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 1,308 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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 23,452 | $1,343 萬 | 0.54% | −300−1.3% | 減碼 |
| Atlantic Union Bankshares Corp | 23,438 | $1,343 萬 | 0.25% | −471−2.0% | 減碼 |
| Bleakley Financial Group, LLC | 23,424 | $1,342 萬 | 0.23% | +2,131+10.0% | 加碼 |
| Kavar Capital Partners Group, LLC | 23,377 | $1,339 萬 | 1.85% | −147−0.6% | 減碼 |
| Fusion Capital, LLC | 23,240 | $1,331 萬 | 3.74% | −256−1.1% | 減碼 |
| Maryland State Retirement & Pension System | 23,231 | $1,331 萬 | 0.27% | +160+0.7% | 加碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 23,223 | $1,330 萬 | 0.61% | +23,223 | 新進 |
| Apollon Wealth Management, LLC | 23,188 | $1,328 萬 | 0.23% | −1,612−6.5% | 減碼 |
| Crestwood Advisors Group LLC | 23,123 | $1,325 萬 | 0.22% | +29+0.1% | 加碼 |
| Energy Income Partners, LLC | 23,071 | $1,322 萬 | 0.24% | +23,071 | 新進 |
| Leonteq Securities AG | 22,853 | $1,309 萬 | 0.70% | +2,180+10.5% | 加碼 |
| Cornerstone Advisors, LLC | 22,826 | $1,308 萬 | 0.44% | −23,174−50.4% | 減碼 |
| FORA Capital, LLC | 22,765 | $1,304 萬 | 1.58% | +22,172+3,739.0% | 加碼 |
| Tiaa Trust, National Association | 22,727 | $1,302 萬 | 0.03% | +314+1.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 22,540 | $1,291 萬 | 0.62% | +338+1.5% | 加碼 |
| Summitry LLC | 22,508 | $1,289 萬 | 0.54% | +371+1.7% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 22,475 | $1,288 萬 | 0.36% | +10,406+86.2% | 加碼 |
| Equitable Holdings, Inc. | 22,422 | $1,284 萬 | 0.09% | −1,548−6.5% | 減碼 |
| Axxcess Wealth Management, LLC | 22,420 | $1,284 萬 | 0.23% | +604+2.8% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 22,414 | $1,284 萬 | 0.33% | +1,250+5.9% | 加碼 |
| J.W. Cole Advisors, Inc. | 23,560 | $1,283 萬 | 0.31% | −1,154−4.7% | 減碼 |
| Rothschild Investment LLC | 22,353 | $1,281 萬 | 0.70% | −5,031−18.4% | 減碼 |
| Global Retirement Partners, LLC | 22,306 | $1,278 萬 | 0.23% | +4,325+24.1% | 加碼 |
| EP Wealth Advisors, LLC | 22,257 | $1,275 萬 | 0.07% | +22,257 | 新進 |
| Horizon Investments, LLC | 22,179 | $1,268 萬 | 0.16% | +4,816+27.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 22,117 | $1,267 萬 | 0.72% | −2,394−9.8% | 減碼 |
| Goelzer Investment Management, Inc. | 22,116 | $1,267 萬 | 0.59% | −2,198−9.0% | 減碼 |
| MainStreet Investment Advisors LLC | 21,987 | $1,260 萬 | 1.81% | −2,706−11.0% | 減碼 |
| New Mexico Educational Retirement Board | 21,902 | $1,255 萬 | 0.37% | +700+3.3% | 加碼 |
| Sigma Investment Counselors Inc | 21,850 | $1,252 萬 | 0.64% | −3,444−13.6% | 減碼 |
| Principle Wealth Partners LLC | 21,733 | $1,245 萬 | 0.70% | +324+1.5% | 加碼 |
| Elo Mutual Pension Insurance Co | 21,730 | $1,245 萬 | 0.19% | −2,976−12.0% | 減碼 |
| Spire Wealth Management | 21,725 | $1,245 萬 | 0.42% | +8,837+68.6% | 加碼 |
| Narwhal Capital Management | 21,707 | $1,244 萬 | 0.90% | −1,155−5.1% | 減碼 |
| Logan Capital Management Inc | 21,573 | $1,236 萬 | 0.52% | −1,283−5.6% | 減碼 |
| Capital Investment Counsel, LLC | 21,540 | $1,234 萬 | 1.71% | −685−3.1% | 減碼 |
| Metis Global Partners, LLC | 21,369 | $1,224 萬 | 0.29% | −1,164−5.2% | 減碼 |
| Wedbush Securities Inc | 21,322 | $1,222 萬 | 0.36% | +4,896+29.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 21,278 | $1,219 萬 | 0.14% | −1,619−7.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 21,244 | $1,217 萬 | 0.39% | −2,579−10.8% | 減碼 |
| Principal Securities, Inc. | 21,191 | $1,214 萬 | 0.19% | −329−1.5% | 減碼 |
| Acadian Asset Management LLC | 21,128 | $1,210 萬 | 0.02% | +20,838+7,185.5% | 加碼 |
| Prudential PLC | 21,075 | $1,207 萬 | 0.10% | +11,584+122.1% | 加碼 |
| Laird Norton Trust Company, LLC | 20,976 | $1,202 萬 | 0.25% | +20,976 | 新進 |
| Wesbanco Bank Inc | 20,901 | $1,197 萬 | 0.33% | −219−1.0% | 減碼 |
| City Holding Co | 20,804 | $1,192 萬 | 1.47% | −127−0.6% | 減碼 |
| Shelter Mutual Insurance Co | 20,730 | $1,188 萬 | 2.65% | −10,050−32.7% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 20,619 | $1,181 萬 | 0.29% | +371+1.8% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 20,618 | $1,181 萬 | 0.19% | −329−1.6% | 減碼 |
| Knuff & Co LLC | 20,569 | $1,178 萬 | 3.47% | 00.0% | 不變 |
| Compass Capital Management, Inc | 20,560 | $1,178 萬 | 0.65% | −6,976−25.3% | 減碼 |
| Citizens National Bank Trust Department | 20,518 | $1,175 萬 | 2.03% | −503−2.4% | 減碼 |
| Howe & Rusling Inc | 20,488 | $1,174 萬 | 0.78% | −475−2.3% | 減碼 |
| Griffin Asset Management, Inc. | 20,478 | $1,173 萬 | 1.27% | −179−0.9% | 減碼 |
| Searle & Co. | 20,375 | $1,167 萬 | 3.01% | −66−0.3% | 減碼 |
| BKD Wealth Advisors, LLC | 20,310 | $1,163 萬 | 0.22% | −97−0.5% | 減碼 |
| Boit C F David | 18,800 | $1,161 萬 | 5.02% | −700−3.6% | 減碼 |
| F/M Investments LLC | 20,167 | $1,155 萬 | 0.44% | −1,553−7.2% | 減碼 |
| Cary Street Partners Financial LLC | 20,117 | $1,152 萬 | 0.29% | +2,379+13.4% | 加碼 |
| EagleClaw Capital Managment, LLC | 20,090 | $1,151 萬 | 1.67% | −235−1.2% | 減碼 |
| Central Bank & Trust Co | 20,085 | $1,151 萬 | 1.78% | −459−2.2% | 減碼 |
| Parcion Private Wealth LLC | 19,814 | $1,135 萬 | 0.69% | −451−2.2% | 減碼 |
| Sentry LLC | 19,778 | $1,133 萬 | 3.10% | −50−0.3% | 減碼 |
| Sagespring Wealth Partners, LLC | 19,761 | $1,132 萬 | 0.21% | −1,503−7.1% | 減碼 |
| Bailard, Inc. | 19,655 | $1,126 萬 | 0.25% | +379+2.0% | 加碼 |
| German American Bancorp, Inc. | 19,592 | $1,122 萬 | 0.96% | −362−1.8% | 減碼 |
| Callan Family Office, LLC | 19,591 | $1,122 萬 | 0.24% | +4,371+28.7% | 加碼 |
| Spinnaker Trust | 19,515 | $1,118 萬 | 0.60% | +185+1.0% | 加碼 |
| Welch & Forbes LLC | 19,405 | $1,112 萬 | 0.13% | −39−0.2% | 減碼 |
| Highland Capital Management, LLC | 19,404 | $1,112 萬 | 0.55% | +3,376+21.1% | 加碼 |
| Lazard Asset Management LLC | 19,315 | $1,107 萬 | 0.02% | −13,665−41.4% | 減碼 |
| Westend Capital Management, LLC | 19,249 | $1,103 萬 | 3.09% | +19,228+91,561.9% | 加碼 |
| Anderson Hoagland & Co | 19,187 | $1,099 萬 | 0.95% | 00.0% | 不變 |
| MUFG Securities EMEA plc | 19,185 | $1,099 萬 | 0.13% | +10,218+114.0% | 加碼 |
| Empirical Finance, LLC | 19,128 | $1,096 萬 | 0.52% | −791−4.0% | 減碼 |
| First Financial Bank - Trust Division | 19,099 | $1,094 萬 | 0.90% | −254−1.3% | 減碼 |
| Physicians Financial Services, Inc. | 18,949 | $1,086 萬 | 2.91% | −345−1.8% | 減碼 |
| Cynosure Management, LLC | 513,754 | $1,084 萬 | 1.11% | +507,681+8,359.6% | 加碼 |
| Spears Abacus Advisors LLC | 18,857 | $1,080 萬 | 0.20% | +40.0% | 加碼 |
| Addenda Capital Inc. | 18,800 | $1,077 萬 | 0.32% | −2,052−9.8% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,720 | $1,072 萬 | 0.12% | +757+4.2% | 加碼 |
| Level Four Advisory Services, LLC | 18,714 | $1,072 萬 | 0.35% | +563+3.1% | 加碼 |
| Caldwell Trust Co | 18,711 | $1,072 萬 | 0.95% | −110−0.6% | 減碼 |
| Koshinski Asset Management, Inc. | 18,702 | $1,071 萬 | 0.69% | −442−2.3% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 18,629 | $1,067 萬 | 0.47% | +753+4.2% | 加碼 |
| Sowell Financial Services LLC | 18,619 | $1,067 萬 | 0.39% | +6,668+55.8% | 加碼 |
| Mather Group, LLC. | 18,601 | $1,066 萬 | 0.11% | −589−3.1% | 減碼 |
| CAPROCK Group, Inc. | 18,589 | $1,065 萬 | 0.22% | −49−0.3% | 減碼 |
| Mairs & Power Inc | 18,455 | $1,057 萬 | 0.10% | −255−1.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 18,419 | $1,055 萬 | 0.26% | +7,985+76.5% | 加碼 |
| Silver Oak Securities, Inc | 18,265 | $1,055 萬 | 0.71% | −2,368−11.5% | 減碼 |
| Pure Financial Advisors, Inc. | 18,275 | $1,047 萬 | 0.15% | +505+2.8% | 加碼 |
| Flputnam Investment Management Co | 18,246 | $1,045 萬 | 0.15% | +1,665+10.0% | 加碼 |
| Atomi Financial Group, Inc. | 18,177 | $1,041 萬 | 0.31% | +940+5.5% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 17,908 | $1,034 萬 | 0.25% | +6,113+51.8% | 加碼 |
| Northeast Investment Management | 18,000 | $1,031 萬 | 0.40% | +27+0.2% | 加碼 |
| Fifth Third Wealth Advisors LLC | 17,967 | $1,029 萬 | 0.36% | +488+2.8% | 加碼 |
| Mutual Advisors, LLC | 17,954 | $1,029 萬 | 0.22% | −301−1.6% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 17,769 | $1,018 萬 | 2.20% | −163−0.9% | 減碼 |
| Aries Wealth Management | 17,753 | $1,017 萬 | 2.25% | −222−1.2% | 減碼 |