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 |
|---|---|---|---|---|---|
| Bellwether Advisors, LLC | 7,101 | $406.8 萬 | 0.65% | +2,133+42.9% | 加碼 |
| Capital Management Associates, Inc | 7,098 | $406.6 萬 | 0.90% | +3,199+82.0% | 加碼 |
| Wilkerson Advisory Group LLC | 7,089 | $406.1 萬 | 1.43% | +7,089 | 新進 |
| Little House Capital LLC | 7,077 | $405.4 萬 | 1.02% | −1,796−20.2% | 減碼 |
| Modera Wealth Management, LLC | 7,076 | $405.3 萬 | 0.05% | +165+2.4% | 加碼 |
| Cross Staff Investments Inc | 7,066 | $404.8 萬 | 2.48% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 6,977 | $402.8 萬 | 0.15% | +578+9.0% | 加碼 |
| Kovack Advisors, Inc. | 6,988 | $400.3 萬 | 0.19% | +2,776+65.9% | 加碼 |
| Chapin Davis, Inc. | 6,981 | $399.8 萬 | 0.94% | +1,235+21.5% | 加碼 |
| Quest Investment Management LLC | 6,968 | $399.2 萬 | 0.43% | 00.0% | 不變 |
| Southeast Asset Advisors Inc. | 6,966 | $399.1 萬 | 0.38% | +334+5.0% | 加碼 |
| Granite Investment Partners, LLC | 6,938 | $397.5 萬 | 0.24% | +49+0.7% | 加碼 |
| Hennessy Advisors Inc | 6,900 | $395.3 萬 | 0.14% | −100−1.4% | 減碼 |
| Q3 Asset Management | 6,889 | $395.1 萬 | 0.90% | +6,127+804.1% | 加碼 |
| Nemes Rush Group LLC | 6,877 | $394.0 萬 | 0.37% | −16−0.2% | 減碼 |
| Becker Capital Management Inc | 6,862 | $393.1 萬 | 0.11% | −50−0.7% | 減碼 |
| Avantax Planning Partners, Inc. | 6,849 | $392.4 萬 | 0.11% | +513+8.1% | 加碼 |
| Arrow Financial Corp | 6,829 | $391.2 萬 | 0.39% | −632−8.5% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $389.6 萬 | 0.16% | 00.0% | 不變 |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 6,785 | $388.7 萬 | 0.34% | +6,785 | 新進 |
| Sargent Investment Group, LLC | 6,756 | $387.0 萬 | 0.49% | −396−5.5% | 減碼 |
| IronBridge Private Wealth, LLC | 7,328 | $386.8 萬 | 1.22% | 00.0% | 不變 |
| Forefront Wealth Management Inc. | 6,751 | $386.7 萬 | 2.77% | −100−1.5% | 減碼 |
| Trust Investment Advisors | 6,739 | $386.1 萬 | 2.06% | +274+4.2% | 加碼 |
| Weaver Capital Management LLC | 6,727 | $385.4 萬 | 0.82% | +230+3.5% | 加碼 |
| AMG National Trust Bank | 6,725 | $385.3 萬 | 0.09% | +139+2.1% | 加碼 |
| AdvisorNet Financial, Inc | 6,715 | $384.7 萬 | 0.20% | +53+0.8% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,710 | $384.4 萬 | 0.84% | −100−1.5% | 減碼 |
| Eagle Rock Investment Company, LLC | 6,700 | $383.8 萬 | 0.54% | 00.0% | 不變 |
| Ar Asset Management Inc | 6,700 | $383.8 萬 | 0.78% | 00.0% | 不變 |
| Howland Capital Management LLC | 6,685 | $383.0 萬 | 0.15% | −40−0.6% | 減碼 |
| Courier Capital LLC | 6,680 | $382.7 萬 | 0.21% | −121−1.8% | 減碼 |
| Stone Point Wealth LLC | 6,670 | $382.1 萬 | 1.04% | −281−4.0% | 減碼 |
| IFC Advisors LLC | 6,668 | $382.0 萬 | 0.56% | +1,244+22.9% | 加碼 |
| Berkshire Bank | 6,647 | $380.8 萬 | 0.77% | −311−4.5% | 減碼 |
| Umpqua Bank | 6,629 | $379.8 萬 | 1.06% | −574−8.0% | 減碼 |
| Oxbow Advisors, LLC | 6,620 | $379.2 萬 | 0.33% | −24−0.4% | 減碼 |
| MB, Levis & Associates, LLC | 6,594 | $377.8 萬 | 1.59% | −246−3.6% | 減碼 |
| Advisors Preferred, LLC | 6,300 | $377.0 萬 | 0.62% | 00.0% | 不變 |
| Xcel Wealth Management, LLC | 6,576 | $376.7 萬 | 0.96% | +31+0.5% | 加碼 |
| Greenfield Savings Bank | 6,568 | $376.3 萬 | 1.58% | −60−0.9% | 減碼 |
| CFC Planning Co LLC | 6,566 | $376.1 萬 | 2.89% | +251+4.0% | 加碼 |
| Schear Investment Advisers, LLC | 6,554 | $375.5 萬 | 1.62% | −394−5.7% | 減碼 |
| Cottage Street Advisors LLC | 6,544 | $374.9 萬 | 1.59% | −483−6.9% | 減碼 |
| Capital Group Private Client Services, Inc. | 6,512 | $373.1 萬 | 0.06% | +6,512 | 新進 |
| RD Lewis Holdings, Inc. | 5,292 | $372.0 萬 | 3.18% | +22+0.4% | 加碼 |
| Marvin & Palmer Associates Inc | 6,485 | $371.5 萬 | 2.62% | −548−7.8% | 減碼 |
| Jump Financial, LLC | 6,479 | $371.2 萬 | 0.05% | +4,413+213.6% | 加碼 |
| Private Trust Co NA | 6,475 | $370.9 萬 | 0.32% | +356+5.8% | 加碼 |
| Tenere Capital LLC | 6,451 | $369.6 萬 | 2.86% | +6,451 | 新進 |
| Sumitomo Life Insurance Co | 6,448 | $369.4 萬 | 0.10% | +55+0.9% | 加碼 |
| Strategic Advisors LLC | 6,444 | $369.2 萬 | 0.58% | +195+3.1% | 加碼 |
| Shepherd Financial Partners LLC | 6,439 | $368.8 萬 | 0.34% | −41−0.6% | 減碼 |
| CNB Bank | 6,373 | $365.1 萬 | 1.49% | −270−4.1% | 減碼 |
| Alliance Private Wealth, LLC | 5,182 | $364.2 萬 | 1.27% | +5,182 | 新進 |
| Massachusetts Wealth Management | 6,356 | $364.1 萬 | 1.69% | −126−1.9% | 減碼 |
| Vectors Research Management, LLC | 6,349 | $363.7 萬 | 1.11% | −66−1.0% | 減碼 |
| Crawford Investment Counsel Inc | 6,318 | $361.9 萬 | 0.06% | +197+3.2% | 加碼 |
| Allegheny Financial Group LTD | 6,293 | $360.5 萬 | 0.53% | −8−0.1% | 減碼 |
| Franklin Street Advisors Inc | 6,291 | $360.4 萬 | 0.21% | +220+3.6% | 加碼 |
| XTX Topco Ltd | 6,260 | $358.6 萬 | 0.09% | +6,260 | 新進 |
| David Loasby | 5,691 | $358.4 萬 | 0.24% | +754+15.3% | 加碼 |
| Huntleigh Advisors, Inc. | 6,255 | $358.4 萬 | 0.61% | +472+8.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,253 | $358.2 萬 | 0.06% | +100+1.6% | 加碼 |
| JBR Co Financial Management Inc | 6,252 | $358.2 萬 | 1.50% | −87−1.4% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,245 | $357.8 萬 | 0.18% | −280−4.3% | 減碼 |
| Heartland Bank & Trust Co | 6,220 | $356.3 萬 | 1.51% | −55−0.9% | 減碼 |
| Heritage Wealth Management, Inc. | 6,212 | $355.9 萬 | 0.99% | −109−1.7% | 減碼 |
| Vantage Point Financial LLC | 6,175 | $353.8 萬 | 1.27% | +29+0.5% | 加碼 |
| International Assets Investment Management, LLC | 6,174 | $353.7 萬 | 0.24% | −341−5.2% | 減碼 |
| EPG Wealth Management LLC | 6,142 | $351.9 萬 | 0.95% | −33−0.5% | 減碼 |
| Gallo Partners, LP | 6,140 | $351.7 萬 | 3.10% | −4,686−43.3% | 減碼 |
| BOS Asset Management, LLC | 6,132 | $351.3 萬 | 0.94% | −211−3.3% | 減碼 |
| JFS Wealth Advisors, LLC | 6,122 | $350.7 萬 | 0.20% | −11−0.2% | 減碼 |
| FLC Capital Advisors | 6,105 | $349.7 萬 | 0.65% | 00.0% | 不變 |
| Pinkerton Retirement Specialists, LLC | 6,098 | $349.3 萬 | 0.36% | +6,098 | 新進 |
| Confluence Wealth Services, Inc. | 6,072 | $347.8 萬 | 0.14% | +256+4.4% | 加碼 |
| Roman Butler Fullerton & Co | 5,359 | $347.5 萬 | 0.91% | +192+3.7% | 加碼 |
| Ellis Investment Partners, LLC | 6,042 | $346.2 萬 | 0.60% | −194−3.1% | 減碼 |
| MONECO Advisors, LLC | 6,030 | $345.4 萬 | 0.27% | −163−2.6% | 減碼 |
| Bowen Hanes & Co Inc | 6,029 | $345.4 萬 | 0.09% | −15−0.2% | 減碼 |
| Weatherly Asset Management L. P. | 6,028 | $345.3 萬 | 0.27% | −62−1.0% | 減碼 |
| Biltmore Family Office, LLC | 6,011 | $344.4 萬 | 0.48% | +36+0.6% | 加碼 |
| Keudell/Morrison Wealth Management | 5,983 | $342.7 萬 | 0.72% | +5,983 | 新進 |
| Boston Family Office LLC | 5,983 | $342.7 萬 | 0.22% | +2,269+61.1% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 9,976 | $342.4 萬 | 0.27% | +9,976 | 新進 |
| Wilson & Boucher Capital Management, LLC | 5,971 | $342.1 萬 | 2.25% | −10−0.2% | 減碼 |
| Bernard Wealth Management Corp. | 5,967 | $341.8 萬 | 1.39% | +30+0.5% | 加碼 |
| Myriad Asset Management Advisors LLC | 5,942 | $340.4 萬 | 1.05% | +5,942 | 新進 |
| WD Rutherford LLC | 5,932 | $339.8 萬 | 1.42% | −178−2.9% | 減碼 |
| Drive Wealth Management, LLC | 5,932 | $339.8 萬 | 0.66% | +51+0.9% | 加碼 |
| SIH Partners, LLLP | 5,911 | $338.6 萬 | 0.20% | +5,201+732.5% | 加碼 |
| Parkside Financial Bank & Trust | 5,904 | $338.2 萬 | 0.25% | −453−7.1% | 減碼 |
| Family Management Corp | 5,889 | $337.4 萬 | 0.43% | −3,906−39.9% | 減碼 |
| Wealth Architects, LLC | 5,881 | $336.9 萬 | 0.30% | −105−1.8% | 減碼 |
| Rexford Capital Inc | 5,871 | $336.3 萬 | 2.55% | −524−8.2% | 減碼 |
| Cordatus Wealth Management LLC | 5,867 | $336.1 萬 | 0.78% | −7−0.1% | 減碼 |
| Bridges Investment Management Inc | 5,851 | $335.2 萬 | 0.04% | −179−3.0% | 減碼 |
| Kentucky Trust Co | 5,838 | $334.4 萬 | 1.77% | −145−2.4% | 減碼 |
| Crown Oak Advisors, LLC | 5,821 | $333.5 萬 | 1.58% | 00.0% | 不變 |