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 |
|---|---|---|---|---|---|
| Daner Wealth Management, LLC | 1,370 | $101.7 萬 | 0.62% | +31+2.3% | 加碼 |
| Grove Bank & Trust | 1,776 | $101.7 萬 | 0.11% | +25+1.4% | 加碼 |
| NWF Advisory Services Inc. | 1,777 | $101.8 萬 | 0.11% | −42−2.3% | 減碼 |
| Lakeridge Wealth Management LLC | 1,783 | $102.2 萬 | 0.46% | +22+1.2% | 加碼 |
| West Branch Capital LLC | 1,785 | $102.3 萬 | 0.26% | +1,364+324.0% | 加碼 |
| KRM Wealth Management L.L.C. | 1,787 | $102.4 萬 | 0.56% | +1,787 | 新進 |
| Accredited Investors Inc. | 1,788 | $102.4 萬 | 0.05% | −9−0.5% | 減碼 |
| Lakeside Advisors, INC. | 1,788 | $102.4 萬 | 0.65% | +1+0.1% | 加碼 |
| Xxi Wealth, LLC | 1,790 | $102.5 萬 | 0.62% | +1,790 | 新進 |
| Alta Advisers Ltd | 1,791 | $102.6 萬 | 0.37% | −600−25.1% | 減碼 |
| Transcend Wealth Collective, LLC | 1,791 | $102.6 萬 | 0.08% | −1,411−44.1% | 減碼 |
| Northside Capital Management, LLC | 1,795 | $102.9 萬 | 0.09% | −90−4.8% | 減碼 |
| Violich Capital Management, Inc. | 1,800 | $103.1 萬 | 0.12% | 00.0% | 不變 |
| Moment Partners, LLC | 1,806 | $103.5 萬 | 0.21% | −10−0.6% | 減碼 |
| McBroom & Associates, LLC | 1,806 | $103.5 萬 | 0.50% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,806 | $103.5 萬 | 0.10% | −158−8.0% | 減碼 |
| J.Safra Asset Management Corp | 1,806 | $103.5 萬 | 0.05% | +1,806 | 新進 |
| Fukoku Mutual Life Insurance Co | 1,811 | $103.7 萬 | 0.07% | −162−8.2% | 減碼 |
| Opal Capital LLC | 1,400 | $103.9 萬 | 0.26% | +1,400 | 新進 |
| Stokes Family Office, LLC | 1,815 | $104.0 萬 | 0.10% | +156+9.4% | 加碼 |
| Tortoise Capital Advisors, L.L.C. | 1,816 | $104.0 萬 | 0.01% | +1,816 | 新進 |
| Evergreen Wealth Solutions, LLC | 1,817 | $104.1 萬 | 0.15% | +1,817 | 新進 |
| Larry Mathis Financial Planning, LLC | 1,818 | $104.1 萬 | 0.92% | +1,818 | 新進 |
| Coastal Bridge Advisors, LLC | 1,819 | $104.2 萬 | 0.08% | −5−0.3% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,819 | $104.2 萬 | 0.05% | 00.0% | 不變 |
| Impact Capital Partners LLC | 1,824 | $104.5 萬 | 0.31% | −76−4.0% | 減碼 |
| Operose Advisors LLC | 1,824 | $104.5 萬 | 0.24% | +31+1.7% | 加碼 |
| Montz Harcus Wealth Management LLC | 1,831 | $104.9 萬 | 0.43% | −270−12.9% | 減碼 |
| Two Sigma Securities, LLC | 1,836 | $105.2 萬 | 0.14% | +1,836 | 新進 |
| Cardiff Park Advisors, LLC | 1,837 | $105.3 萬 | 0.09% | −2,597−58.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 1,840 | $105.4 萬 | 0.45% | −6−0.3% | 減碼 |
| Westmount Partners, LLC | 1,840 | $105.4 萬 | 0.26% | +3+0.2% | 加碼 |
| Morse Asset Management, Inc | 1,843 | $105.6 萬 | 0.21% | +59+3.3% | 加碼 |
| Fiera Capital Corp | 1,845 | $105.7 萬 | 0.00% | 00.0% | 不變 |
| Garner Asset Management Corp | 1,847 | $105.8 萬 | 0.41% | −18−1.0% | 減碼 |
| Hamel Associates, Inc. | 1,841 | $105.8 萬 | 0.32% | −281−13.2% | 減碼 |
| Baldwin Brothers Inc | 1,847 | $105.8 萬 | 0.07% | −20−1.1% | 減碼 |
| Smithbridge Asset Management Inc | 1,847 | $105.8 萬 | 0.09% | +1,847 | 新進 |
| Davis Investment Partners, LLC | 1,770 | $105.9 萬 | 0.37% | +52+3.0% | 加碼 |
| RMR Wealth Builders | 1,849 | $105.9 萬 | 0.08% | +476+34.7% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,851 | $106.0 萬 | 0.20% | −100−5.1% | 減碼 |
| Bensler, LLC | 1,861 | $106.6 萬 | 0.11% | +128+7.4% | 加碼 |
| Reliant Investment Partners, LLC | 1,863 | $106.7 萬 | 0.84% | +227+13.9% | 加碼 |
| Landaas & Co | 1,871 | $107.2 萬 | 0.24% | +38+2.1% | 加碼 |
| Excalibur Management Corp | 1,871 | $107.2 萬 | 0.39% | −35−1.8% | 減碼 |
| Providence First Trust Co | 1,872 | $107.2 萬 | 0.37% | +1,303+229.0% | 加碼 |
| Carret Asset Management, LLC | 1,877 | $107.5 萬 | 0.10% | 00.0% | 不變 |
| Rational Advisors LLC | 1,881 | $107.8 萬 | 0.11% | +759+67.6% | 加碼 |
| Centurion Wealth Management LLC | 1,883 | $107.8 萬 | 0.24% | 00.0% | 不變 |
| Appleton Partners Inc | 1,888 | $108.2 萬 | 0.07% | +236+14.3% | 加碼 |
| Pitcairn Wealth Advisors LLC | 1,890 | $108.3 萬 | 0.10% | +1,890 | 新進 |
| Financial Partners Group, Inc | 1,650 | $108.5 萬 | 0.13% | +74+4.7% | 加碼 |
| Wulff, Hansen & Co. | 1,895 | $108.6 萬 | 0.91% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,896 | $108.7 萬 | 0.04% | −73−3.7% | 減碼 |
| Severin Investments, LLC | 1,898 | $108.7 萬 | 0.96% | +770+68.3% | 加碼 |
| Options Solutions, LLC | 1,900 | $108.8 萬 | 0.77% | 00.0% | 不變 |
| Guardian Asset Advisors, LLC | 1,902 | $109.0 萬 | 0.57% | −48−2.5% | 減碼 |
| Stonebridge Financial Group, LLC | 1,902 | $109.0 萬 | 0.09% | +38+2.0% | 加碼 |
| Opinicus Capital, Inc. | 1,904 | $109.0 萬 | 0.76% | +19+1.0% | 加碼 |
| Purkiss Capital Advisors LLC | 1,905 | $109.1 萬 | 0.51% | −240−11.2% | 減碼 |
| Olistico Wealth, LLC | 1,907 | $109.2 萬 | 0.53% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,826 | $109.3 萬 | 0.49% | −21−1.1% | 減碼 |
| Boston Partners | 1,912 | $109.5 萬 | 0.00% | −10−0.5% | 減碼 |
| Allen Investment Management LLC | 1,913 | $109.6 萬 | 0.01% | +1,913 | 新進 |
| Perennial Investment Advisors, LLC | 1,914 | $109.7 萬 | 0.09% | +195+11.3% | 加碼 |
| Bell Bank | 1,920 | $110.0 萬 | 0.05% | −495−20.5% | 減碼 |
| Revisor Wealth Management LLC | 1,741 | $110.1 萬 | 0.29% | +29+1.7% | 加碼 |
| Horst & Graben Wealth Management LLC | 1,921 | $110.1 萬 | 0.17% | +4+0.2% | 加碼 |
| KFA Private Wealth Group, LLC | 1,923 | $110.2 萬 | 0.27% | −1−0.1% | 減碼 |
| Beaumont Financial Advisors, LLC | 1,934 | $110.8 萬 | 0.07% | +9+0.5% | 加碼 |
| DMG Group, LLC | 1,934 | $110.8 萬 | 0.74% | −26−1.3% | 減碼 |
| Financial Engines Advisors L.L.C. | 1,935 | $110.9 萬 | 0.00% | −240−11.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 1,936 | $110.9 萬 | 0.07% | −25−1.3% | 減碼 |
| Kozak & Associates, Inc. | 1,800 | $111.2 萬 | 0.21% | +99+5.8% | 加碼 |
| Sterling Wealth Management, Inc. | 1,943 | $111.3 萬 | 0.32% | 00.0% | 不變 |
| Maridea Wealth Management LLC | 1,945 | $111.5 萬 | 0.17% | +1,506+343.1% | 加碼 |
| Tarbox Family Office, Inc. | 1,946 | $111.5 萬 | 0.18% | −129−6.2% | 減碼 |
| Arvest Bank Trust Division | 1,946 | $111.5 萬 | 0.06% | +255+15.1% | 加碼 |
| Retireful, LLC | 1,931 | $111.5 萬 | 1.40% | +1,931 | 新進 |
| Parr McKnight Wealth Management Group, LLC | 1,948 | $111.6 萬 | 0.15% | −47−2.4% | 減碼 |
| Summit Financial Strategies, Inc. | 1,949 | $111.7 萬 | 0.09% | +104+5.6% | 加碼 |
| Redwood Wealth Management Group, LLC | 1,950 | $111.7 萬 | 0.47% | +24+1.2% | 加碼 |
| Zullo Investment Group, Inc. | 1,951 | $111.8 萬 | 0.41% | −147−7.0% | 減碼 |
| Breakwater Capital Group | 1,954 | $111.9 萬 | 0.16% | −32−1.6% | 減碼 |
| West Michigan Advisors, LLC | 1,955 | $112.0 萬 | 0.26% | −246−11.2% | 減碼 |
| 3Chopt Investment Partners, LLC | 1,955 | $112.0 萬 | 0.25% | −27−1.4% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,958 | $112.2 萬 | 0.12% | +9+0.5% | 加碼 |
| Patten Group, Inc. | 1,964 | $112.5 萬 | 0.21% | +2+0.1% | 加碼 |
| Fairvoy Private Wealth, LLC | 1,967 | $112.7 萬 | 0.25% | −86−4.2% | 減碼 |
| Wrapmanager Inc | 1,969 | $112.8 萬 | 0.38% | −463−19.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $113.1 萬 | 0.13% | +238+13.7% | 加碼 |
| GM Advisory Group, Inc. | 1,975 | $113.2 萬 | 0.04% | +321+19.4% | 加碼 |
| Waterloo Capital, L.P. | 1,986 | $113.8 萬 | 0.08% | +77+4.0% | 加碼 |
| Meriwether Wealth & Planning, LLC | 1,988 | $113.9 萬 | 0.64% | +267+15.5% | 加碼 |
| Base Wealth Management LLC | 1,990 | $114.0 萬 | 0.61% | +1+0.1% | 加碼 |
| Veracity Capital LLC | 1,990 | $114.0 萬 | 0.34% | −62−3.0% | 減碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $114.3 萬 | 0.30% | 00.0% | 不變 |
| First Financial Bankshares Inc | 2,000 | $114.6 萬 | 0.02% | −399−16.6% | 減碼 |
| Saybrook Capital | 2,000 | $114.6 萬 | 0.29% | 00.0% | 不變 |
| Zinnia Wealth Advisory, LLC | 2,001 | $114.6 萬 | 1.24% | +2,001 | 新進 |