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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $1,590 億 |
| 2025 年第 2 季 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $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 |
|---|---|---|---|---|---|
| Boltwood Capital Management | 7,961 | $379.9 萬 | 1.01% | −250−3.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,898 | $376.9 萬 | 0.20% | −76−1.0% | 減碼 |
| Adirondack Trust Co | 7,897 | $376.8 萬 | 1.26% | −15−0.2% | 減碼 |
| Petredis Investment Advisors LLC | 7,888 | $376.4 萬 | 0.30% | −68−0.9% | 減碼 |
| Loudon Investment Management, LLC | 7,866 | $375.3 萬 | 1.97% | −10−0.1% | 減碼 |
| Argent Advisors, Inc. | 7,860 | $375.0 萬 | 1.11% | +217+2.8% | 加碼 |
| DT Investment Partners, LLC | 7,855 | $374.8 萬 | 0.32% | −1,840−19.0% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,853 | $374.7 萬 | 0.28% | +692+9.7% | 加碼 |
| Monetary Management Group Inc | 7,837 | $373.9 萬 | 0.86% | −375−4.6% | 減碼 |
| Diversified Trust Co | 7,830 | $373.6 萬 | 0.07% | +136+1.8% | 加碼 |
| Accurate Wealth Management, LLC | 7,084 | $373.4 萬 | 0.50% | +53+0.8% | 加碼 |
| RFG Advisory, LLC | 7,812 | $372.7 萬 | 0.08% | −192−2.4% | 減碼 |
| Gifford Fong Associates | 7,800 | $372.2 萬 | 0.78% | 00.0% | 不變 |
| South Dakota Investment Council | 7,784 | $371.4 萬 | 0.07% | −1,180−13.2% | 減碼 |
| Field & Main Bank | 7,768 | $370.6 萬 | 1.09% | −48−0.6% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 7,765 | $370.5 萬 | 0.22% | −65−0.8% | 減碼 |
| Harbor Capital Advisors, Inc. | 7,759 | $370.2 萬 | 0.29% | +68+0.9% | 加碼 |
| Tradewinds, LLC. | 7,742 | $369.4 萬 | 0.90% | +7,742 | 新進 |
| Fruth Investment Management | 7,738 | $369.2 萬 | 1.00% | −140−1.8% | 減碼 |
| BCM Advisors, LLC | 7,033 | $368.9 萬 | 0.74% | +32+0.5% | 加碼 |
| Old Mission Investment Co LLC | 7,687 | $366.8 萬 | 0.89% | +584+8.2% | 加碼 |
| Concord Asset Management, LLC | 7,670 | $366.0 萬 | 0.66% | −2,006−20.7% | 減碼 |
| Ballentine Partners, LLC | 7,651 | $365.1 萬 | 0.05% | +126+1.7% | 加碼 |
| Aaron Wealth Advisors | 7,640 | $364.6 萬 | 0.22% | +2,529+49.5% | 加碼 |
| Gladstone Institutional Advisory LLC | 7,616 | $363.4 萬 | 0.14% | +231+3.1% | 加碼 |
| Oarsman Capital, Inc. | 7,599 | $362.6 萬 | 0.51% | −10−0.1% | 減碼 |
| Valley Brook Capital Group | 7,596 | $362.4 萬 | 2.44% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 7,595 | $362.4 萬 | 0.05% | −658−8.0% | 減碼 |
| Y.D. More Investments Ltd | 7,592 | $362.2 萬 | 0.20% | +2,366+45.3% | 加碼 |
| Gables Capital Management Inc. | 7,580 | $361.7 萬 | 1.55% | −100−1.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 7,566 | $361.0 萬 | 1.54% | 00.0% | 不變 |
| Forum Financial Management, LP | 7,552 | $360.4 萬 | 0.05% | +151+2.0% | 加碼 |
| D. Scott Neal, Inc. | 7,549 | $360.2 萬 | 1.67% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 7,470 | $356.4 萬 | 1.20% | −75−1.0% | 減碼 |
| Old Port Advisors | 7,463 | $356.1 萬 | 0.90% | −85−1.1% | 減碼 |
| Arrow Financial Corp | 7,461 | $356.0 萬 | 0.36% | +32+0.4% | 加碼 |
| Larson Financial Group LLC | 7,439 | $355.0 萬 | 0.12% | +1,641+28.3% | 加碼 |
| Tyche Wealth Partners LLC | 7,403 | $353.3 萬 | 0.62% | −37−0.5% | 減碼 |
| Inspire Advisors, LLC | 7,397 | $353.0 萬 | 0.34% | −101−1.3% | 減碼 |
| Great Lakes Retirement, Inc. | 7,396 | $352.9 萬 | 0.39% | +412+5.9% | 加碼 |
| RiverFront Investment Group, LLC | 7,363 | $351.6 萬 | 0.06% | +2,513+51.8% | 加碼 |
| IronBridge Private Wealth, LLC | 7,328 | $349.7 萬 | 1.10% | −5,588−43.3% | 減碼 |
| K.J. Harrison & Partners Inc | 7,125 | $349.5 萬 | 0.50% | +3,000+72.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,310 | $348.8 萬 | 1.71% | −14−0.2% | 減碼 |
| Chicago Capital, LLC | 7,274 | $347.1 萬 | 0.09% | +1,315+22.1% | 加碼 |
| Brevan Howard Capital Management LP | 7,257 | $346.3 萬 | 0.05% | −61,381−89.4% | 減碼 |
| Advisors Asset Management, Inc. | 7,249 | $345.9 萬 | 0.06% | −1,905−20.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,206 | $343.8 萬 | 0.18% | +82+1.2% | 加碼 |
| Legacy Bridge, LLC | 7,202 | $343.6 萬 | 1.43% | −70−1.0% | 減碼 |
| Cambridge Advisors Inc. | 7,191 | $343.1 萬 | 0.67% | −493−6.4% | 減碼 |
| Park National Corp | 7,191 | $343.1 萬 | 0.11% | −263−3.5% | 減碼 |
| Arete Wealth Advisors, LLC | 7,189 | $343.1 萬 | 0.21% | +212+3.0% | 加碼 |
| CMT Capital Markets Trading GmbH | 7,157 | $341.5 萬 | 1.42% | +7,157 | 新進 |
| Sargent Investment Group, LLC | 7,152 | $341.3 萬 | 0.49% | +176+2.5% | 加碼 |
| Cross Staff Investments Inc | 7,066 | $337.2 萬 | 2.35% | 00.0% | 不變 |
| Cottage Street Advisors LLC | 7,027 | $335.8 萬 | 1.43% | +1,319+23.1% | 加碼 |
| Capital & Planning, LLC | 7,037 | $335.8 萬 | 2.07% | −8−0.1% | 減碼 |
| Hennessy Advisors Inc | 7,000 | $334.0 萬 | 0.12% | +100+1.4% | 加碼 |
| Triangle Securities Wealth Management | 6,977 | $332.9 萬 | 0.75% | +826+13.4% | 加碼 |
| NewEdge Wealth, LLC | 5,848 | $332.8 萬 | 0.05% | +266+4.8% | 加碼 |
| Quest Investment Management LLC | 6,968 | $332.5 萬 | 0.35% | 00.0% | 不變 |
| Berkshire Bank | 6,958 | $332.0 萬 | 0.71% | −288−4.0% | 減碼 |
| Stone Point Wealth LLC | 6,951 | $331.7 萬 | 0.94% | −226−3.1% | 減碼 |
| Schear Investment Advisers, LLC | 6,948 | $331.5 萬 | 1.48% | +44+0.6% | 加碼 |
| Westerkirk Capital Inc. | 6,918 | $330.1 萬 | 0.38% | −292−4.0% | 減碼 |
| Skopos Labs, Inc. | 8,577 | $329.9 萬 | 0.45% | −154−1.8% | 減碼 |
| Becker Capital Management Inc | 6,912 | $329.8 萬 | 0.10% | −44−0.6% | 減碼 |
| Modera Wealth Management, LLC | 6,911 | $329.8 萬 | 0.04% | −40−0.6% | 減碼 |
| Nemes Rush Group LLC | 6,893 | $328.9 萬 | 0.33% | −30−0.4% | 減碼 |
| Syon Capital LLC | 6,890 | $328.7 萬 | 0.18% | +464+7.2% | 加碼 |
| Granite Investment Partners, LLC | 6,889 | $328.7 萬 | 0.19% | +1,835+36.3% | 加碼 |
| Forefront Wealth Management Inc. | 6,851 | $326.9 萬 | 2.40% | −179−2.5% | 減碼 |
| MB, Levis & Associates, LLC | 6,840 | $326.4 萬 | 1.41% | −881−11.4% | 減碼 |
| Compton Wealth Advisory Group, LLC | 6,810 | $324.9 萬 | 0.75% | +277+4.2% | 加碼 |
| Courier Capital LLC | 6,801 | $324.5 萬 | 0.19% | +2,410+54.9% | 加碼 |
| Staley Capital Advisers Inc | 6,800 | $324.5 萬 | 0.13% | 00.0% | 不變 |
| Howland Capital Management LLC | 6,725 | $320.9 萬 | 0.12% | −150−2.2% | 減碼 |
| Gen-Wealth Partners Inc | 6,724 | $320.8 萬 | 1.08% | +129+2.0% | 加碼 |
| Ar Asset Management Inc | 6,700 | $319.7 萬 | 0.67% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 6,700 | $319.7 萬 | 0.48% | 00.0% | 不變 |
| PFG Investments, LLC | 6,669 | $318.2 萬 | 0.17% | +440+7.1% | 加碼 |
| AdvisorNet Financial, Inc | 6,662 | $317.9 萬 | 0.18% | +847+14.6% | 加碼 |
| Oxbow Advisors, LLC | 6,644 | $317.0 萬 | 0.29% | −1,124−14.5% | 減碼 |
| CNB Bank | 6,643 | $317.0 萬 | 1.32% | +304+4.8% | 加碼 |
| Southeast Asset Advisors Inc. | 6,632 | $316.4 萬 | 0.34% | +30.0% | 加碼 |
| Greenfield Savings Bank | 6,628 | $316.3 萬 | 1.33% | −89−1.3% | 減碼 |
| Court Place Advisors, LLC | 6,599 | $314.9 萬 | 0.95% | −16−0.2% | 減碼 |
| Ignite Planners, LLC | 6,594 | $314.6 萬 | 0.52% | −178−2.6% | 減碼 |
| AMG National Trust Bank | 6,586 | $314.3 萬 | 0.08% | −5−0.1% | 減碼 |
| Xcel Wealth Management, LLC | 6,545 | $312.3 萬 | 0.81% | +2,585+65.3% | 加碼 |
| Coastline Trust Co | 6,530 | $311.6 萬 | 0.33% | +24+0.4% | 加碼 |
| Stevens Capital Management LP | 6,529 | $311.5 萬 | 0.41% | +2,821+76.1% | 加碼 |
| Osborne Partners Capital Management, LLC | 6,525 | $311.3 萬 | 0.16% | +485+8.0% | 加碼 |
| Weaver Capital Management LLC | 6,497 | $310.0 萬 | 0.68% | +461+7.6% | 加碼 |
| Massachusetts Wealth Management | 6,482 | $309.3 萬 | 1.53% | +220+3.5% | 加碼 |
| Shepherd Financial Partners LLC | 6,480 | $309.2 萬 | 0.29% | −10.0% | 減碼 |
| Clark Capital Management Group, Inc. | 6,470 | $308.7 萬 | 0.02% | +987+18.0% | 加碼 |
| Trust Investment Advisors | 6,465 | $308.5 萬 | 1.73% | +43+0.7% | 加碼 |
| Vectors Research Management, LLC | 6,415 | $306.1 萬 | 0.96% | +3,753+141.0% | 加碼 |
| Rexford Capital Inc | 6,395 | $305.1 萬 | 2.36% | −13−0.2% | 減碼 |