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 |
|---|---|---|---|---|---|
| Clarius Group, LLC | 5,501 | $213.6 萬 | 0.12% | +16+0.3% | 加碼 |
| Intellectus Partners, LLC | 5,493 | $213.2 萬 | 0.46% | −219−3.8% | 減碼 |
| Clark Capital Management Group, Inc. | 5,483 | $212.9 萬 | 0.01% | −56−1.0% | 減碼 |
| SCS Capital Management LLC | 5,465 | $212.2 萬 | 0.02% | +20+0.4% | 加碼 |
| Advisors Management Group Inc | 5,449 | $211.5 萬 | 0.40% | −13−0.2% | 減碼 |
| Trust Point Inc. | 5,440 | $211.2 萬 | 0.20% | −62−1.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,413 | $210.1 萬 | 0.03% | −512−8.6% | 減碼 |
| Roman Butler Fullerton & Co | 4,836 | $209.7 萬 | 0.62% | +8+0.2% | 加碼 |
| David Loasby | 4,892 | $209.7 萬 | 0.18% | +1,006+25.9% | 加碼 |
| Nations Financial Group Inc, | 5,400 | $209.7 萬 | 0.14% | −64−1.2% | 減碼 |
| Camden Capital, LLC | 5,392 | $209.3 萬 | 0.20% | −1,522−22.0% | 減碼 |
| Am Investment Strategies LLC | 5,365 | $208.2 萬 | 0.49% | +936+21.1% | 加碼 |
| Garde Capital, Inc. | 5,359 | $208.0 萬 | 0.11% | +20.0% | 加碼 |
| Ti-Trust, Inc | 5,356 | $207.9 萬 | 1.39% | −100−1.8% | 減碼 |
| Core Wealth Advisors, Inc. | 5,355 | $207.9 萬 | 0.60% | −1,978−27.0% | 減碼 |
| Econ Financial Services Corp | 5,349 | $207.7 萬 | 1.07% | +5,349 | 新進 |
| Silverlake Wealth Management LLC | 5,328 | $206.9 萬 | 0.61% | +1,640+44.5% | 加碼 |
| Brady Family Wealth, LLC | 5,324 | $206.7 萬 | 0.64% | +4,635+672.7% | 加碼 |
| Eisler Capital Management Ltd. | 5,299 | $205.8 萬 | 0.07% | −50,750−90.5% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,289 | $205.3 萬 | 0.27% | −58−1.1% | 減碼 |
| LOM Asset Management Ltd | 5,286 | $205.2 萬 | 0.69% | +5,286 | 新進 |
| Advisory Alpha, LLC | 5,275 | $204.8 萬 | 0.06% | +223+4.4% | 加碼 |
| Woodard & Co Asset Management Group Inc | 5,264 | $204.3 萬 | 0.38% | +248+4.9% | 加碼 |
| Connecticut Wealth Management, LLC | 5,253 | $203.9 萬 | 0.10% | −48−0.9% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,237 | $203.3 萬 | 0.43% | −6−0.1% | 減碼 |
| Federated Hermes, Inc. | 5,233 | $203.2 萬 | 0.00% | −41,506−88.8% | 減碼 |
| Littlejohn Financial Services, Inc. | 5,225 | $202.8 萬 | 1.57% | −288−5.2% | 減碼 |
| Y.D. More Investments Ltd | 5,226 | $202.7 萬 | 0.14% | +138+2.7% | 加碼 |
| Rollins Financial Advisors, LLC | 5,219 | $202.6 萬 | 0.32% | −2,221−29.9% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,214 | $202.4 萬 | 0.23% | −360−6.5% | 減碼 |
| Andra AP-fonden | 5,200 | $201.9 萬 | 0.03% | −15,700−75.1% | 減碼 |
| IFC Advisors LLC | 5,186 | $201.3 萬 | 0.38% | +119+2.3% | 加碼 |
| Rodgers Brothers Inc. | 5,176 | $200.9 萬 | 0.25% | +1,500+40.8% | 加碼 |
| Benedict Financial Advisors Inc | 5,171 | $200.8 萬 | 0.45% | +81+1.6% | 加碼 |
| Allegheny Financial Group LTD | 5,168 | $200.6 萬 | 0.45% | +1,191+29.9% | 加碼 |
| Journey Strategic Wealth LLC | 5,148 | $199.9 萬 | 0.06% | +1,509+41.5% | 加碼 |
| Pallas Capital Advisors LLC | 5,133 | $199.3 萬 | 0.08% | −11,249−68.7% | 減碼 |
| Atlas Brown,Inc. | 5,119 | $198.7 萬 | 0.64% | −157−3.0% | 減碼 |
| Moody National Bank Trust Division | 5,116 | $198.6 萬 | 0.18% | +39+0.8% | 加碼 |
| Aaron Wealth Advisors | 5,111 | $198.4 萬 | 0.20% | −479−8.6% | 減碼 |
| Savvy Advisors, Inc. | 5,105 | $198.2 萬 | 0.13% | +838+19.6% | 加碼 |
| True North Advisors, LLC | 5,058 | $196.3 萬 | 0.38% | −169−3.2% | 減碼 |
| Granite Investment Partners, LLC | 5,054 | $196.2 萬 | 0.10% | +1,125+28.6% | 加碼 |
| Beacon Investment Advisors LLC | 5,094 | $196.0 萬 | 0.85% | +11+0.2% | 加碼 |
| Sava Infond d.o.o. | 5,040 | $195.7 萬 | 0.31% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 5,350 | $195.6 萬 | 0.03% | +3,290+159.7% | 加碼 |
| Northern Financial Advisors Inc | 5,030 | $195.3 萬 | 1.47% | −70−1.4% | 減碼 |
| Nwam LLC | 4,656 | $194.3 萬 | 0.11% | −136−2.8% | 減碼 |
| Next Century Growth Investors LLC | 5,005 | $194.3 萬 | 0.15% | +5,005 | 新進 |
| Wolff Financial Management LLC | 5,002 | $194.2 萬 | 0.50% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 5,000 | $194.1 萬 | 0.08% | +5,000 | 新進 |
| Cladis Investment Advisory, LLC | 5,000 | $194.1 萬 | 1.22% | 00.0% | 不變 |
| Haverford Trust Co | 4,997 | $194.0 萬 | 0.02% | −730−12.7% | 減碼 |
| Guardian Investment Management | 4,987 | $193.6 萬 | 2.00% | +400+8.7% | 加碼 |
| High Falls Advisors, Inc | 4,986 | $193.6 萬 | 0.43% | +12+0.2% | 加碼 |
| Papp L Roy & Associates | 4,982 | $193.4 萬 | 0.23% | 00.0% | 不變 |
| WBH Advisory Inc | 4,981 | $193.4 萬 | 0.16% | −50−1.0% | 減碼 |
| West Oak Capital, LLC | 4,972 | $193.0 萬 | 0.76% | +40+0.8% | 加碼 |
| Retirement Guys Formula LLC | 4,960 | $192.6 萬 | 0.73% | +291+6.2% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 4,954 | $192.3 萬 | 0.50% | +25+0.5% | 加碼 |
| Opes Wealth Management LLC | 4,952 | $192.2 萬 | 0.34% | −5−0.1% | 減碼 |
| Woodmont Investment Counsel LLC | 4,918 | $190.9 萬 | 0.13% | +88+1.8% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 4,914 | $190.8 萬 | 0.69% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 4,879 | $189.4 萬 | 0.07% | −294−5.7% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,870 | $189.1 萬 | 1.31% | −25−0.5% | 減碼 |
| Diamant Asset Management, Inc. | 4,858 | $188.6 萬 | 1.44% | 00.0% | 不變 |
| Isthmus Partners, LLC | 4,858 | $188.6 萬 | 0.22% | +3,301+212.0% | 加碼 |
| Harbor Group, Inc. | 4,857 | $188.6 萬 | 0.33% | 00.0% | 不變 |
| Pitcairn Co | 4,857 | $188.6 萬 | 0.12% | +309+6.8% | 加碼 |
| CFM Wealth Partners LLC | 4,853 | $188.4 萬 | 0.30% | 00.0% | 不變 |
| RiverFront Investment Group, LLC | 4,850 | $188.3 萬 | 0.04% | +526+12.2% | 加碼 |
| Simplicity Wealth,LLC | 4,826 | $187.4 萬 | 0.08% | +180+3.9% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,826 | $187.4 萬 | 0.42% | +411+9.3% | 加碼 |
| Garrison Point Advisors, LLC | 4,815 | $186.9 萬 | 0.86% | −175−3.5% | 減碼 |
| Sunpointe, LLC | 4,786 | $185.8 萬 | 0.74% | +87+1.9% | 加碼 |
| Princeton Capital Management LLC | 4,768 | $185.1 萬 | 0.55% | −170−3.4% | 減碼 |
| Journey Advisory Group, LLC | 4,749 | $184.4 萬 | 0.14% | −39−0.8% | 減碼 |
| Hillsdale Investment Management Inc. | 4,737 | $183.9 萬 | 0.07% | +3,710+361.2% | 加碼 |
| Founders Financial Securities LLC | 4,736 | $183.8 萬 | 0.14% | +24+0.5% | 加碼 |
| Inman Jager Wealth Management, LLC | 4,722 | $183.3 萬 | 1.24% | +214+4.7% | 加碼 |
| Kerusso Capital Management LLC | 4,718 | $183.2 萬 | 1.13% | +3+0.1% | 加碼 |
| Norden Group LLC | 4,700 | $182.5 萬 | 0.20% | +247+5.5% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $181.9 萬 | 0.75% | 00.0% | 不變 |
| InTrack Investment Management Inc | 4,683 | $181.8 萬 | 1.22% | +27+0.6% | 加碼 |
| Emprise Bank | 4,676 | $181.5 萬 | 0.87% | +156+3.5% | 加碼 |
| Westover Capital Advisors, LLC | 4,676 | $181.5 萬 | 0.36% | 00.0% | 不變 |
| EPG Wealth Management LLC | 4,661 | $180.9 萬 | 0.54% | +740+18.9% | 加碼 |
| Csenge Advisory Group | 5,198 | $180.9 萬 | 0.10% | +515+11.0% | 加碼 |
| Sawyer & Company, Inc | 1,692 | $180.2 萬 | 0.65% | +1,692 | 新進 |
| Catalyst Financial Partners LLC | 4,636 | $180.0 萬 | 0.20% | −113−2.4% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,626 | $179.6 萬 | 0.29% | +296+6.8% | 加碼 |
| Global Trust Asset Management, LLC | 4,605 | $178.8 萬 | 0.96% | −858−15.7% | 減碼 |
| BayBridge Capital Group, LLC | 4,598 | $178.5 萬 | 1.15% | +125+2.8% | 加碼 |
| Gsa Capital Partners LLP | 4,590 | $178.2 萬 | 0.12% | +3,310+258.6% | 加碼 |
| Portside Wealth Group, LLC | 4,576 | $177.7 萬 | 0.26% | +337+7.9% | 加碼 |
| Norway Savings Bank | 4,573 | $177.5 萬 | 0.91% | +128+2.9% | 加碼 |
| Glen Eagle Advisors, LLC | 4,572 | $177.5 萬 | 0.27% | −2,637−36.6% | 減碼 |
| Cigna Investments Inc | 4,561 | $177.1 萬 | 0.30% | −288−5.9% | 減碼 |
| Kovack Advisors, Inc. | 4,559 | $177.0 萬 | 0.17% | +44+1.0% | 加碼 |
| Fundamentun, LLC | 4,555 | $176.9 萬 | 0.08% | +20.0% | 加碼 |