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 |
|---|---|---|---|---|---|
| Bensler, LLC | 1,861 | $106.6 萬 | 0.11% | +128+7.4% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,851 | $106.0 萬 | 0.20% | −100−5.1% | 減碼 |
| RMR Wealth Builders | 1,849 | $105.9 萬 | 0.08% | +476+34.7% | 加碼 |
| Davis Investment Partners, LLC | 1,770 | $105.9 萬 | 0.37% | +52+3.0% | 加碼 |
| Smithbridge Asset Management Inc | 1,847 | $105.8 萬 | 0.09% | +1,847 | 新進 |
| Baldwin Brothers Inc | 1,847 | $105.8 萬 | 0.07% | −20−1.1% | 減碼 |
| Hamel Associates, Inc. | 1,841 | $105.8 萬 | 0.32% | −281−13.2% | 減碼 |
| Garner Asset Management Corp | 1,847 | $105.8 萬 | 0.41% | −18−1.0% | 減碼 |
| Fiera Capital Corp | 1,845 | $105.7 萬 | 0.00% | 00.0% | 不變 |
| Morse Asset Management, Inc | 1,843 | $105.6 萬 | 0.21% | +59+3.3% | 加碼 |
| Westmount Partners, LLC | 1,840 | $105.4 萬 | 0.26% | +3+0.2% | 加碼 |
| Deseret Mutual Benefit Administrators | 1,840 | $105.4 萬 | 0.45% | −6−0.3% | 減碼 |
| Cardiff Park Advisors, LLC | 1,837 | $105.3 萬 | 0.09% | −2,597−58.6% | 減碼 |
| Two Sigma Securities, LLC | 1,836 | $105.2 萬 | 0.14% | +1,836 | 新進 |
| Montz Harcus Wealth Management LLC | 1,831 | $104.9 萬 | 0.43% | −270−12.9% | 減碼 |
| Operose Advisors LLC | 1,824 | $104.5 萬 | 0.24% | +31+1.7% | 加碼 |
| Impact Capital Partners LLC | 1,824 | $104.5 萬 | 0.31% | −76−4.0% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,819 | $104.2 萬 | 0.05% | 00.0% | 不變 |
| Coastal Bridge Advisors, LLC | 1,819 | $104.2 萬 | 0.08% | −5−0.3% | 減碼 |
| Larry Mathis Financial Planning, LLC | 1,818 | $104.1 萬 | 0.92% | +1,818 | 新進 |
| Evergreen Wealth Solutions, LLC | 1,817 | $104.1 萬 | 0.15% | +1,817 | 新進 |
| Tortoise Capital Advisors, L.L.C. | 1,816 | $104.0 萬 | 0.01% | +1,816 | 新進 |
| Stokes Family Office, LLC | 1,815 | $104.0 萬 | 0.10% | +156+9.4% | 加碼 |
| Opal Capital LLC | 1,400 | $103.9 萬 | 0.26% | +1,400 | 新進 |
| Fukoku Mutual Life Insurance Co | 1,811 | $103.7 萬 | 0.07% | −162−8.2% | 減碼 |
| J.Safra Asset Management Corp | 1,806 | $103.5 萬 | 0.05% | +1,806 | 新進 |
| Cornerstone Advisory, LLC | 1,806 | $103.5 萬 | 0.10% | −158−8.0% | 減碼 |
| Moment Partners, LLC | 1,806 | $103.5 萬 | 0.21% | −10−0.6% | 減碼 |
| McBroom & Associates, LLC | 1,806 | $103.5 萬 | 0.50% | 00.0% | 不變 |
| Violich Capital Management, Inc. | 1,800 | $103.1 萬 | 0.12% | 00.0% | 不變 |
| Northside Capital Management, LLC | 1,795 | $102.9 萬 | 0.09% | −90−4.8% | 減碼 |
| Transcend Wealth Collective, LLC | 1,791 | $102.6 萬 | 0.08% | −1,411−44.1% | 減碼 |
| Alta Advisers Ltd | 1,791 | $102.6 萬 | 0.37% | −600−25.1% | 減碼 |
| Xxi Wealth, LLC | 1,790 | $102.5 萬 | 0.62% | +1,790 | 新進 |
| Lakeside Advisors, INC. | 1,788 | $102.4 萬 | 0.65% | +1+0.1% | 加碼 |
| Accredited Investors Inc. | 1,788 | $102.4 萬 | 0.05% | −9−0.5% | 減碼 |
| KRM Wealth Management L.L.C. | 1,787 | $102.4 萬 | 0.56% | +1,787 | 新進 |
| West Branch Capital LLC | 1,785 | $102.3 萬 | 0.26% | +1,364+324.0% | 加碼 |
| Lakeridge Wealth Management LLC | 1,783 | $102.2 萬 | 0.46% | +22+1.2% | 加碼 |
| NWF Advisory Services Inc. | 1,777 | $101.8 萬 | 0.11% | −42−2.3% | 減碼 |
| Grove Bank & Trust | 1,776 | $101.7 萬 | 0.11% | +25+1.4% | 加碼 |
| Daner Wealth Management, LLC | 1,370 | $101.7 萬 | 0.62% | +31+2.3% | 加碼 |
| Versant Capital Management, Inc | 1,774 | $101.6 萬 | 0.13% | +425+31.5% | 加碼 |
| Trust Co of Virginia | 1,771 | $101.5 萬 | 0.08% | +256+16.9% | 加碼 |
| Opal Wealth Advisors, LLC | 1,760 | $100.8 萬 | 0.26% | +5+0.3% | 加碼 |
| Meeder Asset Management Inc | 1,757 | $100.7 萬 | 0.05% | +1,697+2,828.3% | 加碼 |
| Taylor Financial Group, Inc. | 1,753 | $100.4 萬 | 0.59% | −26−1.5% | 減碼 |
| Gradient Investments LLC | 1,751 | $100.3 萬 | 0.02% | +304+21.0% | 加碼 |
| Paulson Wealth Management Inc. | 1,751 | $100.3 萬 | 0.23% | −32−1.8% | 減碼 |
| Everpar Advisors LLC | 1,749 | $100.2 萬 | 0.37% | +221+14.5% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,746 | $100.0 萬 | 0.16% | +593+51.4% | 加碼 |
| LifeSteps Financial, Inc. | 1,746 | $100.0 萬 | 0.64% | +10+0.6% | 加碼 |
| Warther Private Wealth, LLC | 1,742 | $99.8 萬 | 0.24% | +685+64.8% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,741 | $99.7 萬 | 0.02% | +197+12.8% | 加碼 |
| Wagner Wealth Management, LLC | 1,739 | $99.6 萬 | 0.21% | +145+9.1% | 加碼 |
| Lafayette Investments, Inc. | 1,736 | $99.4 萬 | 0.19% | 00.0% | 不變 |
| Wealth Alliance | 1,735 | $99.4 萬 | 0.10% | −185−9.6% | 減碼 |
| Vigil Wealth Management, LLC | 1,733 | $99.3 萬 | 0.83% | +1,733 | 新進 |
| Tompkins Financial Corp | 1,728 | $99.0 萬 | 0.08% | −291−14.4% | 減碼 |
| Van Hulzen Asset Management, LLC | 1,725 | $98.8 萬 | 0.07% | −86−4.7% | 減碼 |
| Sivia Capital Partners, LLC | 1,723 | $98.7 萬 | 0.20% | +725+72.6% | 加碼 |
| Optas, LLC | 1,721 | $98.6 萬 | 0.15% | +341+24.7% | 加碼 |
| Cornerstone Select Advisors, LLC | 1,720 | $98.5 萬 | 0.68% | 00.0% | 不變 |
| One Degree Advisors Inc | 1,721 | $98.5 萬 | 0.27% | 00.0% | 不變 |
| Canal Capital Management, LLC | 1,718 | $98.4 萬 | 0.14% | +4+0.2% | 加碼 |
| Check Capital Management Inc | 1,717 | $98.4 萬 | 0.06% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 1,717 | $98.4 萬 | 0.05% | +1,717 | 新進 |
| Wealth Quarterback LLC | 1,715 | $98.2 萬 | 0.35% | +7+0.4% | 加碼 |
| Close Asset Management Ltd | 1,713 | $98.1 萬 | 0.02% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 1,710 | $98.0 萬 | 0.21% | +1,710 | 新進 |
| United Advisor Group, LLC | 1,709 | $97.9 萬 | 0.13% | +113+7.1% | 加碼 |
| Novem Group | 1,708 | $97.9 萬 | 0.11% | +44+2.6% | 加碼 |
| Hall Laurie J Trustee | 1,707 | $97.8 萬 | 0.32% | −46−2.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $97.7 萬 | 0.09% | 00.0% | 不變 |
| Legacy Trust | 1,706 | $97.7 萬 | 0.18% | −167−8.9% | 減碼 |
| Quent Capital, LLC | 1,706 | $97.7 萬 | 0.07% | +76+4.7% | 加碼 |
| Diligent Investors, LLC | 1,702 | $97.5 萬 | 0.24% | −30−1.7% | 減碼 |
| First Growth Capital LLC | 1,258 | $97.5 萬 | 0.87% | +1,258 | 新進 |
| Ofc Financial Planning, LLC | 1,695 | $97.1 萬 | 0.92% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 1,689 | $96.7 萬 | 0.10% | +74+4.6% | 加碼 |
| Clear Creek Financial Management, LLC | 1,688 | $96.7 萬 | 0.08% | +178+11.8% | 加碼 |
| YHB Investment Advisors, Inc. | 1,686 | $96.6 萬 | 0.07% | −9−0.5% | 減碼 |
| Purpose Unlimited Inc. | 1,683 | $96.4 萬 | 0.04% | +1,683 | 新進 |
| Goldenstone Wealth Management LLC | 1,681 | $96.3 萬 | 0.72% | +1,681 | 新進 |
| Taylor Hoffman Capital Management LLC | 1,680 | $96.2 萬 | 0.29% | −11−0.7% | 減碼 |
| Sepio Capital, LP | 1,678 | $96.1 萬 | 0.05% | −503−23.1% | 減碼 |
| Vicus Capital | 1,678 | $96.1 萬 | 0.07% | −152−8.3% | 減碼 |
| Axecap Investments, LLC | 1,677 | $96.1 萬 | 0.59% | +1,677 | 新進 |
| Core Alternative Capital | 1,676 | $96.0 萬 | 0.26% | +481+40.3% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 1,670 | $95.7 萬 | 0.52% | −311−15.7% | 減碼 |
| Charis Legacy Partners, LLC | 1,670 | $95.7 萬 | 1.41% | 00.0% | 不變 |
| Bayban | 1,669 | $95.6 萬 | 0.85% | +1,669 | 新進 |
| Worth Financial Advisory Group, LLC | 1,668 | $95.6 萬 | 0.46% | −10−0.6% | 減碼 |
| Bogart Wealth, LLC | 1,666 | $95.4 萬 | 0.04% | −52−3.0% | 減碼 |
| Foster Group, Inc. | 1,665 | $95.4 萬 | 0.03% | +313+23.2% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,664 | $95.3 萬 | 0.37% | −51−3.0% | 減碼 |
| Citizens Business Bank | 1,663 | $95.3 萬 | 0.16% | −3−0.2% | 減碼 |
| Pacitti Group Inc. | 1,662 | $95.2 萬 | 0.35% | +1+0.1% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 1,662 | $95.2 萬 | 0.21% | +67+4.2% | 加碼 |
| Ellevest, Inc. | 1,662 | $95.2 萬 | 0.13% | +277+20.0% | 加碼 |