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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Magnus Financial Group LLC | 3,634 | $208.2 萬 | 0.16% | +243+7.2% | 加碼 |
| Qsemble Capital Management, LP | 3,626 | $207.7 萬 | 0.17% | +3,626 | 新進 |
| L2 Asset Management, LLC | 3,624 | $207.6 萬 | 0.28% | +415+12.9% | 加碼 |
| InTrack Investment Management Inc | 3,620 | $207.4 萬 | 1.16% | −875−19.5% | 減碼 |
| Missouri Trust & Investment Co | 3,619 | $207.3 萬 | 0.61% | −30−0.8% | 減碼 |
| World Equity Group, Inc. | 3,619 | $207.3 萬 | 0.58% | −175−4.6% | 減碼 |
| Security Financial Services, INC. | 3,609 | $206.8 萬 | 0.32% | +16+0.4% | 加碼 |
| First Foundation Advisors | 3,608 | $206.7 萬 | 0.08% | +113+3.2% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,608 | $206.7 萬 | 0.06% | +300+9.1% | 加碼 |
| Gilbert & Cook, Inc. | 3,604 | $206.5 萬 | 0.26% | −14−0.4% | 減碼 |
| Sunbelt Securities, Inc. | 3,602 | $206.3 萬 | 0.14% | −77−2.1% | 減碼 |
| Legacy Financial Strategies, LLC | 3,600 | $206.2 萬 | 0.37% | +246+7.3% | 加碼 |
| Fort Sheridan Advisors LLC | 3,596 | $206.0 萬 | 0.26% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,595 | $205.9 萬 | 0.20% | −59−1.6% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,581 | $205.1 萬 | 1.64% | +3+0.1% | 加碼 |
| Ostrum Asset Management | 3,572 | $204.6 萬 | 0.10% | −1,182−24.9% | 減碼 |
| Disciplined Investors, L.L.C. | 3,570 | $204.5 萬 | 1.34% | +1,888+112.2% | 加碼 |
| Waldron Private Wealth LLC | 3,567 | $204.3 萬 | 0.08% | −41−1.1% | 減碼 |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 3,566 | $204.3 萬 | 1.56% | +3,566 | 新進 |
| Fairview Capital Investment Management, LLC | 3,563 | $204.1 萬 | 0.10% | −72−2.0% | 減碼 |
| TCG Advisory Services, LLC | 3,562 | $204.0 萬 | 0.06% | +3,562 | 新進 |
| Sage Mountain Advisors LLC | 3,546 | $203.1 萬 | 0.11% | +92+2.7% | 加碼 |
| Canopy Partners, LLC | 3,534 | $202.5 萬 | 0.66% | +7+0.2% | 加碼 |
| Live Oak Private Wealth LLC | 3,525 | $201.9 萬 | 0.28% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 3,520 | $201.7 萬 | 0.09% | +831+30.9% | 加碼 |
| Oakworth Capital, Inc. | 3,514 | $201.3 萬 | 0.11% | −103−2.8% | 減碼 |
| SBI Securities Co., Ltd. | 3,512 | $201.2 萬 | 0.05% | +115+3.4% | 加碼 |
| Diversified Management Inc | 3,510 | $201.1 萬 | 0.47% | +3,510 | 新進 |
| HBW Advisory Services LLC | 3,508 | $201.0 萬 | 0.22% | +1,500+74.7% | 加碼 |
| Boston Research & Management Inc | 3,502 | $200.6 萬 | 0.46% | −40−1.1% | 減碼 |
| Thomasville National Bank | 3,497 | $200.3 萬 | 0.12% | −194−5.3% | 減碼 |
| CRA Financial Services, LLC | 3,483 | $199.5 萬 | 0.26% | +10+0.3% | 加碼 |
| Sequent Asset Management, LLC | 3,465 | $198.5 萬 | 0.88% | −18−0.5% | 減碼 |
| Kathmere Capital Management, LLC | 3,456 | $198.0 萬 | 0.13% | +213+6.6% | 加碼 |
| King Wealth | 3,455 | $197.9 萬 | 0.24% | −31−0.9% | 減碼 |
| Delta Financial Advisors LLC | 3,448 | $197.5 萬 | 0.51% | +1,142+49.5% | 加碼 |
| Titleist Asset Management, LLC | 3,447 | $197.4 萬 | 0.16% | +487+16.5% | 加碼 |
| Phoenix Holdings Ltd. | 7,176 | $197.3 萬 | 0.02% | −872−10.8% | 減碼 |
| Investment Partners, Ltd. | 3,428 | $196.4 萬 | 0.69% | −211−5.8% | 減碼 |
| Braeburn Wealth Management LLC | 3,425 | $196.2 萬 | 1.00% | +3,425 | 新進 |
| Spreng Capital Management, Inc. | 3,415 | $195.6 萬 | 0.77% | −80−2.3% | 減碼 |
| Churchill Financial Advisors, LLC | 3,413 | $195.5 萬 | 0.60% | +3,413 | 新進 |
| Lantern Wealth Advisors, LLC | 3,408 | $195.3 萬 | 1.04% | +69+2.1% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,408 | $195.2 萬 | 0.11% | −28−0.8% | 減碼 |
| Uncommon Cents Investing LLC | 3,406 | $195.1 萬 | 0.47% | −30−0.9% | 減碼 |
| Genus Capital Management Inc. | 3,400 | $194.8 萬 | 0.23% | +3,400 | 新進 |
| Venturi Wealth Management, LLC | 3,398 | $194.6 萬 | 0.09% | +72+2.2% | 加碼 |
| Sound Income Strategies, LLC | 2,991 | $193.5 萬 | 0.09% | +849+39.6% | 加碼 |
| Pinnacle Wealth Management, LLC | 3,375 | $193.3 萬 | 1.30% | +3,375 | 新進 |
| Belpointe Asset Management LLC | 3,369 | $193.1 萬 | 0.07% | +575+20.6% | 加碼 |
| Montecito Bank & Trust | 3,362 | $192.6 萬 | 0.31% | +17+0.5% | 加碼 |
| MSH Capital Advisors LLC | 3,357 | $192.3 萬 | 0.41% | +873+35.1% | 加碼 |
| Moody National Bank Trust Division | 3,350 | $191.9 萬 | 0.18% | −2,080−38.3% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,347 | $191.7 萬 | 0.20% | 00.0% | 不變 |
| Platt Wealth Management LLC | 3,347 | $191.7 萬 | 1.90% | +3,347 | 新進 |
| Transamerica Financial Advisors, Inc. | 3,345 | $191.7 萬 | 0.16% | −406−10.8% | 減碼 |
| Capital Markets Trading UK LLP | 3,338 | $191.2 萬 | 2.31% | −764−18.6% | 減碼 |
| Bullock Wealth Management Group | 3,337 | $191.2 萬 | 0.94% | −36−1.1% | 減碼 |
| Premier Path Wealth Partners, LLC | 3,332 | $190.9 萬 | 0.25% | +217+7.0% | 加碼 |
| Dana Investment Advisors, Inc. | 3,328 | $190.7 萬 | 0.06% | −793−19.2% | 減碼 |
| CMG Global Holdings, LLC | 2,755 | $190.6 萬 | 0.85% | −19−0.7% | 減碼 |
| AA Financial Advisors, LLC | 3,324 | $190.4 萬 | 0.35% | +46+1.4% | 加碼 |
| PFC Capital Group, Inc. | 3,317 | $190.0 萬 | 0.78% | +16+0.5% | 加碼 |
| Boston Private Wealth LLC | 3,312 | $189.8 萬 | 0.11% | −6−0.2% | 減碼 |
| Gryphon Financial Partners LLC | 3,296 | $188.8 萬 | 0.20% | +480+17.0% | 加碼 |
| Providence Financial Advisors, LLC | 3,272 | $187.4 萬 | 1.87% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,875 | $186.4 萬 | 0.49% | +10+0.3% | 加碼 |
| Beech Hill Advisors, Inc. | 3,250 | $186.2 萬 | 0.89% | 00.0% | 不變 |
| Cherokee Insurance Co | 3,250 | $186.2 萬 | 0.75% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 3,247 | $186.0 萬 | 0.25% | +33+1.0% | 加碼 |
| MBL Wealth, LLC | 3,245 | $185.9 萬 | 0.15% | +10+0.3% | 加碼 |
| Mendel Money Management | 3,244 | $185.8 萬 | 0.78% | −55−1.7% | 減碼 |
| Traphagen Investment Advisors LLC | 3,237 | $185.4 萬 | 0.15% | −10−0.3% | 減碼 |
| Alexander Labrunerie & Co., Inc. | 3,236 | $185.4 萬 | 0.67% | −4−0.1% | 減碼 |
| Evermay Wealth Management LLC | 3,227 | $184.9 萬 | 0.21% | +732+29.3% | 加碼 |
| Midland Wealth Advisors LLC | 3,222 | $184.6 萬 | 0.10% | −450−12.3% | 減碼 |
| Paradigm Financial Partners, LLC | 3,220 | $184.5 萬 | 0.19% | +140+4.5% | 加碼 |
| Childress Capital Advisors, LLC | 3,216 | $184.3 萬 | 0.30% | +387+13.7% | 加碼 |
| New Republic Capital, LLC | 3,216 | $184.2 萬 | 0.49% | +1,671+108.2% | 加碼 |
| Sovran Advisors, LLC | 2,845 | $184.1 萬 | 0.16% | +77+2.8% | 加碼 |
| Root Financial Partners, LLC | 3,209 | $183.8 萬 | 0.09% | −373−10.4% | 減碼 |
| Roxbury Financial LLC | 3,204 | $183.6 萬 | 1.65% | −6−0.2% | 減碼 |
| Portfolio Design Labs, LLC | 3,185 | $182.5 萬 | 0.30% | +22+0.7% | 加碼 |
| Visionary Wealth Advisors | 3,185 | $182.4 萬 | 0.08% | −2−0.1% | 減碼 |
| Ethos Financial Group, LLC | 3,180 | $182.2 萬 | 0.13% | −434−12.0% | 減碼 |
| Avestar Capital, LLC | 3,179 | $182.1 萬 | 0.13% | +45+1.4% | 加碼 |
| Corundum Group, Inc. | 3,178 | $182.1 萬 | 0.61% | −134−4.0% | 減碼 |
| Continuum Advisory, LLC | 3,178 | $182.1 萬 | 0.18% | +571+21.9% | 加碼 |
| Menard Financial Group LLC | 3,178 | $182.1 萬 | 1.25% | +26+0.8% | 加碼 |
| Stiles Financial Services Inc | 3,175 | $181.9 萬 | 0.56% | −204−6.0% | 減碼 |
| Catalytic Wealth RIA, LLC | 3,174 | $181.8 萬 | 0.07% | −2,732−46.3% | 減碼 |
| Altshuler Shaham Ltd | 3,172 | $181.7 萬 | 0.03% | +2,547+407.5% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,171 | $181.7 萬 | 0.20% | −25−0.8% | 減碼 |
| NewSquare Capital LLC | 3,165 | $181.3 萬 | 0.16% | −167−5.0% | 減碼 |
| Brookwood Investment Group LLC | 3,164 | $181.3 萬 | 0.22% | −41−1.3% | 減碼 |
| Circle Wealth Management, LLC | 3,161 | $181.1 萬 | 0.03% | −474−13.0% | 減碼 |
| LBMC Investment Advisors, LLC | 3,159 | $181.0 萬 | 0.11% | 00.0% | 不變 |
| Inscription Capital, LLC | 3,131 | $179.3 萬 | 0.18% | +1,078+52.5% | 加碼 |
| Founders Financial Alliance, LLC | 3,127 | $179.2 萬 | 0.34% | −50−1.6% | 減碼 |
| OneAscent Financial Services LLC | 3,119 | $178.7 萬 | 0.16% | −10,412−76.9% | 減碼 |