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 |
|---|---|---|---|---|---|
| Marble Harbor Investment Counsel, LLC | 3,382 | $131.3 萬 | 0.14% | −250−6.9% | 減碼 |
| Avestar Capital, LLC | 3,373 | $130.9 萬 | 0.10% | −204−5.7% | 減碼 |
| Financial Management Network Inc | 3,289 | $130.9 萬 | 0.23% | +346+11.8% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,365 | $130.6 萬 | 0.03% | +934+38.4% | 加碼 |
| Main Street Financial Solutions, LLC | 3,365 | $130.6 萬 | 0.09% | −1,237−26.9% | 減碼 |
| Laurion Capital Management LP | 3,364 | $130.6 萬 | 0.15% | +3,364 | 新進 |
| Magnus Financial Group LLC | 3,363 | $130.6 萬 | 0.11% | −29−0.9% | 減碼 |
| Everhart Financial Group, Inc. | 3,363 | $130.5 萬 | 0.15% | −613−15.4% | 減碼 |
| Bath Savings Trust Co | 3,349 | $130.0 萬 | 0.13% | −48−1.4% | 減碼 |
| Corundum Group, Inc. | 3,345 | $129.9 萬 | 0.57% | +63+1.9% | 加碼 |
| First Citizens Bank & Trust Co | 3,333 | $129.4 萬 | 0.02% | −327−8.9% | 減碼 |
| Apella Capital, LLC | 3,297 | $129.1 萬 | 0.03% | +4+0.1% | 加碼 |
| Mendel Money Management | 3,319 | $128.8 萬 | 0.57% | −25−0.7% | 減碼 |
| Grimes & Company, Inc. | 3,318 | $128.8 萬 | 0.04% | −33−1.0% | 減碼 |
| Golden State Wealth Management, LLC | 3,307 | $128.4 萬 | 0.16% | −251−7.1% | 減碼 |
| AIA Group Ltd | 3,306 | $128.3 萬 | 0.03% | −22,256−87.1% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,304 | $128.3 萬 | 0.04% | +605+22.4% | 加碼 |
| Scott Marsh Financial, LLC | 3,290 | $127.7 萬 | 0.47% | +3,290 | 新進 |
| Orca Wealth Management, LLC | 3,285 | $127.5 萬 | 1.07% | +7+0.2% | 加碼 |
| Berger Financial Group, Inc | 3,281 | $127.4 萬 | 0.08% | −256−7.2% | 減碼 |
| Roxbury Financial LLC | 3,280 | $127.3 萬 | 1.24% | −48−1.4% | 減碼 |
| Traphagen Investment Advisors LLC | 3,272 | $127.0 萬 | 0.12% | +190+6.2% | 加碼 |
| Fox Hill Wealth Management | 3,270 | $126.9 萬 | 0.65% | +110+3.5% | 加碼 |
| LGT Group Foundation | 3,266 | $126.8 萬 | 0.02% | −2,544−43.8% | 減碼 |
| Ascent Group, LLC | 3,260 | $126.6 萬 | 0.05% | −1,207−27.0% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 3,258 | $126.5 萬 | 0.52% | +16+0.5% | 加碼 |
| LexAurum Advisors, LLC | 3,250 | $126.2 萬 | 0.20% | −10.0% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $126.2 萬 | 0.57% | −550−14.5% | 減碼 |
| Hancock Whitney Corp | 3,249 | $126.1 萬 | 0.02% | +460+16.5% | 加碼 |
| Founders Financial Alliance, LLC | 3,248 | $126.1 萬 | 0.29% | −17−0.5% | 減碼 |
| Boston Family Office LLC | 3,244 | $125.9 萬 | 0.08% | −58−1.8% | 減碼 |
| Keynote Financial Services LLC | 3,240 | $125.8 萬 | 0.85% | −20−0.6% | 減碼 |
| Auxier Asset Management | 3,230 | $125.4 萬 | 0.18% | 00.0% | 不變 |
| Prosperity Consulting Group, LLC | 3,223 | $125.1 萬 | 0.09% | +120+3.9% | 加碼 |
| Stiles Financial Services Inc | 3,217 | $124.9 萬 | 0.43% | +121+3.9% | 加碼 |
| L2 Asset Management, LLC | 3,209 | $124.6 萬 | 0.20% | −766−19.3% | 減碼 |
| Capital Advisors Inc | 3,209 | $124.6 萬 | 0.02% | −466−12.7% | 減碼 |
| Sittner & Nelson, LLC | 3,208 | $124.5 萬 | 0.50% | +442+16.0% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,196 | $124.1 萬 | 0.18% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 3,194 | $124.0 萬 | 0.18% | −149−4.5% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 3,189 | $123.8 萬 | 1.48% | +15+0.5% | 加碼 |
| Herold Advisors, Inc. | 3,182 | $123.5 萬 | 0.26% | +452+16.6% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,172 | $123.1 萬 | 0.19% | +152+5.0% | 加碼 |
| Benin Management CORP | 3,165 | $122.9 萬 | 0.32% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 3,159 | $122.6 萬 | 1.01% | −54−1.7% | 減碼 |
| Brucke Financial, Inc. | 3,150 | $122.3 萬 | 0.85% | −14−0.4% | 減碼 |
| Hilltop National Bank | 3,141 | $121.9 萬 | 0.32% | +3,141 | 新進 |
| CMG Global Holdings, LLC | 2,816 | $121.9 萬 | 0.64% | −95−3.3% | 減碼 |
| Ted Buchan & Co | 3,139 | $121.9 萬 | 0.48% | +498+18.9% | 加碼 |
| Sage Mountain Advisors LLC | 3,137 | $121.8 萬 | 0.08% | +85+2.8% | 加碼 |
| Chilton Capital Management LLC | 3,115 | $120.9 萬 | 0.04% | −28−0.9% | 減碼 |
| Root Financial Partners, LLC | 3,114 | $120.9 萬 | 0.12% | +1,413+83.1% | 加碼 |
| Menard Financial Group LLC | 3,108 | $120.6 萬 | 0.72% | −66−2.1% | 減碼 |
| PFC Capital Group, Inc. | 3,101 | $120.3 萬 | 0.56% | −534−14.7% | 減碼 |
| Martingale Asset Management L P | 3,097 | $120.2 萬 | 0.03% | −2,060−39.9% | 減碼 |
| Alexis Investment Partners, LLC | 3,118 | $120.2 萬 | 0.52% | +207+7.1% | 加碼 |
| Bard Financial Services, Inc. | 3,090 | $120.0 萬 | 0.14% | +1,825+144.3% | 加碼 |
| Agf Management Ltd | 3,074 | $119.3 萬 | 0.01% | 00.0% | 不變 |
| Chesapeake Wealth Management | 3,073 | $119.3 萬 | 0.40% | +412+15.5% | 加碼 |
| Wealth Effects LLC | 3,063 | $118.9 萬 | 0.44% | +141+4.8% | 加碼 |
| Fulton Bank, N.A. | 3,056 | $118.6 萬 | 0.04% | −469−13.3% | 減碼 |
| Tidemark, LLC | 3,045 | $118.2 萬 | 0.38% | +606+24.8% | 加碼 |
| Purus Wealth Management, LLC | 3,039 | $118.0 萬 | 0.41% | +1,737+133.4% | 加碼 |
| First Heartland Consultants, Inc. | 3,037 | $117.9 萬 | 0.10% | +93+3.2% | 加碼 |
| Brookwood Investment Group LLC | 3,034 | $117.8 萬 | 0.19% | +426+16.3% | 加碼 |
| AA Financial Advisors, LLC | 3,023 | $117.4 萬 | 0.25% | −439−12.7% | 減碼 |
| Kennebec Savings Bank | 3,007 | $116.7 萬 | 1.14% | +155+5.4% | 加碼 |
| Wrapmanager Inc | 3,000 | $116.5 萬 | 0.28% | −590−16.4% | 減碼 |
| Birinyi Associates Inc | 3,000 | $116.5 萬 | 0.34% | 00.0% | 不變 |
| Westpac Banking Corp | 3,000 | $116.5 萬 | 0.08% | −5,767−65.8% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $116.5 萬 | 0.33% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $116.5 萬 | 0.22% | 00.0% | 不變 |
| Probity Advisors, Inc. | 2,994 | $116.2 萬 | 0.20% | −521−14.8% | 減碼 |
| Calamos Wealth Management LLC | 2,986 | $115.9 萬 | 0.05% | +439+17.2% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,975 | $115.5 萬 | 0.12% | +121+4.2% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,967 | $115.2 萬 | 0.85% | +8+0.3% | 加碼 |
| Kathmere Capital Management, LLC | 2,964 | $115.1 萬 | 0.09% | +1,047+54.6% | 加碼 |
| Monograph Wealth Advisors, LLC | 2,960 | $114.9 萬 | 0.14% | +10.0% | 加碼 |
| EntryPoint Capital, LLC | 2,952 | $114.6 萬 | 0.57% | +2,952 | 新進 |
| Harfst & Associates, Inc. | 2,941 | $114.2 萬 | 0.24% | 00.0% | 不變 |
| Invesco, LLC | 2,930 | $113.7 萬 | 0.42% | +809+38.1% | 加碼 |
| Aspen Investment Management Inc | 2,930 | $113.7 萬 | 0.48% | −36−1.2% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,928 | $113.7 萬 | 0.16% | −534−15.4% | 減碼 |
| High Net Worth Advisory Group LLC | 2,926 | $113.7 萬 | 0.30% | −50−1.7% | 減碼 |
| First County Bank | 2,927 | $113.6 萬 | 0.61% | −184−5.9% | 減碼 |
| Lion Street Advisors, LLC | 2,921 | $113.4 萬 | 0.34% | −21−0.7% | 減碼 |
| US Asset Management LLC | 2,921 | $113.4 萬 | 0.98% | 00.0% | 不變 |
| First Command Advisory Services, Inc. | 2,916 | $113.2 萬 | 0.01% | +387+15.3% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,915 | $113.2 萬 | 0.16% | +16+0.6% | 加碼 |
| Fortress Wealth Group, LLC | 2,608 | $113.1 萬 | 0.53% | +59+2.3% | 加碼 |
| Mechanics Financial Corp | 2,901 | $112.6 萬 | 0.48% | +40+1.4% | 加碼 |
| Armis Advisers, LLC | 2,854 | $112.5 萬 | 0.09% | +451+18.8% | 加碼 |
| Trustmark National Bank Trust Department | 2,899 | $112.5 萬 | 0.08% | −349−10.7% | 減碼 |
| J. W. Coons Advisors, LLC | 2,880 | $111.8 萬 | 0.25% | −500−14.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,874 | $111.6 萬 | 0.46% | −280−8.9% | 減碼 |
| Cadent Capital Advisors, LLC | 2,870 | $111.4 萬 | 0.36% | −369−11.4% | 減碼 |
| Compass Ion Advisors, LLC | 2,867 | $111.3 萬 | 0.12% | +13+0.5% | 加碼 |
| Forte Capital LLC | 2,867 | $111.3 萬 | 0.12% | −159−5.3% | 減碼 |
| Kercheville Advisors, LLC | 2,865 | $111.2 萬 | 0.38% | +253+9.7% | 加碼 |
| PDS Planning, Inc | 2,864 | $111.2 萬 | 0.08% | +321+12.6% | 加碼 |