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 |
|---|---|---|---|---|---|
| Coastal Investment Advisors, Inc. | 3,054 | $145.7 萬 | 0.49% | +326+12.0% | 加碼 |
| First Interstate Bank | 3,060 | $146.0 萬 | 0.08% | +2,100+218.8% | 加碼 |
| Heck Capital Advisors, LLC | 3,075 | $146.7 萬 | 0.11% | −659−17.6% | 減碼 |
| Paradigm Financial Partners, LLC | 3,080 | $147.0 萬 | 0.15% | +1,154+59.9% | 加碼 |
| Main Street Research LLC | 3,081 | $147.0 萬 | 0.08% | +1,155+60.0% | 加碼 |
| Tidemark, LLC | 3,086 | $147.2 萬 | 0.43% | +41+1.3% | 加碼 |
| CMG Global Holdings, LLC | 2,774 | $148.2 萬 | 0.72% | −42−1.5% | 減碼 |
| Premier Path Wealth Partners, LLC | 3,115 | $148.6 萬 | 0.19% | +200+6.9% | 加碼 |
| Chesapeake Wealth Management | 3,133 | $149.5 萬 | 0.46% | +60+2.0% | 加碼 |
| Golden State Wealth Management, LLC | 3,133 | $149.5 萬 | 0.17% | −174−5.3% | 減碼 |
| Avestar Capital, LLC | 3,134 | $149.5 萬 | 0.11% | −239−7.1% | 減碼 |
| Berger Financial Group, Inc | 3,135 | $149.6 萬 | 0.09% | −146−4.4% | 減碼 |
| Keynote Financial Services LLC | 3,138 | $149.7 萬 | 0.90% | −102−3.1% | 減碼 |
| Menard Financial Group LLC | 3,152 | $150.4 萬 | 1.01% | +44+1.4% | 加碼 |
| LBMC Investment Advisors, LLC | 3,159 | $150.7 萬 | 0.10% | +2,123+204.9% | 加碼 |
| Portfolio Design Labs, LLC | 3,163 | $150.9 萬 | 0.26% | +3,163 | 新進 |
| Benin Management CORP | 3,165 | $151.0 萬 | 0.36% | 00.0% | 不變 |
| Allen Wealth Management, LLC | 3,171 | $151.3 萬 | 1.03% | −510−13.9% | 減碼 |
| Founders Financial Alliance, LLC | 3,177 | $151.6 萬 | 0.29% | −71−2.2% | 減碼 |
| Fulton Bank, N.A. | 3,178 | $151.6 萬 | 0.05% | +122+4.0% | 加碼 |
| Richwood Investment Advisors, LLC | 3,184 | $151.9 萬 | 1.19% | +25+0.8% | 加碼 |
| Visionary Wealth Advisors | 3,187 | $152.1 萬 | 0.07% | +355+12.5% | 加碼 |
| Wealth Management Partners, LLC | 3,191 | $152.3 萬 | 0.48% | −278−8.0% | 減碼 |
| Provenance Wealth Advisors, LLC | 3,196 | $152.5 萬 | 0.20% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,202 | $152.8 萬 | 0.11% | −248−7.2% | 減碼 |
| Blackhawk Capital Partners LLC. | 3,203 | $152.8 萬 | 0.59% | −445−12.2% | 減碼 |
| Brookwood Investment Group LLC | 3,205 | $152.9 萬 | 0.20% | +171+5.6% | 加碼 |
| L2 Asset Management, LLC | 3,209 | $153.1 萬 | 0.22% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 3,210 | $153.2 萬 | 0.56% | +2+0.1% | 加碼 |
| Roxbury Financial LLC | 3,210 | $153.2 萬 | 1.41% | −70−2.1% | 減碼 |
| Abacus Planning Group, Inc. | 3,214 | $153.4 萬 | 0.21% | +20+0.6% | 加碼 |
| Auxier Asset Management | 3,230 | $154.1 萬 | 0.22% | 00.0% | 不變 |
| MBL Wealth, LLC | 3,235 | $154.4 萬 | 0.13% | +1,164+56.2% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,240 | $154.6 萬 | 0.57% | −18−0.6% | 減碼 |
| Kathmere Capital Management, LLC | 3,243 | $154.7 萬 | 0.11% | +279+9.4% | 加碼 |
| Capital Advisors Inc | 3,244 | $154.8 萬 | 0.03% | +35+1.1% | 加碼 |
| Traphagen Investment Advisors LLC | 3,247 | $154.9 萬 | 0.13% | −25−0.8% | 減碼 |
| Cherokee Insurance Co | 3,250 | $155.1 萬 | 0.66% | −400−11.0% | 減碼 |
| Beech Hill Advisors, Inc. | 3,250 | $155.1 萬 | 0.72% | 00.0% | 不變 |
| Telos Capital Management, Inc. | 3,250 | $155.1 萬 | 0.15% | −201−5.8% | 減碼 |
| Providence Financial Advisors, LLC | 3,272 | $156.1 萬 | 1.49% | +3,272 | 新進 |
| Douglas Lane & Associates, LLC | 3,275 | $156.3 萬 | 0.02% | −435−11.7% | 減碼 |
| AA Financial Advisors, LLC | 3,278 | $156.4 萬 | 0.31% | +255+8.4% | 加碼 |
| Affinity Investment Advisors, LLC | 3,283 | $156.6 萬 | 1.06% | −105−3.1% | 減碼 |
| LexAurum Advisors, LLC | 3,286 | $156.8 萬 | 0.22% | +36+1.1% | 加碼 |
| Orca Wealth Management, LLC | 3,296 | $157.3 萬 | 1.19% | +11+0.3% | 加碼 |
| Mendel Money Management | 3,299 | $157.4 萬 | 0.66% | −20−0.6% | 減碼 |
| Fortress Wealth Group, LLC | 2,690 | $157.5 萬 | 0.68% | +82+3.1% | 加碼 |
| PFC Capital Group, Inc. | 3,301 | $157.5 萬 | 0.66% | +200+6.4% | 加碼 |
| First Citizens Bank & Trust Co | 3,302 | $157.6 萬 | 0.03% | −31−0.9% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,308 | $157.8 萬 | 0.05% | +4+0.1% | 加碼 |
| Corundum Group, Inc. | 3,312 | $158.0 萬 | 0.65% | −33−1.0% | 減碼 |
| Boston Private Wealth LLC | 3,318 | $158.3 萬 | 0.09% | −102−3.0% | 減碼 |
| Venturi Wealth Management, LLC | 3,326 | $158.7 萬 | 0.07% | −426−11.4% | 減碼 |
| NewSquare Capital LLC | 3,332 | $159.0 萬 | 0.11% | +2,916+701.0% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,339 | $159.4 萬 | 0.84% | −297−8.2% | 減碼 |
| Bath Savings Trust Co | 3,340 | $159.4 萬 | 0.16% | −9−0.3% | 減碼 |
| DRW Securities, LLC | 3,347 | $159.6 萬 | 0.08% | +762+29.5% | 加碼 |
| Montecito Bank & Trust | 3,345 | $159.6 萬 | 0.25% | +3,345 | 新進 |
| Marble Harbor Investment Counsel, LLC | 3,347 | $159.7 萬 | 0.17% | −35−1.0% | 減碼 |
| Chicago Partners Investment Group LLC | 3,051 | $160.0 萬 | 0.04% | +473+18.3% | 加碼 |
| Legacy Financial Strategies, LLC | 3,354 | $160.0 萬 | 0.29% | −74−2.2% | 減碼 |
| Agf Management Ltd | 3,358 | $160.2 萬 | 0.01% | +284+9.2% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,150 | $161.1 萬 | 0.50% | 00.0% | 不變 |
| Stiles Financial Services Inc | 3,379 | $161.2 萬 | 0.51% | +162+5.0% | 加碼 |
| Sovran Advisors, LLC | 2,768 | $161.4 萬 | 0.14% | +306+12.4% | 加碼 |
| Total Investment Management Inc | 3,390 | $161.8 萬 | 0.21% | −10−0.3% | 減碼 |
| Magnus Financial Group LLC | 3,391 | $161.8 萬 | 0.13% | +28+0.8% | 加碼 |
| SBI Securities Co., Ltd. | 3,397 | $162.1 萬 | 0.04% | −389−10.3% | 減碼 |
| Bullock Wealth Management Group | 3,373 | $162.2 萬 | 0.81% | −59−1.7% | 減碼 |
| Brucke Financial, Inc. | 2,810 | $162.2 萬 | 0.95% | −340−10.8% | 減碼 |
| Shell Asset Management Co | 3,405 | $162.5 萬 | 0.16% | −7,609−69.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,413 | $162.9 萬 | 0.06% | −57−1.6% | 減碼 |
| Rossby Financial, LCC | 3,392 | $163.1 萬 | 0.54% | −49−1.4% | 減碼 |
| Sender Co & Partners, Inc. | 3,419 | $163.1 萬 | 0.63% | +1,341+64.5% | 加碼 |
| Uncommon Cents Investing LLC | 3,436 | $163.9 萬 | 0.41% | +26+0.8% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,436 | $163.9 萬 | 0.09% | +28+0.8% | 加碼 |
| Sage Mountain Advisors LLC | 3,454 | $164.8 萬 | 0.09% | +317+10.1% | 加碼 |
| CRA Financial Services, LLC | 3,473 | $165.7 萬 | 0.23% | +25+0.7% | 加碼 |
| First Heartland Consultants, Inc. | 3,474 | $165.8 萬 | 0.13% | +437+14.4% | 加碼 |
| Sequent Asset Management, LLC | 3,483 | $166.2 萬 | 0.79% | 00.0% | 不變 |
| Grimes & Company, Inc. | 3,483 | $166.2 萬 | 0.04% | +165+5.0% | 加碼 |
| King Wealth | 3,486 | $166.3 萬 | 0.21% | +9+0.3% | 加碼 |
| Rooted Wealth Advisors, Inc. | 3,346 | $166.6 萬 | 0.51% | +99+3.0% | 加碼 |
| Spreng Capital Management, Inc. | 3,495 | $166.8 萬 | 0.67% | −255−6.8% | 減碼 |
| First Foundation Advisors | 3,495 | $166.8 萬 | 0.06% | +22+0.6% | 加碼 |
| 1858 Wealth Management, LLC | 3,497 | $166.9 萬 | 1.17% | −244−6.5% | 減碼 |
| Loomis Sayles & Co L P | 3,503 | $167.1 萬 | 0.00% | +10.0% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $168.2 萬 | 0.51% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,525 | $168.2 萬 | 0.23% | +23+0.7% | 加碼 |
| Canopy Partners, LLC | 3,527 | $168.3 萬 | 0.56% | −366−9.4% | 減碼 |
| Fox Hill Wealth Management | 3,529 | $168.4 萬 | 0.79% | +259+7.9% | 加碼 |
| Armis Advisers, LLC | 3,270 | $168.9 萬 | 0.16% | +416+14.6% | 加碼 |
| Boston Research & Management Inc | 3,542 | $169.0 萬 | 0.37% | 00.0% | 不變 |
| Vanguard Capital Wealth Advisors | 3,578 | $170.7 萬 | 1.37% | +3+0.1% | 加碼 |
| Root Financial Partners, LLC | 3,582 | $170.9 萬 | 0.11% | +468+15.0% | 加碼 |
| Alexis Investment Partners, LLC | 3,626 | $171.3 萬 | 0.69% | +508+16.3% | 加碼 |
| Keel Point, LLC | 3,591 | $171.3 萬 | 0.11% | −31−0.9% | 減碼 |
| Security Financial Services, INC. | 3,593 | $171.5 萬 | 0.28% | +74+2.1% | 加碼 |
| Perfromance Wealth Partners, LLC | 3,595 | $171.5 萬 | 0.05% | +14+0.4% | 加碼 |