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 |
|---|---|---|---|---|---|
| Northeast Investment Management | 18,011 | $699.2 萬 | 0.30% | −142−0.8% | 減碼 |
| Level Four Advisory Services, LLC | 17,985 | $698.2 萬 | 0.26% | +426+2.4% | 加碼 |
| Vestcor Inc | 17,982 | $698.1 萬 | 0.21% | −142−0.8% | 減碼 |
| Reuter James Wealth Management, LLC | 17,926 | $695.9 萬 | 1.10% | −162−0.9% | 減碼 |
| Aries Wealth Management | 17,892 | $694.6 萬 | 1.82% | −100−0.6% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 17,876 | $694.0 萬 | 0.36% | 00.0% | 不變 |
| Empirical Finance, LLC | 17,807 | $691.3 萬 | 0.36% | +102+0.6% | 加碼 |
| Bridge Creek Capital Management LLC | 17,743 | $688.8 萬 | 2.02% | +307+1.8% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,713 | $687.6 萬 | 1.86% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 17,712 | $687.6 萬 | 0.08% | −159−0.9% | 減碼 |
| Neville Rodie & Shaw Inc | 17,679 | $686.3 萬 | 0.51% | −466−2.6% | 減碼 |
| Canandaigua National Bank & Trust Co | 17,641 | $684.8 萬 | 0.63% | +2,984+20.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 17,633 | $684.5 萬 | 0.29% | +937+5.6% | 加碼 |
| Jefferies Financial Group Inc. | 17,559 | $681.7 萬 | 0.11% | +12,060+219.3% | 加碼 |
| Advocate Group LLC | 17,518 | $680.1 萬 | 1.22% | +329+1.9% | 加碼 |
| PFG Advisors | 17,389 | $675.0 萬 | 0.32% | +2,262+15.0% | 加碼 |
| Callan Family Office, LLC | 17,335 | $673.0 萬 | 0.21% | +12,765+279.3% | 加碼 |
| Acadian Asset Management LLC | 17,277 | $670.5 萬 | 0.01% | −24,466−58.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 17,247 | $669.5 萬 | 0.09% | +206+1.2% | 加碼 |
| Wells Trecaso Financial Group, LLC | 17,109 | $664.2 萬 | 2.05% | +523+3.2% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 17,054 | $662.0 萬 | 0.49% | +850+5.2% | 加碼 |
| Colonial Trust Advisors | 17,052 | $662.0 萬 | 0.55% | −93−0.5% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,032 | $661.2 萬 | 1.60% | −215−1.2% | 減碼 |
| Romano Brothers and Company | 17,016 | $660.6 萬 | 0.82% | −208−1.2% | 減碼 |
| Country Club Bank | 17,130 | $659.0 萬 | 0.41% | −116−0.7% | 減碼 |
| Family Legacy, Inc. | 16,710 | $648.7 萬 | 2.11% | +41+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 16,703 | $648.4 萬 | 0.38% | +559+3.5% | 加碼 |
| Perigon Wealth Management, LLC | 16,635 | $645.8 萬 | 0.15% | +916+5.8% | 加碼 |
| Vivaldi Capital Management, LLC | 16,498 | $640.5 萬 | 0.96% | −103−0.6% | 減碼 |
| Roundview Capital LLC | 16,471 | $639.4 萬 | 0.43% | −111−0.7% | 減碼 |
| Atomi Financial Group, Inc. | 16,373 | $635.6 萬 | 0.24% | +838+5.4% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,300 | $632.8 萬 | 0.52% | 00.0% | 不變 |
| Flputnam Investment Management Co | 16,253 | $630.9 萬 | 0.11% | −270−1.6% | 減碼 |
| Highland Capital Management, LLC | 16,208 | $629.2 萬 | 0.34% | −2,060−11.3% | 減碼 |
| Global Retirement Partners, LLC | 16,202 | $629.0 萬 | 0.16% | +16,202 | 新進 |
| Ascent Wealth Partners, LLC | 16,123 | $625.9 萬 | 0.77% | −116−0.7% | 減碼 |
| IFP Advisors, Inc | 15,762 | $624.6 萬 | 0.18% | +1,744+12.4% | 加碼 |
| Williams Jones Wealth Management, LLC. | 16,089 | $624.6 萬 | 0.07% | −224−1.4% | 減碼 |
| Sandhill Capital Partners LLC | 16,086 | $624.5 萬 | 0.45% | +15+0.1% | 加碼 |
| Illinois Municipal Retirement Fund | 16,081 | $624.3 萬 | 0.08% | +585+3.8% | 加碼 |
| Pinnacle Financial Partners Inc | 16,026 | $622.1 萬 | 0.13% | −1,949−10.8% | 減碼 |
| Gouws Capital LLC | 15,935 | $618.6 萬 | 3.77% | +945+6.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 15,919 | $618.0 萬 | 0.38% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 18,458 | $614.9 萬 | 0.10% | −8,386−31.2% | 減碼 |
| We Are One Seven, LLC | 15,839 | $614.9 萬 | 0.20% | +730+4.8% | 加碼 |
| Holderness Investments Co | 15,683 | $608.8 萬 | 1.31% | −494−3.1% | 減碼 |
| Columbia Asset Management | 15,663 | $608.0 萬 | 1.20% | −313−2.0% | 減碼 |
| Greenleaf Trust | 15,634 | $606.9 萬 | 0.05% | −777−4.7% | 減碼 |
| Montag A & Associates Inc | 15,552 | $603.7 萬 | 0.29% | −918−5.6% | 減碼 |
| Community Bank, N.A. | 15,511 | $602.1 萬 | 0.79% | −507−3.2% | 減碼 |
| Independent Financial Group, LLC | 15,304 | $594.1 萬 | 0.16% | +473+3.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 15,298 | $593.9 萬 | 0.14% | +713+4.9% | 加碼 |
| Trajan Wealth LLC | 15,240 | $591.6 萬 | 0.29% | +33+0.2% | 加碼 |
| Monument Capital Management | 15,205 | $590.3 萬 | 1.54% | +128+0.8% | 加碼 |
| Edgar Lomax Co | 15,180 | $589.3 萬 | 0.37% | −220−1.4% | 減碼 |
| Palmer Knight Co | 15,158 | $588.4 萬 | 2.51% | +15,158 | 新進 |
| Tokio Marine Asset Management Co Ltd | 15,145 | $587.9 萬 | 0.23% | +630+4.3% | 加碼 |
| Geneos Wealth Management Inc. | 15,096 | $586.0 萬 | 0.14% | −588−3.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,041 | $583.9 萬 | 0.40% | −49−0.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,003 | $582.4 萬 | 0.09% | −197−1.3% | 減碼 |
| RBF Capital, LLC | 15,000 | $582.3 萬 | 0.29% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $582.3 萬 | 1.24% | 00.0% | 不變 |
| DKRT Investments Corp. | 15,000 | $582.3 萬 | 1.41% | +15,000 | 新進 |
| Robbins Farley LLC | 14,933 | $579.7 萬 | 2.70% | +266+1.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,910 | $578.8 萬 | 0.20% | −1,143−7.1% | 減碼 |
| Leavell Investment Management, Inc. | 14,897 | $578.3 萬 | 0.26% | +189+1.3% | 加碼 |
| Financial Advisory Service, Inc. | 14,886 | $577.9 萬 | 0.43% | +677+4.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 14,695 | $574.2 萬 | 0.13% | −12,216−45.4% | 減碼 |
| Reliant Investment Management, LLC | 14,690 | $570.3 萬 | 2.47% | +860+6.2% | 加碼 |
| First Business Financial Services, Inc. | 14,667 | $569.4 萬 | 0.51% | 00.0% | 不變 |
| Hodges Capital Management Inc. | 14,632 | $568.0 萬 | 0.54% | +1,831+14.3% | 加碼 |
| Equitable Trust Co | 14,575 | $565.8 萬 | 0.28% | −267−1.8% | 減碼 |
| Eukles Asset Management | 14,530 | $564.1 萬 | 2.31% | −17−0.1% | 減碼 |
| Deane Retirement Strategies, Inc. | 14,498 | $562.6 萬 | 2.52% | +14,498 | 新進 |
| Montgomery Investment Management Inc | 14,373 | $558.0 萬 | 2.16% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,315 | $555.7 萬 | 0.13% | +1,440+11.2% | 加碼 |
| Malaga Cove Capital, LLC | 14,314 | $555.7 萬 | 2.18% | −251−1.7% | 減碼 |
| Eastern Bank | 14,309 | $555.5 萬 | 0.11% | −1,467−9.3% | 減碼 |
| Twinbeech Capital LP | 14,303 | $555.3 萬 | 0.13% | +8,814+160.6% | 加碼 |
| Johnson Investment Counsel Inc | 14,302 | $555.2 萬 | 0.05% | +1,748+13.9% | 加碼 |
| Alps Advisors Inc | 14,231 | $552.5 萬 | 0.03% | −911−6.0% | 減碼 |
| JPL Wealth Management, LLC | 14,225 | $552.2 萬 | 1.49% | +265+1.9% | 加碼 |
| Horizon Investments, LLC | 14,266 | $551.8 萬 | 0.09% | +5,788+68.3% | 加碼 |
| Liberty One Investment Management, LLC | 14,168 | $550.0 萬 | 0.56% | +133+0.9% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,024 | $544.4 萬 | 0.95% | −300−2.1% | 減碼 |
| Private Wealth Asset Management, LLC | 14,013 | $544.0 萬 | 0.72% | −190−1.3% | 減碼 |
| Wright Investors Service Inc | 13,985 | $542.9 萬 | 1.64% | −2,046−12.8% | 減碼 |
| Pflug Koory, LLC | 13,855 | $537.9 萬 | 2.73% | −45−0.3% | 減碼 |
| OneAscent Financial Services LLC | 13,767 | $537.2 萬 | 0.38% | −11,943−46.5% | 減碼 |
| Altrius Capital Management Inc | 13,810 | $536.1 萬 | 1.25% | +25+0.2% | 加碼 |
| Asset Dedication, LLC | 13,808 | $536.1 萬 | 0.39% | +57+0.4% | 加碼 |
| Seascape Capital Management | 13,773 | $534.7 萬 | 1.69% | −230−1.6% | 減碼 |
| Plato Investment Management Ltd | 13,768 | $532.5 萬 | 0.40% | +839+6.5% | 加碼 |
| Brown Brothers Harriman & Co | 13,704 | $532.0 萬 | 0.03% | +398+3.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 13,650 | $529.9 萬 | 0.91% | +34+0.2% | 加碼 |
| Truvestments Capital LLC | 13,507 | $524.3 萬 | 1.05% | −100−0.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 13,499 | $524.0 萬 | 2.81% | −37−0.3% | 減碼 |
| Mathes Company, Inc. | 13,497 | $523.9 萬 | 1.94% | −405−2.9% | 減碼 |
| Capital Investment Counsel, Inc | 13,474 | $523.1 萬 | 0.70% | −262−1.9% | 減碼 |
| Blue Edge Capital, LLC | 13,468 | $522.8 萬 | 0.78% | −455−3.3% | 減碼 |