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 |
|---|---|---|---|---|---|
| CWA Asset Management Group, LLC | 8,368 | $324.9 萬 | 0.14% | −5,357−39.0% | 減碼 |
| Daymark Wealth Partners, LLC | 8,347 | $324.0 萬 | 0.12% | −103−1.2% | 減碼 |
| River Street Advisors LLC | 8,318 | $322.9 萬 | 1.39% | −204−2.4% | 減碼 |
| Radnor Capital Management, LLC | 8,312 | $322.7 萬 | 0.51% | 00.0% | 不變 |
| Stenger Family Office, LLC | 7,411 | $321.7 萬 | 0.85% | +7,411 | 新進 |
| Penobscot Investment Management Company, Inc. | 8,255 | $320.5 萬 | 0.27% | −660−7.4% | 減碼 |
| Foundations Investment Advisors, LLC | 8,253 | $320.4 萬 | 0.05% | −591−6.7% | 減碼 |
| Abn Amro Investment Solutions | 8,243 | $320.0 萬 | 0.06% | −322−3.8% | 減碼 |
| Mainstay Capital Management LLC | 8,232 | $319.6 萬 | 0.16% | +4,199+104.1% | 加碼 |
| Hudock, Inc. | 8,219 | $319.1 萬 | 0.51% | +6+0.1% | 加碼 |
| Monetary Management Group Inc | 8,212 | $318.8 萬 | 0.78% | 00.0% | 不變 |
| Boltwood Capital Management | 8,211 | $318.8 萬 | 0.91% | +16+0.2% | 加碼 |
| Panagora Asset Management Inc | 8,136 | $315.8 萬 | 0.01% | −19,439−70.5% | 減碼 |
| Focused Wealth Management, Inc | 8,133 | $315.7 萬 | 0.39% | +171+2.1% | 加碼 |
| Banque Transatlantique SA | 8,049 | $313.9 萬 | 0.09% | +519+6.9% | 加碼 |
| L & S Advisors Inc | 8,029 | $311.7 萬 | 0.31% | −4,444−35.6% | 減碼 |
| RFG Advisory, LLC | 8,004 | $310.7 萬 | 0.07% | +1,141+16.6% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,987 | $310.1 萬 | 0.40% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 7,974 | $309.5 萬 | 0.18% | +335+4.4% | 加碼 |
| Petredis Investment Advisors LLC | 7,956 | $308.9 萬 | 0.27% | +88+1.1% | 加碼 |
| Adirondack Trust Co | 7,912 | $307.1 萬 | 1.12% | −41−0.5% | 減碼 |
| Phoenix Holdings Ltd. | 8,039 | $305.8 萬 | 0.04% | +2,671+49.8% | 加碼 |
| Fruth Investment Management | 7,878 | $305.8 萬 | 0.83% | −20−0.3% | 減碼 |
| Loudon Investment Management, LLC | 7,876 | $305.8 萬 | 1.69% | −12−0.2% | 減碼 |
| Wedmont Private Capital | 7,573 | $304.6 萬 | 0.13% | +425+5.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 7,830 | $304.0 萬 | 0.20% | −2,886−26.9% | 減碼 |
| Field & Main Bank | 7,816 | $303.4 萬 | 0.99% | −41−0.5% | 減碼 |
| Stamos Capital Partners, L.P. | 7,815 | $303.4 萬 | 0.54% | +1,164+17.5% | 加碼 |
| Gifford Fong Associates | 7,800 | $302.8 萬 | 0.70% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 7,781 | $302.1 萬 | 0.37% | −4,042−34.2% | 減碼 |
| Oxbow Advisors, LLC | 7,768 | $301.6 萬 | 0.33% | 00.0% | 不變 |
| BCM Advisors, LLC | 7,001 | $301.1 萬 | 0.64% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 7,729 | $300.0 萬 | 0.04% | −189−2.4% | 減碼 |
| MB, Levis & Associates, LLC | 7,721 | $299.7 萬 | 1.32% | −30.0% | 減碼 |
| Diversified Trust Co | 7,694 | $298.7 萬 | 0.07% | −2,848−27.0% | 減碼 |
| Harbor Capital Advisors, Inc. | 7,691 | $298.6 萬 | 0.13% | −46−0.6% | 減碼 |
| Sargent Investment Group, LLC | 6,976 | $298.4 萬 | 0.40% | +70+1.0% | 加碼 |
| Cambridge Advisors Inc. | 7,684 | $298.3 萬 | 0.62% | −1,680−17.9% | 減碼 |
| Gables Capital Management Inc. | 7,680 | $298.1 萬 | 1.41% | −435−5.4% | 減碼 |
| Orleans Capital Management Corp | 7,678 | $298.1 萬 | 1.58% | +15+0.2% | 加碼 |
| Argent Advisors, Inc. | 7,643 | $296.7 萬 | 0.92% | +324+4.4% | 加碼 |
| Harbour Investments, Inc. | 7,642 | $296.7 萬 | 0.08% | +1,200+18.6% | 加碼 |
| Oarsman Capital, Inc. | 7,609 | $295.4 萬 | 0.46% | +28+0.4% | 加碼 |
| Valley Brook Capital Group | 7,596 | $294.9 萬 | 2.21% | −205−2.6% | 減碼 |
| Exchange Bank | 7,575 | $294.1 萬 | 2.33% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 7,566 | $293.7 萬 | 1.36% | +6+0.1% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 7,561 | $293.5 萬 | 0.31% | +7,561 | 新進 |
| D. Scott Neal, Inc. | 7,549 | $293.1 萬 | 1.46% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 7,549 | $293.1 萬 | 0.97% | +95+1.3% | 加碼 |
| Old Port Advisors | 7,548 | $293.0 萬 | 0.80% | −176−2.3% | 減碼 |
| Fairfield Financial Advisors, LTD | 7,545 | $292.9 萬 | 1.03% | −1,414−15.8% | 減碼 |
| Ballentine Partners, LLC | 7,525 | $292.1 萬 | 0.04% | −766−9.2% | 減碼 |
| Inspire Advisors, LLC | 7,498 | $291.1 萬 | 0.30% | −852−10.2% | 減碼 |
| Hilltop Holdings Inc. | 7,475 | $290.2 萬 | 0.19% | +1,824+32.3% | 加碼 |
| Park National Corp | 7,454 | $289.4 萬 | 0.10% | −768−9.3% | 減碼 |
| Tyche Wealth Partners LLC | 7,440 | $288.8 萬 | 0.58% | +31+0.4% | 加碼 |
| Arrow Financial Corp | 7,429 | $288.4 萬 | 0.30% | +92+1.3% | 加碼 |
| Cim Investment Mangement Inc | 7,662 | $287.7 萬 | 0.55% | +3,825+99.7% | 加碼 |
| Forum Financial Management, LP | 7,401 | $287.3 萬 | 0.04% | +224+3.1% | 加碼 |
| Accurate Wealth Management, LLC | 7,031 | $287.0 萬 | 0.44% | +820+13.2% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,385 | $286.7 萬 | 0.12% | +437+6.3% | 加碼 |
| Delta Global Management LP | 7,280 | $282.6 萬 | 0.19% | +7,280 | 新進 |
| Legacy Bridge, LLC | 7,272 | $282.3 萬 | 1.34% | +300+4.3% | 加碼 |
| G&S Capital LLC | 7,249 | $281.4 萬 | 1.12% | −44−0.6% | 減碼 |
| Berkshire Bank | 7,246 | $281.3 萬 | 0.64% | −110−1.5% | 減碼 |
| Ignite Planners, LLC | 6,772 | $280.2 萬 | 0.49% | +111+1.7% | 加碼 |
| Westerkirk Capital Inc. | 7,210 | $279.9 萬 | 0.35% | +7,210 | 新進 |
| Assetmark, Inc | 7,209 | $279.9 萬 | 0.01% | −12,405−63.2% | 減碼 |
| Umpqua Bank | 7,072 | $278.8 萬 | 0.85% | −130−1.8% | 減碼 |
| Stone Point Wealth LLC | 7,177 | $278.6 萬 | 0.86% | +100+1.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,161 | $278.0 萬 | 0.23% | +1,031+16.8% | 加碼 |
| Vivid Wealth Management, LLC | 7,155 | $277.8 萬 | 1.22% | +128+1.8% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 7,124 | $276.6 萬 | 0.15% | −415−5.5% | 減碼 |
| Old Mission Investment Co LLC | 7,103 | $275.7 萬 | 0.75% | +453+6.8% | 加碼 |
| LGT Fund Management Co Ltd. | 7,071 | $274.5 萬 | 0.24% | +1,822+34.7% | 加碼 |
| Cross Staff Investments Inc | 7,066 | $274.3 萬 | 2.04% | 00.0% | 不變 |
| Capital & Planning, LLC | 7,045 | $273.5 萬 | 1.86% | −74−1.0% | 減碼 |
| Forefront Wealth Management Inc. | 7,030 | $272.9 萬 | 2.19% | +19+0.3% | 加碼 |
| Great Lakes Retirement, Inc. | 6,984 | $271.1 萬 | 0.32% | +291+4.3% | 加碼 |
| Arete Wealth Advisors, LLC | 6,977 | $270.9 萬 | 0.19% | −2,086−23.0% | 減碼 |
| Quest Investment Management LLC | 6,968 | $270.5 萬 | 0.30% | 00.0% | 不變 |
| Becker Capital Management Inc | 6,956 | $270.0 萬 | 0.08% | −580−7.7% | 減碼 |
| Modera Wealth Management, LLC | 6,951 | $269.8 萬 | 0.03% | −20.0% | 減碼 |
| Pinnbrook Capital Management LP | 6,944 | $269.6 萬 | 0.71% | +6,944 | 新進 |
| Valley National Advisers Inc | 6,941 | $269.4 萬 | 0.44% | +15+0.2% | 加碼 |
| Nemes Rush Group LLC | 6,923 | $268.8 萬 | 0.29% | +304+4.6% | 加碼 |
| Schear Investment Advisers, LLC | 6,904 | $268.0 萬 | 1.33% | −77−1.1% | 減碼 |
| Hennessy Advisors Inc | 6,900 | $267.9 萬 | 0.09% | −100−1.4% | 減碼 |
| Howland Capital Management LLC | 6,875 | $266.9 萬 | 0.11% | −942−12.1% | 減碼 |
| Qtron Investments LLC | 6,807 | $264.3 萬 | 0.34% | −1,409−17.1% | 減碼 |
| Westwood Holdings Group Inc. | 6,807 | $264.3 萬 | 0.02% | +960+16.4% | 加碼 |
| Brighton Jones LLC | 6,805 | $264.2 萬 | 0.07% | −626−8.4% | 減碼 |
| Ostrum Asset Management | 6,803 | $264.1 萬 | 0.12% | −196−2.8% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $264.0 萬 | 0.11% | 00.0% | 不變 |
| Greenfield Savings Bank | 6,717 | $260.8 萬 | 1.18% | +71+1.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,700 | $260.1 萬 | 0.41% | 00.0% | 不變 |
| Ar Asset Management Inc | 6,700 | $260.1 萬 | 0.58% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 6,694 | $259.9 萬 | 0.07% | −1,227−15.5% | 減碼 |
| Southeast Asset Advisors Inc. | 6,629 | $257.3 萬 | 0.31% | +30.0% | 加碼 |
| Court Place Advisors, LLC | 6,615 | $256.8 萬 | 0.81% | −20−0.3% | 減碼 |