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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Kerusso Capital Management LLC | 5,819 | $333.4 萬 | 1.54% | +1,374+30.9% | 加碼 |
| Gen-Wealth Partners Inc | 5,818 | $333.3 萬 | 1.07% | −906−13.5% | 減碼 |
| Brady Family Wealth, LLC | 5,813 | $333.0 萬 | 1.03% | −118−2.0% | 減碼 |
| Investment House LLC | 5,808 | $332.7 萬 | 0.16% | 00.0% | 不變 |
| Weiss Asset Management LP | 5,794 | $331.9 萬 | 0.05% | +5,794 | 新進 |
| Advisory Alpha, LLC | 5,786 | $331.7 萬 | 0.09% | +315+5.8% | 加碼 |
| Beaton Management Co. Inc. | 5,783 | $331.3 萬 | 1.46% | +180+3.2% | 加碼 |
| Bragg Financial Advisors, Inc | 5,776 | $330.9 萬 | 0.11% | −224−3.7% | 減碼 |
| G&S Capital LLC | 5,769 | $330.5 萬 | 1.17% | −262−4.3% | 減碼 |
| HHM Wealth Advisors, LLC | 5,754 | $329.6 萬 | 0.39% | −5−0.1% | 減碼 |
| Am Investment Strategies LLC | 5,741 | $328.9 萬 | 0.68% | +47+0.8% | 加碼 |
| Stamos Capital Partners, L.P. | 5,739 | $328.8 萬 | 0.53% | +1,571+37.7% | 加碼 |
| Sterling Capital Management LLC | 5,728 | $328.1 萬 | 0.05% | +1,916+50.3% | 加碼 |
| Nations Financial Group Inc, | 5,716 | $327.5 萬 | 0.17% | +359+6.7% | 加碼 |
| Woodard & Co Asset Management Group Inc | 5,700 | $326.5 萬 | 0.52% | +152+2.7% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,694 | $326.2 萬 | 0.16% | −102−1.8% | 減碼 |
| First National Bank Sioux Falls | 5,653 | $323.8 萬 | 0.97% | 00.0% | 不變 |
| Security National Bank | 5,648 | $323.6 萬 | 0.46% | +920+19.5% | 加碼 |
| Wealth Group, Ltd. | 5,633 | $322.7 萬 | 3.15% | +5,633 | 新進 |
| Victrix Investment Advisors | 5,629 | $322.5 萬 | 1.25% | −311−5.2% | 減碼 |
| Permanent Capital Management, LP | 5,586 | $320.0 萬 | 0.62% | +217+4.0% | 加碼 |
| Ocean Capital Management, LLC | 5,582 | $319.8 萬 | 0.64% | −95−1.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,569 | $319.0 萬 | 0.04% | +20.0% | 加碼 |
| Trueblood Wealth Management, LLC | 5,567 | $318.9 萬 | 1.24% | −189−3.3% | 減碼 |
| CMT Capital Markets Trading GmbH | 5,562 | $318.6 萬 | 2.11% | −1,595−22.3% | 減碼 |
| Monticello Wealth Management, LLC | 5,517 | $316.0 萬 | 0.20% | +10.0% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 5,515 | $315.9 萬 | 1.38% | −65−1.2% | 減碼 |
| Charles Schwab Trust Co | 5,515 | $315.9 萬 | 0.21% | −591−9.7% | 減碼 |
| Financial Plan, Inc. | 5,511 | $315.7 萬 | 0.36% | +5,511 | 新進 |
| Platinum Investment Management Ltd | 5,500 | $315.1 萬 | 0.73% | +5,500 | 新進 |
| Ellenbecker Investment Group | 5,492 | $314.7 萬 | 0.44% | +4,689+583.9% | 加碼 |
| Silverlake Wealth Management LLC | 5,480 | $313.9 萬 | 0.71% | +143+2.7% | 加碼 |
| Alaethes Wealth LLC | 5,475 | $313.6 萬 | 0.88% | −42−0.8% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,473 | $313.5 萬 | 0.22% | −72−1.3% | 減碼 |
| Smithfield Trust Co | 5,463 | $312.8 萬 | 0.14% | +1,011+22.7% | 加碼 |
| First Horizon Corp | 5,456 | $312.6 萬 | 0.14% | +215+4.1% | 加碼 |
| TKG Advisors, LLC | 5,449 | $312.2 萬 | 1.26% | −123−2.2% | 減碼 |
| Simon Quick Advisors, LLC | 5,434 | $311.3 萬 | 0.14% | +4,773+722.1% | 加碼 |
| LOM Asset Management Ltd | 5,423 | $310.7 萬 | 0.90% | −29−0.5% | 減碼 |
| Redmond Asset Management, LLC | 5,411 | $310.0 萬 | 0.79% | −25−0.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,391 | $308.8 萬 | 0.20% | +661+14.0% | 加碼 |
| Qtron Investments LLC | 5,366 | $307.4 萬 | 0.40% | −559−9.4% | 減碼 |
| Castellan Group, LLC | 5,364 | $307.3 萬 | 0.39% | +5,364 | 新進 |
| Ti-Trust, Inc | 5,356 | $306.8 萬 | 1.89% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 5,347 | $306.3 萬 | 0.37% | −13−0.2% | 減碼 |
| Watershed Private Wealth LLC | 5,346 | $306.3 萬 | 0.92% | −410−7.1% | 減碼 |
| Rollins Financial Advisors, LLC | 5,345 | $306.2 萬 | 0.45% | +19+0.4% | 加碼 |
| High Falls Advisors, Inc | 5,344 | $306.1 萬 | 0.62% | +20.0% | 加碼 |
| Modern Wealth Management, LLC | 5,335 | $305.7 萬 | 0.06% | −4,973−48.2% | 減碼 |
| Westwood Holdings Group Inc. | 5,329 | $305.3 萬 | 0.02% | +415+8.4% | 加碼 |
| SCS Capital Management LLC | 5,314 | $304.4 萬 | 0.03% | −27−0.5% | 減碼 |
| Perkins Coie Trust Co | 5,302 | $303.7 萬 | 0.57% | +125+2.4% | 加碼 |
| Eads & Heald Wealth Management | 5,300 | $303.6 萬 | 1.47% | −456−7.9% | 減碼 |
| Nwam LLC | 4,952 | $302.8 萬 | 0.17% | +43+0.9% | 加碼 |
| Essex Savings Bank | 5,234 | $299.8 萬 | 0.65% | −450−7.9% | 減碼 |
| Lawood & Co | 5,233 | $299.8 萬 | 2.84% | +5,233 | 新進 |
| Resources Management Corp | 5,230 | $299.6 萬 | 0.39% | −100−1.9% | 減碼 |
| Brevan Howard Capital Management LP | 5,199 | $299.3 萬 | 0.06% | −2,058−28.4% | 減碼 |
| Polymer Capital Management (HK) LTD | 5,223 | $299.2 萬 | 0.47% | +5,223 | 新進 |
| Cascade Investment Advisors, Inc. | 5,216 | $298.8 萬 | 1.76% | −360−6.5% | 減碼 |
| Mirabella Financial Services LLP | 5,202 | $298.0 萬 | 0.29% | −9,772−65.3% | 減碼 |
| Core Wealth Advisors, Inc. | 5,191 | $297.4 萬 | 0.77% | −28−0.5% | 減碼 |
| Trust Point Inc. | 5,182 | $296.9 萬 | 0.23% | −236−4.4% | 減碼 |
| True North Advisors, LLC | 5,180 | $296.8 萬 | 0.38% | −4−0.1% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 5,139 | $296.7 萬 | 0.28% | −560−9.8% | 減碼 |
| Connecticut Wealth Management, LLC | 5,161 | $295.7 萬 | 0.13% | +73+1.4% | 加碼 |
| Isthmus Partners, LLC | 5,152 | $295.1 萬 | 0.33% | +5,152 | 新進 |
| Camden Capital, LLC | 5,147 | $294.9 萬 | 0.19% | +56+1.1% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,144 | $294.7 萬 | 0.65% | −91−1.7% | 減碼 |
| Convergence Investment Partners, LLC | 5,138 | $294.3 萬 | 0.59% | −220−4.1% | 減碼 |
| Garde Capital, Inc. | 5,134 | $294.1 萬 | 0.17% | +12+0.2% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,133 | $294.1 萬 | 0.15% | +699+15.8% | 加碼 |
| Beacon Investment Advisors LLC | 5,131 | $294.0 萬 | 1.18% | +8+0.2% | 加碼 |
| Journey Advisory Group, LLC | 5,123 | $293.5 萬 | 0.25% | +422+9.0% | 加碼 |
| Papp L Roy & Associates | 5,118 | $293.2 萬 | 0.32% | +136+2.7% | 加碼 |
| TD Private Client Wealth LLC | 5,107 | $292.6 萬 | 0.06% | +2,650+107.9% | 加碼 |
| Applied Finance Capital Management, LLC | 5,081 | $291.1 萬 | 0.21% | +783+18.2% | 加碼 |
| XML Financial, LLC | 5,077 | $290.8 萬 | 0.24% | +26+0.5% | 加碼 |
| HCR Wealth Advisors | 5,045 | $289.0 萬 | 0.29% | +67+1.3% | 加碼 |
| Checchi Capital Advisers, LLC | 5,042 | $288.8 萬 | 0.20% | −254−4.8% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,041 | $288.8 萬 | 0.26% | −201−3.8% | 減碼 |
| Next Century Growth Investors LLC | 5,026 | $287.9 萬 | 0.20% | −6−0.1% | 減碼 |
| Woodmont Investment Counsel LLC | 5,015 | $287.3 萬 | 0.18% | +60+1.2% | 加碼 |
| Norway Savings Bank | 5,007 | $286.8 萬 | 1.33% | +404+8.8% | 加碼 |
| First Citizens Bank & Trust Co | 5,001 | $286.5 萬 | 0.06% | +1,699+51.5% | 加碼 |
| Polymer Capital Management (US) LLC | 5,000 | $286.4 萬 | 0.37% | +500+11.1% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,997 | $286.3 萬 | 0.09% | +66+1.3% | 加碼 |
| Wolff Financial Management LLC | 4,968 | $284.6 萬 | 0.64% | −34−0.7% | 減碼 |
| Garrett Investment Advisors LLC | 4,966 | $284.5 萬 | 0.23% | −461−8.5% | 減碼 |
| Krilogy Financial LLC | 4,466 | $284.0 萬 | 0.10% | +922+26.0% | 加碼 |
| WBH Advisory Inc | 4,953 | $283.8 萬 | 0.21% | −28−0.6% | 減碼 |
| Journey Strategic Wealth LLC | 4,944 | $283.2 萬 | 0.07% | −107−2.1% | 減碼 |
| Grimes & Company, Inc. | 4,940 | $283.0 萬 | 0.07% | +1,457+41.8% | 加碼 |
| Atlas Brown,Inc. | 4,939 | $282.9 萬 | 0.84% | −48−1.0% | 減碼 |
| PCM Encore, LLC | 4,935 | $282.7 萬 | 0.60% | +4,935 | 新進 |
| Benedict Financial Advisors Inc | 4,931 | $282.5 萬 | 0.60% | −86−1.7% | 減碼 |
| CoreCap Advisors, LLC | 4,928 | $282.3 萬 | 0.10% | +280+6.0% | 加碼 |
| Catalyst Financial Partners LLC | 4,894 | $280.4 萬 | 0.31% | +203+4.3% | 加碼 |
| Orleans Capital Management Corp | 4,888 | $280.0 萬 | 1.74% | −997−16.9% | 減碼 |
| CFM Wealth Partners LLC | 4,888 | $280.0 萬 | 0.40% | +43+0.9% | 加碼 |