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 4,071 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 | 4,071 | $3,511 億 |
| 2026 年第 1 季 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 7,191 | $343.1 萬 | 0.67% | −493−6.4% | 減碼 |
| Legacy Bridge, LLC | 7,202 | $343.6 萬 | 1.43% | −70−1.0% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,206 | $343.8 萬 | 0.18% | +82+1.2% | 加碼 |
| Advisors Asset Management, Inc. | 7,249 | $345.9 萬 | 0.06% | −1,905−20.8% | 減碼 |
| Brevan Howard Capital Management LP | 7,257 | $346.3 萬 | 0.05% | −61,381−89.4% | 減碼 |
| Chicago Capital, LLC | 7,274 | $347.1 萬 | 0.09% | +1,315+22.1% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,310 | $348.8 萬 | 1.71% | −14−0.2% | 減碼 |
| K.J. Harrison & Partners Inc | 7,125 | $349.5 萬 | 0.50% | +3,000+72.7% | 加碼 |
| IronBridge Private Wealth, LLC | 7,328 | $349.7 萬 | 1.10% | −5,588−43.3% | 減碼 |
| RiverFront Investment Group, LLC | 7,363 | $351.6 萬 | 0.06% | +2,513+51.8% | 加碼 |
| Great Lakes Retirement, Inc. | 7,396 | $352.9 萬 | 0.39% | +412+5.9% | 加碼 |
| Inspire Advisors, LLC | 7,397 | $353.0 萬 | 0.34% | −101−1.3% | 減碼 |
| Tyche Wealth Partners LLC | 7,403 | $353.3 萬 | 0.62% | −37−0.5% | 減碼 |
| Larson Financial Group LLC | 7,439 | $355.0 萬 | 0.12% | +1,641+28.3% | 加碼 |
| Arrow Financial Corp | 7,461 | $356.0 萬 | 0.36% | +32+0.4% | 加碼 |
| Old Port Advisors | 7,463 | $356.1 萬 | 0.90% | −85−1.1% | 減碼 |
| Fairfield Financial Advisors, LTD | 7,470 | $356.4 萬 | 1.20% | −75−1.0% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $360.2 萬 | 1.67% | 00.0% | 不變 |
| Forum Financial Management, LP | 7,552 | $360.4 萬 | 0.05% | +151+2.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,566 | $361.0 萬 | 1.54% | 00.0% | 不變 |
| Gables Capital Management Inc. | 7,580 | $361.7 萬 | 1.55% | −100−1.3% | 減碼 |
| Y.D. More Investments Ltd | 7,592 | $362.2 萬 | 0.20% | +2,366+45.3% | 加碼 |
| Foundations Investment Advisors, LLC | 7,595 | $362.4 萬 | 0.05% | −658−8.0% | 減碼 |
| Valley Brook Capital Group | 7,596 | $362.4 萬 | 2.44% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,599 | $362.6 萬 | 0.51% | −10−0.1% | 減碼 |
| Gladstone Institutional Advisory LLC | 7,616 | $363.4 萬 | 0.14% | +231+3.1% | 加碼 |
| Aaron Wealth Advisors | 7,640 | $364.6 萬 | 0.22% | +2,529+49.5% | 加碼 |
| Ballentine Partners, LLC | 7,651 | $365.1 萬 | 0.05% | +126+1.7% | 加碼 |
| Concord Asset Management, LLC | 7,670 | $366.0 萬 | 0.66% | −2,006−20.7% | 減碼 |
| Old Mission Investment Co LLC | 7,687 | $366.8 萬 | 0.89% | +584+8.2% | 加碼 |
| BCM Advisors, LLC | 7,033 | $368.9 萬 | 0.74% | +32+0.5% | 加碼 |
| Fruth Investment Management | 7,738 | $369.2 萬 | 1.00% | −140−1.8% | 減碼 |
| Tradewinds, LLC. | 7,742 | $369.4 萬 | 0.90% | +7,742 | 新進 |
| Harbor Capital Advisors, Inc. | 7,759 | $370.2 萬 | 0.29% | +68+0.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 7,765 | $370.5 萬 | 0.22% | −65−0.8% | 減碼 |
| Field & Main Bank | 7,768 | $370.6 萬 | 1.09% | −48−0.6% | 減碼 |
| South Dakota Investment Council | 7,784 | $371.4 萬 | 0.07% | −1,180−13.2% | 減碼 |
| Gifford Fong Associates | 7,800 | $372.2 萬 | 0.78% | 00.0% | 不變 |
| RFG Advisory, LLC | 7,812 | $372.7 萬 | 0.08% | −192−2.4% | 減碼 |
| Accurate Wealth Management, LLC | 7,084 | $373.4 萬 | 0.50% | +53+0.8% | 加碼 |
| Diversified Trust Co | 7,830 | $373.6 萬 | 0.07% | +136+1.8% | 加碼 |
| Monetary Management Group Inc | 7,837 | $373.9 萬 | 0.86% | −375−4.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,853 | $374.7 萬 | 0.28% | +692+9.7% | 加碼 |
| DT Investment Partners, LLC | 7,855 | $374.8 萬 | 0.32% | −1,840−19.0% | 減碼 |
| Argent Advisors, Inc. | 7,860 | $375.0 萬 | 1.11% | +217+2.8% | 加碼 |
| Loudon Investment Management, LLC | 7,866 | $375.3 萬 | 1.97% | −10−0.1% | 減碼 |
| Petredis Investment Advisors LLC | 7,888 | $376.4 萬 | 0.30% | −68−0.9% | 減碼 |
| Adirondack Trust Co | 7,897 | $376.8 萬 | 1.26% | −15−0.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,898 | $376.9 萬 | 0.20% | −76−1.0% | 減碼 |
| Boltwood Capital Management | 7,961 | $379.9 萬 | 1.01% | −250−3.0% | 減碼 |
| Hamilton Capital Partners Inc. | 7,993 | $381.4 萬 | 0.16% | +7,033+732.6% | 加碼 |
| MidWestOne Financial Group, Inc. | 8,007 | $382.1 萬 | 0.46% | +20+0.3% | 加碼 |
| Harbour Investments, Inc. | 8,023 | $382.8 萬 | 0.09% | +381+5.0% | 加碼 |
| Hanson & Doremus Investment Management | 8,036 | $383.4 萬 | 0.48% | −490−5.7% | 減碼 |
| Umpqua Bank | 7,203 | $384.7 萬 | 1.08% | +131+1.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,110 | $387.0 萬 | 0.04% | −1,337−14.2% | 減碼 |
| Financial Enhancement Group LLC | 7,725 | $387.9 萬 | 0.52% | +6,972+925.9% | 加碼 |
| Assetmark, Inc | 8,133 | $388.1 萬 | 0.01% | +924+12.8% | 加碼 |
| Banque Transatlantique SA | 8,210 | $390.6 萬 | 0.10% | +161+2.0% | 加碼 |
| River Street Advisors LLC | 8,210 | $391.7 萬 | 1.52% | −108−1.3% | 減碼 |
| Exchange Bank | 8,238 | $393.1 萬 | 2.73% | +663+8.8% | 加碼 |
| Wedmont Private Capital | 8,084 | $393.4 萬 | 0.15% | +511+6.7% | 加碼 |
| Cozad Asset Management Inc | 8,275 | $394.8 萬 | 0.31% | −146−1.7% | 減碼 |
| Focused Wealth Management, Inc | 8,305 | $396.3 萬 | 0.43% | +172+2.1% | 加碼 |
| Morningstar Investment Management LLC | 8,306 | $396.3 萬 | 0.15% | +8,306 | 新進 |
| Radnor Capital Management, LLC | 8,312 | $396.6 萬 | 0.60% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 8,331 | $397.5 萬 | 0.15% | −37−0.4% | 減碼 |
| Gould Capital, LLC | 8,356 | $398.7 萬 | 2.47% | −186−2.2% | 減碼 |
| St Germain D J Co Inc | 8,400 | $400.8 萬 | 0.16% | −314−3.6% | 減碼 |
| Hudock, Inc. | 8,411 | $401.4 萬 | 0.61% | +192+2.3% | 加碼 |
| Daymark Wealth Partners, LLC | 8,416 | $401.6 萬 | 0.14% | +69+0.8% | 加碼 |
| Indiana Trust & Investment Management CO | 8,434 | $402.4 萬 | 1.22% | +885+11.7% | 加碼 |
| Edgestream Partners, L.P. | 8,446 | $403.0 萬 | 0.12% | −3,284−28.0% | 減碼 |
| Naviter Wealth, LLC | 8,451 | $403.2 萬 | 0.47% | +81+1.0% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,466 | $403.9 萬 | 1.21% | −317−3.6% | 減碼 |
| Brighton Jones LLC | 8,475 | $404.4 萬 | 0.10% | +1,670+24.5% | 加碼 |
| Clune & Associates, Ltd. | 8,476 | $404.4 萬 | 1.01% | −39−0.5% | 減碼 |
| Marvin & Palmer Associates Inc | 7,033 | $406.0 萬 | 3.02% | +7,033 | 新進 |
| Baldwin Investment Management, LLC | 8,582 | $409.5 萬 | 0.47% | −195−2.2% | 減碼 |
| Palisade Asset Management, LLC | 8,673 | $413.8 萬 | 0.38% | −334−3.7% | 減碼 |
| Davidson Capital Management Inc. | 8,674 | $413.9 萬 | 0.92% | −115−1.3% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,709 | $415.5 萬 | 0.32% | +454+5.5% | 加碼 |
| Caldwell Sutter Capital, Inc. | 8,736 | $416.9 萬 | 1.78% | −470−5.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,314 | $417.5 萬 | 0.44% | −969−10.4% | 減碼 |
| Mill Capital Management, LLC | 8,799 | $419.8 萬 | 0.31% | −200−2.2% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,821 | $420.9 萬 | 0.07% | −64−0.7% | 減碼 |
| LGT Fund Management Co Ltd. | 8,778 | $422.1 萬 | 0.34% | +1,707+24.1% | 加碼 |
| Little House Capital LLC | 8,873 | $423.4 萬 | 0.97% | +2,601+41.5% | 加碼 |
| National Asset Management, Inc. | 8,897 | $424.5 萬 | 0.20% | −102−1.1% | 減碼 |
| Wellington Shields & Co., LLC | 8,908 | $425.0 萬 | 1.11% | 00.0% | 不變 |
| Consolidated Capital Management, LLC | 8,956 | $427.3 萬 | 1.51% | −2,397−21.1% | 減碼 |
| MUFG Securities EMEA plc | 8,967 | $427.9 萬 | 0.11% | +7,577+545.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 8,993 | $429.1 萬 | 0.29% | +4,530+101.5% | 加碼 |
| Synergy Financial Management, LLC | 9,491 | $429.5 萬 | 0.16% | +6,866+261.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,006 | $429.7 萬 | 0.02% | −89−1.0% | 減碼 |
| Twin Capital Management Inc | 9,039 | $431.3 萬 | 0.54% | −3,381−27.2% | 減碼 |
| Cullen Investment Group, Ltd. | 8,670 | $431.7 萬 | 0.57% | −40−0.5% | 減碼 |
| Great Valley Advisor Group, Inc. | 9,066 | $432.6 萬 | 0.09% | −228−2.5% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,097 | $434.1 萬 | 0.82% | −55−0.6% | 減碼 |
| KMG Fiduciary Partners, LLC | 9,125 | $435.4 萬 | 0.29% | +10+0.1% | 加碼 |