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 |
|---|---|---|---|---|---|
| Promethium Advisors,llc | 4,236 | $242.7 萬 | 1.31% | −15−0.4% | 減碼 |
| Citizens & Northern Corp | 4,214 | $241.4 萬 | 0.60% | +3,084+272.9% | 加碼 |
| Woodward Diversified Capital, LLC | 4,205 | $240.9 萬 | 1.10% | +156+3.9% | 加碼 |
| Wealthspan Partners, LLC | 4,203 | $240.8 萬 | 0.88% | −18−0.4% | 減碼 |
| Acorn Wealth Advisors, LLC | 4,199 | $240.6 萬 | 0.72% | −14−0.3% | 減碼 |
| Bahl & Gaynor Inc | 4,186 | $239.8 萬 | 0.01% | −4−0.1% | 減碼 |
| RNC Capital Management LLC | 4,182 | $239.6 萬 | 0.11% | −48−1.1% | 減碼 |
| Aureus Asset Management, LLC | 4,178 | $239.3 萬 | 0.15% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 4,171 | $238.9 萬 | 0.11% | +4,171 | 新進 |
| Investment Research & Advisory Group, Inc. | 4,142 | $237.9 萬 | 0.79% | +322+8.4% | 加碼 |
| Richwood Investment Advisors, LLC | 3,274 | $237.8 萬 | 1.71% | +90+2.8% | 加碼 |
| Univest Financial Corp | 4,137 | $237.0 萬 | 0.13% | −146−3.4% | 減碼 |
| BBR Partners, LLC | 4,136 | $236.9 萬 | 0.13% | −40−1.0% | 減碼 |
| Donaldson Capital Management, LLC | 4,136 | $236.9 萬 | 0.08% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 4,127 | $236.4 萬 | 0.40% | −305−6.9% | 減碼 |
| Washington Trust Co | 4,123 | $236.2 萬 | 0.08% | −8−0.2% | 減碼 |
| First Heartland Consultants, Inc. | 4,119 | $235.9 萬 | 0.18% | +645+18.6% | 加碼 |
| Gibson Capital, LLC | 4,117 | $235.9 萬 | 0.43% | −10.0% | 減碼 |
| BCS Wealth Management | 4,112 | $235.6 萬 | 0.24% | +2,032+97.7% | 加碼 |
| Financial Management Network Inc | 3,937 | $235.6 萬 | 0.37% | +5+0.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,110 | $235.5 萬 | 0.15% | −37−0.9% | 減碼 |
| Westhampton Capital, LLC | 4,110 | $235.4 萬 | 1.11% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,109 | $235.4 萬 | 0.09% | −1,431−25.8% | 減碼 |
| Keel Point, LLC | 4,106 | $235.2 萬 | 0.14% | +515+14.3% | 加碼 |
| Boothbay Fund Management, LLC | 4,103 | $235.0 萬 | 0.06% | −19,321−82.5% | 減碼 |
| SRS Capital Advisors, Inc. | 4,069 | $233.1 萬 | 0.07% | −5,891−59.1% | 減碼 |
| Orca Wealth Management, LLC | 3,293 | $231.9 萬 | 1.66% | −3−0.1% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $231.7 萬 | 0.10% | 00.0% | 不變 |
| Fox Hill Wealth Management | 4,032 | $231.0 萬 | 1.07% | +503+14.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 4,019 | $230.2 萬 | 0.04% | +172+4.5% | 加碼 |
| Sittner & Nelson, LLC | 3,169 | $230.1 萬 | 0.81% | −41−1.3% | 減碼 |
| Evoke Wealth, LLC | 4,012 | $229.8 萬 | 0.04% | +222+5.9% | 加碼 |
| IVC Wealth Advisors LLC | 4,006 | $229.5 萬 | 1.00% | +14+0.4% | 加碼 |
| Viking Fund Management LLC | 4,000 | $229.1 萬 | 0.27% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,000 | $229.1 萬 | 0.23% | 00.0% | 不變 |
| Blue Sparrow, LLC | 4,000 | $229.1 萬 | 0.04% | +4,000 | 新進 |
| Burford Brothers, Inc. | 3,992 | $228.7 萬 | 0.94% | +59+1.5% | 加碼 |
| Delta Investment Management, LLC | 3,980 | $228.0 萬 | 0.40% | +10.0% | 加碼 |
| Allen Capital Group, LLC | 3,977 | $227.8 萬 | 0.21% | −93−2.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,975 | $227.8 萬 | 0.11% | −475−10.7% | 減碼 |
| Everett Harris & Co | 3,972 | $227.5 萬 | 0.03% | −70−1.7% | 減碼 |
| Norden Group LLC | 3,951 | $226.4 萬 | 0.22% | −279−6.6% | 減碼 |
| Trinity Legacy Partners, LLC | 3,948 | $226.2 萬 | 0.52% | −27−0.7% | 減碼 |
| City State Bank | 3,943 | $225.9 萬 | 0.62% | −475−10.8% | 減碼 |
| Motiv8 Investments LLC | 3,926 | $224.9 萬 | 1.23% | −464−10.6% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 3,918 | $224.4 萬 | 0.86% | −240−5.8% | 減碼 |
| LRI Investments, LLC | 3,913 | $224.2 萬 | 0.18% | −54−1.4% | 減碼 |
| Berkshire Asset Management LLC | 3,912 | $224.1 萬 | 0.10% | −3−0.1% | 減碼 |
| Van Strum & Towne Inc. | 3,910 | $224.0 萬 | 0.63% | 00.0% | 不變 |
| Bank & Trust Co | 3,906 | $223.8 萬 | 1.58% | −18−0.5% | 減碼 |
| Silvant Capital Management LLC | 3,905 | $223.7 萬 | 0.08% | +2,829+262.9% | 加碼 |
| Fulton Bank, N.A. | 3,901 | $223.5 萬 | 0.08% | +723+22.8% | 加碼 |
| Paradigm Asset Management Co LLC | 3,900 | $223.4 萬 | 0.52% | −200−4.9% | 減碼 |
| Byrne Asset Management LLC | 3,898 | $223.3 萬 | 1.24% | +66+1.7% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,226 | $223.2 萬 | 0.63% | −120−3.6% | 減碼 |
| Texas Yale Capital Corp. | 3,896 | $223.2 萬 | 0.07% | +50+1.3% | 加碼 |
| Howard Capital Management Inc. | 3,890 | $222.8 萬 | 0.03% | +18+0.5% | 加碼 |
| Rice Partnership, LLC | 3,890 | $222.8 萬 | 0.30% | +122+3.2% | 加碼 |
| Portside Wealth Group, LLC | 3,880 | $222.3 萬 | 0.30% | +45+1.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 3,869 | $221.6 萬 | 0.08% | +3,867+193,350.0% | 加碼 |
| Aspen Investment Management Inc | 3,867 | $221.5 萬 | 0.67% | +937+32.0% | 加碼 |
| Marble Wealth, LLC | 3,863 | $221.3 萬 | 0.31% | +3,863 | 新進 |
| ZWJ Investment Counsel Inc | 3,859 | $221.0 萬 | 0.08% | −32−0.8% | 減碼 |
| Oak Harvest Investment Services | 3,858 | $221.0 萬 | 0.24% | −90−2.3% | 減碼 |
| South State Corp. | 3,847 | $220.4 萬 | 0.10% | +31+0.8% | 加碼 |
| Mount Yale Investment Advisors, LLC | 3,839 | $219.9 萬 | 0.11% | +2,087+119.1% | 加碼 |
| Amarillo National Bank | 3,831 | $219.5 萬 | 0.39% | −503−11.6% | 減碼 |
| Simplicity Wealth,LLC | 3,815 | $218.6 萬 | 0.13% | −774−16.9% | 減碼 |
| Apella Capital, LLC | 3,803 | $217.9 萬 | 0.04% | +250+7.0% | 加碼 |
| Portus Wealth Advisors, LLC | 3,801 | $217.7 萬 | 2.05% | +72+1.9% | 加碼 |
| Wilkins Investment Counsel Inc | 3,783 | $216.7 萬 | 0.32% | −68−1.8% | 減碼 |
| Cim Investment Mangement Inc | 3,783 | $216.7 萬 | 0.57% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 3,780 | $216.5 萬 | 0.45% | +9+0.2% | 加碼 |
| Kovitz Investment Group Partners, LLC | 3,779 | $216.5 萬 | 0.05% | −65,220−94.5% | 減碼 |
| Copley Financial Group, Inc. | 3,777 | $216.4 萬 | 1.34% | 00.0% | 不變 |
| CORDA Investment Management, LLC. | 3,774 | $216.2 萬 | 0.16% | +157+4.3% | 加碼 |
| Chicago Partners Investment Group LLC | 3,445 | $215.9 萬 | 0.05% | +394+12.9% | 加碼 |
| Rockland Trust Co | 3,768 | $215.9 萬 | 0.08% | +3+0.1% | 加碼 |
| Montis Financial, LLC | 3,767 | $215.8 萬 | 0.43% | +99+2.7% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,763 | $215.6 萬 | 0.89% | +26+0.7% | 加碼 |
| Alexis Investment Partners, LLC | 3,738 | $215.6 萬 | 0.80% | +112+3.1% | 加碼 |
| Counterweight Ventures, LLC | 3,758 | $215.3 萬 | 1.21% | −66−1.7% | 減碼 |
| Lantz Financial LLC | 3,756 | $215.2 萬 | 0.45% | −18−0.5% | 減碼 |
| Sava Infond d.o.o. | 3,750 | $214.8 萬 | 0.29% | −690−15.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,739 | $214.3 萬 | 0.68% | −120−3.1% | 減碼 |
| MCF Advisors LLC | 3,738 | $214.1 萬 | 0.12% | +2,435+186.9% | 加碼 |
| Strategic Blueprint, LLC | 3,733 | $213.9 萬 | 0.13% | −93−2.4% | 減碼 |
| Patten & Patten Inc | 3,712 | $212.6 萬 | 0.12% | −13−0.3% | 減碼 |
| Capital Advisors Inc | 3,711 | $212.6 萬 | 0.03% | +467+14.4% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,705 | $212.2 萬 | 1.38% | −75−2.0% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,692 | $211.5 萬 | 1.32% | −97−2.6% | 減碼 |
| Blue Chip Partners, Inc. | 3,686 | $211.2 萬 | 0.15% | −6−0.2% | 減碼 |
| Philadelphia Trust Co | 3,680 | $210.8 萬 | 0.15% | 00.0% | 不變 |
| Hohimer Wealth Management, LLC | 3,680 | $210.8 萬 | 0.28% | +15+0.4% | 加碼 |
| Ancora Advisors, LLC | 3,673 | $210.4 萬 | 0.04% | +823+28.9% | 加碼 |
| First Citizens Financial Corp | 3,669 | $210.2 萬 | 1.04% | −10.0% | 減碼 |
| SNS Financial Group, LLC | 3,661 | $209.8 萬 | 0.18% | −143−3.8% | 減碼 |
| ZEGA Investments, LLC | 3,659 | $209.6 萬 | 0.41% | −525−12.5% | 減碼 |
| Diversified Enterprises, LLC | 3,646 | $208.9 萬 | 0.12% | +743+25.6% | 加碼 |
| RFP Financial Group LLC | 3,644 | $208.8 萬 | 1.00% | +1,311+56.2% | 加碼 |