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
- 3,151
- 較 2025 年第 2 季 +181 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
- 300
- 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 | 3,773 | $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 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 |
|---|---|---|---|---|---|
| Everpar Advisors LLC | 1,528 | $72.9 萬 | 0.29% | −66−4.1% | 減碼 |
| Strategic Equity Management | 1,536 | $73.3 萬 | 0.27% | +10+0.7% | 加碼 |
| Sunpointe, LLC | 1,538 | $73.4 萬 | 0.26% | −3,248−67.9% | 減碼 |
| SAM Advisors, LLC | 1,540 | $73.5 萬 | 0.24% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 1,540 | $73.5 萬 | 0.05% | +556+56.5% | 加碼 |
| Tectonic Advisors LLC | 1,541 | $73.5 萬 | 0.04% | +5+0.3% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,544 | $73.7 萬 | 0.02% | −3−0.2% | 減碼 |
| Infrastructure Capital Advisors, LLC | 1,277 | $73.7 萬 | 0.09% | +1,277 | 新進 |
| New Republic Capital, LLC | 1,545 | $73.7 萬 | 0.23% | −64−4.0% | 減碼 |
| GWN Securities Inc. | 1,532 | $73.8 萬 | 0.17% | +51+3.4% | 加碼 |
| MFA Wealth Services | 1,548 | $73.9 萬 | 0.51% | +25+1.6% | 加碼 |
| Quantum Financial Advisors, LLC | 1,550 | $74.0 萬 | 0.09% | 00.0% | 不變 |
| Alteri Wealth LLC | 1,551 | $74.0 萬 | 0.25% | +29+1.9% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,558 | $74.3 萬 | 0.15% | +1,558 | 新進 |
| Linscomb & Williams, Inc. | 1,564 | $74.6 萬 | 0.03% | +12+0.8% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $74.7 萬 | 0.12% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,571 | $75.0 萬 | 0.07% | +125+8.6% | 加碼 |
| Burton Enright Welch | 1,574 | $75.1 萬 | 0.11% | +28+1.8% | 加碼 |
| Financial Partners Group, Inc | 1,576 | $75.2 萬 | 0.09% | +140+9.7% | 加碼 |
| Apollon Financial, LLC | 1,579 | $75.4 萬 | 0.13% | +192+13.8% | 加碼 |
| KG&L Capital Management,LLC | 1,632 | $75.5 萬 | 0.21% | −397−19.6% | 減碼 |
| Valley National Advisers Inc | 1,583 | $75.5 萬 | 0.12% | −5,358−77.2% | 減碼 |
| Vertex Planning Partners, LLC | 1,587 | $75.7 萬 | 0.15% | +23+1.5% | 加碼 |
| Investment Advisory Services Inc | 1,589 | $75.8 萬 | 0.24% | −92−5.5% | 減碼 |
| Interchange Capital Partners, LLC | 1,591 | $75.9 萬 | 0.15% | +275+20.9% | 加碼 |
| Mustard Seed Financial, LLC | 1,592 | $76.0 萬 | 0.49% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 1,592 | $76.0 萬 | 0.09% | +1+0.1% | 加碼 |
| Peoples Bank | 1,593 | $76.0 萬 | 0.76% | −10−0.6% | 減碼 |
| Wagner Wealth Management, LLC | 1,594 | $76.1 萬 | 0.18% | −21−1.3% | 減碼 |
| WealthTrust Axiom LLC | 1,595 | $76.1 萬 | 0.20% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,595 | $76.1 萬 | 0.07% | +1,595 | 新進 |
| Raab & Moskowitz Asset Management LLC | 1,595 | $76.1 萬 | 0.17% | −151−8.6% | 減碼 |
| United Advisor Group, LLC | 1,596 | $76.2 萬 | 0.10% | +688+75.8% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,597 | $76.2 萬 | 0.15% | +196+14.0% | 加碼 |
| Andra AP-fonden | 1,600 | $76.3 萬 | 0.01% | −3,600−69.2% | 減碼 |
| WESCAP Management Group, Inc. | 1,600 | $76.3 萬 | 0.16% | 00.0% | 不變 |
| Militia Capital Partners, LP | 1,600 | $76.3 萬 | 0.36% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $76.3 萬 | 0.42% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 1,600 | $76.3 萬 | 0.45% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,600 | $76.3 萬 | 0.17% | +49+3.2% | 加碼 |
| Capital Square, LLC | 1,600 | $76.4 萬 | 0.39% | −53−3.2% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,601 | $76.4 萬 | 0.36% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 1,604 | $76.5 萬 | 0.34% | +26+1.6% | 加碼 |
| Baker Ellis Asset Management LLC | 1,608 | $76.7 萬 | 0.09% | +11+0.7% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,609 | $76.8 萬 | 0.15% | +2+0.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,615 | $77.0 萬 | 0.08% | −18−1.1% | 減碼 |
| Diversify Wealth Management, LLC | 1,350 | $77.1 萬 | 0.04% | −244−15.3% | 減碼 |
| Woodstock Corp | 1,617 | $77.2 萬 | 0.07% | −70−4.1% | 減碼 |
| Jeppson Wealth Management, LLC | 1,617 | $77.2 萬 | 0.25% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,618 | $77.2 萬 | 0.17% | −1,044−39.2% | 減碼 |
| Denali Advisors LLC | 1,619 | $77.3 萬 | 0.09% | −1,150−41.5% | 減碼 |
| Harbour Trust & Investment Management Co | 1,619 | $77.3 萬 | 0.08% | −55−3.3% | 減碼 |
| Advisory Resource Group | 1,619 | $77.3 萬 | 0.14% | +2+0.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,622 | $77.4 萬 | 0.15% | +46+2.9% | 加碼 |
| Astoria Portfolio Advisors LLC. | 1,543 | $77.5 萬 | 0.20% | −1,615−51.1% | 減碼 |
| Gould Asset Management LLC | 1,625 | $77.5 萬 | 0.14% | 00.0% | 不變 |
| Quent Capital, LLC | 1,630 | $77.8 萬 | 0.07% | +39+2.5% | 加碼 |
| Frisch Financial Group, Inc. | 1,633 | $77.9 萬 | 0.18% | +6+0.4% | 加碼 |
| BancorpSouth Bank | 1,634 | $78.0 萬 | 0.05% | −427−20.7% | 減碼 |
| Liberty Square Wealth Partners LLC | 1,636 | $78.1 萬 | 0.24% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 1,639 | $78.2 萬 | 0.06% | −50−3.0% | 減碼 |
| Strategies Wealth Advisors, LLC | 1,642 | $78.4 萬 | 0.08% | +768+87.9% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 1,643 | $78.4 萬 | 0.09% | −20−1.2% | 減碼 |
| Kaydan Wealth Management, Inc. | 1,643 | $78.4 萬 | 0.22% | 00.0% | 不變 |
| LVW Advisors, LLC | 1,644 | $78.4 萬 | 0.08% | +106+6.9% | 加碼 |
| Camden National Bank | 1,647 | $78.6 萬 | 0.11% | +47+2.9% | 加碼 |
| Barr E S & Co | 1,650 | $78.7 萬 | 0.04% | −25−1.5% | 減碼 |
| WealthPLAN Partners, LLC | 1,651 | $78.8 萬 | 0.12% | +549+49.8% | 加碼 |
| Appleton Partners Inc | 1,652 | $78.8 萬 | 0.05% | −35−2.1% | 減碼 |
| Red Door Wealth Management, LLC | 1,652 | $78.8 萬 | 0.08% | +3+0.2% | 加碼 |
| GM Advisory Group, Inc. | 1,654 | $78.9 萬 | 0.03% | +350+26.8% | 加碼 |
| Perpetual Ltd | 1,657 | $79.1 萬 | 0.01% | +357+27.5% | 加碼 |
| Tripletail Wealth Management, LLC | 1,592 | $79.1 萬 | 0.94% | +25+1.6% | 加碼 |
| Stokes Family Office, LLC | 1,659 | $79.2 萬 | 0.08% | +16+1.0% | 加碼 |
| LCNB Corp | 1,659 | $79.2 萬 | 0.28% | +47+2.9% | 加碼 |
| Pacitti Group Inc. | 1,661 | $79.3 萬 | 0.31% | +1+0.1% | 加碼 |
| Hilton Capital Management, LLC | 1,663 | $79.3 萬 | 0.06% | 00.0% | 不變 |
| Novem Group | 1,664 | $79.4 萬 | 0.09% | −3−0.2% | 減碼 |
| L.M. Kohn & Company | 1,665 | $79.4 萬 | 0.95% | −490−22.7% | 減碼 |
| Citizens Business Bank | 1,666 | $79.5 萬 | 0.13% | −20−1.2% | 減碼 |
| Charis Legacy Partners, LLC | 1,670 | $79.7 萬 | 1.19% | 00.0% | 不變 |
| Worth Financial Advisory Group, LLC | 1,678 | $80.1 萬 | 0.45% | −125−6.9% | 減碼 |
| Disciplined Investors, L.L.C. | 1,682 | $80.2 萬 | 0.57% | +1+0.1% | 加碼 |
| Sweeney & Michel, LLC | 1,638 | $80.5 萬 | 0.27% | +51+3.2% | 加碼 |
| Arvest Bank Trust Division | 1,691 | $80.7 萬 | 0.04% | +10+0.6% | 加碼 |
| Taylor Hoffman Capital Management LLC | 1,691 | $80.7 萬 | 0.25% | −20−1.2% | 減碼 |
| Raleigh Capital Management Inc. | 1,692 | $80.7 萬 | 0.31% | −145−7.9% | 減碼 |
| Ofc Financial Planning, LLC | 1,695 | $80.9 萬 | 0.80% | 00.0% | 不變 |
| YHB Investment Advisors, Inc. | 1,695 | $80.9 萬 | 0.06% | +1+0.1% | 加碼 |
| Icon Wealth Advisors, LLC | 1,696 | $80.9 萬 | 0.05% | −249−12.8% | 減碼 |
| Silvia McColl Wealth Management, LLC | 1,697 | $81.0 萬 | 0.55% | −20−1.2% | 減碼 |
| PSI Advisors, LLC | 1,698 | $81.0 萬 | 0.21% | +45+2.7% | 加碼 |
| Penn Davis McFarland Inc | 1,700 | $81.1 萬 | 0.08% | −300−15.0% | 減碼 |
| Trinity Financial Advisors LLC | 1,700 | $81.1 萬 | 0.23% | 00.0% | 不變 |
| Meadow Creek Wealth Advisors LLC | 1,503 | $81.3 萬 | 0.54% | −70−4.5% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $81.4 萬 | 0.08% | +124+7.8% | 加碼 |
| Reliant Investment Partners, LLC | 1,636 | $81.4 萬 | 0.64% | 00.0% | 不變 |
| Wealth Quarterback LLC | 1,708 | $81.5 萬 | 0.32% | +3+0.2% | 加碼 |
| Gries Financial LLC | 1,710 | $81.6 萬 | 0.13% | +493+40.5% | 加碼 |
| NJ State Employees Deferred Compensation Plan | 1,710 | $81.6 萬 | 0.09% | +1,710 | 新進 |