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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Cypress Asset Management Inc | 2,632 | $125.6 萬 | 0.29% | −8−0.3% | 減碼 |
| Yoffe Investment Management, LLC | 2,637 | $125.8 萬 | 1.64% | 00.0% | 不變 |
| Ullmann Financial Group, Inc. | 2,639 | $125.9 萬 | 0.14% | 00.0% | 不變 |
| Somerville Kurt F | 2,640 | $126.0 萬 | 0.21% | −25−0.9% | 減碼 |
| Winebrenner Capital Management LLC | 2,640 | $126.0 萬 | 0.91% | 00.0% | 不變 |
| Myriad Asset Management US LP | 2,647 | $126.3 萬 | 0.69% | +2,647 | 新進 |
| Generali Investments, Management Co LLC | 2,650 | $126.4 萬 | 0.26% | 00.0% | 不變 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 2,430 | $126.5 萬 | 0.01% | −345−12.4% | 減碼 |
| ORG Wealth Partners, LLC | 2,652 | $126.6 萬 | 0.27% | −127−4.6% | 減碼 |
| Klingman & Associates, LLC | 2,660 | $126.9 萬 | 0.06% | +38+1.4% | 加碼 |
| Centaurus Financial, Inc. | 2,670 | $127.4 萬 | 0.06% | −1,035−27.9% | 減碼 |
| Toth Financial Advisory Corp | 2,674 | $127.6 萬 | 0.14% | +10.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,685 | $128.1 萬 | 0.31% | −30−1.1% | 減碼 |
| Key Financial Inc | 2,668 | $128.3 萬 | 0.24% | −100−3.6% | 減碼 |
| Sax Wealth Advisors, LLC | 2,689 | $128.3 萬 | 0.07% | +72+2.8% | 加碼 |
| Arrowroot Family Office, LLC | 2,691 | $128.4 萬 | 0.51% | −168−5.9% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,693 | $128.5 萬 | 0.15% | −235−8.0% | 減碼 |
| Hickory Point Bank & Trust | 2,695 | $128.6 萬 | 0.96% | −5−0.2% | 減碼 |
| Waycross Partners, LLC | 2,700 | $128.8 萬 | 0.11% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 2,700 | $128.8 萬 | 0.18% | +461+20.6% | 加碼 |
| Pathway Financial Advisors LLC | 2,700 | $128.8 萬 | 0.17% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 2,704 | $129.0 萬 | 0.24% | −46−1.7% | 減碼 |
| Milestone Asset Management, LLC | 2,704 | $129.0 萬 | 0.24% | +623+29.9% | 加碼 |
| Prosperitas Financial LLC | 2,708 | $129.2 萬 | 0.54% | +2+0.1% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,715 | $129.5 萬 | 0.15% | −31−1.1% | 減碼 |
| TownSquare Capital, LLC | 2,720 | $129.8 萬 | 0.20% | −1,190−30.4% | 減碼 |
| von Borstel & Associates, Inc. | 2,284 | $130.3 萬 | 0.20% | +2,284 | 新進 |
| Verus Capital Partners, LLC | 2,738 | $130.6 萬 | 0.10% | +54+2.0% | 加碼 |
| Baring Financial LLC | 2,741 | $130.8 萬 | 0.89% | +19+0.7% | 加碼 |
| Trace Wealth Advisors, LLC | 2,750 | $131.2 萬 | 0.98% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 2,750 | $131.2 萬 | 0.09% | +5+0.2% | 加碼 |
| Clarius Group, LLC | 2,755 | $131.5 萬 | 0.08% | −2,746−49.9% | 減碼 |
| Quotient Wealth Partners, LLC | 2,756 | $131.5 萬 | 0.04% | −74−2.6% | 減碼 |
| Plancorp, LLC | 2,762 | $131.8 萬 | 0.04% | −26−0.9% | 減碼 |
| Kestra Investment Management, LLC | 2,773 | $132.3 萬 | 0.04% | −2,577−48.2% | 減碼 |
| Lineweaver Wealth Advisors, LLC | 2,777 | $132.5 萬 | 0.19% | +108+4.0% | 加碼 |
| Washington Trust Advisors, Inc. | 2,780 | $132.6 萬 | 0.10% | +84+3.1% | 加碼 |
| Disciplined Equity Management, Inc. | 2,780 | $132.6 萬 | 0.72% | 00.0% | 不變 |
| Well Done, LLC | 2,783 | $132.8 萬 | 0.23% | −73−2.6% | 減碼 |
| BluePath Capital Management, LLC | 2,783 | $132.8 萬 | 0.97% | +242+9.5% | 加碼 |
| Creekside Partners | 2,783 | $132.8 萬 | 0.59% | +2+0.1% | 加碼 |
| Belpointe Asset Management LLC | 2,794 | $133.3 萬 | 0.05% | +378+15.6% | 加碼 |
| Tudor Financial Inc. | 2,796 | $133.4 萬 | 0.71% | −49−1.7% | 減碼 |
| Peavine Capital, LLC | 2,800 | $133.6 萬 | 0.28% | 00.0% | 不變 |
| SPX Equities Gestao de Recursos Ltda | 2,800 | $133.6 萬 | 0.11% | +2,800 | 新進 |
| Capstone Financial Advisors, Inc. | 2,801 | $133.7 萬 | 0.07% | +37+1.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 2,809 | $134.0 萬 | 0.51% | −65−2.3% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 2,810 | $134.1 萬 | 0.14% | +16+0.6% | 加碼 |
| Gsa Capital Partners LLP | 2,814 | $134.3 萬 | 0.11% | −1,776−38.7% | 減碼 |
| Gryphon Financial Partners LLC | 2,816 | $134.4 萬 | 0.15% | +116+4.3% | 加碼 |
| KLCM Advisors, Inc. | 2,816 | $134.4 萬 | 0.13% | +18+0.6% | 加碼 |
| Farmers National Bank | 2,824 | $134.7 萬 | 0.32% | +149+5.6% | 加碼 |
| Ballast, Inc. | 2,825 | $134.8 萬 | 0.33% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 2,829 | $135.0 萬 | 0.25% | +888+45.7% | 加碼 |
| Aviso Wealth Management | 2,831 | $135.1 萬 | 0.59% | +62+2.2% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 2,832 | $135.1 萬 | 0.26% | +10.0% | 加碼 |
| LGT Group Foundation | 2,816 | $135.4 萬 | 0.02% | −450−13.8% | 減碼 |
| GKV Capital Management Co., Inc. | 2,840 | $135.5 萬 | 0.54% | −10−0.4% | 減碼 |
| AlphaCore Capital LLC | 2,844 | $135.7 萬 | 0.05% | +248+9.6% | 加碼 |
| Sawgrass Asset Management LLC | 2,846 | $135.8 萬 | 0.17% | −6−0.2% | 減碼 |
| Probity Advisors, Inc. | 2,849 | $135.9 萬 | 0.22% | −145−4.8% | 減碼 |
| Ancora Advisors, LLC | 2,850 | $136.0 萬 | 0.03% | −9−0.3% | 減碼 |
| Bridgewater Advisors Inc. | 2,388 | $136.1 萬 | 0.09% | +49+2.1% | 加碼 |
| First Command Advisory Services, Inc. | 2,853 | $136.1 萬 | 0.01% | −63−2.2% | 減碼 |
| Burns J W & Co Inc | 2,855 | $136.2 萬 | 0.15% | 00.0% | 不變 |
| Bank of Stockton | 2,863 | $136.6 萬 | 0.39% | +375+15.1% | 加碼 |
| Sierra Summit Advisors LLC | 2,863 | $136.6 萬 | 0.21% | +60+2.1% | 加碼 |
| Aire Advisors, LLC | 2,864 | $136.6 萬 | 0.25% | −6,178−68.3% | 減碼 |
| Kercheville Advisors, LLC | 2,865 | $136.7 萬 | 0.41% | 00.0% | 不變 |
| Chancellor Financial Group WB LP | 2,868 | $136.8 萬 | 0.97% | +4+0.1% | 加碼 |
| Herold Advisors, Inc. | 2,876 | $137.2 萬 | 0.32% | −306−9.6% | 減碼 |
| Compass Ion Advisors, LLC | 2,880 | $137.4 萬 | 0.13% | +13+0.5% | 加碼 |
| Mechanics Financial Corp | 2,896 | $138.2 萬 | 0.52% | −5−0.2% | 減碼 |
| Diversified Enterprises, LLC | 2,903 | $138.5 萬 | 0.09% | +44+1.5% | 加碼 |
| High Net Worth Advisory Group LLC | 2,902 | $138.5 萬 | 0.33% | −24−0.8% | 減碼 |
| PDS Planning, Inc | 2,911 | $138.9 萬 | 0.10% | +47+1.6% | 加碼 |
| US Asset Management LLC | 2,921 | $139.4 萬 | 1.15% | 00.0% | 不變 |
| Aspen Investment Management Inc | 2,930 | $139.8 萬 | 0.54% | 00.0% | 不變 |
| First County Bank | 2,930 | $139.8 萬 | 0.71% | +3+0.1% | 加碼 |
| Invesco, LLC | 2,931 | $139.9 萬 | 0.47% | +10.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,934 | $140.0 萬 | 0.56% | −495−14.4% | 減碼 |
| Harfst & Associates, Inc. | 2,941 | $140.3 萬 | 0.26% | 00.0% | 不變 |
| Monograph Wealth Advisors, LLC | 2,959 | $141.2 萬 | 0.14% | −10.0% | 減碼 |
| Titleist Asset Management, LLC | 2,960 | $141.2 萬 | 0.12% | +235+8.6% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,967 | $141.6 萬 | 0.98% | 00.0% | 不變 |
| Trustmark National Bank Trust Department | 2,971 | $141.8 萬 | 0.09% | +72+2.5% | 加碼 |
| Hilltop National Bank | 2,973 | $141.9 萬 | 0.35% | −168−5.3% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,975 | $142.0 萬 | 0.13% | 00.0% | 不變 |
| Group One Trading, L.P. | 2,986 | $142.5 萬 | 0.04% | +2,986 | 新進 |
| Grandview Asset Management LLC | 2,995 | $142.9 萬 | 0.40% | +630+26.6% | 加碼 |
| Birinyi Associates Inc | 3,000 | $143.1 萬 | 0.37% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $143.1 萬 | 0.38% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $143.1 萬 | 0.25% | 00.0% | 不變 |
| Purus Wealth Management, LLC | 3,002 | $143.2 萬 | 0.46% | −37−1.2% | 減碼 |
| Kennebec Savings Bank | 3,013 | $143.8 萬 | 1.31% | +6+0.2% | 加碼 |
| Bard Financial Services, Inc. | 3,015 | $143.9 萬 | 0.16% | −75−2.4% | 減碼 |
| Barnes Dennig Private Wealth Management LLC | 3,024 | $144.3 萬 | 1.55% | −165−5.2% | 減碼 |
| Wealth Effects LLC | 3,032 | $144.7 萬 | 0.47% | −31−1.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 3,036 | $144.9 萬 | 0.21% | −136−4.3% | 減碼 |
| Hancock Whitney Corp | 3,050 | $145.5 萬 | 0.03% | −199−6.1% | 減碼 |