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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 6,599 | $256.2 萬 | 0.17% | −410−5.8% | 減碼 |
| Gen-Wealth Partners Inc | 6,595 | $256.0 萬 | 0.99% | +195+3.0% | 加碼 |
| AMG National Trust Bank | 6,591 | $255.9 萬 | 0.07% | +45+0.7% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,533 | $253.6 萬 | 0.64% | +93+1.4% | 加碼 |
| International Assets Investment Management, LLC | 6,515 | $252.9 萬 | 0.20% | +130+2.0% | 加碼 |
| Coastline Trust Co | 6,506 | $252.6 萬 | 0.29% | −15−0.2% | 減碼 |
| JBR Co Financial Management Inc | 6,497 | $252.2 萬 | 1.25% | −1,115−14.6% | 減碼 |
| Shepherd Financial Partners LLC | 6,481 | $251.6 萬 | 0.27% | +8+0.1% | 加碼 |
| Oddo BHF Asset Management SAS | 6,465 | $251.0 萬 | 0.10% | −1,628−20.1% | 減碼 |
| TKG Advisors, LLC | 6,448 | $250.3 萬 | 1.12% | +66+1.0% | 加碼 |
| Ossiam | 6,434 | $249.8 萬 | 0.03% | +6,153+2,189.7% | 加碼 |
| Syon Capital LLC | 6,426 | $249.5 萬 | 0.17% | −140−2.1% | 減碼 |
| Avantax Planning Partners, Inc. | 6,422 | $249.3 萬 | 0.08% | +16+0.2% | 加碼 |
| Trust Investment Advisors | 6,422 | $249.3 萬 | 1.51% | −345−5.1% | 減碼 |
| Rexford Capital Inc | 6,408 | $248.8 萬 | 2.06% | +6,408 | 新進 |
| Dana Investment Advisors, Inc. | 6,401 | $248.5 萬 | 0.08% | +601+10.4% | 加碼 |
| Heritage Wealth Management, Inc. | 6,392 | $248.1 萬 | 0.80% | −246−3.7% | 減碼 |
| Franklin Street Advisors Inc | 6,371 | $247.3 萬 | 0.15% | −590−8.5% | 減碼 |
| Advisors Preferred, LLC | 6,300 | $246.3 萬 | 0.41% | 00.0% | 不變 |
| CNB Bank | 6,339 | $246.1 萬 | 1.17% | +68+1.1% | 加碼 |
| Parkside Financial Bank & Trust | 6,326 | $245.6 萬 | 0.26% | +59+0.9% | 加碼 |
| Good Life Advisors, LLC | 6,323 | $245.5 萬 | 0.15% | +18+0.3% | 加碼 |
| Ellis Investment Partners, LLC | 6,315 | $245.2 萬 | 0.48% | +11+0.2% | 加碼 |
| Greenberg Financial Group | 2,290 | $243.9 萬 | 0.93% | −55−2.3% | 減碼 |
| Fort Point Capital Partners LLC | 6,275 | $243.6 萬 | 0.24% | −36−0.6% | 減碼 |
| Little House Capital LLC | 6,272 | $243.5 萬 | 0.61% | −1,459−18.9% | 減碼 |
| Massachusetts Wealth Management | 6,262 | $243.1 萬 | 1.37% | +115+1.9% | 加碼 |
| River Wealth Advisors LLC | 6,232 | $241.9 萬 | 0.30% | +145+2.4% | 加碼 |
| Resources Management Corp | 6,230 | $241.9 萬 | 0.33% | 00.0% | 不變 |
| PFG Investments, LLC | 6,229 | $241.8 萬 | 0.14% | +107+1.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $241.5 萬 | 1.35% | 00.0% | 不變 |
| BankPlus Trust Department | 6,212 | $241.2 萬 | 0.71% | +1,325+27.1% | 加碼 |
| Strategic Advisors LLC | 6,176 | $239.7 萬 | 0.47% | +165+2.7% | 加碼 |
| Bahl & Gaynor Inc | 6,167 | $239.4 萬 | 0.01% | +389+6.7% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,156 | $239.0 萬 | 0.04% | +155+2.6% | 加碼 |
| Triangle Securities Wealth Management | 6,151 | $238.8 萬 | 0.59% | −718−10.5% | 減碼 |
| FLC Capital Advisors | 6,126 | $237.8 萬 | 0.49% | −10−0.2% | 減碼 |
| Confluence Wealth Services, Inc. | 6,124 | $237.7 萬 | 0.13% | −118−1.9% | 減碼 |
| Vantage Point Financial LLC | 6,113 | $237.3 萬 | 1.04% | −51−0.8% | 減碼 |
| MONECO Advisors, LLC | 6,109 | $237.2 萬 | 0.22% | +40+0.7% | 加碼 |
| BOS Asset Management, LLC | 6,107 | $237.1 萬 | 0.76% | +3,562+140.0% | 加碼 |
| Redmond Asset Management, LLC | 6,096 | $236.7 萬 | 0.56% | −565−8.5% | 減碼 |
| Oak Asset Management, LLC | 6,095 | $236.6 萬 | 0.85% | −25−0.4% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 6,084 | $236.2 萬 | 0.45% | +1,042+20.7% | 加碼 |
| Victrix Investment Advisors | 6,078 | $235.9 萬 | 1.04% | +281+4.8% | 加碼 |
| Private Trust Co NA | 6,059 | $235.2 萬 | 0.22% | −1,703−21.9% | 減碼 |
| Kentucky Trust Co | 6,058 | $235.2 萬 | 1.35% | +95+1.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,040 | $234.5 萬 | 0.12% | −53−0.9% | 減碼 |
| Biltmore Family Office, LLC | 6,040 | $234.5 萬 | 0.40% | 00.0% | 不變 |
| Weaver Capital Management LLC | 6,036 | $234.3 萬 | 0.58% | −165−2.7% | 減碼 |
| Eads & Heald Wealth Management | 6,033 | $234.2 萬 | 1.16% | −175−2.8% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 6,031 | $234.1 萬 | 1.63% | 00.0% | 不變 |
| Charles Schwab Trust Co | 6,026 | $233.9 萬 | 0.18% | +1,032+20.7% | 加碼 |
| Crawford Investment Counsel Inc | 6,021 | $233.7 萬 | 0.04% | +171+2.9% | 加碼 |
| Weatherly Asset Management L. P. | 6,015 | $233.5 萬 | 0.20% | −192−3.1% | 減碼 |
| Wealth Architects, LLC | 6,009 | $233.3 萬 | 0.24% | +121+2.1% | 加碼 |
| NewEdge Wealth, LLC | 5,582 | $232.8 萬 | 0.04% | −546−8.9% | 減碼 |
| 44 Wealth Management LLC | 5,993 | $232.7 萬 | 0.82% | −364−5.7% | 減碼 |
| WealthPlan Investment Management, LLC | 5,992 | $232.6 萬 | 0.17% | −108−1.8% | 減碼 |
| CFC Planning Co LLC | 5,982 | $232.2 萬 | 2.24% | +784+15.1% | 加碼 |
| Keudell/Morrison Wealth Management | 5,978 | $232.1 萬 | 0.51% | −174−2.8% | 減碼 |
| Chicago Capital, LLC | 5,959 | $231.3 萬 | 0.06% | −9,975−62.6% | 減碼 |
| JFS Wealth Advisors, LLC | 5,957 | $231.3 萬 | 0.15% | +126+2.2% | 加碼 |
| Trueblood Wealth Management, LLC | 5,914 | $229.6 萬 | 0.96% | −872−12.8% | 減碼 |
| Amussen Hunsaker Associates LLC | 5,894 | $228.8 萬 | 0.25% | +1,406+31.3% | 加碼 |
| Drive Wealth Management, LLC | 5,884 | $228.4 萬 | 0.50% | −136−2.3% | 減碼 |
| HHM Wealth Advisors, LLC | 5,882 | $228.3 萬 | 0.27% | −224−3.7% | 減碼 |
| Chapin Davis, Inc. | 5,877 | $228.1 萬 | 0.63% | −909−13.4% | 減碼 |
| Ocean Capital Management, LLC | 5,874 | $228.1 萬 | 0.50% | −57−1.0% | 減碼 |
| Cordatus Wealth Management LLC | 5,834 | $226.5 萬 | 0.56% | −238−3.9% | 減碼 |
| Bernard Wealth Management Corp. | 5,828 | $226.3 萬 | 1.05% | −2,562−30.5% | 減碼 |
| Crown Oak Advisors, LLC | 5,821 | $226.0 萬 | 1.07% | −179−3.0% | 減碼 |
| AdvisorNet Financial, Inc | 5,815 | $225.8 萬 | 0.15% | +482+9.0% | 加碼 |
| Wealth Group, Ltd. | 5,814 | $225.7 萬 | 2.24% | +629+12.1% | 加碼 |
| Investment House LLC | 5,808 | $225.5 萬 | 0.11% | +100+1.8% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,801 | $225.2 萬 | 0.12% | +503+9.5% | 加碼 |
| Larson Financial Group LLC | 5,798 | $225.1 萬 | 0.09% | +875+17.8% | 加碼 |
| Essex Savings Bank | 5,784 | $224.5 萬 | 0.54% | −245−4.1% | 減碼 |
| Alaethes Wealth LLC | 5,773 | $224.1 萬 | 0.67% | +135+2.4% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 5,759 | $223.6 萬 | 1.09% | −380−6.2% | 減碼 |
| Watershed Private Wealth LLC | 5,756 | $223.5 萬 | 0.81% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 5,753 | $223.3 萬 | 0.08% | −234−3.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,716 | $221.9 萬 | 0.18% | +332+6.2% | 加碼 |
| Almanack Investment Partners, LLC. | 5,708 | $221.6 萬 | 0.35% | +5,708 | 新進 |
| Cottage Street Advisors LLC | 5,708 | $221.6 萬 | 1.15% | −154−2.6% | 減碼 |
| Applied Finance Capital Management, LLC | 5,677 | $220.4 萬 | 0.15% | +452+8.7% | 加碼 |
| First National Bank Sioux Falls | 5,653 | $219.5 萬 | 0.81% | −198−3.4% | 減碼 |
| Convergence Investment Partners, LLC | 5,623 | $218.3 萬 | 0.55% | −54−1.0% | 減碼 |
| Checchi Capital Advisers, LLC | 5,616 | $218.0 萬 | 0.15% | −661−10.5% | 減碼 |
| Hager Investment Management Services, LLC | 5,608 | $217.7 萬 | 1.30% | −36−0.6% | 減碼 |
| Beaton Management Co. Inc. | 5,603 | $217.5 萬 | 1.06% | 00.0% | 不變 |
| WD Rutherford LLC | 5,602 | $217.5 萬 | 1.00% | −93−1.6% | 減碼 |
| Huntleigh Advisors, Inc. | 5,598 | $217.3 萬 | 0.42% | −20.0% | 減碼 |
| Garrett Investment Advisors LLC | 5,594 | $217.2 萬 | 0.19% | −994−15.1% | 減碼 |
| Perkins Coie Trust Co | 5,588 | $216.9 萬 | 0.37% | −306−5.2% | 減碼 |
| Cascade Investment Advisors, Inc. | 5,580 | $216.6 萬 | 1.39% | −540−8.8% | 減碼 |
| Bridges Investment Management Inc | 5,578 | $216.5 萬 | 0.03% | −37−0.7% | 減碼 |
| RD Lewis Holdings, Inc. | 5,190 | $216.5 萬 | 2.19% | −34−0.7% | 減碼 |
| IFG Advisory, LLC | 5,570 | $216.3 萬 | 0.11% | +377+7.3% | 加碼 |
| Ingalls & Snyder LLC | 5,540 | $215.1 萬 | 0.08% | +45+0.8% | 加碼 |