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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 10,761 | $616.4 萬 | 0.47% | −473−4.2% | 減碼 |
| Lifeworks Advisors, LLC | 10,711 | $613.6 萬 | 0.79% | −1,538−12.6% | 減碼 |
| Harbour Investments, Inc. | 10,702 | $613.1 萬 | 0.12% | +2,679+33.4% | 加碼 |
| GTS Securities LLC | 10,694 | $612.6 萬 | 0.21% | +8,528+393.7% | 加碼 |
| BCJ Capital Management, LLC | 10,642 | $609.6 萬 | 0.35% | +6,271+143.5% | 加碼 |
| Tritonpoint Wealth, LLC | 10,627 | $608.8 萬 | 0.62% | −494−4.4% | 減碼 |
| Perryman Financial Advisory Inc | 10,612 | $607.9 萬 | 0.89% | +10,612 | 新進 |
| Terry L. Blaker | 10,575 | $605.8 萬 | 0.22% | −415−3.8% | 減碼 |
| Vinva Investment Management Ltd | 10,465 | $604.2 萬 | 0.08% | −5,107−32.8% | 減碼 |
| Jefferies Financial Group Inc. | 10,524 | $602.9 萬 | 0.05% | −17,948−63.0% | 減碼 |
| Focus Financial Network, Inc. | 10,524 | $602.9 萬 | 0.21% | +16+0.2% | 加碼 |
| Zhang Financial LLC | 10,485 | $600.6 萬 | 0.22% | −91−0.9% | 減碼 |
| Old National Bancorp | 10,447 | $598.5 萬 | 0.10% | +85+0.8% | 加碼 |
| MV Capital Management, Inc. | 10,417 | $596.8 萬 | 0.57% | −114−1.1% | 減碼 |
| Studio Investment Management LLC | 10,330 | $591.8 萬 | 1.08% | −796−7.2% | 減碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 9,140 | $591.3 萬 | 4.11% | +5,066+124.3% | 加碼 |
| RB Capital Management, LLC | 10,282 | $589.0 萬 | 1.20% | +59+0.6% | 加碼 |
| Creative Financial Designs Inc | 10,270 | $588.3 萬 | 0.37% | −269−2.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 10,240 | $586.6 萬 | 0.21% | −125−1.2% | 減碼 |
| Diversified Trust Co | 10,234 | $586.3 萬 | 0.11% | +2,404+30.7% | 加碼 |
| Lowe Brockenbrough & Co Inc | 10,210 | $584.9 萬 | 0.29% | −242−2.3% | 減碼 |
| Mystic Asset Management, Inc. | 10,203 | $584.5 萬 | 1.32% | −335−3.2% | 減碼 |
| Cullen/Frost Bankers, Inc. | 10,195 | $584.1 萬 | 0.06% | +323+3.3% | 加碼 |
| Whalerock Point Partners, LLC | 10,172 | $582.7 萬 | 1.11% | 00.0% | 不變 |
| Procyon Private Wealth Partners, LLC | 10,163 | $582.2 萬 | 0.29% | −50−0.5% | 減碼 |
| Stenger Family Office, LLC | 10,077 | $577.3 萬 | 1.19% | +1,293+14.7% | 加碼 |
| Asset One Wealth Management LLC | 8,325 | $575.2 萬 | 0.79% | +8,325 | 新進 |
| Finer Wealth Management, Inc. | 10,039 | $575.1 萬 | 2.78% | −123−1.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 10,023 | $574.2 萬 | 0.39% | −389−3.7% | 減碼 |
| Fisher Funds Management LTD | 10,023 | $573.6 萬 | 0.15% | 00.0% | 不變 |
| Alight Capital Management LP | 10,000 | $572.9 萬 | 1.54% | −5,000−33.3% | 減碼 |
| Graham Capital Management, L.P. | 10,000 | $572.9 萬 | 0.20% | +10,000 | 新進 |
| MEMBERS Trust Co | 9,986 | $572.1 萬 | 0.19% | −1,315−11.6% | 減碼 |
| Kinloch Capital, LLC | 9,979 | $571.7 萬 | 2.46% | −79−0.8% | 減碼 |
| Twinbeech Capital LP | 9,925 | $568.6 萬 | 0.40% | +9,925 | 新進 |
| WealthPlan Investment Management, LLC | 9,921 | $568.3 萬 | 0.36% | +4,458+81.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,909 | $567.6 萬 | 0.32% | −146−1.5% | 減碼 |
| Los Angeles Capital Management LLC | 9,727 | $567.2 萬 | 0.02% | −41,624−81.1% | 減碼 |
| Ramirez Asset Management, Inc. | 9,850 | $564.3 萬 | 0.74% | 00.0% | 不變 |
| Hixon Zuercher, LLC | 9,825 | $562.8 萬 | 1.71% | −951−8.8% | 減碼 |
| BNP Paribas | 9,799 | $562.8 萬 | 0.16% | +4,113+72.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 9,810 | $562.0 萬 | 0.06% | +1,700+21.0% | 加碼 |
| Mattern Wealth Management LLC | 9,808 | $561.9 萬 | 1.08% | −25−0.3% | 減碼 |
| Gluskin Sheff & Assoc Inc | 9,805 | $561.7 萬 | 0.78% | −390−3.8% | 減碼 |
| Alerus Financial NA | 9,801 | $561.5 萬 | 0.27% | +8,907+996.3% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,796 | $561.2 萬 | 1.56% | −171−1.7% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,737 | $557.8 萬 | 1.20% | −429−4.2% | 減碼 |
| Naples Global Advisors, LLC | 9,717 | $556.6 萬 | 0.42% | −185−1.9% | 減碼 |
| LMG Wealth Partners, LLC | 9,703 | $555.9 萬 | 1.04% | −523−5.1% | 減碼 |
| Group One Trading, L.P. | 9,694 | $555.3 萬 | 0.16% | +6,708+224.6% | 加碼 |
| Denali Advisors LLC | 9,694 | $555.3 萬 | 0.62% | +8,075+498.8% | 加碼 |
| First Dallas Securities Inc. | 9,690 | $555.1 萬 | 2.07% | −200−2.0% | 減碼 |
| Verdence Capital Advisors LLC | 9,688 | $555.0 萬 | 0.33% | −1,871−16.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,675 | $554.2 萬 | 0.33% | −304−3.0% | 減碼 |
| Pinnacle Holdings, LLC | 9,657 | $553.2 萬 | 1.87% | +407+4.4% | 加碼 |
| RMB Capital Management, LLC | 9,620 | $551.1 萬 | 0.10% | −21−0.2% | 減碼 |
| 1st Source Bank | 9,599 | $549.9 萬 | 0.29% | −18−0.2% | 減碼 |
| Mission Wealth Management, LP | 9,551 | $547.1 萬 | 0.11% | −746−7.2% | 減碼 |
| Indiana Trust & Investment Management CO | 9,519 | $545.3 萬 | 1.61% | +1,085+12.9% | 加碼 |
| IHT Wealth Management, LLC | 9,499 | $545.1 萬 | 0.13% | −357−3.6% | 減碼 |
| Advisors Asset Management, Inc. | 9,501 | $544.3 萬 | 0.09% | +2,252+31.1% | 加碼 |
| Cumberland Advisors Inc | 9,500 | $544.2 萬 | 2.06% | −50−0.5% | 減碼 |
| Liberty One Investment Management, LLC | 9,497 | $544.1 萬 | 0.70% | −8,830−48.2% | 減碼 |
| Hartford Financial Management Inc. | 9,493 | $543.8 萬 | 1.41% | +130+1.4% | 加碼 |
| M&G Plc | 9,444 | $541.1 萬 | 0.03% | −1,516−13.8% | 減碼 |
| Jackson Square Capital, LLC | 9,432 | $540.3 萬 | 1.07% | +51+0.5% | 加碼 |
| Wellington Shields & Co., LLC | 9,417 | $539.5 萬 | 1.33% | +509+5.7% | 加碼 |
| Mercuria Capital Strategies, LLC | 9,410 | $539.1 萬 | 3.06% | −5,080−35.1% | 減碼 |
| Schnieders Capital Management, LLC. | 9,378 | $537.2 萬 | 0.84% | −80−0.8% | 減碼 |
| RFG Advisory, LLC | 9,371 | $536.8 萬 | 0.10% | +1,559+20.0% | 加碼 |
| Choate Investment Advisors | 9,360 | $536.2 萬 | 0.11% | −1,636−14.9% | 減碼 |
| Capital Asset Advisory Services LLC | 8,600 | $535.8 萬 | 0.22% | −1,787−17.2% | 減碼 |
| Nilsine Partners, LLC | 9,333 | $534.7 萬 | 0.46% | +57+0.6% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 9,312 | $533.5 萬 | 4.14% | +9,312 | 新進 |
| Snowden Capital Advisors LLC | 9,306 | $533.2 萬 | 0.14% | −896−8.8% | 減碼 |
| Nikko Asset Management Americas, Inc. | 9,306 | $533.0 萬 | 0.06% | −852−8.4% | 減碼 |
| Cullen Investment Group, Ltd. | 8,612 | $531.9 萬 | 0.69% | −58−0.7% | 減碼 |
| Scopus Asset Management, L.P. | 9,244 | $529.6 萬 | 0.15% | −26,025−73.8% | 減碼 |
| Alberta Investment Management Corp | 9,200 | $527.0 萬 | 0.03% | −800−8.0% | 減碼 |
| Brendel Financial Advisors LLC | 9,192 | $526.6 萬 | 2.59% | −122−1.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 9,159 | $524.7 萬 | 0.36% | +166+1.8% | 加碼 |
| Concord Wealth Partners | 9,092 | $520.8 萬 | 0.68% | −88−1.0% | 減碼 |
| Coastline Trust Co | 9,077 | $520.0 萬 | 0.49% | +2,547+39.0% | 加碼 |
| Iowa State Bank | 9,050 | $518.4 萬 | 0.97% | −173−1.9% | 減碼 |
| Douglass Winthrop Advisors, LLC | 9,049 | $518.4 萬 | 0.09% | +228+2.6% | 加碼 |
| Buckley Wealth Management, LLC | 8,995 | $515.3 萬 | 1.37% | −155−1.7% | 減碼 |
| Great Valley Advisor Group, Inc. | 8,989 | $515.0 萬 | 0.10% | −77−0.8% | 減碼 |
| Savvy Advisors, Inc. | 8,975 | $514.2 萬 | 0.17% | +2,961+49.2% | 加碼 |
| First National Bank & Trust Co of Newtown | 8,967 | $513.7 萬 | 0.94% | −130−1.4% | 減碼 |
| Evercore Wealth Management, LLC | 8,956 | $513.1 萬 | 0.08% | −777−8.0% | 減碼 |
| RiverFront Investment Group, LLC | 8,915 | $510.7 萬 | 0.08% | +1,552+21.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 8,871 | $508.2 萬 | 0.15% | −1,451−14.1% | 減碼 |
| Delta Capital Management LLC | 8,870 | $508.1 萬 | 2.85% | −1,000−10.1% | 減碼 |
| Financial Enhancement Group LLC | 7,871 | $508.0 萬 | 0.66% | +146+1.9% | 加碼 |
| National Asset Management, Inc. | 8,843 | $506.6 萬 | 0.24% | −54−0.6% | 減碼 |
| Profund Advisors LLC | 8,821 | $505.3 萬 | 0.15% | −656−6.9% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,799 | $504.1 萬 | 2.81% | −399−4.3% | 減碼 |
| Mill Capital Management, LLC | 8,799 | $504.1 萬 | 0.36% | 00.0% | 不變 |
| United Capital Management of KS, Inc. | 8,751 | $501.3 萬 | 0.70% | −543−5.8% | 減碼 |
| NorthRock Partners, LLC | 8,744 | $501.0 萬 | 0.08% | −3,796−30.3% | 減碼 |