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 |
|---|---|---|---|---|---|
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,272 | $98.6 萬 | 0.36% | −26−1.1% | 減碼 |
| Sentinus, LLC | 2,540 | $98.6 萬 | 0.24% | +31+1.2% | 加碼 |
| CVA Family Office, LLC | 2,538 | $98.5 萬 | 0.14% | −71−2.7% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,536 | $98.4 萬 | 0.05% | +239+10.4% | 加碼 |
| West Michigan Advisors, LLC | 2,534 | $98.4 萬 | 0.28% | +263+11.6% | 加碼 |
| Talon Private Wealth, LLC | 2,529 | $98.2 萬 | 0.14% | +34+1.4% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,524 | $98.0 萬 | 0.18% | −7−0.3% | 減碼 |
| Aspiriant, LLC | 2,511 | $97.5 萬 | 0.03% | −34−1.3% | 減碼 |
| Ethos Financial Group, LLC | 2,504 | $97.2 萬 | 0.08% | −3,022−54.7% | 減碼 |
| Sovran Advisors, LLC | 2,462 | $97.1 萬 | 0.10% | +448+22.2% | 加碼 |
| Sippican Capital Advisors | 2,500 | $97.1 萬 | 0.70% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $97.1 萬 | 0.78% | 00.0% | 不變 |
| Clarus Wealth Advisors | 2,461 | $97.0 萬 | 0.45% | −100−3.9% | 減碼 |
| Legacy Capital Group California, Inc. | 2,499 | $97.0 萬 | 0.27% | −69−2.7% | 減碼 |
| Bell Bank | 2,492 | $96.7 萬 | 0.05% | +894+55.9% | 加碼 |
| Bank of Stockton | 2,488 | $96.6 萬 | 0.29% | +151+6.5% | 加碼 |
| Northstar Group, Inc. | 2,486 | $96.5 萬 | 0.15% | −100−3.9% | 減碼 |
| Calton & Associates, Inc. | 2,485 | $96.5 萬 | 0.17% | +2,485 | 新進 |
| Elyxium Wealth, LLC | 2,482 | $96.4 萬 | 0.36% | +55+2.3% | 加碼 |
| MSH Capital Advisors LLC | 2,479 | $96.2 萬 | 0.28% | +405+19.5% | 加碼 |
| Resonant Capital Advisors, LLC | 2,475 | $96.1 萬 | 0.06% | +670+37.1% | 加碼 |
| Harbor Investment Advisory, LLC | 2,469 | $95.8 萬 | 0.09% | −152−5.8% | 減碼 |
| TD Private Client Wealth LLC | 2,463 | $95.6 萬 | 0.02% | −557−18.4% | 減碼 |
| Cidel Asset Management Inc | 2,462 | $95.6 萬 | 0.06% | +66+2.8% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,456 | $95.3 萬 | 0.12% | −33−1.3% | 減碼 |
| Seelaus Asset Management LLC | 2,453 | $95.2 萬 | 0.84% | 00.0% | 不變 |
| Sompo Asset Management Co., Ltd. | 2,450 | $95.1 萬 | 0.17% | +30+1.2% | 加碼 |
| United Asset Strategies, Inc. | 2,440 | $94.7 萬 | 0.08% | +323+15.3% | 加碼 |
| Arbor Wealth Advisors LLC | 2,437 | $94.6 萬 | 0.77% | 00.0% | 不變 |
| Trillium Asset Management, LLC | 2,434 | $94.5 萬 | 0.03% | 00.0% | 不變 |
| BCS Wealth Management | 2,435 | $94.5 萬 | 0.20% | +339+16.2% | 加碼 |
| Accredited Wealth Management, LLC | 2,422 | $94.0 萬 | 0.76% | 00.0% | 不變 |
| REDW Wealth LLC | 2,418 | $93.9 萬 | 0.37% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 2,417 | $93.8 萬 | 0.74% | −9−0.4% | 減碼 |
| Belpointe Asset Management LLC | 2,416 | $93.8 萬 | 0.04% | +189+8.5% | 加碼 |
| BSW Wealth Partners | 2,414 | $93.7 萬 | 0.13% | −11−0.5% | 減碼 |
| Addison Advisors LLC | 2,391 | $92.8 萬 | 0.23% | +192+8.7% | 加碼 |
| Alta Advisers Ltd | 2,391 | $92.8 萬 | 0.33% | 00.0% | 不變 |
| Puzo Michael J | 2,390 | $92.8 萬 | 0.26% | −100−4.0% | 減碼 |
| Armstrong Advisory Group, Inc | 2,384 | $92.5 萬 | 0.07% | −52−2.1% | 減碼 |
| Ci Investments Inc. | 2,372 | $92.1 萬 | 0.00% | −13−0.5% | 減碼 |
| Grandview Asset Management LLC | 2,365 | $91.8 萬 | 0.29% | −22−0.9% | 減碼 |
| WFA of San Diego, LLC | 2,361 | $91.7 萬 | 0.67% | +2,361 | 新進 |
| Cove Private Wealth, LLC | 2,359 | $91.6 萬 | 0.32% | +704+42.5% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $91.0 萬 | 0.25% | 00.0% | 不變 |
| E&G Advisors, LP | 2,342 | $90.9 萬 | 0.24% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 2,338 | $90.8 萬 | 0.40% | +3+0.1% | 加碼 |
| Saxon Interests, Inc. | 2,752 | $90.7 萬 | 0.42% | 00.0% | 不變 |
| Lincoln Capital LLC | 2,334 | $90.5 萬 | 0.17% | +2,334 | 新進 |
| Tudor Investment Corp Et Al | 2,322 | $90.1 萬 | 0.01% | −10,580−82.0% | 減碼 |
| Latitude Advisors, LLC | 2,314 | $89.8 萬 | 0.45% | +278+13.7% | 加碼 |
| Archer Investment Corp | 2,313 | $89.8 萬 | 0.21% | +7+0.3% | 加碼 |
| Bill Few Associates, Inc. | 2,313 | $89.8 萬 | 0.25% | +137+6.3% | 加碼 |
| Guardian Wealth Management, Inc. | 2,311 | $89.7 萬 | 0.60% | −5−0.2% | 減碼 |
| 180 Wealth Advisors, LLC | 2,307 | $89.6 萬 | 0.12% | −36−1.5% | 減碼 |
| Hunter Associates Investment Management LLC | 2,301 | $89.4 萬 | 0.13% | +10.0% | 加碼 |
| Platform Technology Partners | 2,301 | $89.3 萬 | 0.23% | 00.0% | 不變 |
| North Star Asset Management Inc | 2,298 | $89.2 萬 | 0.04% | −48−2.0% | 減碼 |
| GHP Investment Advisors, Inc. | 2,287 | $88.8 萬 | 0.04% | 00.0% | 不變 |
| Canandaigua National Trust Co of Florida | 2,275 | $88.3 萬 | 0.63% | +2,275 | 新進 |
| Fiduciary Group LLC | 2,273 | $88.2 萬 | 0.08% | 00.0% | 不變 |
| Means Investment Co., Inc. | 2,271 | $88.2 萬 | 0.08% | −21−0.9% | 減碼 |
| Goepper Burkhardt LLC | 2,267 | $88.0 萬 | 0.32% | +107+5.0% | 加碼 |
| Capital Advantage, Inc. | 2,264 | $87.9 萬 | 0.14% | −107−4.5% | 減碼 |
| YANKCOM Partnership | 2,261 | $87.8 萬 | 0.43% | +85+3.9% | 加碼 |
| KPP Advisory Services LLC | 2,258 | $87.7 萬 | 0.14% | +74+3.4% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,219 | $87.5 萬 | 0.18% | +250+12.7% | 加碼 |
| Proficio Capital Partners LLC | 2,250 | $87.3 萬 | 0.05% | +26+1.2% | 加碼 |
| LVM Capital Management Ltd | 2,246 | $87.2 萬 | 0.09% | −25−1.1% | 減碼 |
| One Capital Management, LLC | 2,246 | $87.2 萬 | 0.03% | +233+11.6% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,239 | $86.9 萬 | 0.14% | +83+3.8% | 加碼 |
| TFR Capital, LLC. | 2,236 | $86.8 萬 | 0.31% | +183+8.9% | 加碼 |
| Olistico Wealth, LLC | 2,235 | $86.8 萬 | 0.48% | +705+46.1% | 加碼 |
| Rational Advisors LLC | 2,233 | $86.7 萬 | 0.09% | −324−12.7% | 減碼 |
| NVWM, LLC | 2,233 | $86.7 萬 | 0.21% | +19+0.9% | 加碼 |
| Cranbrook Wealth Management, LLC | 2,228 | $86.5 萬 | 0.18% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 2,226 | $86.4 萬 | 0.05% | +618+38.4% | 加碼 |
| Wimmer Associates 1, LLC | 2,222 | $86.3 萬 | 0.44% | 00.0% | 不變 |
| Acropolis Investment Management, LLC | 2,222 | $86.3 萬 | 0.05% | +7+0.3% | 加碼 |
| Constitution Capital LLC | 2,218 | $86.1 萬 | 0.44% | −1,000−31.1% | 減碼 |
| Independence Bank of Kentucky | 2,214 | $85.9 萬 | 0.12% | +42+1.9% | 加碼 |
| Austin Private Wealth, LLC | 2,205 | $85.6 萬 | 0.07% | +81+3.8% | 加碼 |
| Horizon Wealth Management, LLC | 2,203 | $85.5 萬 | 0.15% | −19−0.9% | 減碼 |
| Peoples Financial Services Corp. | 2,202 | $85.5 萬 | 0.42% | −598−21.4% | 減碼 |
| Cetera Trust Company, N.A | 2,198 | $85.3 萬 | 0.51% | 00.0% | 不變 |
| Doliver Advisors, LP | 2,196 | $85.3 萬 | 0.23% | +182+9.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,186 | $84.9 萬 | 0.18% | −21−1.0% | 減碼 |
| Aberdeen Wealth Management LLC | 2,183 | $84.7 萬 | 0.56% | 00.0% | 不變 |
| Cercano Management LLC | 2,180 | $84.6 萬 | 0.02% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 2,180 | $84.6 萬 | 0.12% | −70−3.1% | 減碼 |
| Tyler-Stone Wealth Management | 2,178 | $84.6 萬 | 0.14% | −2−0.1% | 減碼 |
| Windsor Capital Management, LLC | 2,178 | $84.5 萬 | 0.25% | −120−5.2% | 減碼 |
| Marion Wealth Management | 2,174 | $84.4 萬 | 0.21% | +6+0.3% | 加碼 |
| West Family Investments, Inc. | 2,162 | $83.9 萬 | 0.22% | +500+30.1% | 加碼 |
| Cascades Capital Asset Management, LLC | 2,159 | $83.8 萬 | 0.43% | −96−4.3% | 減碼 |
| KFA Private Wealth Group, LLC | 2,155 | $83.7 萬 | 0.26% | −61−2.8% | 減碼 |
| L.M. Kohn & Company | 2,155 | $83.7 萬 | 0.23% | −350−14.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,153 | $83.6 萬 | 0.06% | +50+2.4% | 加碼 |
| Wulff, Hansen & Co. | 2,145 | $83.3 萬 | 0.71% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 2,144 | $83.2 萬 | 0.06% | +512+31.4% | 加碼 |