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 |
|---|---|---|---|---|---|
| Opes Wealth Management LLC | 4,875 | $279.3 萬 | 0.47% | −104−2.1% | 減碼 |
| Harbor Group, Inc. | 4,870 | $279.0 萬 | 0.42% | +13+0.3% | 加碼 |
| Pallas Capital Advisors LLC | 4,867 | $278.8 萬 | 0.09% | −128−2.6% | 減碼 |
| Calamos Wealth Management LLC | 4,851 | $277.9 萬 | 0.10% | +729+17.7% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 4,844 | $277.5 萬 | 0.67% | −70−1.4% | 減碼 |
| Quantbot Technologies LP | 4,844 | $277.5 萬 | 0.09% | +4,844 | 新進 |
| La Banque Postale Asset Management SA | 4,814 | $275.8 萬 | 0.03% | −8,457−63.7% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,811 | $275.6 萬 | 1.79% | −75−1.5% | 減碼 |
| Advisor OS, LLC | 4,805 | $275.2 萬 | 0.22% | −454−8.6% | 減碼 |
| Cladis Investment Advisory, LLC | 4,800 | $275.0 萬 | 1.51% | −200−4.0% | 減碼 |
| Guardian Investment Management | 4,800 | $275.0 萬 | 2.20% | −187−3.7% | 減碼 |
| Colonial Trust Co | 4,783 | $274.0 萬 | 0.37% | +162+3.5% | 加碼 |
| Rossmore Private Capital | 4,766 | $273.0 萬 | 0.24% | +553+13.1% | 加碼 |
| Princeton Capital Management LLC | 4,747 | $271.9 萬 | 0.70% | −21−0.4% | 減碼 |
| Apollon Financial, LLC | 4,734 | $271.2 萬 | 0.39% | +3,155+199.8% | 加碼 |
| Haverford Trust Co | 4,719 | $270.3 萬 | 0.02% | −264−5.3% | 減碼 |
| Fundamentun, LLC | 4,707 | $269.7 萬 | 0.11% | +119+2.6% | 加碼 |
| Evernest Financial Advisors, LLC | 3,632 | $269.5 萬 | 0.56% | −638−14.9% | 減碼 |
| O'Domhnaill Enterprises, Inc. | 4,677 | $267.9 萬 | 2.51% | +4,677 | 新進 |
| Westover Capital Advisors, LLC | 4,676 | $267.9 萬 | 0.49% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 4,665 | $267.2 萬 | 1.04% | −1,257−21.2% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,662 | $267.1 萬 | 0.04% | +3,402+270.0% | 加碼 |
| DB&C Advisors, LLC | 4,657 | $266.8 萬 | 3.35% | +4,657 | 新進 |
| United Bank | 4,651 | $266.4 萬 | 0.90% | +114+2.5% | 加碼 |
| BankPlus Trust Department | 4,650 | $266.4 萬 | 0.70% | −242−4.9% | 減碼 |
| Diversify Advisory Services, LLC | 4,111 | $266.0 萬 | 0.08% | +432+11.7% | 加碼 |
| Emprise Bank | 4,639 | $265.8 萬 | 1.10% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 4,617 | $264.5 萬 | 0.04% | −565−10.9% | 減碼 |
| Stanley-Laman Group, Ltd. | 4,615 | $264.4 萬 | 0.34% | +3,655+380.7% | 加碼 |
| Gateway Wealth Partners, LLC | 4,612 | $264.2 萬 | 0.29% | −107−2.3% | 減碼 |
| Oak Asset Management, LLC | 4,594 | $263.2 萬 | 0.90% | −56−1.2% | 減碼 |
| McLaughlin Asset Management, Inc. | 4,591 | $263.0 萬 | 2.35% | +4,591 | 新進 |
| First Manhattan Co | 4,585 | $262.7 萬 | 0.01% | +71+1.6% | 加碼 |
| Diamant Asset Management, Inc. | 4,583 | $262.5 萬 | 1.90% | −75−1.6% | 減碼 |
| Cooper Financial Group | 4,576 | $262.1 萬 | 0.28% | +4+0.1% | 加碼 |
| DHJJ Financial Advisors, Ltd. | 4,575 | $262.1 萬 | 0.87% | −280−5.8% | 減碼 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 4,573 | $262.0 萬 | 2.46% | +4,573 | 新進 |
| Glen Eagle Advisors, LLC | 4,572 | $261.9 萬 | 0.36% | −12−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,555 | $260.9 萬 | 0.24% | +571+14.3% | 加碼 |
| Guerra Pan Advisors, LLC | 4,549 | $260.6 萬 | 1.55% | 00.0% | 不變 |
| AlphaCore Capital LLC | 4,549 | $260.6 萬 | 0.06% | +1,705+60.0% | 加碼 |
| Founders Financial Securities LLC | 4,549 | $260.6 萬 | 0.15% | +557+14.0% | 加碼 |
| Highview Capital Management LLC | 4,540 | $260.1 萬 | 0.92% | +15+0.3% | 加碼 |
| SS&H Financial Advisors, Inc. | 4,525 | $259.2 萬 | 0.76% | +1,000+28.4% | 加碼 |
| Golden State Equity Partners | 4,523 | $259.1 萬 | 0.42% | −250−5.2% | 減碼 |
| Institute for Wealth Management, LLC. | 4,509 | $258.3 萬 | 0.27% | −54−1.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,507 | $258.2 萬 | 0.10% | +1,094+32.1% | 加碼 |
| LSV Asset Management | 4,500 | $257.8 萬 | 0.01% | −77,000−94.5% | 減碼 |
| Cigna Investments Inc | 4,493 | $257.4 萬 | 0.37% | +19+0.4% | 加碼 |
| Hillsdale Investment Management Inc. | 4,487 | $257.0 萬 | 0.07% | −1,680−27.2% | 減碼 |
| Widmann Financial Services, Inc. | 4,474 | $256.3 萬 | 1.57% | 00.0% | 不變 |
| Amussen Hunsaker Associates LLC | 4,474 | $256.3 萬 | 0.26% | −14−0.3% | 減碼 |
| Carlson Financial, Inc. | 4,463 | $255.7 萬 | 1.48% | +4,463 | 新進 |
| Old West Investment Management, LLC | 4,458 | $255.4 萬 | 0.46% | 00.0% | 不變 |
| SOL Capital Management CO | 4,443 | $254.5 萬 | 0.23% | −5−0.1% | 減碼 |
| Western Wealth Management, LLC | 4,435 | $254.1 萬 | 0.12% | +343+8.4% | 加碼 |
| RS Crum Inc. | 4,430 | $253.8 萬 | 0.51% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 4,426 | $253.6 萬 | 0.13% | +778+21.3% | 加碼 |
| Fort Point Capital Partners LLC | 3,914 | $253.3 萬 | 0.31% | +39+1.0% | 加碼 |
| Inman Jager Wealth Management, LLC | 4,422 | $253.3 萬 | 1.55% | −33−0.7% | 減碼 |
| Garrison Point Advisors, LLC | 4,418 | $253.1 萬 | 1.12% | −260−5.6% | 減碼 |
| Rodgers Brothers Inc. | 4,416 | $253.0 萬 | 0.30% | −760−14.7% | 減碼 |
| Precedent Wealth Partners, LLC | 4,412 | $252.8 萬 | 0.53% | −58−1.3% | 減碼 |
| Vision Retirement, LLC | 4,403 | $252.2 萬 | 0.68% | +4,403 | 新進 |
| Hager Investment Management Services, LLC | 4,402 | $252.2 萬 | 1.38% | −762−14.8% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,396 | $251.8 萬 | 0.70% | −380−8.0% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,383 | $251.1 萬 | 0.61% | +45+1.0% | 加碼 |
| Goldstone Financial Group, LLC | 4,380 | $250.9 萬 | 0.28% | −107−2.4% | 減碼 |
| Csenge Advisory Group | 4,379 | $250.9 萬 | 0.11% | −98−2.2% | 減碼 |
| RKL Wealth Management LLC | 4,375 | $250.6 萬 | 0.21% | −9−0.2% | 減碼 |
| Farmers Trust Co | 4,375 | $250.6 萬 | 0.41% | +134+3.2% | 加碼 |
| 1 North Wealth Services LLC | 4,373 | $250.5 萬 | 0.88% | −129−2.9% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $250.4 萬 | 0.08% | 00.0% | 不變 |
| Advisors Management Group Inc | 4,371 | $250.4 萬 | 0.46% | −1,009−18.8% | 減碼 |
| Nicolet Bankshares Inc | 4,370 | $250.3 萬 | 0.40% | +50+1.2% | 加碼 |
| BayBridge Capital Group, LLC | 4,364 | $250.0 萬 | 1.55% | −26−0.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,353 | $249.3 萬 | 0.09% | +142+3.4% | 加碼 |
| Ticino Wealth | 4,343 | $248.8 萬 | 0.92% | +4,343 | 新進 |
| Solstein Capital, LLC | 4,324 | $247.7 萬 | 0.99% | 00.0% | 不變 |
| IFG Advisory, LLC | 4,323 | $247.6 萬 | 0.11% | −1,154−21.1% | 減碼 |
| Evelyn Partners Investment Management LLP | 4,322 | $247.6 萬 | 0.07% | −249−5.4% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 4,319 | $247.4 萬 | 0.33% | +219+5.3% | 加碼 |
| Mainstay Capital Management LLC | 4,316 | $247.3 萬 | 0.19% | +154+3.7% | 加碼 |
| Joel Isaacson & Co., LLC | 4,315 | $247.2 萬 | 0.08% | +239+5.9% | 加碼 |
| McGuire Capital Advisors Inc | 4,312 | $247.0 萬 | 1.57% | +4,312 | 新進 |
| Sit Investment Associates Inc | 4,300 | $246.3 萬 | 0.05% | 00.0% | 不變 |
| Oddo BHF Asset Management SAS | 4,297 | $246.2 萬 | 0.09% | −1,481−25.6% | 減碼 |
| NBC Securities, Inc. | 4,295 | $246.1 萬 | 0.18% | +51+1.2% | 加碼 |
| Insigneo Advisory Services, LLC | 4,290 | $245.8 萬 | 0.18% | +153+3.7% | 加碼 |
| Charter Research & Investment Group, Inc. | 4,280 | $245.2 萬 | 1.64% | −170−3.8% | 減碼 |
| Valmark Advisers, Inc. | 4,275 | $244.9 萬 | 0.03% | +87+2.1% | 加碼 |
| Fire Capital Management LLC | 4,264 | $244.3 萬 | 1.22% | −155−3.5% | 減碼 |
| Cypress Capital Group | 4,256 | $243.8 萬 | 0.27% | +21+0.5% | 加碼 |
| Prosperity Consulting Group, LLC | 4,255 | $243.8 萬 | 0.11% | +455+12.0% | 加碼 |
| Fortress Wealth Group, LLC | 3,708 | $243.8 萬 | 0.93% | +1,018+37.8% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $243.5 萬 | 1.20% | 00.0% | 不變 |
| Flaharty Asset Management, LLC | 4,250 | $243.5 萬 | 0.30% | 00.0% | 不變 |
| Hardy Reed LLC | 4,248 | $243.4 萬 | 0.17% | +46+1.1% | 加碼 |
| Donoghue Forlines LLC | 4,245 | $243.2 萬 | 0.75% | +4,245 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,240 | $242.9 萬 | 0.15% | +117+2.8% | 加碼 |