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 |
|---|---|---|---|---|---|
| Alteri Wealth LLC | 2,413 | $138.2 萬 | 0.45% | +862+55.6% | 加碼 |
| BSW Wealth Partners | 2,413 | $138.2 萬 | 0.17% | −87−3.5% | 減碼 |
| Wellspring Financial Advisors, LLC | 2,409 | $138.1 萬 | 0.11% | +1,850+330.9% | 加碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,408 | $137.9 萬 | 0.00% | 00.0% | 不變 |
| Caption Management, LLC | 2,400 | $137.5 萬 | 0.06% | +2,400 | 新進 |
| 71 West Capital Partners | 2,400 | $137.5 萬 | 0.06% | +2,400 | 新進 |
| North Star Asset Management Inc | 2,398 | $137.4 萬 | 0.06% | +100+4.4% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 2,395 | $137.2 萬 | 0.54% | −1,370−36.4% | 減碼 |
| Seelaus Asset Management LLC | 2,383 | $136.5 萬 | 1.08% | −75−3.1% | 減碼 |
| Independence Bank of Kentucky | 2,383 | $136.5 萬 | 0.17% | +164+7.4% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,380 | $136.3 萬 | 0.23% | −70−2.9% | 減碼 |
| SJS Investment Consulting Inc. | 2,374 | $136.0 萬 | 0.17% | +55+2.4% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,797 | $135.9 萬 | 0.31% | +254+16.5% | 加碼 |
| Capital Planning Advisors, LLC | 2,372 | $135.9 萬 | 0.18% | −196−7.6% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,371 | $135.8 萬 | 0.22% | +195+9.0% | 加碼 |
| Fortem Financial Group, LLC | 2,368 | $135.7 萬 | 0.36% | +603+34.2% | 加碼 |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,365 | $135.5 萬 | 0.24% | +2,365 | 新進 |
| Lincoln Capital LLC | 2,355 | $134.9 萬 | 0.24% | 00.0% | 不變 |
| Waycross Partners, LLC | 2,350 | $134.6 萬 | 0.11% | −350−13.0% | 減碼 |
| Interchange Capital Partners, LLC | 2,345 | $134.3 萬 | 0.25% | +754+47.4% | 加碼 |
| Cidel Asset Management Inc | 2,341 | $134.1 萬 | 0.09% | −121−4.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 2,341 | $134.1 萬 | 0.06% | +2,341 | 新進 |
| REDW Wealth LLC | 2,337 | $133.9 萬 | 0.51% | −81−3.3% | 減碼 |
| CDM Financial Counseling Services, Inc. | 2,335 | $133.8 萬 | 1.25% | +2,335 | 新進 |
| United Asset Strategies, Inc. | 2,334 | $133.7 萬 | 0.10% | −132−5.4% | 減碼 |
| Constitution Capital LLC | 2,330 | $133.5 萬 | 0.63% | +100+4.5% | 加碼 |
| Chesley Taft & Associates LLC | 2,326 | $133.2 萬 | 0.05% | +1,249+116.0% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,324 | $133.1 萬 | 0.95% | −43−1.8% | 減碼 |
| Calton & Associates, Inc. | 2,309 | $132.3 萬 | 0.19% | +115+5.2% | 加碼 |
| ORG Wealth Partners, LLC | 2,305 | $132.1 萬 | 0.31% | −347−13.1% | 減碼 |
| Puzo Michael J | 2,300 | $131.8 萬 | 0.36% | 00.0% | 不變 |
| KKM Financial LLC | 2,297 | $131.6 萬 | 0.23% | −125−5.2% | 減碼 |
| LFG Wealth Partners, LLC | 2,293 | $131.4 萬 | 0.84% | +2,293 | 新進 |
| Sweeney & Michel, LLC | 1,691 | $131.1 萬 | 0.39% | +53+3.2% | 加碼 |
| Laurel Oak Wealth Management, LLC | 2,284 | $130.8 萬 | 0.22% | +2,284 | 新進 |
| Retirement Planning Group | 2,283 | $130.8 萬 | 0.04% | +66+3.0% | 加碼 |
| Cahill Financial Advisors Inc | 2,281 | $130.7 萬 | 0.14% | −109−4.6% | 減碼 |
| Capital Advantage, Inc. | 2,280 | $130.6 萬 | 0.18% | +12+0.5% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,280 | $130.6 萬 | 0.30% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 2,276 | $130.4 萬 | 0.05% | −10−0.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,273 | $130.2 萬 | 0.04% | −1,322−36.8% | 減碼 |
| SageView Advisory Group, LLC | 2,272 | $130.2 萬 | 0.04% | +269+13.4% | 加碼 |
| Goepper Burkhardt LLC | 2,267 | $129.9 萬 | 0.42% | 00.0% | 不變 |
| Primoris Wealth Advisors, LLC | 2,266 | $129.8 萬 | 0.78% | +2,266 | 新進 |
| Beverly Hills Private Wealth, LLC | 2,266 | $129.8 萬 | 0.22% | −8−0.4% | 減碼 |
| Intellus Advisors LLC | 2,265 | $129.7 萬 | 0.17% | +1,016+81.3% | 加碼 |
| KPP Advisory Services LLC | 2,262 | $129.6 萬 | 0.19% | −26−1.1% | 減碼 |
| Bank of Jackson Hole Trust | 2,260 | $129.5 萬 | 0.61% | +42+1.9% | 加碼 |
| TMB Capital Partners, LLC | 2,258 | $129.3 萬 | 0.44% | +2,258 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 2,250 | $128.9 萬 | 0.52% | +2,250 | 新進 |
| Platform Technology Partners | 2,249 | $128.9 萬 | 0.27% | −60−2.6% | 減碼 |
| Hunter Associates Investment Management LLC | 2,246 | $128.8 萬 | 0.17% | −55−2.4% | 減碼 |
| WFA of San Diego, LLC | 2,246 | $128.7 萬 | 0.94% | −115−4.9% | 減碼 |
| August Group Capital Ltd | 2,238 | $128.2 萬 | 1.42% | +2,238 | 新進 |
| Clarus Wealth Advisors | 2,013 | $128.1 萬 | 0.53% | −322−13.8% | 減碼 |
| Bluedoor Private Wealth, LLC | 2,234 | $128.0 萬 | 0.59% | +2,234 | 新進 |
| SHP Wealth Management | 2,235 | $127.9 萬 | 0.10% | +2,235 | 新進 |
| Legacy Private Trust Co. | 2,231 | $127.8 萬 | 0.08% | −15−0.7% | 減碼 |
| West Family Investments, Inc. | 2,227 | $127.6 萬 | 0.30% | −138−5.8% | 減碼 |
| TRUE Private Wealth Advisors | 2,226 | $127.5 萬 | 0.13% | −143−6.0% | 減碼 |
| Wimmer Associates 1, LLC | 2,222 | $127.3 萬 | 0.59% | 00.0% | 不變 |
| LGT Group Foundation | 2,204 | $127.3 萬 | 0.01% | −612−21.7% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,219 | $127.1 萬 | 0.03% | +94+4.4% | 加碼 |
| WoodTrust Financial Corp | 2,219 | $127.1 萬 | 0.15% | +1,597+256.8% | 加碼 |
| Fiduciary Family Office, LLC | 2,217 | $127.0 萬 | 0.37% | −95−4.1% | 減碼 |
| Cfo Capital Management LLC | 2,215 | $126.9 萬 | 0.95% | +2,215 | 新進 |
| Financial Consulate, Inc | 2,213 | $126.8 萬 | 0.17% | +22+1.0% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 2,214 | $126.8 萬 | 0.04% | −77−3.4% | 減碼 |
| RM Financial Services, LLC | 2,213 | $126.8 萬 | 1.13% | +2,213 | 新進 |
| ROI Financial Advisors, LLC | 2,209 | $126.6 萬 | 0.73% | +233+11.8% | 加碼 |
| Horizon Wealth Management, LLC | 2,208 | $126.5 萬 | 0.20% | +2+0.1% | 加碼 |
| Compass Capital Corp | 1,701 | $126.2 萬 | 0.49% | +145+9.3% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,200 | $126.0 萬 | 0.42% | −10.0% | 減碼 |
| Kieckhefer Group LLC | 2,200 | $126.0 萬 | 0.60% | +2,200 | 新進 |
| Wayfinding Financial, LLC | 2,195 | $125.7 萬 | 0.53% | −95−4.1% | 減碼 |
| Cortland Associates Inc | 2,189 | $125.4 萬 | 0.16% | −365−14.3% | 減碼 |
| Latitude Advisors, LLC | 2,188 | $125.3 萬 | 0.55% | −34−1.5% | 減碼 |
| South Plains Financial, Inc. | 2,186 | $125.2 萬 | 0.74% | −71−3.1% | 減碼 |
| TFR Capital, LLC. | 2,185 | $125.2 萬 | 0.41% | +34+1.6% | 加碼 |
| Cercano Management LLC | 2,180 | $124.9 萬 | 0.05% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 2,173 | $124.5 萬 | 0.08% | +3+0.1% | 加碼 |
| Capital Performance Advisors LLP | 2,173 | $124.5 萬 | 0.09% | +1,469+208.7% | 加碼 |
| LVM Capital Management Ltd | 2,166 | $124.1 萬 | 0.12% | −30−1.4% | 減碼 |
| Icon Wealth Advisors, LLC | 2,159 | $124.0 萬 | 0.08% | +463+27.3% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,162 | $123.9 萬 | 0.15% | −20−0.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 2,162 | $123.9 萬 | 0.04% | +1,221+129.8% | 加碼 |
| Fiduciary Alliance LLC | 2,161 | $123.8 萬 | 0.08% | +66+3.2% | 加碼 |
| Baker Ellis Asset Management LLC | 2,157 | $123.6 萬 | 0.15% | +549+34.1% | 加碼 |
| Peoples Financial Services Corp. | 2,157 | $123.6 萬 | 0.58% | −100−4.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 2,156 | $123.5 萬 | 0.50% | −255−10.6% | 減碼 |
| Windsor Capital Management, LLC | 2,155 | $123.4 萬 | 0.34% | +10.0% | 加碼 |
| Means Investment Co., Inc. | 2,153 | $123.3 萬 | 0.10% | −122−5.4% | 減碼 |
| Aberdeen Wealth Management LLC | 2,153 | $123.3 萬 | 0.57% | −30−1.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 2,150 | $123.2 萬 | 0.01% | −56,260−96.3% | 減碼 |
| Spirepoint Private Client, LLC | 2,141 | $122.7 萬 | 0.12% | +42+2.0% | 加碼 |
| Frec Markets, Inc. | 2,130 | $122.1 萬 | 0.36% | +2,130 | 新進 |
| Harbor Investment Advisory, LLC | 2,128 | $121.9 萬 | 0.09% | +48+2.3% | 加碼 |
| McAdam, LLC | 2,123 | $121.6 萬 | 0.06% | +52+2.5% | 加碼 |
| W Advisors, LLC | 2,112 | $121.0 萬 | 0.61% | +5+0.2% | 加碼 |
| Martin Capital Advisors, LLP | 2,111 | $120.9 萬 | 0.71% | 00.0% | 不變 |