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 |
|---|---|---|---|---|---|
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,074 | $232.8 萬 | 1.66% | +2,200+117.4% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,886 | $233.1 萬 | 1.51% | +16+0.3% | 加碼 |
| BankPlus Trust Department | 4,892 | $233.4 萬 | 0.62% | −1,320−21.2% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 4,914 | $234.5 萬 | 0.57% | −40−0.8% | 減碼 |
| Westwood Holdings Group Inc. | 4,914 | $234.5 萬 | 0.02% | −1,893−27.8% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,931 | $235.3 萬 | 0.08% | +52+1.1% | 加碼 |
| Woodmont Investment Counsel LLC | 4,955 | $236.4 萬 | 0.16% | +37+0.8% | 加碼 |
| Bellwether Advisors, LLC | 4,968 | $237.0 萬 | 0.39% | +4,828+3,448.6% | 加碼 |
| Opes Wealth Management LLC | 4,979 | $237.6 萬 | 0.42% | +27+0.5% | 加碼 |
| WBH Advisory Inc | 4,981 | $237.7 萬 | 0.18% | 00.0% | 不變 |
| Papp L Roy & Associates | 4,982 | $237.7 萬 | 0.27% | 00.0% | 不變 |
| Haverford Trust Co | 4,983 | $237.8 萬 | 0.02% | −14−0.3% | 減碼 |
| Atlas Brown,Inc. | 4,987 | $237.9 萬 | 0.70% | −132−2.6% | 減碼 |
| Guardian Investment Management | 4,987 | $238.0 萬 | 2.08% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 4,995 | $238.4 萬 | 0.09% | −138−2.7% | 減碼 |
| Cladis Investment Advisory, LLC | 5,000 | $238.6 萬 | 1.37% | 00.0% | 不變 |
| Wolff Financial Management LLC | 5,002 | $238.7 萬 | 0.55% | 00.0% | 不變 |
| Benedict Financial Advisors Inc | 5,017 | $239.4 萬 | 0.52% | −154−3.0% | 減碼 |
| Next Century Growth Investors LLC | 5,032 | $240.1 萬 | 0.18% | +27+0.5% | 加碼 |
| David Loasby | 4,937 | $240.3 萬 | 0.19% | +45+0.9% | 加碼 |
| Journey Strategic Wealth LLC | 5,051 | $241.0 萬 | 0.07% | −97−1.9% | 減碼 |
| XML Financial, LLC | 5,051 | $241.0 萬 | 0.20% | +509+11.2% | 加碼 |
| Connecticut Wealth Management, LLC | 5,088 | $242.8 萬 | 0.11% | −165−3.1% | 減碼 |
| Camden Capital, LLC | 5,091 | $242.9 萬 | 0.17% | −301−5.6% | 減碼 |
| Bell Asset Management Ltd | 5,115 | $244.1 萬 | 0.67% | −6,716−56.8% | 減碼 |
| HCR Wealth Advisors | 4,978 | $244.3 萬 | 0.25% | +1,000+25.1% | 加碼 |
| Garde Capital, Inc. | 5,122 | $244.4 萬 | 0.12% | −237−4.4% | 減碼 |
| Beacon Investment Advisors LLC | 5,123 | $244.5 萬 | 1.00% | +29+0.6% | 加碼 |
| Hager Investment Management Services, LLC | 5,164 | $246.4 萬 | 1.33% | −444−7.9% | 減碼 |
| Northern Financial Advisors Inc | 5,169 | $246.6 萬 | 1.29% | +139+2.8% | 加碼 |
| Rodgers Brothers Inc. | 5,176 | $247.0 萬 | 0.30% | 00.0% | 不變 |
| Perkins Coie Trust Co | 5,177 | $247.0 萬 | 0.46% | −411−7.4% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,182 | $247.3 萬 | 0.03% | −2,547−33.0% | 減碼 |
| True North Advisors, LLC | 5,184 | $247.3 萬 | 0.39% | +126+2.5% | 加碼 |
| Core Wealth Advisors, Inc. | 5,219 | $249.0 萬 | 0.65% | −136−2.5% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,235 | $249.8 萬 | 0.57% | −20.0% | 減碼 |
| First Horizon Corp | 5,241 | $250.1 萬 | 0.12% | +5,241 | 新進 |
| ARS Wealth Advisors Group, LLC | 5,242 | $250.1 萬 | 0.25% | +28+0.5% | 加碼 |
| Nwam LLC | 4,909 | $250.3 萬 | 0.14% | +253+5.4% | 加碼 |
| Advisor OS, LLC | 5,259 | $250.9 萬 | 0.22% | +995+23.3% | 加碼 |
| Morton Community Bank | 4,352 | $251.2 萬 | 0.58% | +3,755+629.0% | 加碼 |
| Checchi Capital Advisers, LLC | 5,296 | $252.7 萬 | 0.17% | −320−5.7% | 減碼 |
| Rollins Financial Advisors, LLC | 5,326 | $254.1 萬 | 0.38% | +107+2.1% | 加碼 |
| Resources Management Corp | 5,330 | $254.3 萬 | 0.33% | −900−14.4% | 減碼 |
| AIA Group Ltd | 5,330 | $254.3 萬 | 0.04% | +2,024+61.2% | 加碼 |
| Silverlake Wealth Management LLC | 5,337 | $254.6 萬 | 0.62% | +9+0.2% | 加碼 |
| International Assets Investment Management, LLC | 6,515 | $254.7 萬 | 0.21% | 00.0% | 不變 |
| SCS Capital Management LLC | 5,341 | $254.9 萬 | 0.03% | −124−2.3% | 減碼 |
| High Falls Advisors, Inc | 5,342 | $254.9 萬 | 0.52% | +356+7.1% | 加碼 |
| Caisse des Depots Et Consignations | 5,348 | $255.2 萬 | 0.11% | +5,348 | 新進 |
| Ti-Trust, Inc | 5,356 | $255.6 萬 | 1.61% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 5,358 | $255.6 萬 | 0.57% | −265−4.7% | 減碼 |
| Nations Financial Group Inc, | 5,357 | $255.6 萬 | 0.16% | −43−0.8% | 減碼 |
| Mayflower Financial Advisors, LLC | 5,360 | $255.8 萬 | 0.32% | +1,365+34.2% | 加碼 |
| Permanent Capital Management, LP | 5,369 | $256.2 萬 | 0.48% | +5,369 | 新進 |
| Advisors Management Group Inc | 5,380 | $256.7 萬 | 0.45% | −69−1.3% | 減碼 |
| Trust Point Inc. | 5,418 | $258.5 萬 | 0.21% | −22−0.4% | 減碼 |
| IFC Advisors LLC | 5,424 | $258.8 萬 | 0.47% | +238+4.6% | 加碼 |
| Garrett Investment Advisors LLC | 5,427 | $259.0 萬 | 0.21% | −167−3.0% | 減碼 |
| Moody National Bank Trust Division | 5,430 | $259.1 萬 | 0.22% | +314+6.1% | 加碼 |
| Redmond Asset Management, LLC | 5,436 | $259.4 萬 | 0.64% | −660−10.8% | 減碼 |
| LOM Asset Management Ltd | 5,452 | $260.1 萬 | 0.79% | +166+3.1% | 加碼 |
| BNP Paribas | 5,686 | $260.4 萬 | 0.08% | −25,238−81.6% | 減碼 |
| WealthPlan Investment Management, LLC | 5,463 | $260.7 萬 | 0.17% | −529−8.8% | 減碼 |
| IFG Advisory, LLC | 5,477 | $261.3 萬 | 0.12% | −93−1.7% | 減碼 |
| Richard Bernstein Advisors LLC | 5,483 | $261.6 萬 | 0.07% | −7,885−59.0% | 減碼 |
| Intellectus Partners, LLC | 5,496 | $262.2 萬 | 0.51% | +3+0.1% | 加碼 |
| Monticello Wealth Management, LLC | 5,516 | $263.2 萬 | 0.18% | +1,989+56.4% | 加碼 |
| Alaethes Wealth LLC | 5,517 | $263.2 萬 | 0.75% | −256−4.4% | 減碼 |
| Ingalls & Snyder LLC | 5,540 | $264.3 萬 | 0.09% | 00.0% | 不變 |
| Capital Investment Advisory Services, LLC | 5,545 | $264.6 萬 | 0.21% | −171−3.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 5,548 | $264.7 萬 | 0.43% | +284+5.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,567 | $265.6 萬 | 0.04% | +154+2.8% | 加碼 |
| TKG Advisors, LLC | 5,572 | $265.9 萬 | 1.14% | −876−13.6% | 減碼 |
| Cascade Investment Advisors, Inc. | 5,576 | $266.1 萬 | 1.61% | −4−0.1% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 5,580 | $266.2 萬 | 1.20% | −179−3.1% | 減碼 |
| SIR Capital Management, L.P. | 5,600 | $267.2 萬 | 0.24% | +5,600 | 新進 |
| Beaton Management Co. Inc. | 5,603 | $267.3 萬 | 1.22% | 00.0% | 不變 |
| Advisory Alpha, LLC | 5,471 | $268.6 萬 | 0.07% | +196+3.7% | 加碼 |
| First National Bank Sioux Falls | 5,653 | $269.7 萬 | 0.84% | 00.0% | 不變 |
| Ocean Capital Management, LLC | 5,677 | $270.9 萬 | 0.55% | −197−3.4% | 減碼 |
| Essex Savings Bank | 5,684 | $271.2 萬 | 0.61% | −100−1.7% | 減碼 |
| Am Investment Strategies LLC | 5,694 | $271.7 萬 | 0.59% | +329+6.1% | 加碼 |
| MASTERINVEST Kapitalanlage GmbH | 5,699 | $271.9 萬 | 0.27% | −1,862−24.6% | 減碼 |
| Chapin Davis, Inc. | 5,746 | $274.1 萬 | 0.67% | −131−2.2% | 減碼 |
| Eads & Heald Wealth Management | 5,756 | $274.6 萬 | 1.31% | −277−4.6% | 減碼 |
| Watershed Private Wealth LLC | 5,756 | $274.6 萬 | 0.87% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 5,756 | $274.7 萬 | 1.07% | −158−2.7% | 減碼 |
| Pinnbrook Capital Management LP | 5,758 | $274.7 萬 | 0.51% | −1,186−17.1% | 減碼 |
| HHM Wealth Advisors, LLC | 5,759 | $274.8 萬 | 0.32% | −123−2.1% | 減碼 |
| Oddo BHF Asset Management SAS | 5,778 | $275.7 萬 | 0.10% | −687−10.6% | 減碼 |
| Huntleigh Advisors, Inc. | 5,783 | $275.9 萬 | 0.47% | +185+3.3% | 加碼 |
| Stratos Wealth Advisors, LLC | 5,796 | $276.6 萬 | 0.13% | −5−0.1% | 減碼 |
| Investment House LLC | 5,808 | $277.1 萬 | 0.13% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 5,816 | $277.5 萬 | 0.14% | −308−5.0% | 減碼 |
| Sandler Capital Management | 5,835 | $278.4 萬 | 1.02% | +5,835 | 新進 |
| Cordatus Wealth Management LLC | 5,874 | $280.3 萬 | 0.66% | +40+0.7% | 加碼 |
| Drive Wealth Management, LLC | 5,881 | $280.6 萬 | 0.59% | −3−0.1% | 減碼 |
| Orleans Capital Management Corp | 5,885 | $280.8 萬 | 1.82% | −1,793−23.4% | 減碼 |
| Catalytic Wealth RIA, LLC | 5,906 | $281.8 萬 | 0.09% | +2,509+73.9% | 加碼 |