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 |
|---|---|---|---|---|---|
| Trace Wealth Advisors, LLC | 2,750 | $157.5 萬 | 1.14% | 00.0% | 不變 |
| Keynote Financial Services LLC | 2,744 | $157.2 萬 | 0.88% | −394−12.6% | 減碼 |
| Disciplined Equity Management, Inc. | 2,730 | $156.4 萬 | 0.81% | −50−1.8% | 減碼 |
| Aviso Wealth Management | 2,729 | $156.4 萬 | 0.66% | −102−3.6% | 減碼 |
| Hills Bank & Trust Co | 2,723 | $156.0 萬 | 0.09% | +212+8.4% | 加碼 |
| 180 Wealth Advisors, LLC | 2,716 | $155.6 萬 | 0.18% | +424+18.5% | 加碼 |
| Klingman & Associates, LLC | 2,714 | $155.5 萬 | 0.07% | +54+2.0% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,714 | $155.5 萬 | 0.60% | −95−3.4% | 減碼 |
| Stillwater Wealth Management Group | 2,713 | $155.4 萬 | 1.05% | +1,893+230.9% | 加碼 |
| Kestra Investment Management, LLC | 2,704 | $154.9 萬 | 0.04% | −69−2.5% | 減碼 |
| Covenant Asset Management, LLC | 2,703 | $154.8 萬 | 0.30% | −10.0% | 減碼 |
| Prosperity Bancshares Inc | 2,703 | $154.8 萬 | 1.40% | +2,703 | 新進 |
| Bridgewater Advisors Inc. | 2,398 | $154.7 萬 | 0.10% | +10+0.4% | 加碼 |
| CFS Investment Advisory Services, LLC | 2,700 | $154.6 萬 | 0.11% | +516+23.6% | 加碼 |
| Hickory Point Bank & Trust | 2,695 | $154.4 萬 | 1.12% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,693 | $154.3 萬 | 0.29% | +126+4.9% | 加碼 |
| Worth Asset Management, LLC | 2,690 | $154.1 萬 | 0.65% | +2,690 | 新進 |
| Signal Advisors Wealth, LLC | 2,687 | $153.9 萬 | 0.12% | +323+13.7% | 加碼 |
| Toth Financial Advisory Corp | 2,682 | $153.6 萬 | 0.17% | +8+0.3% | 加碼 |
| Winebrenner Capital Management LLC | 2,681 | $153.6 萬 | 1.02% | +41+1.6% | 加碼 |
| Bank of Stockton | 2,680 | $153.5 萬 | 0.44% | −183−6.4% | 減碼 |
| Northern Financial Advisors Inc | 2,671 | $153.0 萬 | 1.75% | −2,498−48.3% | 減碼 |
| Palumbo Wealth Management LLC | 2,668 | $152.8 萬 | 0.38% | +3+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,663 | $152.6 萬 | 0.16% | −52−1.9% | 減碼 |
| Washington Trust Advisors, Inc. | 2,661 | $152.4 萬 | 0.12% | −119−4.3% | 減碼 |
| Ullmann Financial Group, Inc. | 2,639 | $152.3 萬 | 0.16% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 2,655 | $152.1 萬 | 1.03% | −312−10.5% | 減碼 |
| Agf Management Ltd | 2,651 | $151.9 萬 | 0.01% | −707−21.1% | 減碼 |
| First Command Advisory Services, Inc. | 2,649 | $151.8 萬 | 0.01% | −204−7.2% | 減碼 |
| Richard Bernstein Advisors LLC | 2,643 | $151.4 萬 | 0.04% | −2,840−51.8% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,641 | $151.3 萬 | 0.61% | +24+0.9% | 加碼 |
| Somerville Kurt F | 2,640 | $151.2 萬 | 0.26% | 00.0% | 不變 |
| Well Done, LLC | 2,638 | $151.1 萬 | 0.23% | −145−5.2% | 減碼 |
| Yoffe Investment Management, LLC | 2,637 | $151.1 萬 | 1.93% | 00.0% | 不變 |
| Capital Analysts, LLC | 2,634 | $150.9 萬 | 0.04% | +3+0.1% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,633 | $150.8 萬 | 0.37% | +60+2.3% | 加碼 |
| Klingenstein Fields & Co LP | 2,626 | $150.4 萬 | 0.06% | 00.0% | 不變 |
| Cypress Asset Management Inc | 2,622 | $150.2 萬 | 0.33% | −10−0.4% | 減碼 |
| Peregrine Asset Advisers, Inc. | 2,619 | $150.0 萬 | 0.42% | −1,232−32.0% | 減碼 |
| Key Financial Inc | 2,618 | $150.0 萬 | 0.27% | −50−1.9% | 減碼 |
| Intellectus Partners, LLC | 2,617 | $149.9 萬 | 0.29% | −2,879−52.4% | 減碼 |
| Paragon Capital Management LLC | 2,616 | $149.9 萬 | 0.76% | +16+0.6% | 加碼 |
| Saxon Interests, Inc. | 2,608 | $149.4 萬 | 0.53% | −117−4.3% | 減碼 |
| Brucke Financial, Inc. | 2,608 | $149.4 萬 | 0.82% | −202−7.2% | 減碼 |
| Arrowroot Family Office, LLC | 2,608 | $149.4 萬 | 0.54% | −83−3.1% | 減碼 |
| Indivisible Partners | 2,605 | $149.2 萬 | 0.16% | +2,605 | 新進 |
| Addison Capital Co | 2,581 | $147.8 萬 | 0.37% | +10.0% | 加碼 |
| Cambient Family Office, LLC | 2,580 | $147.8 萬 | 0.21% | +2,580 | 新進 |
| Legacy Wealth Asset Management, LLC | 2,578 | $147.7 萬 | 0.36% | −107−4.0% | 減碼 |
| Resonant Capital Advisors, LLC | 2,576 | $147.6 萬 | 0.08% | +15+0.6% | 加碼 |
| Tidemark, LLC | 2,576 | $147.5 萬 | 0.42% | −510−16.5% | 減碼 |
| Tradition Wealth Management, LLC | 2,574 | $147.5 萬 | 0.11% | +31+1.2% | 加碼 |
| Global Financial Private Client, LLC | 2,572 | $147.3 萬 | 0.52% | +10+0.4% | 加碼 |
| Atwood & Palmer Inc | 2,565 | $146.9 萬 | 0.08% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,561 | $146.7 萬 | 0.17% | +10+0.4% | 加碼 |
| Secured Retirement Advisors, LLC | 2,555 | $146.4 萬 | 0.82% | −1,243−32.7% | 減碼 |
| Cove Private Wealth, LLC | 2,553 | $146.3 萬 | 0.44% | +194+8.2% | 加碼 |
| Marks Group Wealth Management, Inc | 2,552 | $146.2 萬 | 0.14% | +264+11.5% | 加碼 |
| Tower Trust & Investment Co | 2,548 | $146.0 萬 | 0.92% | +360+16.5% | 加碼 |
| Gleason Group, Inc. | 2,548 | $146.0 萬 | 0.14% | −14−0.5% | 減碼 |
| Elyxium Wealth, LLC | 2,542 | $145.7 萬 | 0.40% | +35+1.4% | 加碼 |
| Acropolis Investment Management, LLC | 2,540 | $145.5 萬 | 0.07% | +138+5.7% | 加碼 |
| Aspiriant, LLC | 2,537 | $145.3 萬 | 0.04% | +61+2.5% | 加碼 |
| O'Brien Wealth Partners LLC | 2,535 | $145.2 萬 | 0.19% | 00.0% | 不變 |
| Keystone Financial Group | 2,535 | $145.2 萬 | 0.11% | +88+3.6% | 加碼 |
| Whalen Wealth Management Inc. | 2,531 | $145.0 萬 | 0.78% | +2,028+403.2% | 加碼 |
| Generali Investments, Management Co LLC | 2,529 | $144.9 萬 | 0.29% | −121−4.6% | 減碼 |
| Edgestream Partners, L.P. | 2,527 | $144.8 萬 | 0.04% | −5,919−70.1% | 減碼 |
| Shoker Investment Counsel, Inc. | 2,526 | $144.8 萬 | 0.42% | +4+0.2% | 加碼 |
| Heritage Wealth Advisors | 2,523 | $144.5 萬 | 0.06% | −45−1.8% | 減碼 |
| Prosperity Financial Group, Inc. | 2,514 | $144.0 萬 | 0.52% | +294+13.2% | 加碼 |
| Rogco, LP | 2,511 | $143.8 萬 | 0.48% | −26−1.0% | 減碼 |
| Wealth Watch Advisors, INC | 2,509 | $143.7 萬 | 0.53% | +2+0.1% | 加碼 |
| YANKCOM Partnership | 2,507 | $143.6 萬 | 0.61% | +187+8.1% | 加碼 |
| TrustBank | 2,506 | $143.6 萬 | 0.60% | +2,506 | 新進 |
| Sippican Capital Advisors | 2,500 | $143.2 萬 | 0.92% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $143.2 萬 | 1.04% | 00.0% | 不變 |
| Washburn Capital Management, Inc. | 2,497 | $143.1 萬 | 0.79% | −34−1.3% | 減碼 |
| Northstar Group, Inc. | 2,486 | $142.4 萬 | 0.19% | 00.0% | 不變 |
| Intrust Bank NA | 2,483 | $142.2 萬 | 0.12% | +7+0.3% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,471 | $141.6 萬 | 0.20% | 00.0% | 不變 |
| Summit Global Investments | 2,470 | $141.5 萬 | 0.08% | +2,027+457.6% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 2,470 | $141.5 萬 | 0.53% | −2,055−45.4% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,465 | $141.2 萬 | 0.07% | −10.0% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,465 | $141.2 萬 | 0.17% | −228−8.5% | 減碼 |
| One Capital Management, LLC | 2,459 | $140.9 萬 | 0.04% | +138+5.9% | 加碼 |
| Sun Financial Inc | 2,455 | $140.6 萬 | 0.78% | +2,455 | 新進 |
| Prosperitas Financial LLC | 2,454 | $140.6 萬 | 0.55% | −254−9.4% | 減碼 |
| Fiduciary Group LLC | 2,450 | $140.3 萬 | 0.12% | 00.0% | 不變 |
| E&G Advisors, LP | 2,444 | $140.0 萬 | 0.31% | +100+4.3% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,190 | $139.9 萬 | 0.01% | −240−9.9% | 減碼 |
| Arbor Wealth Advisors LLC | 2,437 | $139.6 萬 | 0.99% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 2,436 | $139.5 萬 | 0.52% | −14−0.6% | 減碼 |
| Trillium Asset Management, LLC | 2,434 | $139.4 萬 | 0.04% | 00.0% | 不變 |
| Leisure Capital Management | 2,433 | $139.4 萬 | 0.46% | +959+65.1% | 加碼 |
| Blackhawk Capital Partners LLC. | 2,429 | $139.2 萬 | 0.52% | −774−24.2% | 減碼 |
| BankChampaign, National Association | 2,427 | $139.0 萬 | 1.38% | +2,427 | 新進 |
| Greenwich Wealth Management LLC | 2,427 | $139.0 萬 | 0.06% | −29−1.2% | 減碼 |
| Strategic Investment Advisors | 2,425 | $138.9 萬 | 0.12% | +630+35.1% | 加碼 |
| Shepherd Street Advisors LLC | 2,422 | $138.7 萬 | 1.33% | +2,422 | 新進 |