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 |
|---|---|---|---|---|---|
| Fagan Associates, Inc. | 1,660 | $95.1 萬 | 0.13% | −160−8.8% | 減碼 |
| Aft, Forsyth & Company, Inc. | 1,815 | $95.1 萬 | 0.41% | 00.0% | 不變 |
| Red Door Wealth Management, LLC | 1,656 | $94.9 萬 | 0.10% | +4+0.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,655 | $94.8 萬 | 0.18% | +33+2.0% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,654 | $94.8 萬 | 0.37% | −123−6.9% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 1,653 | $94.7 萬 | 0.11% | +10+0.6% | 加碼 |
| Thayer Partners, LLC | 1,646 | $94.3 萬 | 0.46% | +1,646 | 新進 |
| Raleigh Capital Management Inc. | 1,645 | $94.2 萬 | 0.34% | −47−2.8% | 減碼 |
| Kaydan Wealth Management, Inc. | 1,643 | $94.1 萬 | 0.27% | 00.0% | 不變 |
| Burton Enright Welch | 1,640 | $94.0 萬 | 0.13% | +66+4.2% | 加碼 |
| Millington Financial Advisors, LLC | 1,293 | $93.9 萬 | 0.42% | +9+0.7% | 加碼 |
| Frisch Financial Group, Inc. | 1,636 | $93.7 萬 | 0.21% | +3+0.2% | 加碼 |
| Liberty Square Wealth Partners LLC | 1,636 | $93.7 萬 | 0.27% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 1,635 | $93.7 萬 | 0.24% | +40+2.5% | 加碼 |
| Barr E S & Co | 1,635 | $93.7 萬 | 0.05% | −15−0.9% | 減碼 |
| Camden National Bank | 1,635 | $93.7 萬 | 0.13% | −12−0.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,633 | $93.6 萬 | 0.06% | −6−0.4% | 減碼 |
| Advisory Resource Group | 1,632 | $93.5 萬 | 0.16% | +13+0.8% | 加碼 |
| William John Sempolinski | 1,630 | $93.4 萬 | 0.46% | +1,630 | 新進 |
| Merrithew & Thorsten Inc | 1,625 | $93.1 萬 | 0.98% | +1,625 | 新進 |
| Nadler Financial Group, Inc. | 1,625 | $93.1 萬 | 0.09% | +54+3.4% | 加碼 |
| WealthPLAN Partners, LLC | 1,624 | $93.0 萬 | 0.14% | −27−1.6% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,623 | $93.0 萬 | 0.32% | +1,623 | 新進 |
| Affinity Capital Advisors, LLC | 1,623 | $93.0 萬 | 0.13% | +176+12.2% | 加碼 |
| Silvia McColl Wealth Management, LLC | 1,622 | $92.9 萬 | 0.62% | −75−4.4% | 減碼 |
| BancorpSouth Bank | 1,620 | $92.8 萬 | 0.05% | −14−0.9% | 減碼 |
| Nikulski Financial, Inc. | 1,618 | $92.7 萬 | 0.22% | +1,618 | 新進 |
| Planned Solutions, Inc. | 1,615 | $92.5 萬 | 0.30% | +675+71.8% | 加碼 |
| Crewe Advisors LLC | 1,610 | $92.2 萬 | 0.08% | +15+0.9% | 加碼 |
| Pacific Point Advisors, LLC | 1,609 | $92.2 萬 | 0.49% | +9+0.6% | 加碼 |
| FSM Wealth Advisors, LLC | 1,608 | $92.1 萬 | 0.13% | +108+7.2% | 加碼 |
| Symphony Financial, Ltd. Co. | 1,603 | $92.0 萬 | 0.12% | −201−11.1% | 減碼 |
| BlueSky Wealth Advisors, LLC | 1,604 | $91.9 萬 | 0.12% | −218−12.0% | 減碼 |
| GWN Securities Inc. | 1,603 | $91.9 萬 | 0.19% | +71+4.6% | 加碼 |
| LCNB Corp | 1,601 | $91.7 萬 | 0.31% | −58−3.5% | 減碼 |
| Icapital Wealth LLC | 1,600 | $91.7 萬 | 0.45% | 00.0% | 不變 |
| Capital Square, LLC | 1,601 | $91.7 萬 | 0.47% | +1+0.1% | 加碼 |
| Sound Financial Strategies Group, LLC | 1,600 | $91.7 萬 | 0.65% | −210−11.6% | 減碼 |
| Penn Davis McFarland Inc | 1,600 | $91.7 萬 | 0.09% | −100−5.9% | 減碼 |
| WESCAP Management Group, Inc. | 1,600 | $91.7 萬 | 0.19% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,600 | $91.7 萬 | 0.19% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 1,599 | $91.6 萬 | 0.18% | +1,069+201.7% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,597 | $91.5 萬 | 0.18% | +39+2.5% | 加碼 |
| Hilton Head Capital Partners, LLC | 1,595 | $91.4 萬 | 0.53% | +1,595 | 新進 |
| McGowan Group Asset Management, Inc. | 1,593 | $91.3 萬 | 0.11% | +1+0.1% | 加碼 |
| Alpine Bank Wealth Management | 1,586 | $90.9 萬 | 0.13% | +270+20.5% | 加碼 |
| Cauble & Harre Wealth Management, Inc. | 1,582 | $90.6 萬 | 0.76% | +1,582 | 新進 |
| SFMG, LLC | 1,580 | $90.5 萬 | 0.06% | +52+3.4% | 加碼 |
| GSB Wealth Management, LLC | 1,580 | $90.5 萬 | 0.20% | −530−25.1% | 減碼 |
| Tulsa Wealth Advisors, INC | 1,580 | $90.5 萬 | 0.30% | +1,580 | 新進 |
| Cooper/Haims Advisors, LLC | 1,579 | $90.4 萬 | 0.41% | −22−1.4% | 減碼 |
| PSI Advisors, LLC | 1,578 | $90.4 萬 | 0.23% | −120−7.1% | 減碼 |
| Valley National Advisers Inc | 1,578 | $90.3 萬 | 0.13% | −5−0.3% | 減碼 |
| Harbour Trust & Investment Management Co | 1,574 | $90.2 萬 | 0.09% | −45−2.8% | 減碼 |
| Tripletail Wealth Management, LLC | 1,574 | $90.2 萬 | 1.14% | −18−1.1% | 減碼 |
| Transcendent Capital Group LLC | 1,573 | $90.1 萬 | 0.41% | −31−1.9% | 減碼 |
| St. Louis Trust Co | 1,573 | $90.1 萬 | 0.10% | +905+135.5% | 加碼 |
| Sendero Wealth Management, LLC | 1,566 | $89.7 萬 | 0.10% | +209+15.4% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $89.7 萬 | 0.15% | 00.0% | 不變 |
| Summit Wealth Group LLC | 1,561 | $89.4 萬 | 0.12% | +496+46.6% | 加碼 |
| KG&L Capital Management,LLC | 1,621 | $89.3 萬 | 0.23% | −11−0.7% | 減碼 |
| Woodstock Corp | 1,557 | $89.2 萬 | 0.08% | −60−3.7% | 減碼 |
| Morris Retirement Advisors, LLC | 1,556 | $89.1 萬 | 0.37% | +173+12.5% | 加碼 |
| Gould Asset Management LLC | 1,555 | $89.1 萬 | 0.16% | −70−4.3% | 減碼 |
| Capstone Wealth Management Group, LLC | 1,553 | $89.0 萬 | 0.37% | +1,553 | 新進 |
| Jeppson Wealth Management, LLC | 1,551 | $88.9 萬 | 0.28% | −66−4.1% | 減碼 |
| Trinity Financial Advisors LLC | 1,550 | $88.8 萬 | 0.25% | −150−8.8% | 減碼 |
| Investment Advisory Services Inc | 1,548 | $88.7 萬 | 0.28% | −41−2.6% | 減碼 |
| Ameriflex Group, Inc. | 1,544 | $88.5 萬 | 0.46% | −818−34.6% | 減碼 |
| Sunpointe, LLC | 1,543 | $88.4 萬 | 0.29% | +5+0.3% | 加碼 |
| Tectonic Advisors LLC | 1,541 | $88.3 萬 | 0.05% | 00.0% | 不變 |
| SAM Advisors, LLC | 1,540 | $88.2 萬 | 0.28% | 00.0% | 不變 |
| Strategic Equity Management | 1,539 | $88.2 萬 | 0.30% | +3+0.2% | 加碼 |
| DRW Securities, LLC | 1,538 | $88.1 萬 | 0.07% | −1,809−54.0% | 減碼 |
| Diversify Wealth Management, LLC | 1,384 | $88.1 萬 | 0.04% | +34+2.5% | 加碼 |
| Linscomb & Williams, Inc. | 1,533 | $87.8 萬 | 0.04% | −31−2.0% | 減碼 |
| Juno Financial Group LLC | 1,532 | $87.7 萬 | 0.35% | +1,532 | 新進 |
| Accel Wealth Management | 1,526 | $87.4 萬 | 0.24% | +193+14.5% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,526 | $87.4 萬 | 0.15% | −71−4.4% | 減碼 |
| Union Savings Bank | 1,511 | $86.6 萬 | 0.37% | +1,511 | 新進 |
| Leo Wealth, LLC | 1,504 | $86.1 萬 | 0.06% | +1,504 | 新進 |
| Rbo & Co LLC | 1,500 | $85.9 萬 | 0.14% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $85.9 萬 | 0.04% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,494 | $85.6 萬 | 0.55% | −9−0.6% | 減碼 |
| Orser Capital Management, LLC | 1,489 | $85.3 萬 | 0.51% | +45+3.1% | 加碼 |
| Trustco Bank Corp N Y | 1,488 | $85.2 萬 | 0.77% | +200+15.5% | 加碼 |
| Waters Parkerson & Co., LLC | 1,488 | $85.2 萬 | 0.04% | +295+24.7% | 加碼 |
| Fortress Private Ledger, LLC | 1,488 | $85.2 萬 | 0.28% | +295+24.7% | 加碼 |
| Paul Damon & Associates, Inc. | 1,487 | $85.2 萬 | 0.38% | +335+29.1% | 加碼 |
| Abel Hall, LLC | 1,484 | $85.0 萬 | 0.20% | +849+133.7% | 加碼 |
| Sonoma Allocations LLC | 1,250 | $85.0 萬 | 0.28% | +220+21.4% | 加碼 |
| 49 Wealth Management, LLC | 1,483 | $85.0 萬 | 0.07% | +388+35.4% | 加碼 |
| Trust Co | 1,482 | $84.9 萬 | 0.08% | +1,082+270.5% | 加碼 |
| Keystone Wealth Services, LLC | 1,481 | $84.8 萬 | 0.18% | +5+0.3% | 加碼 |
| Planning Alternatives Ltd | 1,477 | $84.6 萬 | 0.11% | +50+3.5% | 加碼 |
| Cromwell Holdings LLC | 1,476 | $84.6 萬 | 0.46% | 00.0% | 不變 |
| Bravera Wealth | 1,476 | $84.6 萬 | 0.42% | +1,476 | 新進 |
| OneAscent Wealth Management LLC | 1,475 | $84.5 萬 | 0.28% | −314−17.6% | 減碼 |
| West Paces Advisors Inc. | 1,471 | $84.3 萬 | 0.16% | +54+3.8% | 加碼 |
| TBH Global Asset Management, LLC | 1,470 | $84.2 萬 | 0.15% | +254+20.9% | 加碼 |