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 |
|---|---|---|---|---|---|
| Central Pacific Bank - Trust Division | 3,115 | $178.4 萬 | 0.22% | +2,194+238.2% | 加碼 |
| Facet Wealth, Inc. | 2,770 | $178.2 萬 | 0.03% | +799+40.5% | 加碼 |
| Oak Thistle LLC | 3,109 | $178.1 萬 | 0.25% | +3,109 | 新進 |
| Invesco, LLC | 3,104 | $177.8 萬 | 0.60% | +173+5.9% | 加碼 |
| Infrastructure Capital Advisors, LLC | 3,099 | $177.5 萬 | 0.20% | +1,822+142.7% | 加碼 |
| Berger Financial Group, Inc | 3,098 | $177.5 萬 | 0.10% | −37−1.2% | 減碼 |
| Milestone Asset Management, LLC | 3,090 | $177.1 萬 | 0.33% | +386+14.3% | 加碼 |
| Barometer Capital Management Inc. | 69,500 | $176.9 萬 | 0.58% | +57,100+460.5% | 加碼 |
| Heck Capital Advisors, LLC | 3,079 | $176.4 萬 | 0.13% | +4+0.1% | 加碼 |
| Golden State Wealth Management, LLC | 3,075 | $176.2 萬 | 0.19% | −58−1.9% | 減碼 |
| First Interstate Bank | 3,060 | $175.3 萬 | 0.09% | 00.0% | 不變 |
| Total Investment Management Inc | 3,059 | $175.3 萬 | 0.22% | −331−9.8% | 減碼 |
| Buck Wealth Strategies, LLC | 3,051 | $174.8 萬 | 0.22% | +697+29.6% | 加碼 |
| SG Trading Solutions, LLC | 3,049 | $174.7 萬 | 0.41% | +3,049 | 新進 |
| Bath Savings Trust Co | 3,045 | $174.4 萬 | 0.17% | −295−8.8% | 減碼 |
| Chesapeake Wealth Management | 3,043 | $174.3 萬 | 0.52% | −90−2.9% | 減碼 |
| Keating Financial Advisory Services, Inc. | 3,042 | $174.3 萬 | 0.24% | +3,042 | 新進 |
| Wealth Effects LLC | 3,033 | $173.7 萬 | 0.54% | +10.0% | 加碼 |
| Adell Harriman & Carpenter Inc | 3,031 | $173.6 萬 | 0.10% | +767+33.9% | 加碼 |
| Auxier Asset Management | 3,030 | $173.6 萬 | 0.24% | −200−6.2% | 減碼 |
| Federated Hermes, Inc. | 3,029 | $173.5 萬 | 0.00% | −637−17.4% | 減碼 |
| Purus Wealth Management, LLC | 3,018 | $172.9 萬 | 0.54% | +16+0.5% | 加碼 |
| Wealth Management Partners, LLC | 3,011 | $172.5 萬 | 0.49% | −180−5.6% | 減碼 |
| Trustmark National Bank Trust Department | 3,009 | $172.4 萬 | 0.11% | +38+1.3% | 加碼 |
| Centaurus Financial, Inc. | 3,008 | $172.3 萬 | 0.08% | +338+12.7% | 加碼 |
| Kennebec Savings Bank | 3,002 | $172.0 萬 | 1.49% | −11−0.4% | 減碼 |
| Birinyi Associates Inc | 3,000 | $171.9 萬 | 0.43% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $171.9 萬 | 0.44% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $171.9 萬 | 0.29% | 00.0% | 不變 |
| RH Tailwind Management, LLC | 3,000 | $171.9 萬 | 1.73% | +3,000 | 新進 |
| Barnes Dennig Private Wealth Management LLC | 3,000 | $171.8 萬 | 1.73% | −24−0.8% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 2,997 | $171.7 萬 | 0.23% | +220+7.9% | 加碼 |
| Synergy Financial Management, LLC | 2,993 | $171.5 萬 | 0.18% | −6,498−68.5% | 減碼 |
| Souders Financial Advisors | 2,990 | $171.3 萬 | 0.20% | −780−20.7% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,986 | $171.1 萬 | 0.24% | −50−1.6% | 減碼 |
| Telos Capital Management, Inc. | 2,980 | $170.7 萬 | 0.16% | −270−8.3% | 減碼 |
| Hancock Whitney Corp | 2,978 | $170.6 萬 | 0.03% | −72−2.4% | 減碼 |
| Aprio Wealth Management, LLC | 2,755 | $170.4 萬 | 0.10% | +715+35.0% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,975 | $170.4 萬 | 0.16% | 00.0% | 不變 |
| First County Bank | 2,974 | $170.4 萬 | 0.91% | +44+1.5% | 加碼 |
| Douglas Lane & Associates, LLC | 2,971 | $170.2 萬 | 0.02% | −304−9.3% | 減碼 |
| Benin Management CORP | 2,965 | $169.9 萬 | 0.38% | −200−6.3% | 減碼 |
| Hartford Funds Management Co LLC | 2,962 | $169.8 萬 | 0.14% | +2,962 | 新進 |
| Monograph Wealth Advisors, LLC | 2,959 | $169.5 萬 | 0.17% | 00.0% | 不變 |
| Cypress Wealth Services, LLC | 2,959 | $169.5 萬 | 0.23% | +2,959 | 新進 |
| Global Trust Wealth Management LLC | 2,958 | $169.5 萬 | 1.26% | +2,958 | 新進 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,955 | $169.3 萬 | 0.64% | +21+0.7% | 加碼 |
| Quantum Financial Advisors, LLC | 2,953 | $169.2 萬 | 0.19% | +1,403+90.5% | 加碼 |
| Probity Advisors, Inc. | 2,951 | $169.1 萬 | 0.27% | +102+3.6% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,951 | $169.1 萬 | 0.00% | −942−24.2% | 減碼 |
| PDS Planning, Inc | 2,941 | $168.5 萬 | 0.11% | +30+1.0% | 加碼 |
| Pathway Financial Advisors LLC | 2,700 | $168.3 萬 | 0.21% | 00.0% | 不變 |
| Elevated Private Wealth, LLC | 2,932 | $168.0 萬 | 1.75% | +2,932 | 新進 |
| Sierra Summit Advisors LLC | 2,927 | $167.7 萬 | 0.26% | +64+2.2% | 加碼 |
| Vermillion Wealth Management, Inc. | 2,927 | $167.7 萬 | 0.69% | +388+15.3% | 加碼 |
| Harfst & Associates, Inc. | 2,905 | $166.4 萬 | 0.30% | −36−1.2% | 減碼 |
| Zions Bancorporation, National Association | 2,902 | $166.2 萬 | 0.08% | +720+33.0% | 加碼 |
| Affinity Investment Advisors, LLC | 2,896 | $165.9 萬 | 1.10% | −387−11.8% | 減碼 |
| Mechanics Financial Corp | 2,896 | $165.9 萬 | 0.61% | 00.0% | 不變 |
| US Asset Management LLC | 2,895 | $165.8 萬 | 1.35% | −26−0.9% | 減碼 |
| Burns J W & Co Inc | 2,886 | $165.3 萬 | 0.18% | +31+1.1% | 加碼 |
| Grandview Asset Management LLC | 2,881 | $165.1 萬 | 0.45% | −114−3.8% | 減碼 |
| Verus Capital Partners, LLC | 2,881 | $165.1 萬 | 0.11% | +143+5.2% | 加碼 |
| Virtu Financial LLC | 2,881 | $165.0 萬 | 0.06% | +2,881 | 新進 |
| Hilltop National Bank | 2,880 | $165.0 萬 | 0.40% | −93−3.1% | 減碼 |
| Compass Ion Advisors, LLC | 2,871 | $164.5 萬 | 0.16% | −9−0.3% | 減碼 |
| Chancellor Financial Group WB LP | 2,871 | $164.5 萬 | 1.13% | +3+0.1% | 加碼 |
| Aire Advisors, LLC | 2,868 | $164.3 萬 | 0.30% | +4+0.1% | 加碼 |
| Lighthouse Financial Services Inc | 2,866 | $164.2 萬 | 0.38% | +2,866 | 新進 |
| Greenberg Financial Group | 2,865 | $164.1 萬 | 0.68% | +2,865 | 新進 |
| Sawgrass Asset Management LLC | 2,846 | $163.0 萬 | 0.20% | 00.0% | 不變 |
| GKV Capital Management Co., Inc. | 2,840 | $162.7 萬 | 0.61% | 00.0% | 不變 |
| Capstone Financial Advisors, Inc. | 2,837 | $162.5 萬 | 0.09% | +36+1.3% | 加碼 |
| Ballast, Inc. | 2,833 | $162.3 萬 | 0.38% | +8+0.3% | 加碼 |
| High Net Worth Advisory Group LLC | 2,828 | $162.0 萬 | 0.37% | −74−2.5% | 減碼 |
| Sentinus, LLC | 2,828 | $162.0 萬 | 0.16% | +235+9.1% | 加碼 |
| ISAM Funds (UK) Ltd | 2,826 | $161.9 萬 | 0.58% | +2,826 | 新進 |
| Ark Wealth Advisors LLC | 2,822 | $161.7 萬 | 1.74% | +2,822 | 新進 |
| Quotient Wealth Partners, LLC | 2,817 | $161.4 萬 | 0.04% | +61+2.2% | 加碼 |
| Herold Advisors, Inc. | 2,815 | $161.3 萬 | 0.36% | −61−2.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,814 | $161.2 萬 | 0.53% | −240−7.9% | 減碼 |
| Stableford Capital II LLC | 2,813 | $161.1 萬 | 0.58% | +699+33.1% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 2,813 | $161.1 萬 | 0.30% | −19−0.7% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,150 | $161.1 萬 | 0.54% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 2,807 | $160.8 萬 | 0.32% | +579+26.0% | 加碼 |
| Baring Financial LLC | 2,803 | $160.6 萬 | 0.98% | +62+2.3% | 加碼 |
| Peavine Capital, LLC | 2,800 | $160.4 萬 | 0.34% | 00.0% | 不變 |
| Claris Advisors, LLC | 2,798 | $160.3 萬 | 0.49% | +52+1.9% | 加碼 |
| TownSquare Capital, LLC | 2,790 | $159.8 萬 | 0.36% | +70+2.6% | 加碼 |
| Teucrium Investment Advisors, LLC | 2,790 | $159.8 萬 | 1.75% | +2,790 | 新進 |
| Creekside Partners | 2,785 | $159.5 萬 | 0.67% | +2+0.1% | 加碼 |
| Farmers National Bank | 2,777 | $159.1 萬 | 0.36% | −47−1.7% | 減碼 |
| Plancorp, LLC | 2,777 | $159.1 萬 | 0.05% | +15+0.5% | 加碼 |
| Allen Wealth Management, LLC | 2,771 | $158.7 萬 | 0.96% | −400−12.6% | 減碼 |
| Armis Advisers, LLC | 2,327 | $158.4 萬 | 0.18% | −943−28.8% | 減碼 |
| Patriot Investment Management Inc. | 2,757 | $157.9 萬 | 0.10% | +7+0.3% | 加碼 |
| Cornercap Investment Counsel Inc | 2,756 | $157.9 萬 | 0.78% | −1,119−28.9% | 減碼 |
| Clarius Group, LLC | 2,755 | $157.8 萬 | 0.09% | 00.0% | 不變 |
| Tudor Financial Inc. | 2,752 | $157.6 萬 | 0.81% | −44−1.6% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,750 | $157.5 萬 | 0.22% | +50+1.9% | 加碼 |