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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 3 季與 2025 年第 2 季比較

持有 Caterpillar Inc 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

CAT 的 13F 持有人：2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數3,023533,150+180
股數3.30 億604.1 萬3.33 億+920.1 萬 (+2.8%)
市值$1,280 億$23.4 億$1,590 億+$334.2 億 (+26.6%)

53 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（299 家）

2025 年第 3 季季末持有 Caterpillar Inc、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家，共 299 家。

2025 年第 3 季新進 CAT 的機構
機構股數市值佔組合 %
1832 Asset Management L.P.253,660$1.21 億0.20%
Credit Agricole S A173,599$8,283 萬0.27%
AXA Investment Managers S.A.126,175$6,020 萬0.16%
Natixis122,331$5,837 萬0.31%
Fred Alger Management, LLC100,181$4,780 萬0.19%
J. Goldman & Co LP85,665$4,088 萬1.55%
Yaupon Capital Management LP82,253$3,925 萬2.02%
Rheos Capital Works Inc.70,000$3,340 萬1.87%
CIBC Bancorp USA Inc.64,699$3,087 萬0.19%
Nippon Life Global Investors Americas, Inc.42,460$2,026 萬0.85%
Albar Capital Partners LLP34,363$1,640 萬3.74%
Connors Investor Services Inc27,697$1,322 萬1.13%
Winton Group Ltd26,613$1,270 萬0.48%
Waratah Capital Advisors Ltd.25,584$1,221 萬0.83%
Capitolis Liquid Global Markets LLC20,000$954.3 萬0.08%
Tribune Investment Group LP18,000$858.9 萬4.16%
CAPROCK Group, Inc.18,638$781.0 萬0.19%
Castleark Management LLC16,230$774.4 萬0.22%
Mercuria Capital Strategies, LLC14,490$691.4 萬9.11%
Barometer Capital Management Inc.12,400$590.0 萬1.35%
Munich Reinsurance Co Stock Corp in Munich11,795$562.8 萬0.14%
Eventide Asset Management, LLC11,147$526.8 萬0.09%
Gallo Partners, LP10,826$516.6 萬3.88%
Schnieders Capital Management, LLC.9,458$451.3 萬0.81%
Marvin & Palmer Associates Inc7,033$406.0 萬3.02%
Morningstar Investment Management LLC8,306$396.3 萬0.15%
Tradewinds, LLC.7,742$369.4 萬0.90%
CMT Capital Markets Trading GmbH7,157$341.5 萬1.42%
Sandler Capital Management5,835$278.4 萬1.02%
SIR Capital Management, L.P.5,600$267.2 萬0.24%
Permanent Capital Management, LP5,369$256.2 萬0.48%
Caisse des Depots Et Consignations5,348$255.2 萬0.11%
First Horizon Corp5,241$250.1 萬0.12%
Polymer Capital Management (US) LLC4,500$214.7 萬0.29%
Krilogy Financial LLC3,544$201.7 萬0.08%
Symmetry Investments LP4,200$200.4 萬0.16%
Gibson Capital, LLC4,118$196.5 萬0.36%
Nearwater Capital Markets, Ltd4,000$190.9 萬0.03%
BOCHK Asset Management Ltd4,000$190.9 萬0.50%
Portus Wealth Advisors, LLC3,729$177.9 萬1.77%
Montecito Bank & Trust3,345$159.6 萬0.25%
Providence Financial Advisors, LLC3,272$156.1 萬1.49%
Portfolio Design Labs, LLC3,163$150.9 萬0.26%
Group One Trading, L.P.2,986$142.5 萬0.04%
SPX Equities Gestao de Recursos Ltda2,800$133.6 萬0.11%
von Borstel & Associates, Inc.2,284$130.3 萬0.20%
Myriad Asset Management US LP2,647$126.3 萬0.69%
O'Brien Wealth Partners LLC2,535$121.0 萬0.16%
Legacy Private Trust Co.2,246$107.2 萬0.06%
Financial Consulate, Inc2,191$104.6 萬0.15%
GTS Securities LLC2,166$103.4 萬0.04%
Quantitative Investment Management, LLC2,161$103.1 萬0.14%
Atom Investors LP2,146$102.4 萬0.08%
Jump Financial, LLC2,066$98.6 萬0.01%
Connective Portfolio Management, LLC2,000$94.3 萬1.67%
Siligmueller & Norvid Wealth Advisors LLC1,932$92.2 萬0.41%
Boston Partners1,922$91.7 萬0.00%
Legacy Trust1,873$89.4 萬0.18%
Inceptionr LLC1,801$85.9 萬0.21%
Clare Market Investments LLC1,773$84.6 萬0.17%
NJ State Employees Deferred Compensation Plan1,710$81.6 萬0.09%
Crewe Advisors LLC1,595$76.1 萬0.07%
Regent Peak Wealth Advisors LLC1,558$74.3 萬0.15%
Infrastructure Capital Advisors, LLC1,277$73.7 萬0.09%
Orser Capital Management, LLC1,444$68.9 萬0.38%
McCollum Christoferson Group LLC1,400$66.8 萬0.19%
Clark Asset Management, LLC1,398$66.7 萬0.08%
WJ Financial Advisors LLC1,387$66.2 萬0.64%
Ellevest, Inc.1,385$66.1 萬0.09%
Masso Torrence Wealth Management Inc.1,375$65.6 萬0.27%
National Wealth Management Group, LLC1,321$63.0 萬0.24%
Neo Ivy Capital Management1,266$60.4 萬0.15%
Vestmark Advisory Solutions, Inc.1,260$60.1 萬0.01%
Buckhead Capital Management LLC1,240$59.2 萬0.22%
J. Team Financial, Inc.1,225$58.4 萬0.59%
China Universal Asset Management Co., Ltd.1,200$57.3 萬0.05%
Silver Grove Financial Group, Inc.1,194$57.0 萬0.54%
Tennessee Valley Asset Management Partners1,182$56.4 萬0.08%
Centiva Capital, LP1,180$56.3 萬0.05%
Meadowbrook Wealth Management, LLC1,170$55.8 萬0.58%
Sonoma Allocations LLC1,030$55.7 萬0.20%
Rakuten Investment Management, Inc.12,109$54.8 萬0.00%
Ade, LLC1,090$52.0 萬0.26%
AdvisorShares Investments LLC1,050$50.1 萬0.08%
Touchstone Capital, Inc.1,038$49.5 萬0.25%
Alpha Wealth Funds, LLC1,000$47.7 萬0.39%
Stanley-Laman Group, Ltd.960$45.8 萬0.07%
Legacy Advisors, LLC953$45.5 萬0.06%
Concorde Asset Management, LLC917$44.7 萬0.19%
Griffith & Werner, Inc.750$42.8 萬0.22%
Banyan Capital Management, Inc.895$42.7 萬0.19%
Investment Research Partners LLC716$41.9 萬0.19%
a16z Perennial Management, L.P.822$39.2 萬0.03%
Stillwater Wealth Management Group820$39.1 萬0.27%
Quarry LP812$38.7 萬0.09%
Townsend & Associates, Inc700$36.9 萬0.03%
Q3 Asset Management762$36.7 萬0.13%
Fiscal Wisdom Wealth Management, LLC703$36.1 萬0.34%
RWM Asset Management, LLC754$36.0 萬0.04%
SIH Partners, LLLP710$33.9 萬0.03%

清倉機構（119 家）

2025 年第 2 季季末持有 Caterpillar Inc、2025 年第 3 季有申報但已經沒有持有的機構。

依市值列出前 100 家，共 119 家。

2025 年第 3 季清倉 CAT 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Brandywine Global Investment Management, LLC624,360$2.42 億
Storebrand Asset Management AS272,787$1.06 億
Qube Research & Technologies Ltd226,553$8,795 萬
Freestone Grove Partners LP225,967$8,772 萬
Alyeska Investment Group, L.P.218,946$8,500 萬
Arrowstreet Capital, Limited Partnership187,373$7,274 萬
HRT Financial LP114,625$4,450 萬
Jain Global LLC96,502$3,746 萬
Point72 Asset Management, L.P.81,351$3,158 萬
Bornite Capital Management LP60,000$2,329 萬
Worldquant Millennium Advisors LLC53,949$2,094 萬
Zimmer Partners, LP44,000$1,708 萬
Engineers Gate Manager LP41,040$1,593 萬
Graham Capital Management, L.P.40,582$1,575 萬
IMC-Chicago, LLC32,442$1,259 萬
Moore Capital Management, LP27,893$1,083 萬
Nan Shan Life Insurance Co., Ltd.27,093$1,052 萬
APG Asset Management N.V.27,293$902.6 萬
Concentric Capital Strategies, LP23,183$900.0 萬
Twinbeech Capital LP14,303$555.3 萬
Financial Advocates Investment Management13,193$512.2 萬
Point72 Asia (Singapore) Pte. Ltd.9,690$376.2 萬
V-Square Quantitative Management LLC9,250$359.1 萬
Point72 (DIFC) Ltd8,401$326.1 萬
L & S Advisors Inc8,029$311.7 萬
Delta Global Management LP7,280$282.6 萬
Econ Financial Services Corp5,349$207.7 萬
Littlejohn Financial Services, Inc.5,225$202.8 萬
Lighthouse Investment Partners, LLC5,000$194.1 萬
Isthmus Partners, LLC4,858$188.6 萬
Sawyer & Company, Inc1,692$180.2 萬
UBS Oconnor LLC4,200$163.0 萬
TCG Advisory Services, LLC4,046$157.1 萬
Maven Securities LTD3,928$152.5 萬
Redwood Investment Management, LLC3,741$145.2 萬
Eqis Capital Management, Inc.3,675$142.7 萬
Laurion Capital Management LP3,364$130.6 萬
Ted Buchan & Co3,139$121.9 萬
EntryPoint Capital, LLC2,952$114.6 萬
Cadent Capital Advisors, LLC2,870$111.4 萬
Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group2,796$108.5 萬
Elevate Wealth Advisory, Inc2,737$106.3 萬
Audent Global Asset Management, LLC2,735$106.2 萬
ISAM Funds (UK) Ltd2,619$101.7 萬
Tudor Investment Corp Et Al2,322$90.1 萬
Jackson Hole Capital Partners, LLC1,983$77.0 萬
AlphaStar Capital Management, LLC1,880$73.0 萬
Smith Chas P & Associates Pa Cpas1,868$72.5 萬
CTC Alternative Strategies, Ltd.1,810$70.3 萬
ICONIQ Capital, LLC1,740$67.5 萬
Integrated Quantitative Investments LLC1,700$66.0 萬
Whitaker-Myers Wealth Managers, LTD.1,649$64.0 萬
Challenger Wealth Management1,607$62.4 萬
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund1,600$62.1 萬
Readystate Asset Management LP1,564$60.7 萬
Axq Capital, LP1,560$60.6 萬
XTX Topco Ltd1,500$58.2 萬
Blueshift Asset Management, LLC1,476$57.3 萬
United Bank1,342$52.1 萬
Leo Wealth, LLC1,299$50.4 萬
Thurston, Springer, Miller, Herd & Titak, Inc.1,216$47.2 萬
Ergawealth Advisors, Inc.1,171$45.5 萬
Summit X, LLC1,131$44.1 萬
Soundwatch Capital LLC429,033$43.6 萬
TrueMark Investments, LLC1,109$43.1 萬
Agp Franklin, LLC1,090$42.3 萬
Intact Investment Management Inc.1,000$38.8 萬
Carmel Capital Partners, LLC917$35.6 萬
HTG Investment Advisors, Inc.900$34.9 萬
Requisite Capital Management, LLC880$34.2 萬
denkapparat Operations GmbH844$32.8 萬
Rede Wealth, LLC795$30.9 萬
Two Sigma Securities, LLC784$30.4 萬
Swan Global Investments, LLC770$29.9 萬
MBB Public Markets I LLC760$29.5 萬
Gardner Lewis Asset Management L P752$29.2 萬
Berry Wealth Group, LP752$29.2 萬
Bravias Capital Group, LLC710$27.6 萬
Knollwood Investment Advisory, LLC700$27.2 萬
Kiker Wealth Management, LLC696$27.0 萬
Ables, Iannone, Moore & Associates, Inc.692$26.9 萬
Houlihan Financial Resource Group, Ltd.629$26.4 萬
Gibson Wealth Advisors LLC670$26.0 萬
CCG Wealth Management, LLC667$25.9 萬
Hibernia Wealth Partners, LLC661$25.6 萬
Optimize Financial Inc644$25.0 萬
Carter Financial Group, INC.637$24.7 萬
Sharper & Granite LLC600$23.9 萬
Private Wealth Advisors611$23.7 萬
BCO Wealth Management LLC592$23.0 萬
Nova R Wealth, Inc.583$22.6 萬
Collective Family Office LLC555$21.5 萬
RDA Financial Network555$21.5 萬
Von Berge Wealth Management Group, LLC500$20.9 萬
SC&H Financial Advisors, Inc.536$20.8 萬
Swisher Financial Concepts, Inc.528$20.5 萬
Park Square Financial Group, LLC520$20.2 萬
Amplius Wealth Advisors, LLC516$20.0 萬
Elequin Capital LP487$18.9 萬
Briaud Financial Planning, Inc446$17.3 萬

尚未申報 2025 年第 3 季的機構（53 家）

2025 年第 2 季季末持有 Caterpillar Inc、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 2 季持有 CAT、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Norges Bank5,579,193$21.7 億
CIBC World Markets Corp102,512$3,980 萬
Congress Wealth Management LLC73,224$2,843 萬
Grassi Investment Management66,904$2,597 萬
Avantax Advisory Services, Inc.50,185$1,948 萬
Financial Partners Group, LLC22,978$892.0 萬
EP Wealth Advisors, LLC19,208$745.7 萬
Atria Wealth Solutions, Inc.14,695$574.2 萬
Stonebridge Capital Management Inc11,872$460.9 萬
Schnieders Capital Management LLC9,147$355.1 萬
Graypoint LLC8,918$346.2 萬
First Horizon Advisors, Inc.6,694$259.9 萬
Good Life Advisors, LLC6,323$245.5 萬
Greenberg Financial Group2,290$243.9 萬
Keudell/Morrison Wealth Management5,978$232.1 萬
Wealth Group, Ltd.5,814$225.7 萬
Vega Investment Solutions3,495$135.7 萬
Savoie Capital LLC3,465$134.5 萬
Scott Marsh Financial, LLC3,290$127.7 萬
J. W. Coons Advisors, LLC2,880$111.8 萬
Forte Capital LLC2,867$111.3 萬
Talon Private Wealth, LLC2,529$98.2 萬
Bordeaux Wealth Advisors LLC2,456$95.3 萬
Tyler-Stone Wealth Management2,178$84.6 萬
Smith Anglin Financial, LLC2,142$83.2 萬
Copperwynd Financial, LLC1,849$71.8 萬
Benchmark Wealth Management, LLC1,788$69.4 萬
TFG Advisers LLC1,785$69.3 萬
Union Savings Bank1,566$68.6 萬
Acas, LLC1,389$57.4 萬
E Fund Management Co., Ltd.1,183$45.9 萬
Exchange Capital Management, Inc.1,011$39.2 萬
Bingham Private Wealth, LLC907$35.2 萬
Hamilton Capital, LLC882$34.2 萬
Omnitrust Wealth Management, Inc284$30.2 萬
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH763$29.6 萬
Waypoint Wealth Partners Inc.750$29.1 萬
Safe Harbor Fiduciary, LLC747$29.0 萬
Belmont Capital, LLC720$28.0 萬
Northeast Financial Consultants Inc712$27.6 萬
Breed's Hill Capital LLC671$26.1 萬
Prairie Sky Financial Group LLC585$22.7 萬
North Dallas Bank & Trust Co519$20.1 萬
Centricity Wealth Management, LLC484$18.8 萬
PrairieView Partners, LLC442$17.1 萬
Iron Horse Wealth Management, LLC247$9.59 萬
Moser Wealth Advisors, LLC220$8.54 萬
Oliver Lagore Vanvalin Investment Group211$6.96 萬
Total Wealth Planning & Management, Inc.10,200$3.79 萬
Legacy Investment Solutions, LLC59$2.29 萬
Atlas Capital Advisors LLC43$1.67 萬
Parkworth Wealth Management, Inc.24$9,468
Financial Gravity Companies, Inc.2$776