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
- 3,543
- 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 1,308 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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 8,743 | $500.9 萬 | 0.62% | −296−3.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,732 | $500.2 萬 | 0.38% | +23+0.3% | 加碼 |
| NewEdge Wealth, LLC | 8,709 | $498.9 萬 | 0.06% | +2,861+48.9% | 加碼 |
| PFG Investments, LLC | 8,700 | $498.4 萬 | 0.23% | +2,031+30.5% | 加碼 |
| AlTi Global, Inc. | 8,697 | $498.2 萬 | 0.11% | −1,014−10.4% | 減碼 |
| Daymark Wealth Partners, LLC | 8,631 | $494.4 萬 | 0.16% | +215+2.6% | 加碼 |
| Davidson Capital Management Inc. | 8,602 | $492.8 萬 | 1.07% | −72−0.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 8,599 | $492.6 萬 | 2.09% | −137−1.6% | 減碼 |
| Palisade Asset Management, LLC | 8,583 | $491.7 萬 | 0.48% | −90−1.0% | 減碼 |
| Cannon Advisors, Inc. | 7,651 | $488.7 萬 | 3.45% | −924−10.8% | 減碼 |
| Wedmont Private Capital | 8,187 | $488.3 萬 | 0.17% | +103+1.3% | 加碼 |
| Hel Ved Capital Management Ltd | 8,495 | $486.7 萬 | 1.68% | +8,495 | 新進 |
| Altrius Capital Management Inc | 8,492 | $486.5 萬 | 1.03% | −2,553−23.1% | 減碼 |
| Clune & Associates, Ltd. | 8,458 | $484.5 萬 | 1.05% | −18−0.2% | 減碼 |
| Clear Trail Advisors, LLC | 8,444 | $483.7 萬 | 1.12% | +8,444 | 新進 |
| V-Square Quantitative Management LLC | 8,442 | $483.6 萬 | 0.50% | +8,442 | 新進 |
| CWA Asset Management Group, LLC | 8,394 | $480.9 萬 | 0.17% | +63+0.8% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 8,374 | $479.7 萬 | 0.34% | −5,157−38.1% | 減碼 |
| Madison Asset Management, LLC | 8,366 | $479.3 萬 | 0.06% | −10,851−56.5% | 減碼 |
| Soros Capital Management LLC | 8,360 | $478.9 萬 | 1.26% | +8,360 | 新進 |
| Focused Wealth Management, Inc | 8,301 | $475.5 萬 | 0.50% | −40.0% | 減碼 |
| ABN AMRO Bank N.V. | 8,289 | $474.8 萬 | 0.04% | +2,184+35.8% | 加碼 |
| Exchange Bank | 8,287 | $474.7 萬 | 3.28% | +49+0.6% | 加碼 |
| Cozad Asset Management Inc | 8,276 | $474.1 萬 | 0.37% | +10.0% | 加碼 |
| Radnor Capital Management, LLC | 8,262 | $473.3 萬 | 0.70% | −50−0.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,258 | $473.1 萬 | 1.37% | −208−2.5% | 減碼 |
| Hudock, Inc. | 8,252 | $472.8 萬 | 0.70% | −159−1.9% | 減碼 |
| Hamilton Capital Partners Inc. | 8,226 | $471.2 萬 | 0.17% | +233+2.9% | 加碼 |
| River Street Advisors LLC | 8,210 | $470.3 萬 | 1.76% | 00.0% | 不變 |
| SeaCrest Wealth Management, LLC | 7,879 | $470.0 萬 | 0.48% | −435−5.2% | 減碼 |
| Baldwin Investment Management, LLC | 8,199 | $469.7 萬 | 0.53% | −383−4.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,199 | $469.7 萬 | 0.33% | −926−10.1% | 減碼 |
| KLCM Advisors, Inc. | 8,125 | $465.5 萬 | 0.40% | +5,309+188.5% | 加碼 |
| Accurate Wealth Management, LLC | 7,532 | $465.1 萬 | 0.59% | +448+6.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 8,116 | $464.9 萬 | 0.32% | +263+3.3% | 加碼 |
| LGT Fund Management Co Ltd. | 8,029 | $463.6 萬 | 0.37% | −749−8.5% | 減碼 |
| Sciencast Management LP | 8,079 | $462.8 萬 | 0.64% | +8,079 | 新進 |
| Wealthspire Advisors, LLC | 8,057 | $461.5 萬 | 0.04% | +2,038+33.9% | 加碼 |
| Symmetry Investments LP | 8,050 | $461.2 萬 | 0.86% | +3,850+91.7% | 加碼 |
| St Germain D J Co Inc | 8,038 | $460.5 萬 | 0.18% | −362−4.3% | 減碼 |
| Argent Advisors, Inc. | 7,969 | $456.5 萬 | 1.27% | +109+1.4% | 加碼 |
| Inspire Advisors, LLC | 7,938 | $454.8 萬 | 0.42% | +541+7.3% | 加碼 |
| Hanson & Doremus Investment Management | 7,930 | $454.3 萬 | 0.55% | −106−1.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,927 | $454.1 萬 | 0.50% | −80−1.0% | 減碼 |
| Forum Financial Management, LP | 7,914 | $453.4 萬 | 0.06% | +362+4.8% | 加碼 |
| Gould Capital, LLC | 7,891 | $452.0 萬 | 2.79% | −465−5.6% | 減碼 |
| Cornerstone Planning, LLC | 7,860 | $451.7 萬 | 1.05% | +7,860 | 新進 |
| Fairfield Financial Advisors, LTD | 7,885 | $451.7 萬 | 1.47% | +415+5.6% | 加碼 |
| Foundations Investment Advisors, LLC | 7,870 | $450.8 萬 | 0.06% | +275+3.6% | 加碼 |
| Boltwood Capital Management | 7,846 | $449.5 萬 | 1.17% | −115−1.4% | 減碼 |
| Adirondack Trust Co | 7,829 | $448.5 萬 | 1.48% | −68−0.9% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,810 | $447.4 萬 | 0.22% | −88−1.1% | 減碼 |
| Petredis Investment Advisors LLC | 7,800 | $446.8 萬 | 0.35% | −88−1.1% | 減碼 |
| Gifford Fong Associates | 7,800 | $446.8 萬 | 0.89% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 7,787 | $446.1 萬 | 0.10% | +3,056+64.6% | 加碼 |
| Great Lakes Retirement, Inc. | 7,787 | $446.1 萬 | 0.46% | +391+5.3% | 加碼 |
| Monetary Management Group Inc | 7,787 | $446.1 萬 | 1.03% | −50−0.6% | 減碼 |
| Chicago Capital, LLC | 7,773 | $445.3 萬 | 0.11% | +499+6.9% | 加碼 |
| Syon Capital LLC | 7,763 | $444.7 萬 | 0.22% | +873+12.7% | 加碼 |
| Ignite Planners, LLC | 6,759 | $444.4 萬 | 0.68% | +165+2.5% | 加碼 |
| Harbor Capital Advisors, Inc. | 7,747 | $443.8 萬 | 0.34% | −12−0.2% | 減碼 |
| Ballentine Partners, LLC | 7,742 | $443.5 萬 | 0.06% | +91+1.2% | 加碼 |
| Financial Synergies Wealth Advisors, Inc. | 7,727 | $442.7 萬 | 0.43% | +4,917+175.0% | 加碼 |
| BCM Advisors, LLC | 7,034 | $440.8 萬 | 0.84% | +10.0% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 7,691 | $440.6 萬 | 0.26% | −74−1.0% | 減碼 |
| Naviter Wealth, LLC | 7,679 | $439.9 萬 | 0.57% | −772−9.1% | 減碼 |
| Banque Transatlantique SA | 7,674 | $439.6 萬 | 0.11% | −536−6.5% | 減碼 |
| Guardian Wealth Management, Inc. | 7,669 | $439.3 萬 | 2.58% | +5,362+232.4% | 加碼 |
| Tradewinds, LLC. | 7,668 | $439.3 萬 | 1.05% | −74−1.0% | 減碼 |
| River Wealth Advisors LLC | 7,662 | $439.0 萬 | 0.49% | +1,430+22.9% | 加碼 |
| EFG International AG | 7,593 | $435.0 萬 | 0.08% | +7,593 | 新進 |
| Field & Main Bank | 7,588 | $434.7 萬 | 1.25% | −180−2.3% | 減碼 |
| Old Mission Investment Co LLC | 7,573 | $433.8 萬 | 1.04% | −114−1.5% | 減碼 |
| Gables Capital Management Inc. | 7,565 | $433.4 萬 | 1.83% | −15−0.2% | 減碼 |
| Fruth Investment Management | 7,563 | $433.2 萬 | 1.17% | −175−2.3% | 減碼 |
| Seizert Capital Partners, LLC | 7,547 | $432.3 萬 | 0.18% | −4,131−35.4% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,532 | $431.5 萬 | 1.78% | −34−0.4% | 減碼 |
| Oarsman Capital, Inc. | 7,526 | $431.1 萬 | 0.56% | −73−1.0% | 減碼 |
| Concord Asset Management, LLC | 7,514 | $430.5 萬 | 0.75% | −156−2.0% | 減碼 |
| Valley Brook Capital Group | 7,511 | $430.3 萬 | 2.85% | −85−1.1% | 減碼 |
| Loudon Investment Management, LLC | 7,456 | $427.1 萬 | 2.23% | −410−5.2% | 減碼 |
| Ascent Group, LLC | 7,438 | $426.1 萬 | 0.15% | +1,302+21.2% | 加碼 |
| TCW Group Inc | 7,401 | $424.0 萬 | 0.03% | +7,401 | 新進 |
| Old Port Advisors | 7,381 | $422.8 萬 | 1.04% | −82−1.1% | 減碼 |
| Tyche Wealth Partners LLC | 7,380 | $422.8 萬 | 0.67% | −23−0.3% | 減碼 |
| Legacy Bridge, LLC | 7,365 | $421.9 萬 | 1.71% | +163+2.3% | 加碼 |
| Global Trust Asset Management, LLC | 7,345 | $420.7 萬 | 1.66% | +2,692+57.9% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,311 | $418.9 萬 | 0.16% | −305−4.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,273 | $416.6 萬 | 0.22% | +67+0.9% | 加碼 |
| Hilltop Holdings Inc. | 7,266 | $416.2 萬 | 0.25% | +948+15.0% | 加碼 |
| Surience Private Wealth LLC | 7,251 | $415.4 萬 | 4.70% | +7,251 | 新進 |
| Applied Capital LLC | 7,240 | $414.8 萬 | 2.84% | −4,623−39.0% | 減碼 |
| Westpac Banking Corp | 7,228 | $414.1 萬 | 0.26% | −2,185−23.2% | 減碼 |
| DT Investment Partners, LLC | 7,218 | $413.5 萬 | 0.34% | −637−8.1% | 減碼 |
| Capital International Sarl | 7,213 | $413.2 萬 | 0.07% | +3,275+83.2% | 加碼 |
| South Dakota Investment Council | 7,154 | $409.8 萬 | 0.08% | −630−8.1% | 減碼 |
| Clark Capital Management Group, Inc. | 7,146 | $409.3 萬 | 0.03% | +676+10.4% | 加碼 |
| Deane Retirement Strategies, Inc. | 7,123 | $408.1 萬 | 1.69% | −7,146−50.1% | 減碼 |
| Cambridge Advisors Inc. | 7,108 | $407.2 萬 | 0.78% | −83−1.2% | 減碼 |
| Marathon Wealth Advisors LLC | 7,102 | $406.9 萬 | 1.62% | +7,102 | 新進 |