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 |
|---|---|---|---|---|---|
| Guerra Pan Advisors, LLC | 4,549 | $176.6 萬 | 1.16% | +36+0.8% | 加碼 |
| XML Financial, LLC | 4,542 | $176.3 萬 | 0.15% | +167+3.8% | 加碼 |
| Colonial Trust Co | 4,541 | $176.3 萬 | 0.26% | +19+0.4% | 加碼 |
| Donaldson Capital Management, LLC | 4,536 | $176.1 萬 | 0.06% | −105−2.3% | 減碼 |
| Diligent Investors, LLC | 4,534 | $176.0 萬 | 0.42% | +209+4.8% | 加碼 |
| Widmann Financial Services, Inc. | 4,529 | $175.8 萬 | 1.23% | +18+0.4% | 加碼 |
| Evelyn Partners Investment Management LLP | 4,517 | $175.4 萬 | 0.05% | −436−8.8% | 減碼 |
| First Manhattan Co | 4,511 | $175.1 萬 | 0.00% | −178−3.8% | 減碼 |
| SOL Capital Management CO | 4,489 | $174.3 萬 | 0.17% | +20.0% | 加碼 |
| City State Bank | 4,483 | $174.0 萬 | 0.55% | −30−0.7% | 減碼 |
| RKL Wealth Management LLC | 4,481 | $174.0 萬 | 0.15% | +19+0.4% | 加碼 |
| Smartleaf Asset Management LLC | 4,514 | $173.7 萬 | 0.15% | −625−12.2% | 減碼 |
| Institute for Wealth Management, LLC. | 4,465 | $173.3 萬 | 0.19% | −250−5.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,463 | $173.3 萬 | 0.13% | −177−3.8% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $173.1 萬 | 0.57% | 00.0% | 不變 |
| Charter Research & Investment Group, Inc. | 4,450 | $172.8 萬 | 1.29% | 00.0% | 不變 |
| 1 North Wealth Services LLC | 4,443 | $172.5 萬 | 0.68% | −10−0.2% | 減碼 |
| RS Crum Inc. | 4,430 | $172.0 萬 | 0.41% | 00.0% | 不變 |
| Cardiff Park Advisors, LLC | 4,416 | $171.4 萬 | 0.15% | +183+4.3% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,412 | $171.3 萬 | 0.20% | +101+2.3% | 加碼 |
| Courier Capital LLC | 4,391 | $170.5 萬 | 0.10% | +129+3.0% | 加碼 |
| IMS Capital Management | 4,375 | $169.8 萬 | 0.79% | +2,900+196.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $169.7 萬 | 0.05% | 00.0% | 不變 |
| Fire Capital Management LLC | 4,369 | $169.6 萬 | 1.08% | +328+8.1% | 加碼 |
| NBC Securities, Inc. | 4,356 | $169.1 萬 | 0.14% | −20−0.5% | 減碼 |
| Cooper Financial Group | 4,348 | $168.8 萬 | 0.20% | −1,221−21.9% | 減碼 |
| Amarillo National Bank | 4,334 | $168.3 萬 | 0.31% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,324 | $167.9 萬 | 0.86% | +110+2.6% | 加碼 |
| Cyndeo Wealth Partners, LLC | 4,321 | $167.8 萬 | 0.10% | −11−0.3% | 減碼 |
| Oak Harvest Investment Services | 4,307 | $167.2 萬 | 0.21% | −12−0.3% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $166.9 萬 | 0.04% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,292 | $166.6 萬 | 0.23% | −50−1.2% | 減碼 |
| Univest Financial Corp | 4,283 | $166.3 萬 | 0.10% | +26+0.6% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,265 | $165.6 萬 | 0.11% | −1,064−20.0% | 減碼 |
| Advisor OS, LLC | 4,264 | $165.5 萬 | 0.16% | +930+27.9% | 加碼 |
| Motiv8 Investments LLC | 4,262 | $165.5 萬 | 1.01% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,257 | $165.3 萬 | 0.47% | −116−2.7% | 減碼 |
| Smithfield Trust Co | 4,252 | $165.1 萬 | 0.08% | 00.0% | 不變 |
| RNC Capital Management LLC | 4,252 | $165.1 萬 | 0.08% | −28−0.7% | 減碼 |
| Counterweight Ventures, LLC | 4,252 | $165.1 萬 | 1.08% | +144+3.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 4,249 | $164.9 萬 | 0.08% | −109−2.5% | 減碼 |
| Farmers Trust Co | 4,241 | $164.6 萬 | 0.31% | −335−7.3% | 減碼 |
| Trinity Legacy Partners, LLC | 3,972 | $164.0 萬 | 0.40% | +4+0.1% | 加碼 |
| Evernest Financial Advisors, LLC | 4,221 | $163.9 萬 | 0.53% | +300+7.7% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $163.7 萬 | 0.89% | 00.0% | 不變 |
| UBS Oconnor LLC | 4,200 | $163.0 萬 | 0.04% | +4,200 | 新進 |
| Wealthspan Partners, LLC | 4,194 | $162.8 萬 | 0.68% | −32−0.8% | 減碼 |
| Sterling Capital Management LLC | 4,183 | $162.4 萬 | 0.02% | +187+4.7% | 加碼 |
| Aureus Asset Management, LLC | 4,178 | $162.2 萬 | 0.10% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 4,177 | $162.2 萬 | 0.60% | +11+0.3% | 加碼 |
| Gateway Wealth Partners, LLC | 4,173 | $162.0 萬 | 0.31% | +394+10.4% | 加碼 |
| Western Wealth Management, LLC | 4,166 | $161.7 萬 | 0.10% | −334−7.4% | 減碼 |
| Washington Trust Co | 4,165 | $161.7 萬 | 0.06% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 4,163 | $161.6 萬 | 0.11% | +664+19.0% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,150 | $161.1 萬 | 0.50% | 00.0% | 不變 |
| Guardian Wealth Advisors, LLC | 4,141 | $160.8 萬 | 0.11% | +86+2.1% | 加碼 |
| Avidian Wealth Solutions, LLC | 4,141 | $160.7 萬 | 0.07% | +193+4.9% | 加碼 |
| Precedent Wealth Partners, LLC | 4,136 | $160.6 萬 | 0.39% | +4,136 | 新進 |
| BBR Partners, LLC | 4,136 | $160.6 萬 | 0.10% | −11−0.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,136 | $160.5 萬 | 0.10% | +106+2.6% | 加碼 |
| K.J. Harrison & Partners Inc | 4,125 | $160.1 萬 | 0.27% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,114 | $159.7 萬 | 0.10% | +363+9.7% | 加碼 |
| Westhampton Capital, LLC | 4,110 | $159.6 萬 | 0.82% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 4,110 | $159.5 萬 | 0.15% | −189−4.4% | 減碼 |
| Paradigm Asset Management Co LLC | 4,100 | $159.2 萬 | 0.39% | +500+13.9% | 加碼 |
| Hardy Reed LLC | 4,092 | $158.9 萬 | 0.13% | −59−1.4% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 4,094 | $158.7 萬 | 0.65% | +569+16.1% | 加碼 |
| United Bank | 4,083 | $158.5 萬 | 0.61% | +2,125+108.5% | 加碼 |
| CoreCap Advisors, LLC | 4,071 | $158.1 萬 | 0.06% | −793−16.3% | 減碼 |
| Woodward Diversified Capital, LLC | 4,067 | $157.9 萬 | 0.80% | +1,298+46.9% | 加碼 |
| South State Corp. | 4,062 | $157.7 萬 | 0.07% | +165+4.2% | 加碼 |
| Cobblestone Capital Advisors LLC | 4,062 | $157.7 萬 | 0.08% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,048 | $157.1 萬 | 0.05% | −523−11.4% | 減碼 |
| TCG Advisory Services, LLC | 4,046 | $157.1 萬 | 0.05% | −1,211−23.0% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $157.0 萬 | 0.07% | −54−1.3% | 減碼 |
| Allen Capital Group, LLC | 4,033 | $156.6 萬 | 0.16% | −140−3.4% | 減碼 |
| Optimum Investment Advisors | 4,031 | $156.5 萬 | 0.68% | −80−1.9% | 減碼 |
| Golden State Equity Partners | 4,029 | $156.4 萬 | 0.29% | −1,285−24.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 4,023 | $156.2 萬 | 0.24% | +55+1.4% | 加碼 |
| Rossmore Private Capital | 4,023 | $156.2 萬 | 0.18% | +125+3.2% | 加碼 |
| Security National Bank | 4,014 | $155.8 萬 | 0.27% | 00.0% | 不變 |
| Secured Retirement Advisors, LLC | 4,007 | $155.5 萬 | 0.93% | −317−7.3% | 減碼 |
| IVC Wealth Advisors LLC | 4,006 | $155.5 萬 | 0.76% | −247−5.8% | 減碼 |
| Tower Bridge Advisors | 4,000 | $155.3 萬 | 0.17% | −293−6.8% | 減碼 |
| Viking Fund Management LLC | 4,000 | $155.3 萬 | 0.21% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,995 | $155.1 萬 | 0.22% | +77+2.0% | 加碼 |
| HCR Wealth Advisors | 3,978 | $154.4 萬 | 0.18% | +201+5.3% | 加碼 |
| Souders Financial Advisors | 3,975 | $154.3 萬 | 0.20% | +259+7.0% | 加碼 |
| Delta Investment Management, LLC | 3,971 | $154.2 萬 | 0.30% | −38−0.9% | 減碼 |
| Van Strum & Towne Inc. | 3,965 | $153.9 萬 | 0.49% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 3,961 | $153.8 萬 | 0.64% | −1,885−32.2% | 減碼 |
| Xcel Wealth Management, LLC | 3,960 | $153.7 萬 | 0.44% | +439+12.5% | 加碼 |
| Cornercap Investment Counsel Inc | 3,940 | $153.0 萬 | 0.80% | −97−2.4% | 減碼 |
| Byrne Asset Management LLC | 3,939 | $152.9 萬 | 1.03% | +87+2.3% | 加碼 |
| Maven Securities LTD | 3,928 | $152.5 萬 | 0.39% | −3,776−49.0% | 減碼 |
| Everett Harris & Co | 3,927 | $152.5 萬 | 0.02% | 00.0% | 不變 |
| Bank & Trust Co | 3,924 | $152.3 萬 | 1.21% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 3,915 | $152.0 萬 | 0.07% | 00.0% | 不變 |
| Rice Partnership, LLC | 3,913 | $151.9 萬 | 0.26% | +3,913 | 新進 |
| TownSquare Capital, LLC | 3,910 | $151.8 萬 | 0.15% | −30,985−88.8% | 減碼 |