital Management LLC | 9,147 | $355.1 萬 | 0.62% | +347+3.9% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,152 | $355.3 萬 | 0.71% | −70−0.8% | 減碼 |
| Advisors Asset Management, Inc. | 9,154 | $355.4 萬 | 0.06% | −1,430−13.5% | 減碼 |
| Buckley Wealth Management, LLC | 9,190 | $356.8 萬 | 1.07% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 9,206 | $357.4 萬 | 1.64% | −56−0.6% | 減碼 |
| V-Square Quantitative Management LLC | 9,250 | $359.1 萬 | 0.48% | −217−2.3% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,283 | $360.4 萬 | 0.39% | −472−4.8% | 減碼 |
| Pinnacle Holdings, LLC | 9,288 | $360.6 萬 | 1.30% | +752+8.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 9,294 | $360.8 萬 | 0.08% | −1,258−11.9% | 減碼 |
| RMB Capital Management, LLC | 9,295 | $360.9 萬 | 0.07% | +7,257+356.1% | 加碼 |
| 1st Source Bank | 9,434 | $366.2 萬 | 0.20% | +131+1.4% | 加碼 |
| HBK Sorce Advisory LLC | 9,440 | $366.5 萬 | 0.10% | +31+0.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 9,447 | $366.7 萬 | 0.05% | 00.0% | 不變 |
| Iowa State Bank | 9,456 | $367.1 萬 | 0.73% | −2,764−22.6% | 減碼 |
| Cumberland Advisors Inc | 9,550 | $370.7 萬 | 1.56% | −30.0% | 減碼 |
| Hartford Financial Management Inc. | 9,630 | $373.8 萬 | 1.02% | −12,301−56.1% | 減碼 |
| Buckingham Strategic Partners | 9,658 | $374.8 萬 | 0.05% | −3,378−25.9% | 減碼 |
| Concord Wealth Partners | 9,676 | $375.6 萬 | 0.55% | −533−5.2% | 減碼 |
| Concord Asset Management, LLC | 9,676 | $375.6 萬 | 0.57% | +684+7.6% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 9,690 | $376.2 萬 | 0.67% | +9,690 | 新進 |
| Cullen/Frost Bankers, Inc. | 9,691 | $376.2 萬 | 0.05% | +82+0.9% | 加碼 |
| DT Investment Partners, LLC | 9,695 | $376.4 萬 | 0.34% | −753−7.2% | 減碼 |
| Evercore Wealth Management, LLC | 9,724 | $377.5 萬 | 0.06% | +240+2.5% | 加碼 |
| Prudential PLC | 9,760 | $378.9 萬 | 0.02% | +1,131+13.1% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,779 | $379.6 萬 | 0.71% | +301+3.2% | 加碼 |
| Delta Capital Management LLC | 9,880 | $383.6 萬 | 2.15% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 9,912 | $384.8 萬 | 0.26% | −503−4.8% | 減碼 |
| First Dallas Securities Inc. | 9,939 | $385.9 萬 | 1.53% | +85+0.9% | 加碼 |
| Capital Asset Advisory Services LLC | 9,871 | $385.9 萬 | 0.18% | −3,449−25.9% | 減碼 |
| RB Capital Management, LLC | 9,961 | $386.7 萬 | 0.88% | +259+2.7% | 加碼 |
| Cynosure Management, LLC | 9,966 | $386.9 萬 | 0.44% | +6,094+157.4% | 加碼 |
| Stonegate Investment Group, LLC | 9,997 | $388.1 萬 | 0.10% | +2,005+25.1% | 加碼 |
| Scopus Asset Management, L.P. | 10,000 | $388.2 萬 | 0.10% | +10,000 | 新進 |
| Fisher Funds Management LTD | 10,023 | $389.1 萬 | 0.09% | 00.0% | 不變 |
| Finer Wealth Management, Inc. | 10,041 | $389.8 萬 | 2.08% | +361+3.7% | 加碼 |
| NorthRock Partners, LLC | 10,041 | $389.8 萬 | 0.10% | −307−3.0% | 減碼 |
| Lowe Brockenbrough & Co Inc | 10,060 | $390.5 萬 | 0.22% | +2,255+28.9% | 加碼 |
| Mattern Wealth Management LLC | 10,083 | $391.4 萬 | 0.81% | −20−0.2% | 減碼 |
| Kinloch Capital, LLC | 10,112 | $392.5 萬 | 1.83% | +120+1.2% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 10,124 | $393.0 萬 | 1.22% | +157+1.6% | 加碼 |
| Family Management Corp | 10,178 | $395.1 萬 | 0.60% | +234+2.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,182 | $395.3 萬 | 0.28% | −3,548−25.8% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 10,220 | $396.7 萬 | 1.47% | +10,220 | 新進 |
| Modern Wealth Management, LLC | 10,225 | $396.9 萬 | 0.10% | +8+0.1% | 加碼 |
| LMG Wealth Partners, LLC | 10,283 | $399.2 萬 | 0.82% | +324+3.3% | 加碼 |
| Naples Global Advisors, LLC | 10,290 | $399.5 萬 | 0.34% | +33+0.3% | 加碼 |
| Zhang Financial LLC | 10,292 | $399.5 萬 | 0.18% | −193−1.8% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,298 | $399.8 萬 | 0.49% | +173+1.7% | 加碼 |