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 |
|---|---|---|---|---|---|
| Tiaa Trust, National Association | 22,760 | $883.5 萬 | 0.02% | +503+2.3% | 加碼 |
| Logan Capital Management Inc | 22,856 | $887.3 萬 | 0.41% | −800−3.4% | 減碼 |
| Wesbanco Bank Inc | 22,877 | $888.1 萬 | 0.26% | +1,399+6.5% | 加碼 |
| Financial Partners Group, LLC | 22,978 | $892.0 萬 | 3.23% | −110−0.5% | 減碼 |
| Creekmur Asset Management LLC | 22,980 | $892.1 萬 | 1.58% | +3,722+19.3% | 加碼 |
| Equitable Holdings, Inc. | 23,033 | $894.2 萬 | 0.07% | +5,487+31.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 23,037 | $894.3 萬 | 0.17% | +1,238+5.7% | 加碼 |
| Miracle Mile Advisors, LLC | 23,095 | $896.6 萬 | 0.15% | +533+2.4% | 加碼 |
| Concentric Capital Strategies, LP | 23,183 | $900.0 萬 | 0.51% | +23,183 | 新進 |
| Kavar Capital Partners Group, LLC | 23,220 | $901.4 萬 | 1.30% | +355+1.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,252 | $902.3 萬 | 0.41% | +700+3.1% | 加碼 |
| APG Asset Management N.V. | 27,293 | $902.6 萬 | 0.03% | −440,867−94.2% | 減碼 |
| McGuire Investment Group, LLC | 23,521 | $913.1 萬 | 1.17% | +424+1.8% | 加碼 |
| Dynamic Advisor Solutions LLC | 23,692 | $919.8 萬 | 0.28% | −183−0.8% | 減碼 |
| Ronald Blue Trust, Inc. | 23,774 | $922.9 萬 | 0.11% | −586−2.4% | 減碼 |
| Metis Global Partners, LLC | 23,774 | $922.9 萬 | 0.24% | −2,831−10.6% | 減碼 |
| Trifecta Capital Advisors, LLC | 23,792 | $923.6 萬 | 1.54% | +2,145+9.9% | 加碼 |
| Signet Financial Management, LLC | 23,990 | $931.3 萬 | 1.17% | −69−0.3% | 減碼 |
| Baader Bank INC | 24,239 | $931.5 萬 | 0.80% | +598+2.5% | 加碼 |
| Fusion Capital, LLC | 23,998 | $931.6 萬 | 3.19% | +666+2.9% | 加碼 |
| Warren Averett Asset Management, LLC | 24,300 | $943.4 萬 | 0.10% | +502+2.1% | 加碼 |
| Atria Investments LLC | 24,337 | $944.8 萬 | 0.11% | −7,496−23.5% | 減碼 |
| RSM US Wealth Management LLC | 24,370 | $946.1 萬 | 0.13% | −1,271−5.0% | 減碼 |
| Goelzer Investment Management, Inc. | 24,511 | $951.5 萬 | 0.52% | +26+0.1% | 加碼 |
| Securian Asset Management, Inc | 24,590 | $954.6 萬 | 0.27% | −728−2.9% | 減碼 |
| First American Trust, FSB | 24,664 | $957.5 萬 | 0.76% | −94−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 24,677 | $958.0 萬 | 0.19% | −1,129−4.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 24,751 | $960.8 萬 | 0.34% | −2,795−10.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 24,772 | $961.7 萬 | 0.20% | +2,156+9.5% | 加碼 |
| Louisiana State Employees Retirement System | 24,800 | $962.8 萬 | 0.17% | −900−3.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 24,925 | $967.6 萬 | 2.19% | +50+0.2% | 加碼 |
| StoneX Group Inc. | 24,959 | $968.9 萬 | 0.47% | +1,046+4.4% | 加碼 |
| Tufton Capital Management | 24,988 | $970.0 萬 | 1.84% | −584−2.3% | 減碼 |
| Davidson Kempner Capital Management LP | 25,000 | $970.5 萬 | 0.15% | +25,000 | 新進 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $975.1 萬 | 2.01% | 00.0% | 不變 |
| Integris Wealth Management, LLC | 25,304 | $982.3 萬 | 2.56% | −24−0.1% | 減碼 |
| Sigma Investment Counselors Inc | 25,401 | $986.1 萬 | 0.54% | +1,345+5.6% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 25,454 | $988.1 萬 | 0.60% | −1,620−6.0% | 減碼 |
| Hantz Financial Services, Inc. | 25,486 | $989.4 萬 | 0.16% | −840−3.2% | 減碼 |
| Americana Partners, LLC | 25,746 | $999.5 萬 | 0.34% | +578+2.3% | 加碼 |
| Addenda Capital Inc. | 25,958 | $1,008 萬 | 0.36% | −155−0.6% | 減碼 |
| Narwhal Capital Management | 26,202 | $1,017 萬 | 0.82% | +1,600+6.5% | 加碼 |
| Independent Wealth Network Inc. | 26,503 | $1,029 萬 | 3.74% | −43−0.2% | 減碼 |
| Farmers & Merchants Investments Inc | 26,587 | $1,032 萬 | 0.30% | +124+0.5% | 加碼 |
| M&G Plc | 26,613 | $1,033 萬 | 0.06% | −3,092−10.4% | 減碼 |
| MainStreet Investment Advisors LLC | 26,621 | $1,033 萬 | 1.43% | −589−2.2% | 減碼 |
| American National Bank | 26,734 | $1,038 萬 | 1.06% | +560+2.1% | 加碼 |
| LMCG Investments, LLC | 26,756 | $1,039 萬 | 0.65% | −1,291−4.6% | 減碼 |
| Squarepoint Ops LLC | 26,891 | $1,044 萬 | 0.02% | −206,934−88.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 26,933 | $1,046 萬 | 0.46% | +2,440+10.0% | 加碼 |
| Nan Shan Life Insurance Co., Ltd. | 27,093 | $1,052 萬 | 0.23% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 27,214 | $1,056 萬 | 0.58% | +3,079+12.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,319 | $1,060 萬 | 0.10% | −3,636−11.7% | 減碼 |
| Coldstream Capital Management Inc | 27,600 | $1,071 萬 | 0.18% | +2,213+8.7% | 加碼 |
| Groupe la Francaise | 27,246 | $1,082 萬 | 0.18% | +11,278+70.6% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 27,876 | $1,082 萬 | 0.08% | +7,019+33.7% | 加碼 |
| Drexel Morgan & Co. | 27,886 | $1,083 萬 | 1.92% | 00.0% | 不變 |
| Rothschild Investment LLC | 27,891 | $1,083 萬 | 0.68% | +1,754+6.7% | 加碼 |
| Moore Capital Management, LP | 27,893 | $1,083 萬 | 0.22% | +27,893 | 新進 |
| Kanawha Capital Management LLC | 28,002 | $1,087 萬 | 0.81% | −1,108−3.8% | 減碼 |
| Simmons Bank | 28,145 | $1,093 萬 | 0.78% | −275−1.0% | 減碼 |
| Prime Capital Investment Advisors, LLC | 28,287 | $1,098 萬 | 0.15% | −1,695−5.7% | 減碼 |
| Hartford Investment Management Co | 28,372 | $1,101 萬 | 0.35% | −788−2.7% | 減碼 |
| James Investment Research Inc | 28,902 | $1,122 萬 | 1.33% | −690−2.3% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 29,140 | $1,131 萬 | 1.33% | +3,195+12.3% | 加碼 |
| Citizens Financial Group Inc | 29,146 | $1,131 萬 | 0.18% | +2,726+10.3% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 29,183 | $1,133 萬 | 1.26% | −959−3.2% | 減碼 |
| UniSuper Management Pty Ltd | 29,458 | $1,144 萬 | 0.08% | −1,000−3.3% | 減碼 |
| Lazard Asset Management LLC | 29,665 | $1,152 萬 | 0.02% | −32,650−52.4% | 減碼 |
| Sienna Gestion | 32,638 | $1,157 萬 | 0.80% | +3,000+10.1% | 加碼 |
| Dearborn Partners LLC | 29,807 | $1,157 萬 | 0.55% | −9,591−24.3% | 減碼 |
| Freestone Capital Holdings, LLC | 30,284 | $1,176 萬 | 0.40% | +654+2.2% | 加碼 |
| HITE Hedge Asset Management LLC | 30,352 | $1,178 萬 | 0.68% | +21,535+244.2% | 加碼 |
| DRH Investments, Inc. | 30,414 | $1,181 萬 | 12.20% | +30,414 | 新進 |
| Brinker Capital Investments, LLC | 30,429 | $1,181 萬 | 0.10% | +3,359+12.4% | 加碼 |
| SummitTX Capital, L.P. | 30,473 | $1,183 萬 | 0.52% | +26,955+766.2% | 加碼 |
| Compass Capital Management, Inc | 30,485 | $1,183 萬 | 0.63% | +30,485 | 新進 |
| Vident Advisory, LLC | 30,538 | $1,186 萬 | 0.13% | +133+0.4% | 加碼 |
| Merit Financial Group, LLC | 30,639 | $1,189 萬 | 0.13% | +9,266+43.4% | 加碼 |
| Wolverine Trading, LLC | 31,011 | $1,193 萬 | 0.30% | +31,011 | 新進 |
| Shelter Mutual Insurance Co | 30,780 | $1,195 萬 | 2.77% | 00.0% | 不變 |
| BNP Paribas | 30,924 | $1,201 萬 | 0.39% | +5,374+21.0% | 加碼 |
| Kentucky Retirement Systems | 30,942 | $1,201 萬 | 0.35% | −2,027−6.1% | 減碼 |
| Eagle Global Advisors LLC | 31,127 | $1,208 萬 | 0.49% | −895−2.8% | 減碼 |
| Venture Visionary Partners LLC | 31,297 | $1,215 萬 | 0.46% | +409+1.3% | 加碼 |
| Valeo Financial Advisors, LLC | 31,347 | $1,217 萬 | 0.30% | +11,587+58.6% | 加碼 |
| Paradiem, LLC | 31,597 | $1,227 萬 | 3.10% | +1,704+5.7% | 加碼 |
| IMC-Chicago, LLC | 32,442 | $1,259 萬 | 0.31% | +32,442 | 新進 |
| Mizuho Securities USA LLC | 32,502 | $1,262 萬 | 0.27% | +32,502 | 新進 |
| Longbow Finance SA | 32,687 | $1,269 萬 | 1.35% | +32,687 | 新進 |
| Omers Administration Corp | 32,741 | $1,271 萬 | 0.10% | +1,000+3.2% | 加碼 |
| CX Institutional | 32,920 | $1,278 萬 | 0.45% | +2,002+6.5% | 加碼 |
| Man Group plc | 33,281 | $1,292 萬 | 0.03% | −58,729−63.8% | 減碼 |
| Vinva Investment Management Ltd | 33,785 | $1,300 萬 | 0.35% | +10,270+43.7% | 加碼 |
| Aventail Capital Group, LP | 33,808 | $1,312 萬 | 0.58% | +33,808 | 新進 |
| Jamison Private Wealth Management, Inc. | 33,847 | $1,314 萬 | 1.89% | +589+1.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 34,129 | $1,325 萬 | 0.30% | −460−1.3% | 減碼 |
| MAI Capital Management | 34,228 | $1,329 萬 | 0.09% | +9,587+38.9% | 加碼 |
| Public Sector Pension Investment Board | 34,758 | $1,349 萬 | 0.06% | −29,711−46.1% | 減碼 |
| Alight Capital Management LP | 35,500 | $1,378 萬 | 3.50% | +35,500 | 新進 |