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 |
|---|---|---|---|---|---|
| Buckley Wealth Management, LLC | 9,150 | $436.6 萬 | 1.20% | −40−0.4% | 減碼 |
| Concord Wealth Partners | 9,180 | $438.0 萬 | 0.60% | −496−5.1% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 9,198 | $438.9 萬 | 2.43% | −1,825−16.6% | 減碼 |
| Iowa State Bank | 9,223 | $440.1 萬 | 0.84% | −233−2.5% | 減碼 |
| Pinnacle Holdings, LLC | 9,250 | $441.4 萬 | 1.54% | −38−0.4% | 減碼 |
| Nilsine Partners, LLC | 9,276 | $442.6 萬 | 0.40% | +212+2.3% | 加碼 |
| United Capital Management of KS, Inc. | 9,294 | $443.4 萬 | 0.60% | −2,091−18.4% | 減碼 |
| Brendel Financial Advisors LLC | 9,314 | $444.4 萬 | 2.28% | +242+2.7% | 加碼 |
| Cannon Advisors, Inc. | 8,575 | $446.3 萬 | 3.00% | −216−2.5% | 減碼 |
| Hartford Financial Management Inc. | 9,363 | $446.8 萬 | 1.18% | −267−2.8% | 減碼 |
| Jackson Square Capital, LLC | 9,381 | $447.6 萬 | 0.98% | −1,916−17.0% | 減碼 |
| Westpac Banking Corp | 9,413 | $449.1 萬 | 0.28% | +6,413+213.8% | 加碼 |
| Schnieders Capital Management, LLC. | 9,458 | $451.3 萬 | 0.81% | +9,458 | 新進 |
| Profund Advisors LLC | 9,477 | $452.2 萬 | 0.15% | −1,215−11.4% | 減碼 |
| Prudential PLC | 9,491 | $452.9 萬 | 0.03% | −269−2.8% | 減碼 |
| Wells Trecaso Financial Group, LLC | 9,548 | $455.6 萬 | 2.17% | −7,561−44.2% | 減碼 |
| Cumberland Advisors Inc | 9,550 | $455.7 萬 | 1.75% | 00.0% | 不變 |
| Parallel Advisors, LLC | 9,586 | $457.4 萬 | 0.08% | −732−7.1% | 減碼 |
| 1st Source Bank | 9,617 | $458.9 萬 | 0.24% | +183+1.9% | 加碼 |
| RMB Capital Management, LLC | 9,641 | $460.0 萬 | 0.08% | +346+3.7% | 加碼 |
| Stenger Family Office, LLC | 8,784 | $463.0 萬 | 0.98% | +1,373+18.5% | 加碼 |
| AlTi Global, Inc. | 9,711 | $463.4 萬 | 0.11% | +950+10.8% | 加碼 |
| Evercore Wealth Management, LLC | 9,733 | $464.4 萬 | 0.07% | +9+0.1% | 加碼 |
| Davis R M Inc | 9,759 | $465.6 萬 | 0.08% | +6,074+164.8% | 加碼 |
| Family Management Corp | 9,795 | $467.4 萬 | 0.65% | −383−3.8% | 減碼 |
| Mattern Wealth Management LLC | 9,833 | $469.2 萬 | 0.94% | −250−2.5% | 減碼 |
| Ramirez Asset Management, Inc. | 9,850 | $470.0 萬 | 0.65% | +1,010+11.4% | 加碼 |
| Voleon Capital Management LP | 9,855 | $470.2 萬 | 0.11% | +6,174+167.7% | 加碼 |
| IHT Wealth Management, LLC | 9,856 | $470.8 萬 | 0.12% | −2,104−17.6% | 減碼 |
| Delta Capital Management LLC | 9,870 | $470.9 萬 | 2.43% | −10−0.1% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,872 | $471.0 萬 | 0.05% | +181+1.9% | 加碼 |
| First Dallas Securities Inc. | 9,890 | $471.9 萬 | 1.77% | −49−0.5% | 減碼 |
| Naples Global Advisors, LLC | 9,902 | $472.5 萬 | 0.37% | −388−3.8% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,967 | $475.6 萬 | 1.37% | −157−1.6% | 減碼 |
| SRS Capital Advisors, Inc. | 9,960 | $475.7 萬 | 0.07% | +8,810+766.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 9,979 | $476.1 萬 | 0.29% | −203−2.0% | 減碼 |
| Alberta Investment Management Corp | 10,000 | $477.1 萬 | 0.03% | −9,000−47.4% | 減碼 |
| Fisher Funds Management LTD | 10,023 | $478.2 萬 | 0.13% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 10,055 | $479.8 萬 | 0.25% | −252−2.4% | 減碼 |
| Kinloch Capital, LLC | 10,058 | $479.9 萬 | 2.10% | −54−0.5% | 減碼 |
| Nikko Asset Management Americas, Inc. | 10,158 | $484.4 萬 | 0.05% | −1,002−9.0% | 減碼 |
| Finer Wealth Management, Inc. | 10,162 | $484.9 萬 | 2.42% | +121+1.2% | 加碼 |
| Investor's Fiduciary Advisor Network, LLC | 10,166 | $485.0 萬 | 1.64% | −54−0.5% | 減碼 |
| Whalerock Point Partners, LLC | 10,172 | $485.4 萬 | 0.99% | −300−2.9% | 減碼 |
| Pinnacle Financial Partners Inc | 10,184 | $485.9 萬 | 0.12% | −5,842−36.5% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,195 | $486.5 萬 | 0.61% | −103−1.0% | 減碼 |
| Snowden Capital Advisors LLC | 10,202 | $486.8 萬 | 0.13% | −1,616−13.7% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,213 | $487.3 萬 | 0.29% | −848−7.7% | 減碼 |
| RB Capital Management, LLC | 10,223 | $487.8 萬 | 1.02% | +262+2.6% | 加碼 |
| LMG Wealth Partners, LLC | 10,226 | $487.9 萬 | 0.91% | −57−0.6% | 減碼 |
| BLB&B Advisors, LLC | 10,264 | $489.7 萬 | 0.21% | −185−1.8% | 減碼 |
| Mission Wealth Management, LP | 10,297 | $491.3 萬 | 0.10% | −182−1.7% | 減碼 |
| Modern Wealth Management, LLC | 10,308 | $491.8 萬 | 0.10% | +83+0.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 10,322 | $492.5 萬 | 0.15% | −928−8.2% | 減碼 |
| DMKC Advisory Services, LLC | 10,352 | $493.9 萬 | 2.51% | −422−3.9% | 減碼 |
| Old National Bancorp | 10,362 | $494.4 萬 | 0.08% | −220−2.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 10,365 | $494.6 萬 | 0.18% | −205−1.9% | 減碼 |
| Capital Asset Advisory Services LLC | 10,387 | $495.6 萬 | 0.21% | +516+5.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 10,412 | $496.8 萬 | 0.34% | −88−0.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,434 | $497.9 萬 | 0.14% | −2,275−17.9% | 減碼 |
| Lowe Brockenbrough & Co Inc | 10,452 | $498.7 萬 | 0.26% | +392+3.9% | 加碼 |
| Focus Financial Network, Inc. | 10,508 | $501.4 萬 | 0.18% | +155+1.5% | 加碼 |
| MV Capital Management, Inc. | 10,531 | $502.5 萬 | 0.48% | −939−8.2% | 減碼 |
| Mystic Asset Management, Inc. | 10,538 | $502.8 萬 | 1.14% | −72−0.7% | 減碼 |
| Creative Financial Designs Inc | 10,539 | $502.9 萬 | 0.34% | −403−3.7% | 減碼 |
| Zhang Financial LLC | 10,576 | $504.6 萬 | 0.21% | +284+2.8% | 加碼 |
| Perigon Wealth Management, LLC | 10,621 | $506.8 萬 | 0.10% | −6,014−36.2% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,742 | $512.6 萬 | 1.53% | −20−0.2% | 減碼 |
| Bank of Hawaii | 10,745 | $512.7 萬 | 0.26% | −364−3.3% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,788 | $513.3 萬 | 0.83% | +9+0.1% | 加碼 |
| Hixon Zuercher, LLC | 10,776 | $514.2 萬 | 1.56% | −10,631−49.7% | 減碼 |
| Argent Trust Co | 10,777 | $514.2 萬 | 0.18% | −900−7.7% | 減碼 |
| Gallo Partners, LP | 10,826 | $516.6 萬 | 3.88% | +10,826 | 新進 |
| Asset Management Group, Inc. | 10,842 | $517.3 萬 | 0.85% | +32+0.3% | 加碼 |
| Nordwand Advisors, LLC | 10,850 | $517.7 萬 | 0.82% | +50+0.5% | 加碼 |
| Pensionmark Financial Group, LLC | 10,868 | $518.6 萬 | 0.11% | +524+5.1% | 加碼 |
| Slow Capital, Inc. | 10,889 | $519.6 萬 | 0.61% | +67+0.6% | 加碼 |
| M&G Plc | 10,960 | $522.8 萬 | 0.03% | −15,653−58.8% | 減碼 |
| Terry L. Blaker | 10,990 | $524.4 萬 | 0.20% | −958−8.0% | 減碼 |
| Ameritas Advisory Services, LLC | 10,991 | $524.4 萬 | 0.34% | −429−3.8% | 減碼 |
| Choate Investment Advisors | 10,996 | $524.7 萬 | 0.11% | +667+6.5% | 加碼 |
| Change Path, LLC | 11,008 | $525.2 萬 | 0.13% | −62−0.6% | 減碼 |
| CPA Asset Management LLC | 11,013 | $525.5 萬 | 2.03% | +40.0% | 加碼 |
| GAM Holding AG | 11,040 | $526.8 萬 | 0.33% | +706+6.8% | 加碼 |
| Eventide Asset Management, LLC | 11,147 | $526.8 萬 | 0.09% | +11,147 | 新進 |
| Altrius Capital Management Inc | 11,045 | $527.0 萬 | 1.20% | −2,765−20.0% | 減碼 |
| Chilton Investment Co LLC | 11,059 | $527.7 萬 | 0.11% | +10,000+944.3% | 加碼 |
| Spirit of America Management Corp | 11,090 | $529.2 萬 | 1.06% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 11,121 | $530.6 萬 | 0.46% | +715+6.9% | 加碼 |
| Studio Investment Management LLC | 11,126 | $530.9 萬 | 1.00% | −1,613−12.7% | 減碼 |
| Stokes Capital Advisors, LLC | 11,133 | $531.2 萬 | 1.24% | +449+4.2% | 加碼 |
| Smith, Moore & Co. | 11,234 | $536.0 萬 | 0.41% | −388−3.3% | 減碼 |
| MEMBERS Trust Co | 11,301 | $539.2 萬 | 0.18% | −148−1.3% | 減碼 |
| North Star Investment Management Corp. | 11,382 | $543.1 萬 | 0.35% | +9+0.1% | 加碼 |
| Whitener Capital Management, Inc. | 11,417 | $544.8 萬 | 1.30% | +157+1.4% | 加碼 |
| Money Concepts Capital Corp | 11,442 | $545.9 萬 | 0.34% | +417+3.8% | 加碼 |
| Kingsview Wealth Management, LLC | 11,468 | $547.2 萬 | 0.08% | +309+2.8% | 加碼 |
| HBK Sorce Advisory LLC | 10,258 | $547.8 萬 | 0.14% | +818+8.7% | 加碼 |
| Argyle Capital Management Inc. | 11,524 | $549.9 萬 | 1.90% | −45−0.4% | 減碼 |
| Wetherby Asset Management Inc | 11,569 | $552.0 萬 | 0.23% | +420+3.8% | 加碼 |