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
- 3,022
- 較 2025 年第 1 季 +159 家
- 持有股數
- 3.30 億
- 較 2025 年第 1 季 +1,912 (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 1,150 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 |
|---|---|---|---|---|---|
| Stokes Family Office, LLC | 1,643 | $63.8 萬 | 0.07% | −25−1.5% | 減碼 |
| Abel Hall, LLC | 1,641 | $63.7 萬 | 0.29% | +1,641 | 新進 |
| SageView Advisory Group, LLC | 1,469 | $63.6 萬 | 0.02% | +90+6.5% | 加碼 |
| Reliant Investment Partners, LLC | 1,636 | $63.5 萬 | 0.55% | −34−2.0% | 減碼 |
| Liberty Square Wealth Partners LLC | 1,636 | $63.5 萬 | 0.22% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 1,634 | $63.4 萬 | 0.05% | +1,634 | 新進 |
| Relyea Zuckerberg Hanson LLC | 1,633 | $63.4 萬 | 0.07% | −49−2.9% | 減碼 |
| Frisch Financial Group, Inc. | 1,627 | $63.2 萬 | 0.15% | −13−0.8% | 減碼 |
| Gould Asset Management LLC | 1,625 | $63.1 萬 | 0.12% | −30−1.8% | 減碼 |
| Cornerstone Select Advisors, LLC | 1,620 | $62.9 萬 | 0.55% | −80−4.7% | 減碼 |
| Advisory Resource Group | 1,617 | $62.8 萬 | 0.12% | −21−1.3% | 減碼 |
| Jeppson Wealth Management, LLC | 1,617 | $62.8 萬 | 0.22% | −1−0.1% | 減碼 |
| Wagner Wealth Management, LLC | 1,615 | $62.7 萬 | 0.14% | +738+84.2% | 加碼 |
| LCNB Corp | 1,612 | $62.6 萬 | 0.22% | −339−17.4% | 減碼 |
| Orrstown Financial Services Inc | 1,611 | $62.5 萬 | 0.13% | −785−32.8% | 減碼 |
| New Republic Capital, LLC | 1,609 | $62.5 萬 | 0.22% | −18−1.1% | 減碼 |
| Challenger Wealth Management | 1,607 | $62.4 萬 | 0.43% | +7+0.4% | 加碼 |
| TFB Advisors LLC | 1,607 | $62.4 萬 | 0.16% | +98+6.5% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,607 | $62.4 萬 | 0.21% | 00.0% | 不變 |
| Peoples Bank | 1,603 | $62.2 萬 | 0.42% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 1,601 | $62.2 萬 | 0.31% | −35−2.1% | 減碼 |
| Camden National Bank | 1,600 | $62.1 萬 | 0.09% | −16−1.0% | 減碼 |
| WESCAP Management Group, Inc. | 1,600 | $62.1 萬 | 0.14% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $62.1 萬 | 0.02% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $62.1 萬 | 0.35% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 1,600 | $62.1 萬 | 0.34% | 00.0% | 不變 |
| Militia Capital Partners, LP | 1,600 | $62.1 萬 | 0.29% | +1,600 | 新進 |
| Canal Capital Management, LLC | 1,600 | $62.1 萬 | 0.10% | +64+4.2% | 加碼 |
| Baker Ellis Asset Management LLC | 1,597 | $62.0 萬 | 0.09% | 00.0% | 不變 |
| Congress Park Capital LLC | 1,595 | $61.9 萬 | 0.20% | +375+30.7% | 加碼 |
| WealthTrust Axiom LLC | 1,595 | $61.9 萬 | 0.18% | −18−1.1% | 減碼 |
| Everpar Advisors LLC | 1,594 | $61.9 萬 | 0.28% | +204+14.7% | 加碼 |
| Stonebridge Financial Group, LLC | 1,593 | $61.8 萬 | 0.06% | +31+2.0% | 加碼 |
| Mustard Seed Financial, LLC | 1,592 | $61.8 萬 | 0.45% | 00.0% | 不變 |
| Quent Capital, LLC | 1,591 | $61.8 萬 | 0.06% | +41+2.6% | 加碼 |
| McGowan Group Asset Management, Inc. | 1,591 | $61.7 萬 | 0.08% | +2+0.1% | 加碼 |
| Smart Portfolios, LLC | 1,588 | $61.6 萬 | 0.62% | −15−0.9% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $61.4 萬 | 0.07% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,581 | $61.4 萬 | 0.05% | −190−10.7% | 減碼 |
| Keystone Wealth Services, LLC | 1,581 | $61.4 萬 | 0.15% | +6+0.4% | 加碼 |
| Ameriflex Group, Inc. | 1,606 | $61.3 萬 | 0.32% | −2,826−63.8% | 減碼 |
| Compass Capital Corp | 1,504 | $61.3 萬 | 0.29% | +432+40.3% | 加碼 |
| Transcendent Capital Group LLC | 1,578 | $61.3 萬 | 0.31% | +1,578 | 新進 |
| VisionPoint Advisory Group, LLC | 1,576 | $61.2 萬 | 0.13% | +225+16.7% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,573 | $61.1 萬 | 0.41% | −35−2.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $60.8 萬 | 0.11% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 1,564 | $60.7 萬 | 0.13% | +11+0.7% | 加碼 |
| Readystate Asset Management LP | 1,564 | $60.7 萬 | 0.03% | +1,564 | 新進 |
| Victory Financial Group, LLC | 1,561 | $60.6 萬 | 0.10% | +836+115.3% | 加碼 |
| Axq Capital, LP | 1,560 | $60.6 萬 | 0.20% | +559+55.8% | 加碼 |
| Capital Analysts, LLC | 1,559 | $60.5 萬 | 0.02% | +79+5.3% | 加碼 |
| Reyes Financial Architecture, Inc. | 1,553 | $60.3 萬 | 0.52% | +239+18.2% | 加碼 |
| Arcataur Capital Management LLC | 1,552 | $60.3 萬 | 0.19% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 1,552 | $60.3 萬 | 0.03% | +38+2.5% | 加碼 |
| Rosenberg Matthew Hamilton | 1,551 | $60.2 萬 | 0.14% | +139+9.8% | 加碼 |
| Laffer Tengler Investments | 1,551 | $60.2 萬 | 0.11% | +639+70.1% | 加碼 |
| Quantum Financial Advisors, LLC | 1,550 | $60.2 萬 | 0.08% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 1,547 | $60.0 萬 | 0.01% | −133−7.9% | 減碼 |
| Burton Enright Welch | 1,546 | $60.0 萬 | 0.10% | +111+7.7% | 加碼 |
| Sentry Investment Management LLC | 1,519 | $59.9 萬 | 0.33% | 00.0% | 不變 |
| Petros Family Wealth, LLC | 1,542 | $59.9 萬 | 0.55% | +145+10.4% | 加碼 |
| SAM Advisors, LLC | 1,540 | $59.8 萬 | 0.21% | 00.0% | 不變 |
| Affinity Capital Advisors, LLC | 1,540 | $59.8 萬 | 0.10% | +4+0.3% | 加碼 |
| LVW Advisors, LLC | 1,538 | $59.7 萬 | 0.07% | −608−28.3% | 減碼 |
| Tectonic Advisors LLC | 1,536 | $59.6 萬 | 0.03% | +6+0.4% | 加碼 |
| McBroom & Associates, LLC | 1,806 | $59.6 萬 | 0.34% | 00.0% | 不變 |
| Strategic Equity Management | 1,526 | $59.2 萬 | 0.22% | 00.0% | 不變 |
| MFA Wealth Services | 1,523 | $59.1 萬 | 0.44% | +1+0.1% | 加碼 |
| Alteri Wealth LLC | 1,522 | $59.1 萬 | 0.23% | +37+2.5% | 加碼 |
| SFMG, LLC | 1,501 | $58.3 萬 | 0.04% | −235−13.5% | 減碼 |
| XTX Topco Ltd | 1,500 | $58.2 萬 | 0.02% | −2,263−60.1% | 減碼 |
| Rbo & Co LLC | 1,500 | $58.2 萬 | 0.09% | 00.0% | 不變 |
| Fractal Investments LLC | 1,500 | $58.2 萬 | 0.08% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $58.2 萬 | 0.02% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,496 | $58.1 萬 | 0.19% | +13+0.9% | 加碼 |
| Atlantic Trust, LLC | 1,495 | $58.0 萬 | 0.11% | −212−12.4% | 減碼 |
| GWN Securities Inc. | 1,481 | $57.8 萬 | 0.11% | −18,374−92.5% | 減碼 |
| Empirical Asset Management, LLC | 1,485 | $57.6 萬 | 0.18% | −22−1.5% | 減碼 |
| PBMares Wealth Management LLC | 1,482 | $57.5 萬 | 0.11% | −65−4.2% | 減碼 |
| Acas, LLC | 1,389 | $57.4 萬 | 0.38% | +12+0.9% | 加碼 |
| Leisure Capital Management | 1,478 | $57.4 萬 | 0.22% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 1,477 | $57.3 萬 | 0.22% | +3+0.2% | 加碼 |
| Blueshift Asset Management, LLC | 1,476 | $57.3 萬 | 0.18% | −1,316−47.1% | 減碼 |
| Cromwell Holdings LLC | 1,476 | $57.3 萬 | 0.35% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,473 | $57.2 萬 | 0.19% | 00.0% | 不變 |
| Koss-Olinger Consulting, LLC | 1,469 | $57.0 萬 | 0.05% | −4−0.3% | 減碼 |
| Silver Coast Investments LLC | 1,468 | $57.0 萬 | 0.21% | +379+34.8% | 加碼 |
| West Paces Advisors Inc. | 1,467 | $57.0 萬 | 0.12% | 00.0% | 不變 |
| Spirepoint Private Client, LLC | 1,467 | $57.0 萬 | 0.06% | +11+0.8% | 加碼 |
| Hills Bank & Trust Co | 1,467 | $57.0 萬 | 0.04% | +218+17.5% | 加碼 |
| Hara Capital LLC | 1,465 | $56.9 萬 | 0.35% | 00.0% | 不變 |
| Morse Asset Management, Inc | 1,464 | $56.8 萬 | 0.12% | −10−0.7% | 減碼 |
| Mirador Capital Partners LP | 1,460 | $56.7 萬 | 0.09% | 00.0% | 不變 |
| Aspen Grove Capital, LLC | 1,452 | $56.4 萬 | 0.10% | +784+117.4% | 加碼 |
| Pinnacle Financial Group, LLC | 1,451 | $56.3 萬 | 0.19% | +219+17.8% | 加碼 |
| Insight Advisors, LLC | 1,448 | $56.2 萬 | 0.09% | +2+0.1% | 加碼 |
| Nadler Financial Group, Inc. | 1,446 | $56.1 萬 | 0.06% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,443 | $56.0 萬 | 0.06% | 00.0% | 不變 |
| Channel Wealth LLC | 1,441 | $55.9 萬 | 0.16% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 1,440 | $55.9 萬 | 0.10% | −786−35.3% | 減碼 |