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 |
|---|---|---|---|---|---|
| BBR Partners, LLC | 4,176 | $199.3 萬 | 0.11% | +40+1.0% | 加碼 |
| Aureus Asset Management, LLC | 4,178 | $199.4 萬 | 0.13% | 00.0% | 不變 |
| ZEGA Investments, LLC | 4,184 | $199.6 萬 | 0.46% | +2,508+149.6% | 加碼 |
| Valmark Advisers, Inc. | 4,188 | $199.8 萬 | 0.03% | +745+21.6% | 加碼 |
| Bahl & Gaynor Inc | 4,190 | $199.9 萬 | 0.01% | −1,977−32.1% | 減碼 |
| Symmetry Investments LP | 4,200 | $200.4 萬 | 0.16% | +4,200 | 新進 |
| Hardy Reed LLC | 4,202 | $200.5 萬 | 0.15% | +110+2.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 4,211 | $200.9 萬 | 0.08% | +70+1.7% | 加碼 |
| Kovack Advisors, Inc. | 4,212 | $201.0 萬 | 0.19% | −347−7.6% | 減碼 |
| Rossmore Private Capital | 4,213 | $201.0 萬 | 0.22% | +190+4.7% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,213 | $201.0 萬 | 0.63% | +36+0.9% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $201.2 萬 | 1.00% | 00.0% | 不變 |
| Wealthspan Partners, LLC | 4,221 | $201.4 萬 | 0.78% | +27+0.6% | 加碼 |
| Krilogy Financial LLC | 3,544 | $201.7 萬 | 0.08% | +3,544 | 新進 |
| RNC Capital Management LLC | 4,230 | $201.8 萬 | 0.09% | −22−0.5% | 減碼 |
| Norden Group LLC | 4,230 | $201.9 萬 | 0.21% | −470−10.0% | 減碼 |
| Cypress Capital Group | 4,235 | $202.1 萬 | 0.24% | +518+13.9% | 加碼 |
| Farmers Trust Co | 4,241 | $202.4 萬 | 0.35% | 00.0% | 不變 |
| NBC Securities, Inc. | 4,244 | $202.5 萬 | 0.16% | −112−2.6% | 減碼 |
| Flaharty Asset Management, LLC | 4,250 | $202.8 萬 | 0.26% | −42−1.0% | 減碼 |
| Promethium Advisors,llc | 4,251 | $202.8 萬 | 1.16% | +690+19.4% | 加碼 |
| Evernest Financial Advisors, LLC | 4,270 | $203.7 萬 | 0.57% | +49+1.2% | 加碼 |
| Univest Financial Corp | 4,283 | $204.4 萬 | 0.11% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 4,298 | $205.1 萬 | 0.15% | −1,379−24.3% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $205.2 萬 | 0.04% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 4,320 | $206.1 萬 | 0.33% | +876+25.4% | 加碼 |
| Solstein Capital, LLC | 4,324 | $206.3 萬 | 0.94% | 00.0% | 不變 |
| Amarillo National Bank | 4,334 | $206.8 萬 | 0.36% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,338 | $207.0 萬 | 0.55% | +81+1.9% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $208.6 萬 | 0.06% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 4,371 | $208.6 萬 | 0.12% | +208+5.0% | 加碼 |
| IMS Capital Management | 4,375 | $208.8 萬 | 0.96% | 00.0% | 不變 |
| RKL Wealth Management LLC | 4,384 | $209.2 萬 | 0.18% | −97−2.2% | 減碼 |
| Motiv8 Investments LLC | 4,390 | $209.5 萬 | 1.11% | +128+3.0% | 加碼 |
| BayBridge Capital Group, LLC | 4,390 | $209.5 萬 | 1.34% | −208−4.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,399 | $209.9 萬 | 0.22% | −13−0.3% | 減碼 |
| Diversify Advisory Services, LLC | 3,679 | $209.9 萬 | 0.07% | +245+7.1% | 加碼 |
| City State Bank | 4,418 | $210.8 萬 | 0.61% | −65−1.4% | 減碼 |
| Fire Capital Management LLC | 4,419 | $210.9 萬 | 1.21% | +50+1.1% | 加碼 |
| RS Crum Inc. | 4,430 | $211.4 萬 | 0.47% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 4,432 | $211.5 萬 | 0.38% | −1,652−27.2% | 減碼 |
| Cardiff Park Advisors, LLC | 4,434 | $211.6 萬 | 0.16% | +18+0.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,434 | $211.6 萬 | 0.12% | +298+7.2% | 加碼 |
| Sava Infond d.o.o. | 4,440 | $211.9 萬 | 0.30% | −600−11.9% | 減碼 |
| Kerusso Capital Management LLC | 4,445 | $212.1 萬 | 1.30% | −273−5.8% | 減碼 |
| SOL Capital Management CO | 4,448 | $212.2 萬 | 0.19% | −41−0.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,450 | $212.3 萬 | 0.09% | +201+4.7% | 加碼 |
| Charter Research & Investment Group, Inc. | 4,450 | $212.3 萬 | 1.47% | 00.0% | 不變 |
| Inman Jager Wealth Management, LLC | 4,455 | $212.6 萬 | 1.36% | −267−5.7% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $212.7 萬 | 0.49% | 00.0% | 不變 |
| Smithfield Trust Co | 4,452 | $212.8 萬 | 0.10% | +200+4.7% | 加碼 |
| Precedent Wealth Partners, LLC | 4,470 | $213.3 萬 | 0.47% | +334+8.1% | 加碼 |
| Cigna Investments Inc | 4,474 | $213.4 萬 | 0.30% | −87−1.9% | 減碼 |
| Widmann Financial Services, Inc. | 4,474 | $213.5 萬 | 1.34% | −55−1.2% | 減碼 |
| Pitcairn Co | 4,475 | $213.5 萬 | 0.17% | −382−7.9% | 減碼 |
| Csenge Advisory Group | 4,477 | $213.6 萬 | 0.10% | −721−13.9% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,488 | $213.9 萬 | 0.22% | −1,406−23.9% | 減碼 |
| Goldstone Financial Group, LLC | 4,487 | $214.1 萬 | 0.25% | +1,057+30.8% | 加碼 |
| InTrack Investment Management Inc | 4,495 | $214.5 萬 | 1.28% | −188−4.0% | 減碼 |
| Polymer Capital Management (US) LLC | 4,500 | $214.7 萬 | 0.29% | +4,500 | 新進 |
| 1 North Wealth Services LLC | 4,502 | $214.8 萬 | 0.88% | +59+1.3% | 加碼 |
| First Manhattan Co | 4,514 | $215.4 萬 | 0.01% | +3+0.1% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,525 | $215.9 萬 | 0.83% | −160−3.4% | 減碼 |
| Highview Capital Management LLC | 4,525 | $215.9 萬 | 0.79% | +3,505+343.6% | 加碼 |
| United Bank | 4,537 | $216.5 萬 | 0.75% | +454+11.1% | 加碼 |
| Guerra Pan Advisors, LLC | 4,549 | $217.1 萬 | 1.31% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 4,563 | $217.7 萬 | 0.23% | +98+2.2% | 加碼 |
| Evelyn Partners Investment Management LLP | 4,571 | $218.1 萬 | 0.06% | +54+1.2% | 加碼 |
| Cooper Financial Group | 4,572 | $218.1 萬 | 0.24% | +224+5.2% | 加碼 |
| Glen Eagle Advisors, LLC | 4,584 | $218.7 萬 | 0.30% | +12+0.3% | 加碼 |
| Fundamentun, LLC | 4,588 | $218.9 萬 | 0.09% | +33+0.7% | 加碼 |
| Simplicity Wealth,LLC | 4,589 | $219.0 萬 | 0.13% | −237−4.9% | 減碼 |
| Sageworth Trust Co | 4,598 | $219.4 萬 | 0.10% | +3,843+509.0% | 加碼 |
| Norway Savings Bank | 4,603 | $219.6 萬 | 1.06% | +30+0.7% | 加碼 |
| Colonial Trust Co | 4,621 | $220.5 萬 | 0.30% | +80+1.8% | 加碼 |
| Emprise Bank | 4,639 | $221.3 萬 | 0.96% | −37−0.8% | 減碼 |
| CoreCap Advisors, LLC | 4,648 | $221.8 萬 | 0.08% | +577+14.2% | 加碼 |
| Oak Asset Management, LLC | 4,650 | $221.9 萬 | 0.76% | −1,445−23.7% | 減碼 |
| Global Trust Asset Management, LLC | 4,653 | $222.0 萬 | 1.00% | +48+1.0% | 加碼 |
| Diamant Asset Management, Inc. | 4,658 | $222.3 萬 | 1.64% | −200−4.1% | 減碼 |
| Westover Capital Advisors, LLC | 4,676 | $223.1 萬 | 0.41% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,678 | $223.2 萬 | 0.94% | −137−2.8% | 減碼 |
| Catalyst Financial Partners LLC | 4,691 | $223.8 萬 | 0.27% | +55+1.2% | 加碼 |
| Main Street Financial Solutions, LLC | 4,696 | $224.1 萬 | 0.14% | +1,331+39.6% | 加碼 |
| Journey Advisory Group, LLC | 4,701 | $224.3 萬 | 0.17% | −48−1.0% | 減碼 |
| West Oak Capital, LLC | 4,704 | $224.4 萬 | 0.90% | −268−5.4% | 減碼 |
| Gateway Wealth Partners, LLC | 4,719 | $225.2 萬 | 0.30% | +546+13.1% | 加碼 |
| Security National Bank | 4,728 | $225.6 萬 | 0.35% | +714+17.8% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,730 | $225.7 萬 | 0.14% | +465+10.9% | 加碼 |
| Evergreen Capital Management LLC | 4,731 | $225.7 萬 | 0.05% | +683+16.9% | 加碼 |
| Crown Oak Advisors, LLC | 5,821 | $226.0 萬 | 1.07% | 00.0% | 不變 |
| Ostrum Asset Management | 4,754 | $226.8 萬 | 0.10% | −2,049−30.1% | 減碼 |
| Princeton Capital Management LLC | 4,768 | $227.5 萬 | 0.61% | 00.0% | 不變 |
| Golden State Equity Partners | 4,773 | $227.7 萬 | 0.38% | +744+18.5% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,776 | $227.9 萬 | 0.49% | −50−1.0% | 減碼 |
| Trinity Legacy Partners, LLC | 3,975 | $229.4 萬 | 0.53% | +3+0.1% | 加碼 |
| CFM Wealth Partners LLC | 4,845 | $231.2 萬 | 0.34% | −8−0.2% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 4,855 | $231.6 萬 | 0.79% | −59−1.2% | 減碼 |
| Harbor Group, Inc. | 4,857 | $231.8 萬 | 0.37% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 4,864 | $232.1 萬 | 0.02% | −33,432−87.3% | 減碼 |