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 | 3,772 | $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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 24,337 | $944.8 萬 | 0.11% | −7,496−23.5% | 減碼 |
| Warren Averett Asset Management, LLC | 24,300 | $943.4 萬 | 0.10% | +502+2.1% | 加碼 |
| Fusion Capital, LLC | 23,998 | $931.6 萬 | 3.19% | +666+2.9% | 加碼 |
| Baader Bank INC | 24,239 | $931.5 萬 | 0.80% | +598+2.5% | 加碼 |
| Signet Financial Management, LLC | 23,990 | $931.3 萬 | 1.17% | −69−0.3% | 減碼 |
| Trifecta Capital Advisors, LLC | 23,792 | $923.6 萬 | 1.54% | +2,145+9.9% | 加碼 |
| Metis Global Partners, LLC | 23,774 | $922.9 萬 | 0.24% | −2,831−10.6% | 減碼 |
| Ronald Blue Trust, Inc. | 23,774 | $922.9 萬 | 0.11% | −586−2.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,692 | $919.8 萬 | 0.28% | −183−0.8% | 減碼 |
| McGuire Investment Group, LLC | 23,521 | $913.1 萬 | 1.17% | +424+1.8% | 加碼 |
| APG Asset Management N.V. | 27,293 | $902.6 萬 | 0.03% | −440,867−94.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 23,252 | $902.3 萬 | 0.41% | +700+3.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 23,220 | $901.4 萬 | 1.30% | +355+1.6% | 加碼 |
| Concentric Capital Strategies, LP | 23,183 | $900.0 萬 | 0.51% | +23,183 | 新進 |
| Miracle Mile Advisors, LLC | 23,095 | $896.6 萬 | 0.15% | +533+2.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 23,037 | $894.3 萬 | 0.17% | +1,238+5.7% | 加碼 |
| Equitable Holdings, Inc. | 23,033 | $894.2 萬 | 0.07% | +5,487+31.3% | 加碼 |
| Creekmur Asset Management LLC | 22,980 | $892.1 萬 | 1.58% | +3,722+19.3% | 加碼 |
| Financial Partners Group, LLC | 22,978 | $892.0 萬 | 3.23% | −110−0.5% | 減碼 |
| Wesbanco Bank Inc | 22,877 | $888.1 萬 | 0.26% | +1,399+6.5% | 加碼 |
| Logan Capital Management Inc | 22,856 | $887.3 萬 | 0.41% | −800−3.4% | 減碼 |
| Tiaa Trust, National Association | 22,760 | $883.5 萬 | 0.02% | +503+2.3% | 加碼 |
| New Mexico Educational Retirement Board | 22,602 | $877.4 萬 | 0.29% | 00.0% | 不變 |
| Crestwood Advisors Group LLC | 22,567 | $876.1 萬 | 0.16% | −122−0.5% | 減碼 |
| Maryland State Retirement & Pension System | 22,509 | $873.8 萬 | 0.19% | −100−0.4% | 減碼 |
| Atlantic Union Bankshares Corp | 22,454 | $871.7 萬 | 0.20% | +14,625+186.8% | 加碼 |
| Silver Oak Securities, Inc | 22,341 | $867.3 萬 | 0.72% | −1,207−5.1% | 減碼 |
| German American Bancorp, Inc. | 22,289 | $865.3 萬 | 0.85% | −11,403−33.8% | 減碼 |
| Capital Investment Counsel, LLC | 22,223 | $862.7 萬 | 1.34% | −332−1.5% | 減碼 |
| Investment Management Corp of Ontario | 22,075 | $857.0 萬 | 0.12% | −2,000−8.3% | 減碼 |
| Sonora Investment Management Group, LLC | 22,019 | $854.8 萬 | 0.63% | +3,568+19.3% | 加碼 |
| Mutual Advisors, LLC | 19,603 | $850.3 萬 | 0.21% | −487−2.4% | 減碼 |
| F/M Investments LLC | 21,893 | $849.9 萬 | 0.31% | −15,592−41.6% | 減碼 |
| Sigma Planning Corp | 21,647 | $840.4 萬 | 0.25% | −3,268−13.1% | 減碼 |
| King Luther Capital Management Corp | 21,584 | $837.9 萬 | 0.04% | +3,434+18.9% | 加碼 |
| City Holding Co | 21,558 | $836.9 萬 | 1.10% | −131−0.6% | 減碼 |
| Hixon Zuercher, LLC | 21,407 | $831.1 萬 | 2.69% | −2,028−8.7% | 減碼 |
| Braun Stacey Associates Inc | 21,388 | $830.3 萬 | 0.30% | −13,844−39.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 21,340 | $828.4 萬 | 0.41% | −5,819−21.4% | 減碼 |
| Vestor Capital, LLC | 54,798 | $825.1 萬 | 0.80% | +54,665+41,101.5% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 21,240 | $824.6 萬 | 0.23% | +700+3.4% | 加碼 |
| Principle Wealth Partners LLC | 21,240 | $824.5 萬 | 0.51% | −307−1.4% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 21,192 | $822.7 萬 | 0.77% | −1,488−6.6% | 減碼 |
| Summitry LLC | 21,160 | $821.4 萬 | 0.37% | +2,034+10.6% | 加碼 |
| Bleakley Financial Group, LLC | 21,148 | $821.0 萬 | 0.21% | +1,400+7.1% | 加碼 |
| Sagespring Wealth Partners, LLC | 21,140 | $820.7 萬 | 0.18% | +645+3.1% | 加碼 |
| Citizens National Bank Trust Department | 21,118 | $819.8 萬 | 1.64% | −125−0.6% | 減碼 |
| Verition Fund Management LLC | 21,083 | $818.5 萬 | 0.05% | +6,351+43.1% | 加碼 |
| Principal Securities, Inc. | 20,827 | $808.5 萬 | 0.15% | +1,517+7.9% | 加碼 |
| Howe & Rusling Inc | 20,753 | $805.7 萬 | 0.60% | +285+1.4% | 加碼 |
| BKD Wealth Advisors, LLC | 20,689 | $803.2 萬 | 0.17% | −35−0.2% | 減碼 |
| Central Bank & Trust Co | 20,675 | $802.6 萬 | 1.31% | −774−3.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 20,666 | $802.3 萬 | 0.14% | −938−4.3% | 減碼 |
| Griffin Asset Management, Inc. | 20,644 | $801.4 萬 | 0.95% | +3,515+20.5% | 加碼 |
| Knuff & Co LLC | 20,569 | $798.5 萬 | 2.52% | −500−2.4% | 減碼 |
| Covington Investment Advisors Inc. | 20,487 | $795.3 萬 | 1.14% | +5,107+33.2% | 加碼 |
| Searle & Co. | 20,253 | $786.2 萬 | 2.22% | −100−0.5% | 減碼 |
| Park Avenue Securities LLC | 20,186 | $783.6 萬 | 0.07% | −4,304−17.6% | 減碼 |
| Vise Technologies, Inc. | 20,176 | $783.2 萬 | 0.32% | +20,176 | 新進 |
| Parcion Private Wealth LLC | 20,150 | $782.2 萬 | 0.56% | +226+1.1% | 加碼 |
| First Financial Bank - Trust Division | 20,130 | $781.5 萬 | 0.69% | +109+0.5% | 加碼 |
| Bryn Mawr Trust Co | 20,099 | $780.3 萬 | 0.14% | +231+1.2% | 加碼 |
| Moors & Cabot, Inc. | 20,038 | $777.9 萬 | 0.36% | +2,073+11.5% | 加碼 |
| New Age Alpha Advisors, LLC | 20,032 | $777.7 萬 | 0.34% | −442−2.2% | 減碼 |
| Madison Asset Management, LLC | 20,008 | $776.7 萬 | 0.08% | −2,168−9.8% | 減碼 |
| Axxcess Wealth Management, LLC | 19,984 | $775.8 萬 | 0.19% | −5,192−20.6% | 減碼 |
| AE Wealth Management LLC | 19,876 | $771.6 萬 | 0.06% | +1,075+5.7% | 加碼 |
| Sentry LLC | 19,827 | $769.7 萬 | 1.53% | −77−0.4% | 減碼 |
| Bessemer Group Inc | 19,808 | $769.0 萬 | 0.01% | −329,864−94.3% | 減碼 |
| Bailard, Inc. | 19,795 | $768.5 萬 | 0.18% | +5,355+37.1% | 加碼 |
| Welch & Forbes LLC | 19,757 | $767.0 萬 | 0.10% | −964−4.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 19,715 | $765.4 萬 | 0.60% | −565−2.8% | 減碼 |
| Ieq Capital, LLC | 19,651 | $762.9 萬 | 0.05% | −3,341−14.5% | 減碼 |
| Spinnaker Trust | 19,560 | $759.3 萬 | 0.46% | 00.0% | 不變 |
| Financial & Tax Architects, LLC | 19,542 | $758.7 萬 | 1.84% | +18,077+1,233.9% | 加碼 |
| Boit C F David | 19,500 | $757.0 萬 | 3.64% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 19,494 | $756.8 萬 | 0.23% | +6,873+54.5% | 加碼 |
| Mirabella Financial Services LLP | 19,475 | $756.0 萬 | 0.79% | +19,475 | 新進 |
| Mather Group, LLC. | 19,450 | $755.1 萬 | 0.08% | +6,976+55.9% | 加碼 |
| Physicians Financial Services, Inc. | 19,394 | $752.9 萬 | 2.24% | +60+0.3% | 加碼 |
| Mairs & Power Inc | 19,361 | $751.6 萬 | 0.07% | +2,808+17.0% | 加碼 |
| Koshinski Asset Management, Inc. | 19,288 | $748.8 萬 | 0.57% | −98−0.5% | 減碼 |
| Anderson Hoagland & Co | 19,250 | $747.3 萬 | 0.71% | +39+0.2% | 加碼 |
| EP Wealth Advisors, LLC | 19,208 | $745.7 萬 | 0.05% | +1,889+10.9% | 加碼 |
| Alberta Investment Management Corp | 19,000 | $737.6 萬 | 0.06% | +6,700+54.5% | 加碼 |
| Spears Abacus Advisors LLC | 18,940 | $735.3 萬 | 0.15% | −69−0.4% | 減碼 |
| Caldwell Trust Co | 18,930 | $734.9 萬 | 0.73% | +531+2.9% | 加碼 |
| Foster & Motley Inc | 18,904 | $733.9 萬 | 0.42% | +1,086+6.1% | 加碼 |
| Integrated Wealth Concepts LLC | 18,782 | $729.1 萬 | 0.07% | −1,282−6.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 18,761 | $728.3 萬 | 0.01% | +13,062+229.2% | 加碼 |
| Stock Yards Bank & Trust Co | 18,680 | $725.2 萬 | 0.24% | −4,141−18.1% | 減碼 |
| Pure Financial Advisors, Inc. | 18,650 | $724.0 萬 | 0.13% | +7,463+66.7% | 加碼 |
| Community Bank of Raymore | 18,521 | $719.0 萬 | 5.32% | −945−4.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 18,475 | $717.2 萬 | 0.25% | +549+3.1% | 加碼 |
| EagleClaw Capital Managment, LLC | 18,425 | $715.3 萬 | 1.07% | −125−0.7% | 減碼 |
| Aull & Monroe Investment Management Corp | 18,334 | $711.7 萬 | 3.82% | −2,781−13.2% | 減碼 |
| Cary Street Partners Financial LLC | 18,285 | $709.9 萬 | 0.20% | +1,591+9.5% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 18,241 | $708.1 萬 | 1.63% | −85−0.5% | 減碼 |
| Groupama Asset Managment | 18,353 | $706.1 萬 | 0.12% | −3,325−15.3% | 減碼 |
| Wedbush Securities Inc | 18,043 | $700.5 萬 | 0.24% | −810−4.3% | 減碼 |