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 |
|---|---|---|---|---|---|
| Richard Bernstein Advisors LLC | 13,368 | $519.0 萬 | 0.13% | −1,116−7.7% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 13,349 | $518.2 萬 | 0.13% | +1,144+9.4% | 加碼 |
| Johnson Financial Group, Inc. | 13,321 | $517.1 萬 | 0.23% | −863−6.1% | 減碼 |
| Jericho Financial, LLP | 13,287 | $515.8 萬 | 3.40% | +11+0.1% | 加碼 |
| Essex Financial Services, Inc. | 13,218 | $513.1 萬 | 0.34% | +783+6.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 13,208 | $512.7 萬 | 1.16% | +13,208 | 新進 |
| FourThought Financial Partners, LLC | 13,207 | $512.7 萬 | 0.51% | +60.0% | 加碼 |
| Quadrant Capital Group LLC | 13,203 | $512.5 萬 | 0.18% | +1,464+12.5% | 加碼 |
| Financial Advocates Investment Management | 13,193 | $512.2 萬 | 0.42% | −460−3.4% | 減碼 |
| Anchor Investment Management, LLC | 13,186 | $511.9 萬 | 0.45% | +314+2.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 13,132 | $509.8 萬 | 0.35% | −910−6.5% | 減碼 |
| Smith, Salley & Associates | 13,059 | $507.0 萬 | 0.29% | +442+3.5% | 加碼 |
| Ambassador Advisors, LLC | 13,013 | $505.2 萬 | 0.78% | +387+3.1% | 加碼 |
| Ritholtz Wealth Management | 12,959 | $503.1 萬 | 0.11% | +3,372+35.2% | 加碼 |
| Webster Bank, N. A. | 12,957 | $503.0 萬 | 0.52% | −341−2.6% | 減碼 |
| Tema ETFs LLC | 12,950 | $502.7 萬 | 1.33% | −7,008−35.1% | 減碼 |
| Hayek Kallen Investment Management | 12,940 | $502.3 萬 | 1.71% | +351+2.8% | 加碼 |
| IronBridge Private Wealth, LLC | 12,916 | $501.4 萬 | 1.75% | +251+2.0% | 加碼 |
| Consolidated Planning Corp | 12,859 | $499.2 萬 | 0.63% | −10,785−45.6% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,854 | $499.0 萬 | 0.02% | +618+5.1% | 加碼 |
| Farther Finance Advisors, LLC | 12,842 | $498.5 萬 | 0.10% | +999+8.4% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 12,819 | $497.6 萬 | 1.62% | +40+0.3% | 加碼 |
| Ogorek Anthony Joseph | 12,801 | $496.9 萬 | 1.54% | +23+0.2% | 加碼 |
| Viewpoint Capital Management LLC | 12,765 | $495.6 萬 | 2.43% | −740−5.5% | 減碼 |
| Studio Investment Management LLC | 12,739 | $494.5 萬 | 0.99% | −932−6.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 12,709 | $493.4 萬 | 0.13% | −3,649−22.3% | 減碼 |
| Burney Co | 12,682 | $492.3 萬 | 0.17% | −1,817−12.5% | 減碼 |
| Trust Co of Toledo NA | 12,641 | $490.7 萬 | 0.54% | +1,150+10.0% | 加碼 |
| Occidental Asset Management, LLC | 12,592 | $488.8 萬 | 0.67% | −177−1.4% | 減碼 |
| Traynor Capital Management, Inc. | 12,495 | $488.4 萬 | 0.35% | −628−4.8% | 減碼 |
| Meeder Advisory Services, Inc. | 12,574 | $488.1 萬 | 0.25% | +366+3.0% | 加碼 |
| Jacobi Capital Management LLC | 12,554 | $487.3 萬 | 0.32% | +138+1.1% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 12,533 | $486.5 萬 | 0.14% | −17,170−57.8% | 減碼 |
| Hallmark Capital Management Inc | 12,509 | $485.6 萬 | 0.35% | +238+1.9% | 加碼 |
| Barbara Oil Co. | 12,500 | $485.3 萬 | 1.91% | 00.0% | 不變 |
| Ledyard National Bank | 12,492 | $485.0 萬 | 0.46% | −330−2.6% | 減碼 |
| Ellsworth Advisors, LLC | 12,461 | $483.8 萬 | 1.18% | +11,104+818.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 12,454 | $483.5 萬 | 0.91% | −598−4.6% | 減碼 |
| Twin Capital Management Inc | 12,420 | $482.2 萬 | 0.51% | −3,218−20.6% | 減碼 |
| Kinneret Advisory, LLC | 12,352 | $479.5 萬 | 0.44% | −18−0.1% | 減碼 |
| Summit Financial, LLC | 12,246 | $475.4 萬 | 0.11% | −19,797−61.8% | 減碼 |
| Modus Advisors, LLC | 12,241 | $475.2 萬 | 1.41% | +164+1.4% | 加碼 |
| Mission Creek Capital Partners, Inc. | 12,208 | $473.9 萬 | 1.05% | −2,153−15.0% | 減碼 |
| Sapient Capital LLC | 12,175 | $472.6 萬 | 0.08% | −32−0.3% | 減碼 |
| Providence Wealth Advisors, LLC | 11,363 | $472.4 萬 | 3.24% | +185+1.7% | 加碼 |
| Hudson Capital Management LLC | 12,032 | $467.1 萬 | 1.33% | +485+4.2% | 加碼 |
| Trust Co of Vermont | 11,993 | $465.6 萬 | 0.22% | +40+0.3% | 加碼 |
| Heritage Trust Co | 11,988 | $465.4 萬 | 0.54% | +1,389+13.1% | 加碼 |
| New Hampshire Trust | 11,969 | $464.6 萬 | 0.97% | +7+0.1% | 加碼 |
| IHT Wealth Management, LLC | 11,960 | $464.3 萬 | 0.13% | +324+2.8% | 加碼 |
| Terry L. Blaker | 11,948 | $463.8 萬 | 0.18% | −2,320−16.3% | 減碼 |
| Applied Capital LLC | 11,905 | $462.2 萬 | 3.44% | −23−0.2% | 減碼 |
| Clearbridge Investments, LLC | 11,905 | $462.2 萬 | 0.00% | +4,960+71.4% | 加碼 |
| Plimoth Trust Co LLC | 11,874 | $461.0 萬 | 1.11% | +300+2.6% | 加碼 |
| Stonebridge Capital Management Inc | 11,872 | $460.9 萬 | 1.80% | −550−4.4% | 減碼 |
| Sowell Financial Services LLC | 11,857 | $460.3 萬 | 0.19% | −3,092−20.7% | 減碼 |
| Bell Asset Management Ltd | 11,831 | $459.3 萬 | 1.01% | −3,150−21.0% | 減碼 |
| Snowden Capital Advisors LLC | 11,818 | $458.8 萬 | 0.14% | −1,900−13.9% | 減碼 |
| Edgestream Partners, L.P. | 11,730 | $455.4 萬 | 0.13% | −6,866−36.9% | 減碼 |
| MWA Asset Management | 11,708 | $454.5 萬 | 2.78% | +443+3.9% | 加碼 |
| Seizert Capital Partners, LLC | 11,678 | $453.4 萬 | 0.20% | +277+2.4% | 加碼 |
| Argent Trust Co | 11,677 | $453.3 萬 | 0.17% | +1,431+14.0% | 加碼 |
| Signaturefd, LLC | 11,676 | $453.3 萬 | 0.08% | −260−2.2% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 11,658 | $452.6 萬 | 0.73% | −76−0.6% | 減碼 |
| Smith, Moore & Co. | 11,622 | $451.2 萬 | 0.38% | +792+7.3% | 加碼 |
| DMKC Advisory Services, LLC | 10,774 | $450.4 萬 | 2.36% | +3,960+58.1% | 加碼 |
| Argyle Capital Management Inc. | 11,569 | $449.1 萬 | 1.63% | −200−1.7% | 減碼 |
| Lifeworks Advisors, LLC | 11,548 | $448.3 萬 | 0.67% | +923+8.7% | 加碼 |
| MV Capital Management, Inc. | 11,470 | $445.3 萬 | 0.46% | −233−2.0% | 減碼 |
| MEMBERS Trust Co | 11,449 | $444.5 萬 | 0.15% | +109+1.0% | 加碼 |
| Canada Post Corp Registered Pension Plan | 11,431 | $443.8 萬 | 0.26% | +11,431 | 新進 |
| Ameritas Advisory Services, LLC | 11,420 | $443.3 萬 | 0.23% | −11,491−50.2% | 減碼 |
| United Capital Management of KS, Inc. | 11,385 | $442.0 萬 | 0.69% | −2,065−15.4% | 減碼 |
| North Star Investment Management Corp. | 11,373 | $441.5 萬 | 0.31% | −393−3.3% | 減碼 |
| Steel Peak Wealth Management LLC | 11,354 | $440.8 萬 | 0.17% | −2,650−18.9% | 減碼 |
| Consolidated Capital Management, LLC | 11,353 | $440.7 萬 | 1.59% | +1,107+10.8% | 加碼 |
| Jackson Square Capital, LLC | 11,297 | $438.6 萬 | 0.97% | −64−0.6% | 減碼 |
| Fidelis Capital Partners, LLC | 10,245 | $438.2 萬 | 0.40% | +275+2.8% | 加碼 |
| BNC Wealth Management, LLC | 11,280 | $437.9 萬 | 1.30% | +498+4.6% | 加碼 |
| VestGen Advisors, LLC | 10,928 | $437.3 萬 | 0.17% | +714+7.0% | 加碼 |
| Whitener Capital Management, Inc. | 11,260 | $437.1 萬 | 1.16% | +157+1.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 11,250 | $436.7 萬 | 0.14% | −108−1.0% | 減碼 |
| Wealthspire Advisors, LLC | 11,246 | $436.6 萬 | 0.02% | +6,046+116.3% | 加碼 |
| Kingsview Wealth Management, LLC | 11,159 | $433.2 萬 | 0.07% | +86+0.8% | 加碼 |
| Nikko Asset Management Americas, Inc. | 11,160 | $433.1 萬 | 0.04% | −380−3.3% | 減碼 |
| Wetherby Asset Management Inc | 11,149 | $432.8 萬 | 0.19% | +11,149 | 新進 |
| SevenBridge Financial Group, LLC | 10,481 | $432.6 萬 | 0.76% | +1,527+17.1% | 加碼 |
| Bank of Hawaii | 11,109 | $431.3 萬 | 0.23% | −2,858−20.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,099 | $430.9 萬 | 0.05% | +156+1.4% | 加碼 |
| Spirit of America Management Corp | 11,090 | $430.5 萬 | 0.90% | 00.0% | 不變 |
| Change Path, LLC | 11,070 | $429.7 萬 | 0.11% | +1,878+20.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,061 | $429.4 萬 | 0.41% | −575−4.9% | 減碼 |
| Integrity Alliance, LLC. | 11,027 | $428.1 萬 | 0.23% | −9,154−45.4% | 減碼 |
| Money Concepts Capital Corp | 11,025 | $428.0 萬 | 0.29% | −125−1.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 11,023 | $427.9 萬 | 2.50% | +2,145+24.2% | 加碼 |
| Shell Asset Management Co | 11,014 | $427.6 萬 | 0.15% | +2,819+34.4% | 加碼 |
| CPA Asset Management LLC | 11,009 | $427.4 萬 | 1.80% | 00.0% | 不變 |
| Creative Financial Designs Inc | 10,942 | $424.8 萬 | 0.31% | +23+0.2% | 加碼 |
| Slow Capital, Inc. | 10,822 | $420.1 萬 | 0.51% | −12−0.1% | 減碼 |
| Asset Management Group, Inc. | 10,810 | $419.6 萬 | 0.73% | +40.0% | 加碼 |