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 4,071 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
- 3,543
- 較 2025 年第 3 季 +460 家
- 持有股數
- 3.30 億
- 較 2025 年第 3 季 −261.6 萬 (−0.8%)
- 總市值
- $1,887 億
- 較 2025 年第 3 季 +$300.0 億 (+18.9%)
- 新進機構
- 553
- 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 | 4,071 | $3,511 億 |
| 2026 年第 1 季 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $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 |
|---|---|---|---|---|---|
| Zinnia Wealth Advisory, LLC | 2,001 | $114.6 萬 | 1.24% | +2,001 | 新進 |
| Quest Partners LLC | 2,001 | $114.6 萬 | 0.06% | +137+7.3% | 加碼 |
| Addison Advisors LLC | 2,001 | $114.6 萬 | 0.26% | −472−19.1% | 減碼 |
| Arcataur Capital Management LLC | 2,005 | $114.9 萬 | 0.33% | −5−0.2% | 減碼 |
| Claris Financial LLC | 2,009 | $115.1 萬 | 0.61% | +47+2.4% | 加碼 |
| Cahaba Wealth Management, Inc. | 2,012 | $115.3 萬 | 0.08% | −16−0.8% | 減碼 |
| 626 Financial, LLC | 2,014 | $115.4 萬 | 0.50% | −11−0.5% | 減碼 |
| Marion Wealth Management | 1,842 | $115.4 萬 | 0.26% | −337−15.5% | 減碼 |
| Titan Investment Solutions Ltd | 2,015 | $115.4 萬 | 0.14% | +2,015 | 新進 |
| Adelphi Trust Co | 2,022 | $115.8 萬 | 0.95% | +2,022 | 新進 |
| Walter & Keenan Financial Consulting Co | 2,025 | $116.0 萬 | 0.31% | +26+1.3% | 加碼 |
| Advyzon Investment Management, LLC | 2,026 | $116.1 萬 | 0.13% | +1,573+347.2% | 加碼 |
| NCM Capital Management, LLC | 2,030 | $116.3 萬 | 0.43% | 00.0% | 不變 |
| SmartHarvest Portfolios, LLC | 2,031 | $116.4 萬 | 0.40% | +2,031 | 新進 |
| Doliver Advisors, LP | 2,035 | $116.6 萬 | 0.29% | −117−5.4% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,037 | $116.7 萬 | 0.05% | −31−1.5% | 減碼 |
| Jacksonville Wealth Management, LLC | 2,038 | $116.8 萬 | 0.83% | +23+1.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,040 | $116.8 萬 | 0.08% | −277−12.0% | 減碼 |
| Beacon Financial Advisory LLC | 2,041 | $116.9 萬 | 0.27% | +8+0.4% | 加碼 |
| Regal Investment Advisors LLC | 2,042 | $117.0 萬 | 0.07% | +610+42.6% | 加碼 |
| First Commonwealth Financial Corp | 2,042 | $117.0 萬 | 0.19% | −27−1.3% | 減碼 |
| Legacy Capital Group California, Inc. | 2,048 | $117.3 萬 | 0.28% | −464−18.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,052 | $117.5 萬 | 0.18% | −25−1.2% | 減碼 |
| Asset Advisory Group, Inc. | 2,054 | $117.7 萬 | 0.59% | +2,054 | 新進 |
| Pines Wealth Management, LLC | 2,055 | $117.7 萬 | 0.38% | +149+7.8% | 加碼 |
| Dudley Capital Management, LLC | 2,056 | $117.8 萬 | 0.52% | +10.0% | 加碼 |
| Miramontes Capital, LLC | 2,059 | $118.0 萬 | 0.40% | +2,059 | 新進 |
| Sage Investment Counsel LLC | 2,061 | $118.1 萬 | 1.30% | +10.0% | 加碼 |
| AF Advisors, Inc. | 2,063 | $118.2 萬 | 0.45% | +2+0.1% | 加碼 |
| LifePlan Financial, LLC | 2,068 | $118.5 萬 | 0.91% | −103−4.7% | 減碼 |
| Winthrop Advisory Group LLC | 2,078 | $118.6 萬 | 0.10% | +30+1.5% | 加碼 |
| WSFS Capital Management, LLC | 2,075 | $118.9 萬 | 0.06% | +135+7.0% | 加碼 |
| NVWM, LLC | 2,076 | $118.9 萬 | 0.26% | +10.0% | 加碼 |
| Perpetual Ltd | 2,077 | $119.0 萬 | 0.02% | +420+25.3% | 加碼 |
| Austin Private Wealth, LLC | 2,081 | $119.2 萬 | 0.09% | −104−4.8% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,088 | $119.6 萬 | 0.50% | −51−2.4% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 2,090 | $119.7 萬 | 0.19% | +23+1.1% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 2,094 | $120.0 萬 | 0.19% | −59−2.7% | 減碼 |
| First American Bank | 2,097 | $120.1 萬 | 0.07% | 00.0% | 不變 |
| Mechanics Bank Trust Department | 2,100 | $120.3 萬 | 0.16% | −30−1.4% | 減碼 |
| Sovereign Financial Group, Inc. | 2,100 | $120.3 萬 | 0.21% | +51+2.5% | 加碼 |
| Thrive Wealth Management, LLC | 2,104 | $120.5 萬 | 0.18% | +214+11.3% | 加碼 |
| Bill Few Associates, Inc. | 2,109 | $120.8 萬 | 0.30% | −191−8.3% | 減碼 |
| Martin Capital Advisors, LLP | 2,111 | $120.9 萬 | 0.71% | 00.0% | 不變 |
| W Advisors, LLC | 2,112 | $121.0 萬 | 0.61% | +5+0.2% | 加碼 |
| McAdam, LLC | 2,123 | $121.6 萬 | 0.06% | +52+2.5% | 加碼 |
| Harbor Investment Advisory, LLC | 2,128 | $121.9 萬 | 0.09% | +48+2.3% | 加碼 |
| Frec Markets, Inc. | 2,130 | $122.1 萬 | 0.36% | +2,130 | 新進 |
| Spirepoint Private Client, LLC | 2,141 | $122.7 萬 | 0.12% | +42+2.0% | 加碼 |
| Schonfeld Strategic Advisors LLC | 2,150 | $123.2 萬 | 0.01% | −56,260−96.3% | 減碼 |
| Means Investment Co., Inc. | 2,153 | $123.3 萬 | 0.10% | −122−5.4% | 減碼 |
| Aberdeen Wealth Management LLC | 2,153 | $123.3 萬 | 0.57% | −30−1.4% | 減碼 |
| Windsor Capital Management, LLC | 2,155 | $123.4 萬 | 0.34% | +10.0% | 加碼 |
| Retirement Planning Co of New England, Inc. | 2,156 | $123.5 萬 | 0.50% | −255−10.6% | 減碼 |
| Peoples Financial Services Corp. | 2,157 | $123.6 萬 | 0.58% | −100−4.4% | 減碼 |
| Baker Ellis Asset Management LLC | 2,157 | $123.6 萬 | 0.15% | +549+34.1% | 加碼 |
| Fiduciary Alliance LLC | 2,161 | $123.8 萬 | 0.08% | +66+3.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,162 | $123.9 萬 | 0.04% | +1,221+129.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,162 | $123.9 萬 | 0.15% | −20−0.9% | 減碼 |
| Icon Wealth Advisors, LLC | 2,159 | $124.0 萬 | 0.08% | +463+27.3% | 加碼 |
| LVM Capital Management Ltd | 2,166 | $124.1 萬 | 0.12% | −30−1.4% | 減碼 |
| Capital Performance Advisors LLP | 2,173 | $124.5 萬 | 0.09% | +1,469+208.7% | 加碼 |
| Soltis Investment Advisors LLC | 2,173 | $124.5 萬 | 0.08% | +3+0.1% | 加碼 |
| Cercano Management LLC | 2,180 | $124.9 萬 | 0.05% | 00.0% | 不變 |
| TFR Capital, LLC. | 2,185 | $125.2 萬 | 0.41% | +34+1.6% | 加碼 |
| South Plains Financial, Inc. | 2,186 | $125.2 萬 | 0.74% | −71−3.1% | 減碼 |
| Latitude Advisors, LLC | 2,188 | $125.3 萬 | 0.55% | −34−1.5% | 減碼 |
| Cortland Associates Inc | 2,189 | $125.4 萬 | 0.16% | −365−14.3% | 減碼 |
| Wayfinding Financial, LLC | 2,195 | $125.7 萬 | 0.53% | −95−4.1% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,200 | $126.0 萬 | 0.42% | −10.0% | 減碼 |
| Kieckhefer Group LLC | 2,200 | $126.0 萬 | 0.60% | +2,200 | 新進 |
| Compass Capital Corp | 1,701 | $126.2 萬 | 0.49% | +145+9.3% | 加碼 |
| Horizon Wealth Management, LLC | 2,208 | $126.5 萬 | 0.20% | +2+0.1% | 加碼 |
| ROI Financial Advisors, LLC | 2,209 | $126.6 萬 | 0.73% | +233+11.8% | 加碼 |
| RM Financial Services, LLC | 2,213 | $126.8 萬 | 1.13% | +2,213 | 新進 |
| Analyst IMS Investment Management Services Ltd. | 2,214 | $126.8 萬 | 0.04% | −77−3.4% | 減碼 |
| Financial Consulate, Inc | 2,213 | $126.8 萬 | 0.17% | +22+1.0% | 加碼 |
| Cfo Capital Management LLC | 2,215 | $126.9 萬 | 0.95% | +2,215 | 新進 |
| Fiduciary Family Office, LLC | 2,217 | $127.0 萬 | 0.37% | −95−4.1% | 減碼 |
| WoodTrust Financial Corp | 2,219 | $127.1 萬 | 0.15% | +1,597+256.8% | 加碼 |
| Cassaday & Co Wealth Management LLC | 2,219 | $127.1 萬 | 0.03% | +94+4.4% | 加碼 |
| LGT Group Foundation | 2,204 | $127.3 萬 | 0.01% | −612−21.7% | 減碼 |
| Wimmer Associates 1, LLC | 2,222 | $127.3 萬 | 0.59% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 2,226 | $127.5 萬 | 0.13% | −143−6.0% | 減碼 |
| West Family Investments, Inc. | 2,227 | $127.6 萬 | 0.30% | −138−5.8% | 減碼 |
| Legacy Private Trust Co. | 2,231 | $127.8 萬 | 0.08% | −15−0.7% | 減碼 |
| SHP Wealth Management | 2,235 | $127.9 萬 | 0.10% | +2,235 | 新進 |
| Bluedoor Private Wealth, LLC | 2,234 | $128.0 萬 | 0.59% | +2,234 | 新進 |
| Clarus Wealth Advisors | 2,013 | $128.1 萬 | 0.53% | −322−13.8% | 減碼 |
| August Group Capital Ltd | 2,238 | $128.2 萬 | 1.42% | +2,238 | 新進 |
| WFA of San Diego, LLC | 2,246 | $128.7 萬 | 0.94% | −115−4.9% | 減碼 |
| Hunter Associates Investment Management LLC | 2,246 | $128.8 萬 | 0.17% | −55−2.4% | 減碼 |
| Platform Technology Partners | 2,249 | $128.9 萬 | 0.27% | −60−2.6% | 減碼 |
| Lombard Odier Asset Management (USA) Corp | 2,250 | $128.9 萬 | 0.52% | +2,250 | 新進 |
| TMB Capital Partners, LLC | 2,258 | $129.3 萬 | 0.44% | +2,258 | 新進 |
| Bank of Jackson Hole Trust | 2,260 | $129.5 萬 | 0.61% | +42+1.9% | 加碼 |
| KPP Advisory Services LLC | 2,262 | $129.6 萬 | 0.19% | −26−1.1% | 減碼 |
| Intellus Advisors LLC | 2,265 | $129.7 萬 | 0.17% | +1,016+81.3% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,266 | $129.8 萬 | 0.22% | −8−0.4% | 減碼 |
| Primoris Wealth Advisors, LLC | 2,266 | $129.8 萬 | 0.78% | +2,266 | 新進 |