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 |
|---|---|---|---|---|---|
| Vivid Wealth Management, LLC | 5,922 | $282.6 萬 | 1.12% | −1,233−17.2% | 減碼 |
| Qtron Investments LLC | 5,925 | $282.7 萬 | 0.35% | −882−13.0% | 減碼 |
| Brady Family Wealth, LLC | 5,931 | $283.0 萬 | 0.88% | +607+11.4% | 加碼 |
| Bernard Wealth Management Corp. | 5,937 | $283.3 萬 | 1.18% | +109+1.9% | 加碼 |
| Victrix Investment Advisors | 5,940 | $283.4 萬 | 1.55% | −138−2.3% | 減碼 |
| Biltmore Family Office, LLC | 5,975 | $285.1 萬 | 0.41% | −65−1.1% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 5,981 | $285.4 萬 | 1.88% | −50−0.8% | 減碼 |
| Kentucky Trust Co | 5,983 | $285.5 萬 | 1.55% | −75−1.2% | 減碼 |
| Wealth Architects, LLC | 5,986 | $285.6 萬 | 0.27% | −23−0.4% | 減碼 |
| Bragg Financial Advisors, Inc | 6,000 | $286.3 萬 | 0.09% | +247+4.3% | 加碼 |
| Savvy Advisors, Inc. | 6,014 | $287.0 萬 | 0.13% | +909+17.8% | 加碼 |
| Wealthspire Advisors, LLC | 6,019 | $287.2 萬 | 0.02% | −5,227−46.5% | 減碼 |
| Bridges Investment Management Inc | 6,030 | $287.7 萬 | 0.04% | +452+8.1% | 加碼 |
| G&S Capital LLC | 6,031 | $287.8 萬 | 1.06% | −1,218−16.8% | 減碼 |
| Bowen Hanes & Co Inc | 6,044 | $288.4 萬 | 0.07% | −2,740−31.2% | 減碼 |
| Franklin Street Advisors Inc | 6,071 | $289.7 萬 | 0.17% | −300−4.7% | 減碼 |
| Cynosure Management, LLC | 6,073 | $289.8 萬 | 0.31% | −3,893−39.1% | 減碼 |
| ABN AMRO Bank N.V. | 6,105 | $290.3 萬 | 0.03% | +2,733+81.0% | 加碼 |
| Weatherly Asset Management L. P. | 6,090 | $290.6 萬 | 0.24% | +75+1.2% | 加碼 |
| FLC Capital Advisors | 6,105 | $291.3 萬 | 0.56% | −21−0.3% | 減碼 |
| Charles Schwab Trust Co | 6,106 | $291.4 萬 | 0.20% | +80+1.3% | 加碼 |
| WD Rutherford LLC | 6,110 | $291.5 萬 | 1.24% | +508+9.1% | 加碼 |
| Private Trust Co NA | 6,119 | $291.9 萬 | 0.26% | +60+1.0% | 加碼 |
| Crawford Investment Counsel Inc | 6,121 | $292.1 萬 | 0.05% | +100+1.7% | 加碼 |
| JFS Wealth Advisors, LLC | 6,133 | $292.6 萬 | 0.17% | +176+3.0% | 加碼 |
| Ascent Group, LLC | 6,136 | $292.8 萬 | 0.10% | +2,876+88.2% | 加碼 |
| Vantage Point Financial LLC | 6,146 | $293.2 萬 | 1.14% | +33+0.5% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,153 | $293.6 萬 | 0.05% | −30.0% | 減碼 |
| Hillsdale Investment Management Inc. | 6,167 | $294.3 萬 | 0.09% | +1,430+30.2% | 加碼 |
| EPG Wealth Management LLC | 6,175 | $294.7 萬 | 0.81% | +1,514+32.5% | 加碼 |
| MONECO Advisors, LLC | 6,193 | $295.5 萬 | 0.25% | +84+1.4% | 加碼 |
| River Wealth Advisors LLC | 6,232 | $297.4 萬 | 0.35% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 6,236 | $297.6 萬 | 0.54% | −79−1.3% | 減碼 |
| Strategic Advisors LLC | 6,249 | $298.2 萬 | 0.48% | +73+1.2% | 加碼 |
| Abn Amro Investment Solutions | 6,253 | $298.4 萬 | 0.06% | −1,990−24.1% | 減碼 |
| Heartland Bank & Trust Co | 6,275 | $299.4 萬 | 1.24% | +3,527+128.3% | 加碼 |
| Allegheny Financial Group LTD | 6,301 | $300.7 萬 | 0.56% | +1,133+21.9% | 加碼 |
| CFC Planning Co LLC | 6,315 | $301.3 萬 | 2.53% | +333+5.6% | 加碼 |
| Hilltop Holdings Inc. | 6,318 | $301.5 萬 | 0.16% | −1,157−15.5% | 減碼 |
| Heritage Wealth Management, Inc. | 6,321 | $301.6 萬 | 0.89% | −71−1.1% | 減碼 |
| Smartleaf Asset Management LLC | 6,399 | $301.8 萬 | 0.19% | +1,885+41.8% | 加碼 |
| RD Lewis Holdings, Inc. | 5,270 | $302.0 萬 | 2.83% | +80+1.5% | 加碼 |
| Avantax Planning Partners, Inc. | 6,336 | $302.3 萬 | 0.09% | −86−1.3% | 減碼 |
| JBR Co Financial Management Inc | 6,339 | $302.5 萬 | 1.28% | −158−2.4% | 減碼 |
| Roman Butler Fullerton & Co | 5,167 | $302.5 萬 | 0.81% | +331+6.8% | 加碼 |
| BOS Asset Management, LLC | 6,343 | $302.7 萬 | 0.85% | +236+3.9% | 加碼 |
| Advisors Preferred, LLC | 6,300 | $302.9 萬 | 0.45% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 6,357 | $303.3 萬 | 0.23% | +31+0.5% | 加碼 |
| Panagora Asset Management Inc | 6,382 | $304.5 萬 | 0.01% | −1,754−21.6% | 減碼 |
| Sumitomo Life Insurance Co | 6,393 | $305.0 萬 | 0.09% | −206−3.1% | 減碼 |
| Rexford Capital Inc | 6,395 | $305.1 萬 | 2.36% | −13−0.2% | 減碼 |
| Vectors Research Management, LLC | 6,415 | $306.1 萬 | 0.96% | +3,753+141.0% | 加碼 |
| Trust Investment Advisors | 6,465 | $308.5 萬 | 1.73% | +43+0.7% | 加碼 |
| Clark Capital Management Group, Inc. | 6,470 | $308.7 萬 | 0.02% | +987+18.0% | 加碼 |
| Shepherd Financial Partners LLC | 6,480 | $309.2 萬 | 0.29% | −10.0% | 減碼 |
| Massachusetts Wealth Management | 6,482 | $309.3 萬 | 1.53% | +220+3.5% | 加碼 |
| Weaver Capital Management LLC | 6,497 | $310.0 萬 | 0.68% | +461+7.6% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,525 | $311.3 萬 | 0.16% | +485+8.0% | 加碼 |
| Stevens Capital Management LP | 6,529 | $311.5 萬 | 0.41% | +2,821+76.1% | 加碼 |
| Coastline Trust Co | 6,530 | $311.6 萬 | 0.33% | +24+0.4% | 加碼 |
| Xcel Wealth Management, LLC | 6,545 | $312.3 萬 | 0.81% | +2,585+65.3% | 加碼 |
| AMG National Trust Bank | 6,586 | $314.3 萬 | 0.08% | −5−0.1% | 減碼 |
| Ignite Planners, LLC | 6,594 | $314.6 萬 | 0.52% | −178−2.6% | 減碼 |
| Court Place Advisors, LLC | 6,599 | $314.9 萬 | 0.95% | −16−0.2% | 減碼 |
| Greenfield Savings Bank | 6,628 | $316.3 萬 | 1.33% | −89−1.3% | 減碼 |
| Southeast Asset Advisors Inc. | 6,632 | $316.4 萬 | 0.34% | +30.0% | 加碼 |
| CNB Bank | 6,643 | $317.0 萬 | 1.32% | +304+4.8% | 加碼 |
| Oxbow Advisors, LLC | 6,644 | $317.0 萬 | 0.29% | −1,124−14.5% | 減碼 |
| AdvisorNet Financial, Inc | 6,662 | $317.9 萬 | 0.18% | +847+14.6% | 加碼 |
| PFG Investments, LLC | 6,669 | $318.2 萬 | 0.17% | +440+7.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,700 | $319.7 萬 | 0.48% | 00.0% | 不變 |
| Ar Asset Management Inc | 6,700 | $319.7 萬 | 0.67% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 6,724 | $320.8 萬 | 1.08% | +129+2.0% | 加碼 |
| Howland Capital Management LLC | 6,725 | $320.9 萬 | 0.12% | −150−2.2% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $324.5 萬 | 0.13% | 00.0% | 不變 |
| Courier Capital LLC | 6,801 | $324.5 萬 | 0.19% | +2,410+54.9% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,810 | $324.9 萬 | 0.75% | +277+4.2% | 加碼 |
| MB, Levis & Associates, LLC | 6,840 | $326.4 萬 | 1.41% | −881−11.4% | 減碼 |
| Forefront Wealth Management Inc. | 6,851 | $326.9 萬 | 2.40% | −179−2.5% | 減碼 |
| Granite Investment Partners, LLC | 6,889 | $328.7 萬 | 0.19% | +1,835+36.3% | 加碼 |
| Syon Capital LLC | 6,890 | $328.7 萬 | 0.18% | +464+7.2% | 加碼 |
| Nemes Rush Group LLC | 6,893 | $328.9 萬 | 0.33% | −30−0.4% | 減碼 |
| Modera Wealth Management, LLC | 6,911 | $329.8 萬 | 0.04% | −40−0.6% | 減碼 |
| Becker Capital Management Inc | 6,912 | $329.8 萬 | 0.10% | −44−0.6% | 減碼 |
| Skopos Labs, Inc. | 8,577 | $329.9 萬 | 0.45% | −154−1.8% | 減碼 |
| Westerkirk Capital Inc. | 6,918 | $330.1 萬 | 0.38% | −292−4.0% | 減碼 |
| Schear Investment Advisers, LLC | 6,948 | $331.5 萬 | 1.48% | +44+0.6% | 加碼 |
| Stone Point Wealth LLC | 6,951 | $331.7 萬 | 0.94% | −226−3.1% | 減碼 |
| Berkshire Bank | 6,958 | $332.0 萬 | 0.71% | −288−4.0% | 減碼 |
| Quest Investment Management LLC | 6,968 | $332.5 萬 | 0.35% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 5,848 | $332.8 萬 | 0.05% | +266+4.8% | 加碼 |
| Triangle Securities Wealth Management | 6,977 | $332.9 萬 | 0.75% | +826+13.4% | 加碼 |
| Hennessy Advisors Inc | 7,000 | $334.0 萬 | 0.12% | +100+1.4% | 加碼 |
| Capital & Planning, LLC | 7,037 | $335.8 萬 | 2.07% | −8−0.1% | 減碼 |
| Cottage Street Advisors LLC | 7,027 | $335.8 萬 | 1.43% | +1,319+23.1% | 加碼 |
| Cross Staff Investments Inc | 7,066 | $337.2 萬 | 2.35% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 7,152 | $341.3 萬 | 0.49% | +176+2.5% | 加碼 |
| CMT Capital Markets Trading GmbH | 7,157 | $341.5 萬 | 1.42% | +7,157 | 新進 |
| Arete Wealth Advisors, LLC | 7,189 | $343.1 萬 | 0.21% | +212+3.0% | 加碼 |
| Park National Corp | 7,191 | $343.1 萬 | 0.11% | −263−3.5% | 減碼 |