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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 3,596 | $171.6 萬 | 0.22% | −125−3.4% | 減碼 |
| Waldron Private Wealth LLC | 3,608 | $172.2 萬 | 0.07% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 3,614 | $172.4 萬 | 0.14% | +1,110+44.3% | 加碼 |
| Oakworth Capital, Inc. | 3,617 | $172.6 萬 | 0.10% | 00.0% | 不變 |
| CORDA Investment Management, LLC. | 3,617 | $172.6 萬 | 0.12% | +102+2.9% | 加碼 |
| Gilbert & Cook, Inc. | 3,618 | $172.6 萬 | 0.22% | +78+2.2% | 加碼 |
| Fairview Capital Investment Management, LLC | 3,635 | $173.4 萬 | 0.09% | 00.0% | 不變 |
| Circle Wealth Management, LLC | 3,635 | $173.4 萬 | 0.03% | −6−0.2% | 減碼 |
| Investment Partners, Ltd. | 3,639 | $173.7 萬 | 0.61% | −30−0.8% | 減碼 |
| Rehmann Capital Advisory Group | 3,648 | $174.1 萬 | 0.10% | +5+0.1% | 加碼 |
| Missouri Trust & Investment Co | 3,649 | $174.1 萬 | 0.51% | 00.0% | 不變 |
| Peregrine Asset Advisers, Inc. | 3,851 | $174.2 萬 | 0.52% | +1,884+95.8% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,654 | $174.4 萬 | 0.17% | +27+0.7% | 加碼 |
| Hohimer Wealth Management, LLC | 3,665 | $174.9 萬 | 0.24% | +11+0.3% | 加碼 |
| Federated Hermes, Inc. | 3,666 | $174.9 萬 | 0.00% | −1,567−29.9% | 減碼 |
| Montis Financial, LLC | 3,668 | $175.0 萬 | 0.40% | −92−2.4% | 減碼 |
| First Citizens Financial Corp | 3,670 | $175.1 萬 | 0.87% | +9+0.2% | 加碼 |
| Midland Wealth Advisors LLC | 3,672 | $175.2 萬 | 0.09% | −233−6.0% | 減碼 |
| Sunbelt Securities, Inc. | 3,679 | $175.5 萬 | 0.12% | −29−0.8% | 減碼 |
| Philadelphia Trust Co | 3,680 | $175.6 萬 | 0.12% | −40−1.1% | 減碼 |
| Thomasville National Bank | 3,691 | $176.1 萬 | 0.11% | −171−4.4% | 減碼 |
| Blue Chip Partners, Inc. | 3,692 | $176.2 萬 | 0.13% | −2−0.1% | 減碼 |
| Boston Family Office LLC | 3,714 | $177.2 萬 | 0.11% | +470+14.5% | 加碼 |
| Patten & Patten Inc | 3,725 | $177.7 萬 | 0.10% | −35−0.9% | 減碼 |
| Portus Wealth Advisors, LLC | 3,729 | $177.9 萬 | 1.77% | +3,729 | 新進 |
| Quad-Cities Investment Group, LLC | 3,737 | $178.3 萬 | 0.76% | +66+1.8% | 加碼 |
| Transamerica Financial Advisors, Inc. | 3,751 | $178.9 萬 | 0.15% | −359−8.7% | 減碼 |
| Rockland Trust Co | 3,765 | $179.6 萬 | 0.07% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 3,765 | $179.6 萬 | 0.71% | −196−4.9% | 減碼 |
| Rice Partnership, LLC | 3,768 | $179.8 萬 | 0.26% | −145−3.7% | 減碼 |
| Souders Financial Advisors | 3,770 | $179.9 萬 | 0.21% | −205−5.2% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 3,771 | $179.9 萬 | 0.38% | −89−2.3% | 減碼 |
| Lantz Financial LLC | 3,774 | $180.1 萬 | 0.40% | +378+11.1% | 加碼 |
| Copley Financial Group, Inc. | 3,777 | $180.2 萬 | 1.23% | 00.0% | 不變 |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $180.4 萬 | 1.16% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 3,783 | $180.5 萬 | 0.49% | −3,879−50.6% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,789 | $180.8 萬 | 1.17% | 00.0% | 不變 |
| Evoke Wealth, LLC | 3,790 | $180.8 萬 | 0.04% | +334+9.7% | 加碼 |
| World Equity Group, Inc. | 3,794 | $181.0 萬 | 0.41% | +104+2.8% | 加碼 |
| Secured Retirement Advisors, LLC | 3,798 | $181.2 萬 | 1.01% | −209−5.2% | 減碼 |
| Prosperity Consulting Group, LLC | 3,800 | $181.3 萬 | 0.09% | +577+17.9% | 加碼 |
| SNS Financial Group, LLC | 3,804 | $181.5 萬 | 0.16% | +48+1.3% | 加碼 |
| Sterling Capital Management LLC | 3,812 | $181.9 萬 | 0.03% | −371−8.9% | 減碼 |
| South State Corp. | 3,816 | $182.1 萬 | 0.08% | −246−6.1% | 減碼 |
| Counterweight Ventures, LLC | 3,824 | $182.4 萬 | 1.07% | −428−10.1% | 減碼 |
| Strategic Blueprint, LLC | 3,826 | $182.6 萬 | 0.08% | +162+4.4% | 加碼 |
| Investment Research & Advisory Group, Inc. | 3,820 | $182.8 萬 | 0.63% | +3,785+10,814.3% | 加碼 |
| Byrne Asset Management LLC | 3,832 | $182.8 萬 | 1.14% | −107−2.7% | 減碼 |
| Portside Wealth Group, LLC | 3,835 | $183.0 萬 | 0.25% | −741−16.2% | 減碼 |
| Texas Yale Capital Corp. | 3,846 | $183.5 萬 | 0.06% | +127+3.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,847 | $183.6 萬 | 0.03% | +482+14.3% | 加碼 |
| Wilkins Investment Counsel Inc | 3,851 | $183.8 萬 | 0.26% | +10+0.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,859 | $184.5 萬 | 0.65% | −235−5.7% | 減碼 |
| Howard Capital Management Inc. | 3,872 | $184.8 萬 | 0.02% | +368+10.5% | 加碼 |
| Cornercap Investment Counsel Inc | 3,875 | $184.9 萬 | 0.92% | −65−1.6% | 減碼 |
| Fort Point Capital Partners LLC | 3,875 | $184.9 萬 | 0.24% | −2,400−38.2% | 減碼 |
| ZWJ Investment Counsel Inc | 3,891 | $185.6 萬 | 0.07% | +30+0.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,893 | $185.8 萬 | 0.01% | −8,961−69.7% | 減碼 |
| Capital Management Associates, Inc | 3,899 | $186.0 萬 | 0.50% | +9+0.2% | 加碼 |
| Van Strum & Towne Inc. | 3,910 | $186.6 萬 | 0.55% | −55−1.4% | 減碼 |
| Berkshire Asset Management LLC | 3,915 | $186.8 萬 | 0.08% | 00.0% | 不變 |
| Bank & Trust Co | 3,924 | $187.2 萬 | 1.38% | 00.0% | 不變 |
| Burford Brothers, Inc. | 3,933 | $187.7 萬 | 0.80% | +51+1.3% | 加碼 |
| Capital International Sarl | 3,938 | $187.9 萬 | 0.03% | +39+1.0% | 加碼 |
| Oak Harvest Investment Services | 3,948 | $188.4 萬 | 0.22% | −359−8.3% | 減碼 |
| LRI Investments, LLC | 3,967 | $189.3 萬 | 0.15% | +136+3.5% | 加碼 |
| Delta Investment Management, LLC | 3,979 | $189.9 萬 | 0.34% | +8+0.2% | 加碼 |
| Everhart Financial Group, Inc. | 3,984 | $190.1 萬 | 0.19% | +621+18.5% | 加碼 |
| IVC Wealth Advisors LLC | 3,992 | $190.5 萬 | 0.85% | −14−0.3% | 減碼 |
| Founders Financial Securities LLC | 3,992 | $190.5 萬 | 0.13% | −744−15.7% | 減碼 |
| Viking Fund Management LLC | 4,000 | $190.9 萬 | 0.23% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,000 | $190.9 萬 | 0.19% | 00.0% | 不變 |
| Nearwater Capital Markets, Ltd | 4,000 | $190.9 萬 | 0.03% | +4,000 | 新進 |
| BOCHK Asset Management Ltd | 4,000 | $190.9 萬 | 0.50% | +4,000 | 新進 |
| Optimum Investment Advisors | 4,021 | $191.9 萬 | 0.76% | −10−0.2% | 減碼 |
| Apella Capital, LLC | 3,553 | $192.2 萬 | 0.04% | +256+7.8% | 加碼 |
| Everett Harris & Co | 4,042 | $192.9 萬 | 0.02% | +115+2.9% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $193.0 萬 | 0.08% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,049 | $193.2 萬 | 0.90% | −18−0.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,062 | $193.8 萬 | 0.09% | 00.0% | 不變 |
| Allen Capital Group, LLC | 4,070 | $194.2 萬 | 0.19% | +37+0.9% | 加碼 |
| Joel Isaacson & Co., LLC | 4,076 | $194.5 萬 | 0.07% | +1,300+46.8% | 加碼 |
| Financial Management Network Inc | 3,932 | $194.8 萬 | 0.32% | +643+19.6% | 加碼 |
| Western Wealth Management, LLC | 4,092 | $195.3 萬 | 0.10% | −74−1.8% | 減碼 |
| Paradigm Asset Management Co LLC | 4,100 | $195.6 萬 | 0.45% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 4,100 | $195.6 萬 | 0.27% | +77+1.9% | 加碼 |
| Capital Markets Trading UK LLP | 4,102 | $195.7 萬 | 2.00% | +2,188+114.3% | 加碼 |
| Westhampton Capital, LLC | 4,110 | $196.1 萬 | 0.96% | 00.0% | 不變 |
| Gibson Capital, LLC | 4,118 | $196.5 萬 | 0.36% | +4,118 | 新進 |
| Dana Investment Advisors, Inc. | 4,121 | $196.6 萬 | 0.06% | −2,280−35.6% | 減碼 |
| Calamos Wealth Management LLC | 4,122 | $196.7 萬 | 0.07% | +1,136+38.0% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,123 | $196.7 萬 | 0.11% | +9+0.2% | 加碼 |
| Washington Trust Co | 4,131 | $197.1 萬 | 0.06% | −34−0.8% | 減碼 |
| Donaldson Capital Management, LLC | 4,136 | $197.3 萬 | 0.06% | −400−8.8% | 減碼 |
| Insigneo Advisory Services, LLC | 4,137 | $197.4 萬 | 0.14% | +487+13.3% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,147 | $197.9 萬 | 0.13% | +6+0.1% | 加碼 |
| Phoenix Holdings Ltd. | 8,048 | $198.0 萬 | 0.02% | +9+0.1% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 4,158 | $198.4 萬 | 0.86% | +387+10.3% | 加碼 |
| Mainstay Capital Management LLC | 4,162 | $198.6 萬 | 0.20% | −4,070−49.4% | 減碼 |
| Stamos Capital Partners, L.P. | 4,168 | $198.9 萬 | 0.38% | −3,647−46.7% | 減碼 |