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 |
|---|---|---|---|---|---|
| Means Investment Co., Inc. | 2,275 | $108.6 萬 | 0.09% | +4+0.2% | 加碼 |
| Verity Asset Management, Inc. | 2,276 | $108.6 萬 | 0.35% | +981+75.8% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,280 | $108.8 萬 | 0.27% | −65−2.8% | 減碼 |
| GHP Investment Advisors, Inc. | 2,286 | $109.1 萬 | 0.05% | −10.0% | 減碼 |
| Marks Group Wealth Management, Inc | 2,288 | $109.2 萬 | 0.10% | +173+8.2% | 加碼 |
| KPP Advisory Services LLC | 2,288 | $109.2 萬 | 0.16% | +30+1.3% | 加碼 |
| Wayfinding Financial, LLC | 2,290 | $109.2 萬 | 0.47% | −2−0.1% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 2,291 | $109.3 萬 | 0.03% | −461−16.8% | 減碼 |
| 180 Wealth Advisors, LLC | 2,292 | $109.4 萬 | 0.13% | −15−0.7% | 減碼 |
| North Star Asset Management Inc | 2,298 | $109.6 萬 | 0.04% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,301 | $109.7 萬 | 0.15% | 00.0% | 不變 |
| Puzo Michael J | 2,300 | $109.7 萬 | 0.30% | −90−3.8% | 減碼 |
| Bill Few Associates, Inc. | 2,300 | $109.8 萬 | 0.28% | −13−0.6% | 減碼 |
| Delta Financial Advisors LLC | 2,306 | $110.0 萬 | 0.31% | +1,693+276.2% | 加碼 |
| Guardian Wealth Management, Inc. | 2,307 | $110.1 萬 | 0.65% | −4−0.2% | 減碼 |
| Platform Technology Partners | 2,309 | $110.2 萬 | 0.26% | +8+0.3% | 加碼 |
| Fiduciary Family Office, LLC | 2,312 | $110.3 萬 | 0.31% | −487−17.4% | 減碼 |
| Armstrong Advisory Group, Inc | 2,317 | $110.5 萬 | 0.08% | −67−2.8% | 減碼 |
| SJS Investment Consulting Inc. | 2,319 | $110.7 萬 | 0.15% | +980+73.2% | 加碼 |
| YANKCOM Partnership | 2,320 | $110.7 萬 | 0.50% | +59+2.6% | 加碼 |
| One Capital Management, LLC | 2,321 | $110.7 萬 | 0.04% | +75+3.3% | 加碼 |
| E&G Advisors, LP | 2,344 | $111.8 萬 | 0.26% | +2+0.1% | 加碼 |
| Buck Wealth Strategies, LLC | 2,354 | $112.3 萬 | 0.15% | +990+72.6% | 加碼 |
| Cove Private Wealth, LLC | 2,359 | $112.6 萬 | 0.36% | 00.0% | 不變 |
| WFA of San Diego, LLC | 2,361 | $112.7 萬 | 0.77% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 2,362 | $112.7 萬 | 0.42% | +756+47.1% | 加碼 |
| Signal Advisors Wealth, LLC | 2,364 | $112.8 萬 | 0.10% | +1,020+75.9% | 加碼 |
| West Family Investments, Inc. | 2,365 | $112.8 萬 | 0.25% | +203+9.4% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,367 | $112.9 萬 | 0.82% | −50−2.1% | 減碼 |
| TRUE Private Wealth Advisors | 2,369 | $113.1 萬 | 0.12% | −309−11.5% | 減碼 |
| Hudson Bay Capital Management LP | 2,388 | $113.9 萬 | 0.01% | −1,262−34.6% | 減碼 |
| Cahill Financial Advisors Inc | 2,390 | $114.0 萬 | 0.13% | −278−10.4% | 減碼 |
| Alta Advisers Ltd | 2,391 | $114.1 萬 | 0.35% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 2,184 | $114.1 萬 | 0.08% | +74+3.5% | 加碼 |
| Saxon Interests, Inc. | 2,725 | $114.2 萬 | 0.45% | −27−1.0% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,398 | $114.4 萬 | 0.16% | +1,335+125.6% | 加碼 |
| First Financial Bankshares Inc | 2,399 | $114.5 萬 | 0.02% | +308+14.7% | 加碼 |
| Catalyst Funds Management Pty Ltd | 2,400 | $114.5 萬 | 0.17% | −200−7.7% | 減碼 |
| Accredited Wealth Management, LLC | 329 | $114.9 萬 | 0.90% | −2,093−86.4% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 2,408 | $114.9 萬 | 0.00% | −250−9.4% | 減碼 |
| Retirement Planning Co of New England, Inc. | 2,411 | $115.0 萬 | 0.46% | +73+3.1% | 加碼 |
| Bell Bank | 2,415 | $115.2 萬 | 0.05% | −77−3.1% | 減碼 |
| REDW Wealth LLC | 2,418 | $115.4 萬 | 0.44% | 00.0% | 不變 |
| KKM Financial LLC | 2,422 | $115.6 萬 | 0.36% | −150−5.8% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,201 | $116.0 萬 | 0.39% | −71−3.1% | 減碼 |
| Wrapmanager Inc | 2,432 | $116.0 萬 | 0.36% | −568−18.9% | 減碼 |
| Trillium Asset Management, LLC | 2,434 | $116.1 萬 | 0.03% | 00.0% | 不變 |
| Clarus Wealth Advisors | 2,335 | $116.2 萬 | 0.51% | −126−5.1% | 減碼 |
| Arbor Wealth Advisors LLC | 2,437 | $116.3 萬 | 0.87% | 00.0% | 不變 |
| Keystone Financial Group | 2,447 | $116.7 萬 | 0.09% | +1,601+189.2% | 加碼 |
| Fiduciary Group LLC | 2,450 | $116.9 萬 | 0.10% | +177+7.8% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,450 | $116.9 萬 | 0.20% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 2,450 | $116.9 萬 | 0.46% | +581+31.1% | 加碼 |
| Greenwich Wealth Management LLC | 2,456 | $117.2 萬 | 0.06% | −90−3.5% | 減碼 |
| Lincoln Capital LLC | 2,355 | $117.2 萬 | 0.22% | +21+0.9% | 加碼 |
| TD Private Client Wealth LLC | 2,457 | $117.3 萬 | 0.03% | −6−0.2% | 減碼 |
| Seelaus Asset Management LLC | 2,458 | $117.3 萬 | 0.93% | +5+0.2% | 加碼 |
| Cidel Asset Management Inc | 2,462 | $117.5 萬 | 0.07% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 2,466 | $117.7 萬 | 0.09% | +26+1.1% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 2,466 | $117.7 萬 | 0.06% | −70−2.8% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,471 | $117.9 萬 | 0.18% | −70−2.8% | 減碼 |
| Addison Advisors LLC | 2,473 | $118.0 萬 | 0.27% | +82+3.4% | 加碼 |
| Aspiriant, LLC | 2,476 | $118.1 萬 | 0.04% | −35−1.4% | 減碼 |
| Intrust Bank NA | 2,476 | $118.1 萬 | 0.10% | +417+20.3% | 加碼 |
| MSH Capital Advisors LLC | 2,484 | $118.5 萬 | 0.32% | +5+0.2% | 加碼 |
| Northstar Group, Inc. | 2,486 | $118.6 萬 | 0.17% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 2,495 | $119.0 萬 | 0.14% | −60−2.3% | 減碼 |
| BSW Wealth Partners | 2,500 | $119.3 萬 | 0.15% | +86+3.6% | 加碼 |
| Sippican Capital Advisors | 2,500 | $119.3 萬 | 0.79% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $119.3 萬 | 0.95% | 00.0% | 不變 |
| Elyxium Wealth, LLC | 2,507 | $119.6 萬 | 0.42% | +25+1.0% | 加碼 |
| Wealth Watch Advisors, INC | 2,507 | $119.6 萬 | 0.49% | −1,330−34.7% | 減碼 |
| Hills Bank & Trust Co | 2,511 | $119.8 萬 | 0.07% | +1,044+71.2% | 加碼 |
| Legacy Capital Group California, Inc. | 2,512 | $119.9 萬 | 0.31% | +13+0.5% | 加碼 |
| Shoker Investment Counsel, Inc. | 2,522 | $120.4 萬 | 0.36% | +459+22.2% | 加碼 |
| Washburn Capital Management, Inc. | 2,531 | $120.8 萬 | 0.67% | −161−6.0% | 減碼 |
| O'Brien Wealth Partners LLC | 2,535 | $121.0 萬 | 0.16% | +2,535 | 新進 |
| Rogco, LP | 2,537 | $121.1 萬 | 0.43% | −114−4.3% | 減碼 |
| Vermillion Wealth Management, Inc. | 2,539 | $121.1 萬 | 0.33% | −7−0.3% | 減碼 |
| Tradition Wealth Management, LLC | 2,543 | $121.4 萬 | 0.09% | −181−6.6% | 減碼 |
| CVA Family Office, LLC | 2,551 | $121.7 萬 | 0.16% | +13+0.5% | 加碼 |
| Cortland Associates Inc | 2,554 | $121.9 萬 | 0.14% | +2+0.1% | 加碼 |
| Resonant Capital Advisors, LLC | 2,561 | $122.2 萬 | 0.07% | +86+3.5% | 加碼 |
| Gleason Group, Inc. | 2,562 | $122.2 萬 | 0.12% | −98−3.7% | 減碼 |
| Global Financial Private Client, LLC | 2,562 | $122.2 萬 | 0.44% | +1,809+240.2% | 加碼 |
| Atwood & Palmer Inc | 2,565 | $122.4 萬 | 0.07% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 2,567 | $122.5 萬 | 0.24% | +11+0.4% | 加碼 |
| Capital Planning Advisors, LLC | 2,568 | $122.5 萬 | 0.17% | −100−3.7% | 減碼 |
| Heritage Wealth Advisors | 2,568 | $122.5 萬 | 0.05% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 2,573 | $122.8 萬 | 0.32% | −45−1.7% | 減碼 |
| Addison Capital Co | 2,580 | $123.1 萬 | 0.36% | −74−2.8% | 減碼 |
| Palumbo Wealth Management LLC | 2,665 | $123.2 萬 | 0.39% | +48+1.8% | 加碼 |
| Ci Investments Inc. | 2,584 | $123.3 萬 | 0.00% | +212+8.9% | 加碼 |
| Sentinus, LLC | 2,593 | $123.7 萬 | 0.27% | +53+2.1% | 加碼 |
| Paragon Capital Management LLC | 2,600 | $124.1 萬 | 0.60% | 00.0% | 不變 |
| Continuum Advisory, LLC | 2,607 | $124.4 萬 | 0.13% | +884+51.3% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,617 | $124.9 萬 | 0.54% | −35−1.3% | 減碼 |
| Klingenstein Fields & Co LP | 2,626 | $125.3 萬 | 0.05% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 2,629 | $125.4 萬 | 0.13% | −5−0.2% | 減碼 |
| Capital Analysts, LLC | 2,631 | $125.5 萬 | 0.04% | +1,072+68.8% | 加碼 |