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 13F 持有人
Caterpillar Inc 在 2025/9/30 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
- 3,150
- 較 2025 年第 2 季 +180 家
- 持有股數
- 3.33 億
- 較 2025 年第 2 季 +920.1 萬 (+2.8%)
- 總市值
- $1,590 億
- 較 2025 年第 2 季 +$334.2 億 (+26.6%)
- 新進機構
- 299
- 另有 1,150 家加碼
- 清倉機構
- 119
- 另有 1,201 家減碼
另有 53 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Finivi Inc. | 1,321 | $63.0 萬 | 0.40% | +19+1.5% | 加碼 |
| Clarion Wealth Managment Partners, LLC | 1,322 | $63.1 萬 | 0.62% | +44+3.4% | 加碼 |
| Wealth Management Associates, Inc. | 1,324 | $63.2 萬 | 0.22% | −16−1.2% | 減碼 |
| McMill Wealth Management | 1,331 | $63.5 萬 | 0.18% | 00.0% | 不變 |
| Accel Wealth Management | 1,333 | $63.6 萬 | 0.18% | +2+0.2% | 加碼 |
| Acorns Advisers, LLC | 1,334 | $63.7 萬 | 0.01% | +139+11.6% | 加碼 |
| VeraBank, N.A. | 1,336 | $63.7 萬 | 0.12% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,342 | $64.0 萬 | 0.22% | +1+0.1% | 加碼 |
| Lazari Capital Management, Inc. | 1,343 | $64.1 萬 | 0.22% | −134−9.1% | 減碼 |
| Baron Wealth Management LLC | 1,346 | $64.2 萬 | 0.21% | +49+3.8% | 加碼 |
| Versant Capital Management, Inc | 1,349 | $64.4 萬 | 0.09% | +276+25.7% | 加碼 |
| Thomas Story & Son LLC | 1,350 | $64.4 萬 | 0.24% | 00.0% | 不變 |
| Foster Group, Inc. | 1,352 | $64.5 萬 | 0.02% | +210+18.4% | 加碼 |
| First Pacific Financial | 1,354 | $64.6 萬 | 0.09% | +5+0.4% | 加碼 |
| Onefund, LLC | 1,354 | $64.6 萬 | 0.42% | +52+4.0% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 1,389 | $64.7 萬 | 0.02% | −417−23.1% | 減碼 |
| Coyle Financial Counsel LLC | 1,356 | $64.7 萬 | 0.15% | +9+0.7% | 加碼 |
| Sendero Wealth Management, LLC | 1,357 | $64.7 萬 | 0.08% | 00.0% | 不變 |
| Millington Financial Advisors, LLC | 1,284 | $64.8 萬 | 0.31% | +10+0.8% | 加碼 |
| Orrstown Financial Services Inc | 1,361 | $64.9 萬 | 0.11% | −250−15.5% | 減碼 |
| 44 Wealth Management LLC | 1,366 | $65.2 萬 | 0.22% | −4,627−77.2% | 減碼 |
| Planning Center, Inc. | 1,367 | $65.2 萬 | 0.07% | 00.0% | 不變 |
| Elser Financial Planning, Inc | 1,330 | $65.2 萬 | 0.79% | +39+3.0% | 加碼 |
| Tumwater Wealth Management, LLC | 1,369 | $65.3 萬 | 0.29% | +1+0.1% | 加碼 |
| Charter Oak Capital Management, LLC | 1,370 | $65.4 萬 | 0.05% | −211−13.3% | 減碼 |
| Victory Financial Group, LLC | 1,371 | $65.4 萬 | 0.09% | −190−12.2% | 減碼 |
| Basepoint Wealth LLC | 1,372 | $65.5 萬 | 0.46% | +13+1.0% | 加碼 |
| RMR Wealth Builders | 1,373 | $65.5 萬 | 0.05% | +81+6.3% | 加碼 |
| Masso Torrence Wealth Management Inc. | 1,375 | $65.6 萬 | 0.27% | +1,375 | 新進 |
| Capital Advisors Wealth Management, LLC | 1,377 | $65.7 萬 | 0.09% | +4+0.3% | 加碼 |
| Traveka Wealth, LLC | 1,379 | $65.8 萬 | 0.29% | +16+1.2% | 加碼 |
| Optas, LLC | 1,380 | $65.8 萬 | 0.11% | +206+17.5% | 加碼 |
| Hollencrest Capital Management | 1,380 | $65.9 萬 | 0.02% | +62+4.7% | 加碼 |
| Carrera Capital Advisors | 1,382 | $66.0 萬 | 0.12% | +11+0.8% | 加碼 |
| Morris Retirement Advisors, LLC | 1,383 | $66.0 萬 | 0.29% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 1,385 | $66.1 萬 | 0.05% | −15−1.1% | 減碼 |
| Ellevest, Inc. | 1,385 | $66.1 萬 | 0.09% | +1,385 | 新進 |
| Mengis Capital Management, Inc. | 1,386 | $66.1 萬 | 0.13% | +1+0.1% | 加碼 |
| WJ Financial Advisors LLC | 1,387 | $66.2 萬 | 0.64% | +1,387 | 新進 |
| JB Capital LLC | 1,388 | $66.2 萬 | 0.03% | +8+0.6% | 加碼 |
| apricus wealth, LLC | 1,394 | $66.5 萬 | 0.36% | +5+0.4% | 加碼 |
| Silver Coast Investments LLC | 1,394 | $66.5 萬 | 0.23% | −74−5.0% | 減碼 |
| Grant Street Asset Management, Inc. | 1,394 | $66.5 萬 | 0.14% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,397 | $66.7 萬 | 0.21% | −99−6.6% | 減碼 |
| Clark Asset Management, LLC | 1,398 | $66.7 萬 | 0.08% | +1,398 | 新進 |
| First National Corp | 1,388 | $66.8 萬 | 0.13% | −6−0.4% | 減碼 |
| Acima Private Wealth, LLC | 1,400 | $66.8 萬 | 0.21% | −73−5.0% | 減碼 |
| Ironwood Investment Management LLC | 1,400 | $66.8 萬 | 0.29% | 00.0% | 不變 |
| QVR LLC | 1,400 | $66.8 萬 | 0.81% | +666+90.7% | 加碼 |
| McCollum Christoferson Group LLC | 1,400 | $66.8 萬 | 0.19% | +1,400 | 新進 |
| Grant Private Wealth Management Inc | 1,405 | $67.0 萬 | 0.41% | +571+68.5% | 加碼 |
| Palogic Value Management, L.P. | 1,408 | $67.2 萬 | 0.28% | +2+0.1% | 加碼 |
| BankPlus Wealth Management LLC | 1,409 | $67.3 萬 | 0.40% | +16+1.1% | 加碼 |
| West Paces Advisors Inc. | 1,417 | $67.6 萬 | 0.13% | −50−3.4% | 減碼 |
| STAR Financial Bank | 1,422 | $67.9 萬 | 0.40% | +323+29.4% | 加碼 |
| Blankinship & Foster, LLC | 1,426 | $68.0 萬 | 0.15% | +15+1.1% | 加碼 |
| Planning Alternatives Ltd | 1,427 | $68.1 萬 | 0.09% | +53+3.9% | 加碼 |
| Global X Japan Co., Ltd. | 1,429 | $68.2 萬 | 0.06% | −566−28.4% | 減碼 |
| Watts Gwilliam & Co., LLC | 1,429 | $68.2 萬 | 0.11% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 1,432 | $68.3 萬 | 0.04% | −238−14.3% | 減碼 |
| Empirical Asset Management, LLC | 2,670 | $68.4 萬 | 0.19% | +1,185+79.8% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,435 | $68.5 萬 | 0.36% | +1+0.1% | 加碼 |
| Kaizen Financial Strategies | 1,202 | $68.5 萬 | 0.31% | +11+0.9% | 加碼 |
| Channel Wealth LLC | 1,441 | $68.8 萬 | 0.18% | 00.0% | 不變 |
| Liberty Wealth Management LLC | 1,442 | $68.8 萬 | 0.10% | +22+1.5% | 加碼 |
| Next Level Private LLC | 1,390 | $68.9 萬 | 0.20% | +70+5.3% | 加碼 |
| Sanchez Wealth Management Group | 1,444 | $68.9 萬 | 0.15% | +6+0.4% | 加碼 |
| Wendell David Associates Inc | 1,443 | $68.9 萬 | 0.07% | 00.0% | 不變 |
| Orser Capital Management, LLC | 1,444 | $68.9 萬 | 0.38% | +1,444 | 新進 |
| Fca Corp | 1,445 | $68.9 萬 | 0.19% | +63+4.6% | 加碼 |
| Gradient Investments LLC | 1,447 | $69.0 萬 | 0.01% | +355+32.5% | 加碼 |
| Smart Portfolios, LLC | 1,447 | $69.0 萬 | 0.67% | −141−8.9% | 減碼 |
| Insight Advisors, LLC | 1,449 | $69.3 萬 | 0.11% | +1+0.1% | 加碼 |
| Pinnacle Financial Group, LLC | 1,454 | $69.4 萬 | 0.21% | +3+0.2% | 加碼 |
| Range Financial Group LLC | 1,454 | $69.4 萬 | 0.25% | +42+3.0% | 加碼 |
| Mirador Capital Partners LP | 1,456 | $69.5 萬 | 0.10% | −4−0.3% | 減碼 |
| Hara Capital LLC | 1,465 | $69.9 萬 | 0.41% | 00.0% | 不變 |
| Leisure Capital Management | 1,474 | $70.3 萬 | 0.24% | −4−0.3% | 減碼 |
| Cromwell Holdings LLC | 1,476 | $70.4 萬 | 0.38% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 1,476 | $70.4 萬 | 0.15% | −105−6.6% | 減碼 |
| Daner Wealth Management, LLC | 1,339 | $70.6 萬 | 0.46% | +118+9.7% | 加碼 |
| Petros Family Wealth, LLC | 1,481 | $70.7 萬 | 0.59% | −61−4.0% | 減碼 |
| PBMares Wealth Management LLC | 1,482 | $70.7 萬 | 0.11% | 00.0% | 不變 |
| Oliver Luxxe Assets LLC | 1,486 | $70.9 萬 | 0.11% | +206+16.1% | 加碼 |
| Affinity Capital Advisors, LLC | 1,447 | $71.0 萬 | 0.11% | −93−6.0% | 減碼 |
| Athena Investment Management | 1,489 | $71.0 萬 | 0.37% | −195−11.6% | 減碼 |
| TFB Advisors LLC | 1,352 | $71.3 萬 | 0.21% | −255−15.9% | 減碼 |
| Atlantic Trust, LLC | 1,495 | $71.3 萬 | 0.12% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 1,498 | $71.5 萬 | 0.17% | +529+54.6% | 加碼 |
| Center For Asset Management LLC | 1,499 | $71.5 萬 | 0.38% | +2+0.1% | 加碼 |
| FSM Wealth Advisors, LLC | 1,500 | $71.6 萬 | 0.10% | +331+28.3% | 加碼 |
| Rbo & Co LLC | 1,500 | $71.6 萬 | 0.11% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $71.6 萬 | 0.03% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 1,510 | $72.0 萬 | 0.06% | +274+22.2% | 加碼 |
| Trust Co of Virginia | 1,515 | $72.3 萬 | 0.06% | −510−25.2% | 減碼 |
| Congress Park Capital LLC | 1,520 | $72.5 萬 | 0.23% | −75−4.7% | 減碼 |
| Precision Wealth Strategies, LLC | 1,520 | $72.5 萬 | 0.24% | −1,930−55.9% | 減碼 |
| Lion Street Advisors, LLC | 3,558 | $72.6 萬 | 0.25% | +637+21.8% | 加碼 |
| SFMG, LLC | 1,528 | $72.9 萬 | 0.05% | +27+1.8% | 加碼 |
| Everpar Advisors LLC | 1,528 | $72.9 萬 | 0.29% | −66−4.1% | 減碼 |