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
- 3,543
- 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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Covington Investment Advisors Inc. | 17,672 | $1,012 萬 | 1.38% | −2,865−14.0% | 減碼 |
| Consolidated Planning Corp | 17,670 | $1,012 萬 | 1.02% | −1,127−6.0% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 17,649 | $1,011 萬 | 2.43% | −64−0.4% | 減碼 |
| Trajan Wealth LLC | 17,605 | $1,009 萬 | 0.42% | −775−4.2% | 減碼 |
| Reuter James Wealth Management, LLC | 17,573 | $1,007 萬 | 1.38% | −235−1.3% | 減碼 |
| Community Bank of Raymore | 17,435 | $998.8 萬 | 6.79% | −451−2.5% | 減碼 |
| Resources Investment Advisors, LLC. | 17,229 | $987.0 萬 | 0.10% | −42−0.2% | 減碼 |
| Aull & Monroe Investment Management Corp | 17,146 | $982.2 萬 | 4.92% | −745−4.2% | 減碼 |
| IFP Advisors, Inc | 17,117 | $980.6 萬 | 0.22% | +1,466+9.4% | 加碼 |
| Davis R M Inc | 17,082 | $978.6 萬 | 0.17% | +7,323+75.0% | 加碼 |
| Integrity Alliance, LLC. | 17,054 | $977.0 萬 | 0.36% | +4,264+33.3% | 加碼 |
| We Are One Seven, LLC | 16,994 | $973.5 萬 | 0.20% | +394+2.4% | 加碼 |
| Roundview Capital LLC | 16,924 | $969.5 萬 | 0.60% | +627+3.8% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,799 | $962.4 萬 | 0.17% | +2,443+17.0% | 加碼 |
| Stock Yards Bank & Trust Co | 16,769 | $960.6 萬 | 0.29% | −894−5.1% | 減碼 |
| Moors & Cabot, Inc. | 16,618 | $952.0 萬 | 0.41% | −174−1.0% | 減碼 |
| Bridgelight Financial Advisors, Inc. | 16,516 | $946.2 萬 | 8.06% | +16,516 | 新進 |
| Atria Investments LLC | 16,489 | $944.6 萬 | 0.11% | −2,446−12.9% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,477 | $943.9 萬 | 0.61% | −203−1.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,443 | $942.0 萬 | 0.32% | +744+4.7% | 加碼 |
| AIA Group Ltd | 16,400 | $939.5 萬 | 0.14% | +11,070+207.7% | 加碼 |
| Ipswich Investment Management Co., Inc. | 16,321 | $935.0 萬 | 2.17% | −260−1.6% | 減碼 |
| Aquatic Capital Management LLC | 16,291 | $933.3 萬 | 0.27% | +16,291 | 新進 |
| Gouws Capital LLC | 16,270 | $932.1 萬 | 4.93% | +121+0.7% | 加碼 |
| Geneos Wealth Management Inc. | 16,261 | $931.6 萬 | 0.23% | +2,572+18.8% | 加碼 |
| Colonial Trust Advisors | 16,250 | $930.9 萬 | 0.70% | −210−1.3% | 減碼 |
| Independent Financial Group, LLC | 16,072 | $920.7 萬 | 0.21% | +881+5.8% | 加碼 |
| Siemens Fonds Invest GmbH | 15,934 | $920.0 萬 | 0.49% | −165−1.0% | 減碼 |
| Skopos Labs, Inc. | 15,901 | $920.0 萬 | 0.42% | +7,324+85.4% | 加碼 |
| Equitable Trust Co | 16,052 | $919.6 萬 | 0.41% | −561−3.4% | 減碼 |
| Wealthcare Advisory Partners LLC | 16,007 | $917.0 萬 | 0.18% | +734+4.8% | 加碼 |
| Sandhill Capital Partners LLC | 15,962 | $914.4 萬 | 0.65% | −136−0.8% | 減碼 |
| Canandaigua National Bank & Trust Co | 15,952 | $913.8 萬 | 0.82% | −2,995−15.8% | 減碼 |
| Financial Advisory Service, Inc. | 15,900 | $910.8 萬 | 0.59% | +606+4.0% | 加碼 |
| North Dakota State Investment Board | 15,875 | $909.4 萬 | 0.34% | +15,875 | 新進 |
| Smith, Salley & Associates | 15,868 | $909.0 萬 | 0.45% | +605+4.0% | 加碼 |
| Guyasuta Investment Advisors Inc | 15,809 | $905.7 萬 | 0.52% | −110−0.7% | 減碼 |
| Neville Rodie & Shaw Inc | 15,737 | $901.6 萬 | 0.64% | −857−5.2% | 減碼 |
| Family Legacy, Inc. | 15,676 | $898.1 萬 | 2.69% | −476−2.9% | 減碼 |
| Foster & Motley Inc | 15,527 | $889.5 萬 | 0.47% | −2,195−12.4% | 減碼 |
| Ascent Wealth Partners, LLC | 15,519 | $889.0 萬 | 1.02% | −492−3.1% | 減碼 |
| Ritholtz Wealth Management | 15,506 | $888.3 萬 | 0.16% | +1,546+11.1% | 加碼 |
| Montag A & Associates Inc | 15,475 | $886.5 萬 | 0.40% | −572−3.6% | 減碼 |
| Assenagon Asset Management S.A. | 15,470 | $886.2 萬 | 0.01% | −404,965−96.3% | 減碼 |
| Holderness Investments Co | 15,447 | $884.9 萬 | 1.80% | −111−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 15,414 | $883.0 萬 | 0.23% | +2,734+21.6% | 加碼 |
| Advocate Group LLC | 15,409 | $882.7 萬 | 1.43% | −1,848−10.7% | 減碼 |
| SageGuard Financial Group, LLC | 15,350 | $879.4 萬 | 1.40% | +15,350 | 新進 |
| Community Bank, N.A. | 15,301 | $876.5 萬 | 1.04% | +225+1.5% | 加碼 |
| First National Bank of Omaha | 15,179 | $876.4 萬 | 0.26% | +15,179 | 新進 |
| Greenleaf Trust | 15,286 | $875.7 萬 | 0.08% | +370+2.5% | 加碼 |
| Bryn Mawr Trust Co | 15,282 | $875.5 萬 | 0.21% | +987+6.9% | 加碼 |
| Signet Financial Management, LLC | 15,234 | $872.7 萬 | 0.98% | −7,063−31.7% | 減碼 |
| Leavell Investment Management, Inc. | 15,116 | $866.0 萬 | 0.36% | +70+0.5% | 加碼 |
| Columbia Asset Management | 15,083 | $864.1 萬 | 1.54% | −378−2.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,057 | $862.6 萬 | 0.48% | +60.0% | 加碼 |
| RBF Capital, LLC | 15,000 | $859.3 萬 | 0.39% | 00.0% | 不變 |
| DKRT Investments Corp. | 15,000 | $859.3 萬 | 2.43% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $859.3 萬 | 2.32% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 14,953 | $856.6 萬 | 0.10% | +21+0.1% | 加碼 |
| Great Lakes Advisors, LLC | 14,940 | $855.9 萬 | 0.07% | −182−1.2% | 減碼 |
| Eastern Bank | 14,849 | $850.7 萬 | 0.15% | +705+5.0% | 加碼 |
| Meeder Advisory Services, Inc. | 14,717 | $843.1 萬 | 0.36% | +1,226+9.1% | 加碼 |
| Reliant Investment Management, LLC | 14,435 | $826.9 萬 | 3.35% | −55−0.4% | 減碼 |
| Monument Capital Management | 14,418 | $826.0 萬 | 2.05% | −323−2.2% | 減碼 |
| Hilton Capital Management, LLC | 14,333 | $821.1 萬 | 0.62% | +12,670+761.9% | 加碼 |
| Montgomery Investment Management Inc | 14,327 | $820.7 萬 | 2.95% | −36−0.3% | 減碼 |
| Raiffeisen Bank International AG | 14,211 | $820.1 萬 | 0.11% | −184−1.3% | 減碼 |
| Brown Brothers Harriman & Co | 14,308 | $819.7 萬 | 0.04% | −1,041−6.8% | 減碼 |
| Romano Brothers and Company | 14,303 | $819.4 萬 | 0.93% | −2,130−13.0% | 減碼 |
| Eukles Asset Management | 14,223 | $814.8 萬 | 3.17% | −168−1.2% | 減碼 |
| Johnson Investment Counsel Inc | 14,165 | $811.5 萬 | 0.07% | −634−4.3% | 減碼 |
| Longbow Finance SA | 14,153 | $810.8 萬 | 1.37% | −14,040−49.8% | 減碼 |
| Consolidated Capital Management, LLC | 14,108 | $808.2 萬 | 2.45% | +5,152+57.5% | 加碼 |
| SevenBridge Financial Group, LLC | 12,702 | $807.8 萬 | 1.30% | +381+3.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,096 | $807.5 萬 | 1.25% | +72+0.5% | 加碼 |
| Johnson Financial Group, Inc. | 13,986 | $801.2 萬 | 0.30% | −503−3.5% | 減碼 |
| Asset Dedication, LLC | 13,983 | $801.0 萬 | 0.53% | +439+3.2% | 加碼 |
| Castleark Management LLC | 13,920 | $797.4 萬 | 0.23% | −2,310−14.2% | 減碼 |
| GAM Holding AG | 13,910 | $796.9 萬 | 0.51% | +2,870+26.0% | 加碼 |
| Malaga Cove Capital, LLC | 13,890 | $795.7 萬 | 2.75% | −368−2.6% | 減碼 |
| Baader Bank INC | 13,915 | $795.4 萬 | 0.66% | −5,022−26.5% | 減碼 |
| Plato Investment Management Ltd | 13,799 | $794.4 萬 | 0.52% | −648−4.5% | 減碼 |
| Clearbridge Investments, LLC | 13,859 | $793.9 萬 | 0.01% | +286+2.1% | 加碼 |
| Pflug Koory, LLC | 13,849 | $793.4 萬 | 3.70% | −74−0.5% | 減碼 |
| Patton Fund Management, Inc. | 13,756 | $788.0 萬 | 1.06% | +13,038+1,815.9% | 加碼 |
| Traynor Capital Management, Inc. | 13,707 | $785.2 萬 | 0.43% | +430+3.2% | 加碼 |
| Fidelis Capital Partners, LLC | 13,682 | $783.8 萬 | 0.57% | +1,985+17.0% | 加碼 |
| Y.D. More Investments Ltd | 13,658 | $782.8 萬 | 0.37% | +6,066+79.9% | 加碼 |
| Private Wealth Asset Management, LLC | 13,656 | $782.3 萬 | 0.85% | −170−1.2% | 減碼 |
| Chilton Capital Management LLC | 13,602 | $779.2 萬 | 0.27% | −287−2.1% | 減碼 |
| OpenArc Corporate Advisory, LLC | 13,585 | $778.2 萬 | 0.13% | +13,585 | 新進 |
| New Age Alpha Advisors, LLC | 13,550 | $776.2 萬 | 0.34% | −5,053−27.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 13,485 | $772.5 萬 | 0.18% | −52−0.4% | 減碼 |
| Ameritas Advisory Services, LLC | 13,472 | $771.8 萬 | 0.29% | +2,481+22.6% | 加碼 |
| Trust Co of Toledo NA | 13,462 | $771.2 萬 | 0.76% | +208+1.6% | 加碼 |
| Financial & Tax Architects, LLC | 13,438 | $769.8 萬 | 1.73% | −4,833−26.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,593 | $769.3 萬 | 1.10% | +805+8.2% | 加碼 |
| Mathes Company, Inc. | 13,414 | $768.4 萬 | 2.74% | +17+0.1% | 加碼 |
| WCG Wealth Advisors LLC | 13,380 | $766.5 萬 | 0.21% | +13,380 | 新進 |