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 4 季 13F 持有人
Caterpillar Inc 在 2025/12/31 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
- 3,542
- 較 2025 年第 3 季 +459 家
- 持有股數
- 3.30 億
- 較 2025 年第 3 季 −261.7 萬 (−0.8%)
- 總市值
- $1,887 億
- 較 2025 年第 3 季 +$300.0 億 (+18.9%)
- 新進機構
- 552
- 另有 1,229 家加碼
- 清倉機構
- 93
- 另有 1,307 家減碼
另有 67 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 1,191 | $71.3 萬 | 0.11% | −1,019−46.1% | 減碼 |
| Wealth Enhancement Trust Services, Inc. | 1,246 | $71.4 萬 | 0.09% | +1,246 | 新進 |
| Warwick Investment Management, Inc. | 1,247 | $71.4 萬 | 0.11% | +12+1.0% | 加碼 |
| LFA - Lugano Financial Advisors SA | 1,250 | $71.4 萬 | 0.37% | 00.0% | 不變 |
| Vista Investment Partners LLC | 1,249 | $71.5 萬 | 0.19% | −7−0.6% | 減碼 |
| Townsend Asset Management Corp | 1,250 | $71.6 萬 | 0.25% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,250 | $71.6 萬 | 0.04% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,250 | $71.6 萬 | 0.19% | +51+4.3% | 加碼 |
| Convergence Financial, LLC | 1,255 | $71.9 萬 | 0.10% | +16+1.3% | 加碼 |
| First Nebraska Trust Co | 1,256 | $72.0 萬 | 0.07% | 00.0% | 不變 |
| Leigh Baldwin & Co., LLC | 1,261 | $72.2 萬 | 0.47% | +216+20.7% | 加碼 |
| TFB Advisors LLC | 1,261 | $72.2 萬 | 0.20% | −91−6.7% | 減碼 |
| Bridgewealth Advisory Group, LLC | 1,262 | $72.3 萬 | 0.16% | +3+0.2% | 加碼 |
| Oliver Luxxe Assets LLC | 1,263 | $72.4 萬 | 0.11% | −223−15.0% | 減碼 |
| Basepoint Wealth LLC | 1,264 | $72.4 萬 | 0.44% | −108−7.9% | 減碼 |
| Old Point Trust & Financial Services N A | 1,267 | $72.6 萬 | 0.23% | −50−3.8% | 減碼 |
| Marin Bay Wealth Advisors, LLC | 1,267 | $72.6 萬 | 0.42% | +1,267 | 新進 |
| Meiji Yasuda Life Insurance Co | 1,269 | $72.7 萬 | 0.02% | +1,269 | 新進 |
| Fund Advisors of America Inc | 1,270 | $72.7 萬 | 0.67% | +1,270 | 新進 |
| Alpha Family Trust | 1,270 | $72.8 萬 | 0.33% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,271 | $72.8 萬 | 0.26% | −17−1.3% | 減碼 |
| Clarion Wealth Managment Partners, LLC | 1,272 | $72.9 萬 | 0.67% | −50−3.8% | 減碼 |
| Bay Capital Advisors, LLC | 1,274 | $73.0 萬 | 0.45% | +146+12.9% | 加碼 |
| Hollencrest Capital Management | 1,278 | $73.2 萬 | 0.03% | −102−7.4% | 減碼 |
| Elser Financial Planning, Inc | 1,279 | $73.3 萬 | 0.54% | −51−3.8% | 減碼 |
| Sandy Cove Advisors, LLC | 1,279 | $73.3 萬 | 0.22% | +15+1.2% | 加碼 |
| J2 Capital Management Inc | 1,281 | $73.4 萬 | 0.54% | −705−35.5% | 減碼 |
| Bangor Savings Bank | 1,281 | $73.4 萬 | 0.06% | −1−0.1% | 減碼 |
| Arista Wealth Management, LLC | 1,283 | $73.5 萬 | 0.09% | +472+58.2% | 加碼 |
| Tempo Wealth, LLC | 1,291 | $74.0 萬 | 0.13% | +1,291 | 新進 |
| Finivi Inc. | 1,292 | $74.0 萬 | 0.43% | −29−2.2% | 減碼 |
| S.A. Mason LLC | 1,295 | $74.2 萬 | 0.29% | +1+0.1% | 加碼 |
| ICW Investment Advisors LLC | 1,296 | $74.2 萬 | 0.27% | +36+2.9% | 加碼 |
| Merrion Investment Management Co, LLC | 1,300 | $74.5 萬 | 0.40% | +100+8.3% | 加碼 |
| Alchemi Wealth, LLC | 1,302 | $74.6 萬 | 0.41% | +1,302 | 新進 |
| Oakmont Investment Advisors, Inc. | 1,303 | $74.7 萬 | 0.55% | +1,303 | 新進 |
| MJP Associates Inc | 1,305 | $74.7 萬 | 0.09% | +196+17.7% | 加碼 |
| Moss Adams Wealth Advisors LLC | 1,308 | $74.9 萬 | 0.05% | +279+27.1% | 加碼 |
| Hardin Capital Partners, LLC | 1,310 | $75.1 萬 | 0.35% | +8+0.6% | 加碼 |
| Insight Advisors, LLC | 1,310 | $75.1 萬 | 0.11% | −139−9.6% | 減碼 |
| Petix & Botte Co | 1,312 | $75.2 萬 | 0.17% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,220 | $75.4 萬 | 0.18% | −398−24.6% | 減碼 |
| Silver Coast Investments LLC | 1,317 | $75.4 萬 | 0.26% | −77−5.5% | 減碼 |
| Enclave Advisors LLC | 1,318 | $75.5 萬 | 0.11% | +608+85.6% | 加碼 |
| Wellington Grp LLC | 1,321 | $75.7 萬 | 0.25% | +1,321 | 新進 |
| Petros Family Wealth, LLC | 1,321 | $75.7 萬 | 0.50% | −160−10.8% | 減碼 |
| Planning Center, Inc. | 1,323 | $75.8 萬 | 0.08% | −44−3.2% | 減碼 |
| Register Financial Advisors LLC | 1,324 | $75.8 萬 | 0.30% | +282+27.1% | 加碼 |
| Wealth Management Associates, Inc. | 1,324 | $75.9 萬 | 0.26% | 00.0% | 不變 |
| Rossby Financial, LCC | 1,325 | $75.9 萬 | 0.24% | −2,067−60.9% | 減碼 |
| David J Yvars Group | 1,327 | $76.0 萬 | 0.41% | +49+3.8% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,327 | $76.0 萬 | 0.01% | +43+3.3% | 加碼 |
| USA Financial Portformulas Corp | 1,328 | $76.1 萬 | 0.14% | +941+243.2% | 加碼 |
| Sunflower Bank, N.A. | 1,329 | $76.1 萬 | 0.19% | +30+2.3% | 加碼 |
| Congress Park Capital LLC | 1,330 | $76.2 萬 | 0.23% | −190−12.5% | 減碼 |
| McMill Wealth Management | 1,331 | $76.2 萬 | 0.21% | 00.0% | 不變 |
| New England Research & Management, Inc. | 1,331 | $76.2 萬 | 0.33% | +1,331 | 新進 |
| Lazari Capital Management, Inc. | 1,335 | $76.5 萬 | 0.26% | −8−0.6% | 減碼 |
| 44 Wealth Management LLC | 1,337 | $76.6 萬 | 0.26% | −29−2.1% | 減碼 |
| Orrstown Financial Services Inc | 1,340 | $76.8 萬 | 0.13% | −21−1.5% | 減碼 |
| MFA Wealth Services | 1,341 | $76.8 萬 | 0.52% | −207−13.4% | 減碼 |
| CacheTech Inc. | 1,341 | $76.8 萬 | 0.14% | +21+1.6% | 加碼 |
| Quadcap Wealth Management, LLC | 1,342 | $76.9 萬 | 0.09% | +206+18.1% | 加碼 |
| Traveka Wealth, LLC | 1,344 | $77.0 萬 | 0.31% | −35−2.5% | 減碼 |
| Meadowbrook Wealth Management, LLC | 1,345 | $77.1 萬 | 0.88% | +175+15.0% | 加碼 |
| Vantus Wealth LLC | 1,346 | $77.1 萬 | 0.57% | +1,346 | 新進 |
| Wescott Financial Advisory Group, LLC | 1,348 | $77.2 萬 | 0.07% | +478+54.9% | 加碼 |
| Center For Asset Management LLC | 1,349 | $77.3 萬 | 0.40% | −150−10.0% | 減碼 |
| Thomas Story & Son LLC | 1,350 | $77.3 萬 | 0.29% | 00.0% | 不變 |
| Cane Capital Partners, LLC | 1,353 | $77.5 萬 | 0.33% | +1,353 | 新進 |
| Mengis Capital Management, Inc. | 1,356 | $77.7 萬 | 0.14% | −30−2.2% | 減碼 |
| Grant Private Wealth Management Inc | 1,357 | $77.7 萬 | 0.47% | −48−3.4% | 減碼 |
| First Pacific Financial | 1,358 | $77.8 萬 | 0.10% | +4+0.3% | 加碼 |
| Wagner Wealth Management, Corp | 1,361 | $78.0 萬 | 0.77% | +1,361 | 新進 |
| 55 North Private Wealth, LLC | 1,366 | $78.3 萬 | 0.21% | +1,366 | 新進 |
| Smart Portfolios, LLC | 1,367 | $78.3 萬 | 0.78% | −80−5.5% | 減碼 |
| Coyle Financial Counsel LLC | 1,369 | $78.4 萬 | 0.17% | +13+1.0% | 加碼 |
| Meridian Financial Partners LLC | 1,215 | $78.4 萬 | 0.31% | +11+0.9% | 加碼 |
| Tumwater Wealth Management, LLC | 1,369 | $78.5 萬 | 0.32% | 00.0% | 不變 |
| Peoples Bank | 1,373 | $78.7 萬 | 0.79% | −220−13.8% | 減碼 |
| Caliber Wealth Management, LLC | 1,374 | $78.7 萬 | 0.08% | +814+145.4% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,378 | $78.9 萬 | 0.11% | +1+0.1% | 加碼 |
| VeraBank, N.A. | 1,378 | $78.9 萬 | 0.14% | +42+3.1% | 加碼 |
| Excelsior Advisor Network LLC | 1,381 | $79.1 萬 | 0.38% | +1,381 | 新進 |
| Next Level Private LLC | 1,382 | $79.2 萬 | 0.21% | −8−0.6% | 減碼 |
| Hanlon Investment Management, Inc. | 1,382 | $79.2 萬 | 0.44% | +111+8.7% | 加碼 |
| JB Capital LLC | 1,384 | $79.3 萬 | 0.03% | −4−0.3% | 減碼 |
| Magnolia Capital Advisors LLC | 1,385 | $79.3 萬 | 0.17% | +318+29.8% | 加碼 |
| Gillespie Robinson & Grimm Inc | 1,385 | $79.3 萬 | 0.06% | 00.0% | 不變 |
| WJ Financial Advisors LLC | 1,387 | $79.5 萬 | 0.71% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 1,388 | $79.5 萬 | 0.10% | −54−3.7% | 減碼 |
| Forbes J M & Co LLP | 1,390 | $79.6 萬 | 0.06% | +113+8.8% | 加碼 |
| Eurizon SLJ Capital Ltd | 1,390 | $79.6 萬 | 0.32% | +1,390 | 新進 |
| Balboa Wealth Partners | 1,391 | $79.7 萬 | 0.13% | +336+31.8% | 加碼 |
| apricus wealth, LLC | 1,394 | $79.9 萬 | 0.41% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 1,400 | $80.2 萬 | 0.19% | −1,000−41.7% | 減碼 |
| McCollum Christoferson Group LLC | 1,400 | $80.2 萬 | 0.23% | 00.0% | 不變 |
| Acima Private Wealth, LLC | 1,400 | $80.2 萬 | 0.25% | 00.0% | 不變 |
| Oversea-Chinese Banking CORP Ltd | 1,389 | $80.4 萬 | 0.02% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 1,404 | $80.4 萬 | 0.35% | −4−0.3% | 減碼 |