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 +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 1,200 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 |
|---|---|---|---|---|---|
| Summit Wealth Partners, LLC | 1,982 | $94.6 萬 | 0.17% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 1,982 | $94.6 萬 | 0.22% | +12+0.6% | 加碼 |
| Breakwater Capital Group | 1,986 | $94.8 萬 | 0.14% | +73+3.8% | 加碼 |
| J2 Capital Management Inc | 1,986 | $94.8 萬 | 0.71% | +96+5.1% | 加碼 |
| Base Wealth Management LLC | 1,989 | $94.9 萬 | 0.54% | +265+15.4% | 加碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $95.2 萬 | 0.26% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 1,995 | $95.2 萬 | 0.12% | −30−1.5% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,999 | $95.4 萬 | 0.26% | +9+0.5% | 加碼 |
| Saybrook Capital | 2,000 | $95.4 萬 | 0.25% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 2,003 | $95.6 萬 | 0.03% | +534+36.4% | 加碼 |
| HBW Advisory Services LLC | 2,008 | $95.8 萬 | 0.11% | +1,121+126.4% | 加碼 |
| Arcataur Capital Management LLC | 2,010 | $95.9 萬 | 0.28% | +458+29.5% | 加碼 |
| Jacksonville Wealth Management, LLC | 2,015 | $96.2 萬 | 0.71% | +10.0% | 加碼 |
| Tompkins Financial Corp | 2,019 | $96.3 萬 | 0.08% | 00.0% | 不變 |
| 626 Financial, LLC | 2,025 | $96.6 萬 | 0.43% | −8−0.4% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,028 | $96.8 萬 | 0.07% | −83−3.9% | 減碼 |
| Volterra Technologies LP | 2,029 | $96.8 萬 | 0.64% | +1,794+763.4% | 加碼 |
| NCM Capital Management, LLC | 2,030 | $96.9 萬 | 0.38% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 2,033 | $97.0 萬 | 0.22% | −31−1.5% | 減碼 |
| Aprio Wealth Management, LLC | 2,040 | $97.3 萬 | 0.10% | +240+13.3% | 加碼 |
| Winthrop Advisory Group LLC | 2,048 | $97.7 萬 | 0.09% | +3+0.1% | 加碼 |
| Sovereign Financial Group, Inc. | 2,049 | $97.8 萬 | 0.18% | +48+2.4% | 加碼 |
| Veracity Capital LLC | 2,052 | $97.9 萬 | 0.31% | −42−2.0% | 減碼 |
| Inscription Capital, LLC | 2,053 | $97.9 萬 | 0.11% | +112+5.8% | 加碼 |
| Fairvoy Private Wealth, LLC | 2,053 | $97.9 萬 | 0.22% | −18−0.9% | 減碼 |
| Dudley Capital Management, LLC | 2,055 | $98.1 萬 | 0.44% | −14−0.7% | 減碼 |
| Sage Investment Counsel LLC | 2,060 | $98.3 萬 | 1.09% | −15−0.7% | 減碼 |
| AF Advisors, Inc. | 2,061 | $98.3 萬 | 0.40% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 1,705 | $98.4 萬 | 0.34% | −21−1.2% | 減碼 |
| Jump Financial, LLC | 2,066 | $98.6 萬 | 0.01% | +2,066 | 新進 |
| LaSalle St. Investment Advisors, LLC | 2,067 | $98.6 萬 | 0.18% | +26+1.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,068 | $98.7 萬 | 0.05% | −8−0.4% | 減碼 |
| First Commonwealth Financial Corp | 2,069 | $98.7 萬 | 0.17% | 00.0% | 不變 |
| McAdam, LLC | 2,071 | $98.8 萬 | 0.05% | +199+10.6% | 加碼 |
| NVWM, LLC | 2,075 | $99.0 萬 | 0.22% | −158−7.1% | 減碼 |
| Tarbox Family Office, Inc. | 2,075 | $99.0 萬 | 0.15% | −2−0.1% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,077 | $99.1 萬 | 0.15% | −46−2.2% | 減碼 |
| Harbor Investment Advisory, LLC | 2,080 | $99.2 萬 | 0.08% | −389−15.8% | 減碼 |
| BCS Wealth Management | 2,080 | $99.3 萬 | 0.22% | −355−14.6% | 減碼 |
| Fiduciary Alliance LLC | 2,095 | $100.0 萬 | 0.07% | −49−2.3% | 減碼 |
| Future Fund LLC | 2,096 | $100.0 萬 | 0.35% | +7+0.3% | 加碼 |
| First American Bank | 2,097 | $100.1 萬 | 0.06% | 00.0% | 不變 |
| Zullo Investment Group, Inc. | 2,098 | $100.2 萬 | 0.37% | +14+0.7% | 加碼 |
| Spirepoint Private Client, LLC | 2,099 | $100.2 萬 | 0.11% | +632+43.1% | 加碼 |
| Montz Harcus Wealth Management LLC | 2,101 | $100.2 萬 | 0.44% | +121+6.1% | 加碼 |
| W Advisors, LLC | 2,107 | $100.5 萬 | 0.53% | +6+0.3% | 加碼 |
| GSB Wealth Management, LLC | 2,110 | $100.7 萬 | 0.23% | −33−1.5% | 減碼 |
| Martin Capital Advisors, LLP | 2,111 | $100.7 萬 | 0.61% | 00.0% | 不變 |
| Hamel Associates, Inc. | 2,122 | $100.8 萬 | 0.31% | +24+1.1% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 2,112 | $100.8 萬 | 0.24% | +50+2.4% | 加碼 |
| Stableford Capital II LLC | 2,114 | $100.9 萬 | 0.36% | −378−15.2% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,125 | $101.4 萬 | 0.02% | +22+1.0% | 加碼 |
| Mechanics Bank Trust Department | 2,130 | $101.6 萬 | 0.14% | −50−2.3% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,139 | $102.1 萬 | 0.45% | −20−0.9% | 減碼 |
| Purkiss Capital Advisors LLC | 2,145 | $102.3 萬 | 0.49% | +279+15.0% | 加碼 |
| Atom Investors LP | 2,146 | $102.4 萬 | 0.08% | +2,146 | 新進 |
| TFR Capital, LLC. | 2,151 | $102.6 萬 | 0.34% | −85−3.8% | 減碼 |
| Doliver Advisors, LP | 2,152 | $102.7 萬 | 0.27% | −44−2.0% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 2,153 | $102.8 萬 | 0.16% | 00.0% | 不變 |
| Windsor Capital Management, LLC | 2,154 | $102.8 萬 | 0.28% | −24−1.1% | 減碼 |
| Quantitative Investment Management, LLC | 2,161 | $103.1 萬 | 0.14% | +2,161 | 新進 |
| GTS Securities LLC | 2,166 | $103.4 萬 | 0.04% | +2,166 | 新進 |
| Soltis Investment Advisors LLC | 2,170 | $103.5 萬 | 0.07% | +127+6.2% | 加碼 |
| LifePlan Financial, LLC | 2,171 | $103.6 萬 | 0.82% | +1,298+148.7% | 加碼 |
| Financial Engines Advisors L.L.C. | 2,175 | $103.8 萬 | 0.00% | +78+3.7% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,176 | $103.8 萬 | 0.19% | −10−0.5% | 減碼 |
| Marion Wealth Management | 2,179 | $104.0 萬 | 0.25% | +5+0.2% | 加碼 |
| Cercano Management LLC | 2,180 | $104.0 萬 | 0.04% | 00.0% | 不變 |
| Sepio Capital, LP | 2,181 | $104.1 萬 | 0.06% | +761+53.6% | 加碼 |
| Zions Bancorporation, National Association | 2,182 | $104.1 萬 | 0.05% | +940+75.7% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,182 | $104.1 萬 | 0.13% | −3,107−58.7% | 減碼 |
| Aberdeen Wealth Management LLC | 2,183 | $104.2 萬 | 0.65% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 2,185 | $104.3 萬 | 0.08% | −20−0.9% | 減碼 |
| Tower Trust & Investment Co | 2,188 | $104.4 萬 | 0.70% | +1,631+292.8% | 加碼 |
| RFP Financial Group LLC | 2,333 | $104.5 萬 | 0.43% | −526−18.4% | 減碼 |
| Financial Consulate, Inc | 2,191 | $104.6 萬 | 0.15% | +2,191 | 新進 |
| Calton & Associates, Inc. | 2,194 | $104.7 萬 | 0.16% | −291−11.7% | 減碼 |
| LVM Capital Management Ltd | 2,196 | $104.8 萬 | 0.10% | −50−2.2% | 減碼 |
| West Michigan Advisors, LLC | 2,201 | $105.0 萬 | 0.25% | −333−13.1% | 減碼 |
| Canandaigua National Trust Co of Florida | 2,204 | $105.2 萬 | 0.83% | −71−3.1% | 減碼 |
| Horizon Wealth Management, LLC | 2,206 | $105.3 萬 | 0.15% | +3+0.1% | 加碼 |
| Retirement Planning Group | 2,217 | $105.8 萬 | 0.04% | +796+56.0% | 加碼 |
| Bank of Jackson Hole Trust | 2,218 | $105.8 萬 | 0.53% | +195+9.6% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 2,219 | $105.9 萬 | 0.20% | 00.0% | 不變 |
| Independence Bank of Kentucky | 2,219 | $105.9 萬 | 0.14% | +5+0.2% | 加碼 |
| Prosperity Financial Group, Inc. | 2,220 | $105.9 萬 | 0.39% | +164+8.0% | 加碼 |
| Latitude Advisors, LLC | 2,222 | $106.0 萬 | 0.48% | −92−4.0% | 減碼 |
| Wimmer Associates 1, LLC | 2,222 | $106.0 萬 | 0.51% | 00.0% | 不變 |
| Cranbrook Wealth Management, LLC | 2,228 | $106.3 萬 | 0.21% | 00.0% | 不變 |
| Constitution Capital LLC | 2,230 | $106.4 萬 | 0.50% | +12+0.5% | 加碼 |
| Claris Advisors, LLC | 2,746 | $106.6 萬 | 0.37% | 00.0% | 不變 |
| Legacy Private Trust Co. | 2,246 | $107.2 萬 | 0.06% | +2,246 | 新進 |
| Sound Income Strategies, LLC | 2,142 | $107.2 萬 | 0.06% | −84−3.8% | 減碼 |
| Sienna Gestion | 2,464 | $107.2 萬 | 0.07% | −30,174−92.5% | 減碼 |
| Peoples Financial Services Corp. | 2,257 | $107.7 萬 | 0.49% | +55+2.5% | 加碼 |
| South Plains Financial, Inc. | 2,257 | $107.7 萬 | 0.67% | +276+13.9% | 加碼 |
| Adell Harriman & Carpenter Inc | 2,264 | $108.0 萬 | 0.07% | +200+9.7% | 加碼 |
| Goepper Burkhardt LLC | 2,267 | $108.2 萬 | 0.37% | 00.0% | 不變 |
| Capital Advantage, Inc. | 2,268 | $108.2 萬 | 0.16% | +4+0.2% | 加碼 |
| Beverly Hills Private Wealth, LLC | 2,274 | $108.5 萬 | 0.19% | −250−9.9% | 減碼 |