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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Seed Wealth Management, Inc. | 1,440 | $55.9 萬 | 0.42% | 00.0% | 不變 |
| Summit Wealth Group LLC | 1,440 | $55.9 萬 | 0.14% | +1,440 | 新進 |
| Sanchez Wealth Management Group | 1,438 | $55.8 萬 | 0.13% | −86−5.6% | 減碼 |
| Financial Partners Group, Inc | 1,436 | $55.8 萬 | 0.08% | −92−6.0% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $55.7 萬 | 0.30% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 1,150 | $55.5 萬 | 0.03% | +83+7.8% | 加碼 |
| Sepio Capital, LP | 1,420 | $55.2 萬 | 0.04% | −85−5.6% | 減碼 |
| Retirement Planning Group | 1,421 | $55.1 萬 | 0.02% | +15+1.1% | 加碼 |
| Liberty Wealth Management LLC | 1,420 | $55.1 萬 | 0.09% | +491+52.9% | 加碼 |
| Range Financial Group LLC | 1,412 | $54.8 萬 | 0.22% | +25+1.8% | 加碼 |
| Hardin Capital Partners, LLC | 1,402 | $54.8 萬 | 0.32% | +55+4.1% | 加碼 |
| Blankinship & Foster, LLC | 1,411 | $54.8 萬 | 0.13% | 00.0% | 不變 |
| Firestone Capital Management | 1,407 | $54.6 萬 | 0.13% | +15+1.1% | 加碼 |
| Palogic Value Management, L.P. | 1,406 | $54.6 萬 | 0.23% | +391+38.5% | 加碼 |
| Millington Financial Advisors, LLC | 1,274 | $54.5 萬 | 0.28% | +16+1.3% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,401 | $54.4 萬 | 0.12% | +263+23.1% | 加碼 |
| Gillespie Robinson & Grimm Inc | 1,400 | $54.3 萬 | 0.04% | −25−1.8% | 減碼 |
| Ironwood Investment Management LLC | 1,400 | $54.3 萬 | 0.26% | 00.0% | 不變 |
| Center For Asset Management LLC | 1,497 | $54.3 萬 | 0.34% | −1−0.1% | 減碼 |
| BankPlus Wealth Management LLC | 1,393 | $54.1 萬 | 0.36% | +19+1.4% | 加碼 |
| Grant Street Asset Management, Inc. | 1,394 | $54.1 萬 | 0.12% | 00.0% | 不變 |
| First National Corp | 1,394 | $54.1 萬 | 0.11% | 00.0% | 不變 |
| 4WEALTH Advisors, Inc. | 1,391 | $54.0 萬 | 0.56% | −10−0.7% | 減碼 |
| MUFG Securities EMEA plc | 1,390 | $54.0 萬 | 0.02% | +1,390 | 新進 |
| apricus wealth, LLC | 1,389 | $53.9 萬 | 0.31% | 00.0% | 不變 |
| Apollon Financial, LLC | 1,387 | $53.8 萬 | 0.11% | −19−1.4% | 減碼 |
| Mengis Capital Management, Inc. | 1,385 | $53.8 萬 | 0.11% | −1−0.1% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,383 | $53.7 萬 | 0.19% | +138+11.1% | 加碼 |
| Morris Retirement Advisors, LLC | 1,383 | $53.7 萬 | 0.25% | 00.0% | 不變 |
| Fca Corp | 1,382 | $53.7 萬 | 0.16% | +582+72.8% | 加碼 |
| JB Capital LLC | 1,380 | $53.6 萬 | 0.03% | +463+50.5% | 加碼 |
| Planning Alternatives Ltd | 1,374 | $53.3 萬 | 0.07% | +7+0.5% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,373 | $53.3 萬 | 0.08% | +46+3.5% | 加碼 |
| Carrera Capital Advisors | 1,371 | $53.2 萬 | 0.11% | −23−1.6% | 減碼 |
| Tumwater Wealth Management, LLC | 1,368 | $53.1 萬 | 0.25% | +51+3.9% | 加碼 |
| Planning Center, Inc. | 1,367 | $53.1 萬 | 0.06% | +44+3.3% | 加碼 |
| Buck Wealth Strategies, LLC | 1,364 | $53.0 萬 | 0.08% | −1,733−56.0% | 減碼 |
| Traveka Wealth, LLC | 1,363 | $52.9 萬 | 0.28% | +148+12.2% | 加碼 |
| Basepoint Wealth LLC | 1,359 | $52.7 萬 | 0.41% | −1−0.1% | 減碼 |
| Sendero Wealth Management, LLC | 1,357 | $52.7 萬 | 0.07% | +6+0.4% | 加碼 |
| Enterprise Financial Services Corp | 1,355 | $52.6 萬 | 0.28% | −22−1.6% | 減碼 |
| Thomas Story & Son LLC | 1,350 | $52.4 萬 | 0.20% | 00.0% | 不變 |
| First Pacific Financial | 1,349 | $52.4 萬 | 0.08% | +41+3.1% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 1,348 | $52.3 萬 | 0.13% | +1,348 | 新進 |
| Waterloo Capital, L.P. | 1,348 | $52.3 萬 | 0.04% | +301+28.7% | 加碼 |
| Coyle Financial Counsel LLC | 1,347 | $52.3 萬 | 0.14% | −2−0.1% | 減碼 |
| Signal Advisors Wealth, LLC | 1,344 | $52.2 萬 | 0.04% | −2,905−68.4% | 減碼 |
| United Bank | 1,342 | $52.1 萬 | 0.06% | −258−16.1% | 減碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,341 | $52.1 萬 | 0.19% | +11+0.8% | 加碼 |
| Wealth Management Associates, Inc. | 1,340 | $52.0 萬 | 0.20% | +53+4.1% | 加碼 |
| SJS Investment Consulting Inc. | 1,339 | $52.0 萬 | 0.08% | −15−1.1% | 減碼 |
| VeraBank, N.A. | 1,336 | $51.9 萬 | 0.10% | 00.0% | 不變 |
| Rockingstone Advisors LLC | 1,336 | $51.9 萬 | 0.27% | 00.0% | 不變 |
| McMill Wealth Management | 1,331 | $51.7 萬 | 0.17% | +2+0.2% | 加碼 |
| Accel Wealth Management | 1,331 | $51.7 萬 | 0.17% | +191+16.8% | 加碼 |
| JT Stratford LLC | 1,327 | $51.5 萬 | 0.08% | +140+11.8% | 加碼 |
| Braun-Bostich & Associates Inc. | 1,325 | $51.4 萬 | 0.35% | +62+4.9% | 加碼 |
| Intellus Advisors LLC | 1,320 | $51.3 萬 | 0.08% | +73+5.9% | 加碼 |
| Next Level Private LLC | 1,320 | $51.2 萬 | 0.17% | 00.0% | 不變 |
| Trustco Bank Corp N Y | 1,318 | $51.2 萬 | 0.50% | +200+17.9% | 加碼 |
| Hollencrest Capital Management | 1,318 | $51.2 萬 | 0.02% | +111+9.2% | 加碼 |
| Old Point Trust & Financial Services N A | 1,317 | $51.1 萬 | 0.18% | +100+8.2% | 加碼 |
| Interchange Capital Partners, LLC | 1,316 | $51.1 萬 | 0.12% | −38−2.8% | 減碼 |
| Westshore Wealth, LLC | 1,316 | $51.1 萬 | 0.20% | +1+0.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,314 | $51.0 萬 | 0.29% | −5−0.4% | 減碼 |
| Alpine Bank Wealth Management | 1,314 | $51.0 萬 | 0.08% | +670+104.0% | 加碼 |
| Convergence Financial, LLC | 1,312 | $50.9 萬 | 0.09% | +409+45.3% | 加碼 |
| Curbstone Financial Management Corp | 1,312 | $50.9 萬 | 0.10% | −490−27.2% | 減碼 |
| Petix & Botte Co | 1,312 | $50.9 萬 | 0.12% | 00.0% | 不變 |
| First Financial Corp | 1,308 | $50.8 萬 | 0.23% | 00.0% | 不變 |
| Schulhoff & Co Inc | 1,305 | $50.7 萬 | 0.22% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 1,304 | $50.6 萬 | 0.03% | +1,304 | 新進 |
| Friday Financial | 1,303 | $50.6 萬 | 0.26% | +1,303 | 新進 |
| Finivi Inc. | 1,302 | $50.5 萬 | 0.34% | +19+1.5% | 加碼 |
| Onefund, LLC | 1,302 | $50.5 萬 | 0.36% | −18−1.4% | 減碼 |
| Perpetual Ltd | 1,300 | $50.5 萬 | 0.01% | −400−23.5% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,300 | $50.5 萬 | 0.09% | −9−0.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 1,300 | $50.5 萬 | 0.06% | +1,300 | 新進 |
| Davidson Investment Advisors | 1,299 | $50.4 萬 | 0.02% | +102+8.5% | 加碼 |
| Leo Wealth, LLC | 1,299 | $50.4 萬 | 0.04% | +1,299 | 新進 |
| Daner Wealth Management, LLC | 1,221 | $50.4 萬 | 0.35% | +1,221 | 新進 |
| Baron Wealth Management LLC | 1,297 | $50.4 萬 | 0.18% | −22−1.7% | 減碼 |
| Verity Asset Management, Inc. | 1,295 | $50.3 萬 | 0.24% | −887−40.7% | 減碼 |
| Haven Private, LLC | 1,295 | $50.3 萬 | 0.22% | +1,295 | 新進 |
| RMR Wealth Builders | 1,292 | $50.2 萬 | 0.05% | −237−15.5% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,288 | $50.1 萬 | 0.14% | +44+3.5% | 加碼 |
| Beacon Capital Management, LLC | 1,291 | $50.1 萬 | 0.07% | −225−14.8% | 減碼 |
| Elser Financial Planning, Inc | 1,291 | $50.1 萬 | 0.63% | −35−2.6% | 減碼 |
| MCF Advisors LLC | 1,287 | $50.0 萬 | 0.03% | −2−0.2% | 減碼 |
| Bangor Savings Bank | 1,282 | $49.8 萬 | 0.04% | +35+2.8% | 加碼 |
| Rise Advisors, LLC | 1,281 | $49.7 萬 | 0.20% | −53−4.0% | 減碼 |
| FSA Advisors, Inc. | 1,280 | $49.7 萬 | 0.40% | −310−19.5% | 減碼 |
| Oliver Luxxe Assets LLC | 1,280 | $49.7 萬 | 0.09% | −30−2.3% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 1,278 | $49.6 萬 | 0.54% | +1,278 | 新進 |
| David J Yvars Group | 1,278 | $49.6 萬 | 0.29% | +1,278 | 新進 |
| Forbes J M & Co LLP | 1,277 | $49.6 萬 | 0.05% | −314−19.7% | 減碼 |
| Alpha Family Trust | 1,270 | $49.3 萬 | 0.24% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 1,268 | $49.2 萬 | 0.12% | −87−6.4% | 減碼 |
| Destination Wealth Management | 1,267 | $49.2 萬 | 0.01% | +73+6.1% | 加碼 |
| Warther Private Wealth, LLC | 1,266 | $49.2 萬 | 0.13% | −377−22.9% | 減碼 |