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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 6,393 | $305.0 萬 | 0.09% | −206−3.1% | 減碼 |
| Panagora Asset Management Inc | 6,382 | $304.5 萬 | 0.01% | −1,754−21.6% | 減碼 |
| Parkside Financial Bank & Trust | 6,357 | $303.3 萬 | 0.23% | +31+0.5% | 加碼 |
| Advisors Preferred, LLC | 6,300 | $302.9 萬 | 0.45% | 00.0% | 不變 |
| BOS Asset Management, LLC | 6,343 | $302.7 萬 | 0.85% | +236+3.9% | 加碼 |
| Roman Butler Fullerton & Co | 5,167 | $302.5 萬 | 0.81% | +331+6.8% | 加碼 |
| JBR Co Financial Management Inc | 6,339 | $302.5 萬 | 1.28% | −158−2.4% | 減碼 |
| Avantax Planning Partners, Inc. | 6,336 | $302.3 萬 | 0.09% | −86−1.3% | 減碼 |
| RD Lewis Holdings, Inc. | 5,270 | $302.0 萬 | 2.83% | +80+1.5% | 加碼 |
| Smartleaf Asset Management LLC | 6,399 | $301.8 萬 | 0.19% | +1,885+41.8% | 加碼 |
| Heritage Wealth Management, Inc. | 6,321 | $301.6 萬 | 0.89% | −71−1.1% | 減碼 |
| Hilltop Holdings Inc. | 6,318 | $301.5 萬 | 0.16% | −1,157−15.5% | 減碼 |
| CFC Planning Co LLC | 6,315 | $301.3 萬 | 2.53% | +333+5.6% | 加碼 |
| Allegheny Financial Group LTD | 6,301 | $300.7 萬 | 0.56% | +1,133+21.9% | 加碼 |
| Heartland Bank & Trust Co | 6,275 | $299.4 萬 | 1.24% | +3,527+128.3% | 加碼 |
| Abn Amro Investment Solutions | 6,253 | $298.4 萬 | 0.06% | −1,990−24.1% | 減碼 |
| Strategic Advisors LLC | 6,249 | $298.2 萬 | 0.48% | +73+1.2% | 加碼 |
| Ellis Investment Partners, LLC | 6,236 | $297.6 萬 | 0.54% | −79−1.3% | 減碼 |
| River Wealth Advisors LLC | 6,232 | $297.4 萬 | 0.35% | 00.0% | 不變 |
| MONECO Advisors, LLC | 6,193 | $295.5 萬 | 0.25% | +84+1.4% | 加碼 |
| EPG Wealth Management LLC | 6,175 | $294.7 萬 | 0.81% | +1,514+32.5% | 加碼 |
| Hillsdale Investment Management Inc. | 6,167 | $294.3 萬 | 0.09% | +1,430+30.2% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,153 | $293.6 萬 | 0.05% | −30.0% | 減碼 |
| Vantage Point Financial LLC | 6,146 | $293.2 萬 | 1.14% | +33+0.5% | 加碼 |
| Ascent Group, LLC | 6,136 | $292.8 萬 | 0.10% | +2,876+88.2% | 加碼 |
| JFS Wealth Advisors, LLC | 6,133 | $292.6 萬 | 0.17% | +176+3.0% | 加碼 |
| Crawford Investment Counsel Inc | 6,121 | $292.1 萬 | 0.05% | +100+1.7% | 加碼 |
| Private Trust Co NA | 6,119 | $291.9 萬 | 0.26% | +60+1.0% | 加碼 |
| WD Rutherford LLC | 6,110 | $291.5 萬 | 1.24% | +508+9.1% | 加碼 |
| Charles Schwab Trust Co | 6,106 | $291.4 萬 | 0.20% | +80+1.3% | 加碼 |
| FLC Capital Advisors | 6,105 | $291.3 萬 | 0.56% | −21−0.3% | 減碼 |
| Weatherly Asset Management L. P. | 6,090 | $290.6 萬 | 0.24% | +75+1.2% | 加碼 |
| ABN AMRO Bank N.V. | 6,105 | $290.3 萬 | 0.03% | +2,733+81.0% | 加碼 |
| Cynosure Management, LLC | 6,073 | $289.8 萬 | 0.31% | −3,893−39.1% | 減碼 |
| Franklin Street Advisors Inc | 6,071 | $289.7 萬 | 0.17% | −300−4.7% | 減碼 |
| Bowen Hanes & Co Inc | 6,044 | $288.4 萬 | 0.07% | −2,740−31.2% | 減碼 |
| G&S Capital LLC | 6,031 | $287.8 萬 | 1.06% | −1,218−16.8% | 減碼 |
| Bridges Investment Management Inc | 6,030 | $287.7 萬 | 0.04% | +452+8.1% | 加碼 |
| Wealthspire Advisors, LLC | 6,019 | $287.2 萬 | 0.02% | −5,227−46.5% | 減碼 |
| Savvy Advisors, Inc. | 6,014 | $287.0 萬 | 0.13% | +909+17.8% | 加碼 |
| Bragg Financial Advisors, Inc | 6,000 | $286.3 萬 | 0.09% | +247+4.3% | 加碼 |
| Wealth Architects, LLC | 5,986 | $285.6 萬 | 0.27% | −23−0.4% | 減碼 |
| Kentucky Trust Co | 5,983 | $285.5 萬 | 1.55% | −75−1.2% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 5,981 | $285.4 萬 | 1.88% | −50−0.8% | 減碼 |
| Biltmore Family Office, LLC | 5,975 | $285.1 萬 | 0.41% | −65−1.1% | 減碼 |
| Victrix Investment Advisors | 5,940 | $283.4 萬 | 1.55% | −138−2.3% | 減碼 |
| Bernard Wealth Management Corp. | 5,937 | $283.3 萬 | 1.18% | +109+1.9% | 加碼 |
| Brady Family Wealth, LLC | 5,931 | $283.0 萬 | 0.88% | +607+11.4% | 加碼 |
| Qtron Investments LLC | 5,925 | $282.7 萬 | 0.35% | −882−13.0% | 減碼 |
| Vivid Wealth Management, LLC | 5,922 | $282.6 萬 | 1.12% | −1,233−17.2% | 減碼 |
| Catalytic Wealth RIA, LLC | 5,906 | $281.8 萬 | 0.09% | +2,509+73.9% | 加碼 |
| Orleans Capital Management Corp | 5,885 | $280.8 萬 | 1.82% | −1,793−23.4% | 減碼 |
| Drive Wealth Management, LLC | 5,881 | $280.6 萬 | 0.59% | −3−0.1% | 減碼 |
| Cordatus Wealth Management LLC | 5,874 | $280.3 萬 | 0.66% | +40+0.7% | 加碼 |
| Sandler Capital Management | 5,835 | $278.4 萬 | 1.02% | +5,835 | 新進 |
| Confluence Wealth Services, Inc. | 5,816 | $277.5 萬 | 0.14% | −308−5.0% | 減碼 |
| Investment House LLC | 5,808 | $277.1 萬 | 0.13% | 00.0% | 不變 |
| Stratos Wealth Advisors, LLC | 5,796 | $276.6 萬 | 0.13% | −5−0.1% | 減碼 |
| Huntleigh Advisors, Inc. | 5,783 | $275.9 萬 | 0.47% | +185+3.3% | 加碼 |
| Oddo BHF Asset Management SAS | 5,778 | $275.7 萬 | 0.10% | −687−10.6% | 減碼 |
| HHM Wealth Advisors, LLC | 5,759 | $274.8 萬 | 0.32% | −123−2.1% | 減碼 |
| Pinnbrook Capital Management LP | 5,758 | $274.7 萬 | 0.51% | −1,186−17.1% | 減碼 |
| Trueblood Wealth Management, LLC | 5,756 | $274.7 萬 | 1.07% | −158−2.7% | 減碼 |
| Watershed Private Wealth LLC | 5,756 | $274.6 萬 | 0.87% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 5,756 | $274.6 萬 | 1.31% | −277−4.6% | 減碼 |
| Chapin Davis, Inc. | 5,746 | $274.1 萬 | 0.67% | −131−2.2% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 5,699 | $271.9 萬 | 0.27% | −1,862−24.6% | 減碼 |
| Am Investment Strategies LLC | 5,694 | $271.7 萬 | 0.59% | +329+6.1% | 加碼 |
| Essex Savings Bank | 5,684 | $271.2 萬 | 0.61% | −100−1.7% | 減碼 |
| Ocean Capital Management, LLC | 5,677 | $270.9 萬 | 0.55% | −197−3.4% | 減碼 |
| First National Bank Sioux Falls | 5,653 | $269.7 萬 | 0.84% | 00.0% | 不變 |
| Advisory Alpha, LLC | 5,471 | $268.6 萬 | 0.07% | +196+3.7% | 加碼 |
| Beaton Management Co. Inc. | 5,603 | $267.3 萬 | 1.22% | 00.0% | 不變 |
| SIR Capital Management, L.P. | 5,600 | $267.2 萬 | 0.24% | +5,600 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 5,580 | $266.2 萬 | 1.20% | −179−3.1% | 減碼 |
| Cascade Investment Advisors, Inc. | 5,576 | $266.1 萬 | 1.61% | −4−0.1% | 減碼 |
| TKG Advisors, LLC | 5,572 | $265.9 萬 | 1.14% | −876−13.6% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,567 | $265.6 萬 | 0.04% | +154+2.8% | 加碼 |
| Woodard & Co Asset Management Group Inc | 5,548 | $264.7 萬 | 0.43% | +284+5.4% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,545 | $264.6 萬 | 0.21% | −171−3.0% | 減碼 |
| Ingalls & Snyder LLC | 5,540 | $264.3 萬 | 0.09% | 00.0% | 不變 |
| Alaethes Wealth LLC | 5,517 | $263.2 萬 | 0.75% | −256−4.4% | 減碼 |
| Monticello Wealth Management, LLC | 5,516 | $263.2 萬 | 0.18% | +1,989+56.4% | 加碼 |
| Intellectus Partners, LLC | 5,496 | $262.2 萬 | 0.51% | +3+0.1% | 加碼 |
| Richard Bernstein Advisors LLC | 5,483 | $261.6 萬 | 0.07% | −7,885−59.0% | 減碼 |
| IFG Advisory, LLC | 5,477 | $261.3 萬 | 0.12% | −93−1.7% | 減碼 |
| WealthPlan Investment Management, LLC | 5,463 | $260.7 萬 | 0.17% | −529−8.8% | 減碼 |
| BNP Paribas | 5,686 | $260.4 萬 | 0.08% | −25,238−81.6% | 減碼 |
| LOM Asset Management Ltd | 5,452 | $260.1 萬 | 0.79% | +166+3.1% | 加碼 |
| Redmond Asset Management, LLC | 5,436 | $259.4 萬 | 0.64% | −660−10.8% | 減碼 |
| Moody National Bank Trust Division | 5,430 | $259.1 萬 | 0.22% | +314+6.1% | 加碼 |
| Garrett Investment Advisors LLC | 5,427 | $259.0 萬 | 0.21% | −167−3.0% | 減碼 |
| IFC Advisors LLC | 5,424 | $258.8 萬 | 0.47% | +238+4.6% | 加碼 |
| Trust Point Inc. | 5,418 | $258.5 萬 | 0.21% | −22−0.4% | 減碼 |
| Advisors Management Group Inc | 5,380 | $256.7 萬 | 0.45% | −69−1.3% | 減碼 |
| Permanent Capital Management, LP | 5,369 | $256.2 萬 | 0.48% | +5,369 | 新進 |
| Mayflower Financial Advisors, LLC | 5,360 | $255.8 萬 | 0.32% | +1,365+34.2% | 加碼 |
| Nations Financial Group Inc, | 5,357 | $255.6 萬 | 0.16% | −43−0.8% | 減碼 |
| Convergence Investment Partners, LLC | 5,358 | $255.6 萬 | 0.57% | −265−4.7% | 減碼 |
| Ti-Trust, Inc | 5,356 | $255.6 萬 | 1.61% | 00.0% | 不變 |