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 |
|---|---|---|---|---|---|
| Caisse des Depots Et Consignations | 5,348 | $255.2 萬 | 0.11% | +5,348 | 新進 |
| High Falls Advisors, Inc | 5,342 | $254.9 萬 | 0.52% | +356+7.1% | 加碼 |
| SCS Capital Management LLC | 5,341 | $254.9 萬 | 0.03% | −124−2.3% | 減碼 |
| International Assets Investment Management, LLC | 6,515 | $254.7 萬 | 0.21% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 5,337 | $254.6 萬 | 0.62% | +9+0.2% | 加碼 |
| AIA Group Ltd | 5,330 | $254.3 萬 | 0.04% | +2,024+61.2% | 加碼 |
| Resources Management Corp | 5,330 | $254.3 萬 | 0.33% | −900−14.4% | 減碼 |
| Rollins Financial Advisors, LLC | 5,326 | $254.1 萬 | 0.38% | +107+2.1% | 加碼 |
| Checchi Capital Advisers, LLC | 5,296 | $252.7 萬 | 0.17% | −320−5.7% | 減碼 |
| Morton Community Bank | 4,352 | $251.2 萬 | 0.58% | +3,755+629.0% | 加碼 |
| Advisor OS, LLC | 5,259 | $250.9 萬 | 0.22% | +995+23.3% | 加碼 |
| Nwam LLC | 4,909 | $250.3 萬 | 0.14% | +253+5.4% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,242 | $250.1 萬 | 0.25% | +28+0.5% | 加碼 |
| First Horizon Corp | 5,241 | $250.1 萬 | 0.12% | +5,241 | 新進 |
| Eldridge Investment Advisors, Inc. | 5,235 | $249.8 萬 | 0.57% | −20.0% | 減碼 |
| Core Wealth Advisors, Inc. | 5,219 | $249.0 萬 | 0.65% | −136−2.5% | 減碼 |
| True North Advisors, LLC | 5,184 | $247.3 萬 | 0.39% | +126+2.5% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,182 | $247.3 萬 | 0.03% | −2,547−33.0% | 減碼 |
| Perkins Coie Trust Co | 5,177 | $247.0 萬 | 0.46% | −411−7.4% | 減碼 |
| Rodgers Brothers Inc. | 5,176 | $247.0 萬 | 0.30% | 00.0% | 不變 |
| Northern Financial Advisors Inc | 5,169 | $246.6 萬 | 1.29% | +139+2.8% | 加碼 |
| Hager Investment Management Services, LLC | 5,164 | $246.4 萬 | 1.33% | −444−7.9% | 減碼 |
| Beacon Investment Advisors LLC | 5,123 | $244.5 萬 | 1.00% | +29+0.6% | 加碼 |
| Garde Capital, Inc. | 5,122 | $244.4 萬 | 0.12% | −237−4.4% | 減碼 |
| HCR Wealth Advisors | 4,978 | $244.3 萬 | 0.25% | +1,000+25.1% | 加碼 |
| Bell Asset Management Ltd | 5,115 | $244.1 萬 | 0.67% | −6,716−56.8% | 減碼 |
| Camden Capital, LLC | 5,091 | $242.9 萬 | 0.17% | −301−5.6% | 減碼 |
| Connecticut Wealth Management, LLC | 5,088 | $242.8 萬 | 0.11% | −165−3.1% | 減碼 |
| XML Financial, LLC | 5,051 | $241.0 萬 | 0.20% | +509+11.2% | 加碼 |
| Journey Strategic Wealth LLC | 5,051 | $241.0 萬 | 0.07% | −97−1.9% | 減碼 |
| David Loasby | 4,937 | $240.3 萬 | 0.19% | +45+0.9% | 加碼 |
| Next Century Growth Investors LLC | 5,032 | $240.1 萬 | 0.18% | +27+0.5% | 加碼 |
| Benedict Financial Advisors Inc | 5,017 | $239.4 萬 | 0.52% | −154−3.0% | 減碼 |
| Wolff Financial Management LLC | 5,002 | $238.7 萬 | 0.55% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 5,000 | $238.6 萬 | 1.37% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 4,995 | $238.4 萬 | 0.09% | −138−2.7% | 減碼 |
| Guardian Investment Management | 4,987 | $238.0 萬 | 2.08% | 00.0% | 不變 |
| Atlas Brown,Inc. | 4,987 | $237.9 萬 | 0.70% | −132−2.6% | 減碼 |
| Haverford Trust Co | 4,983 | $237.8 萬 | 0.02% | −14−0.3% | 減碼 |
| Papp L Roy & Associates | 4,982 | $237.7 萬 | 0.27% | 00.0% | 不變 |
| WBH Advisory Inc | 4,981 | $237.7 萬 | 0.18% | 00.0% | 不變 |
| Opes Wealth Management LLC | 4,979 | $237.6 萬 | 0.42% | +27+0.5% | 加碼 |
| Bellwether Advisors, LLC | 4,968 | $237.0 萬 | 0.39% | +4,828+3,448.6% | 加碼 |
| Woodmont Investment Counsel LLC | 4,955 | $236.4 萬 | 0.16% | +37+0.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,931 | $235.3 萬 | 0.08% | +52+1.1% | 加碼 |
| Westwood Holdings Group Inc. | 4,914 | $234.5 萬 | 0.02% | −1,893−27.8% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 4,914 | $234.5 萬 | 0.57% | −40−0.8% | 減碼 |
| BankPlus Trust Department | 4,892 | $233.4 萬 | 0.62% | −1,320−21.2% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,886 | $233.1 萬 | 1.51% | +16+0.3% | 加碼 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 4,074 | $232.8 萬 | 1.66% | +2,200+117.4% | 加碼 |
| Exchange Traded Concepts, LLC | 4,864 | $232.1 萬 | 0.02% | −33,432−87.3% | 減碼 |
| Harbor Group, Inc. | 4,857 | $231.8 萬 | 0.37% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 4,855 | $231.6 萬 | 0.79% | −59−1.2% | 減碼 |
| CFM Wealth Partners LLC | 4,845 | $231.2 萬 | 0.34% | −8−0.2% | 減碼 |
| Trinity Legacy Partners, LLC | 3,975 | $229.4 萬 | 0.53% | +3+0.1% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,776 | $227.9 萬 | 0.49% | −50−1.0% | 減碼 |
| Golden State Equity Partners | 4,773 | $227.7 萬 | 0.38% | +744+18.5% | 加碼 |
| Princeton Capital Management LLC | 4,768 | $227.5 萬 | 0.61% | 00.0% | 不變 |
| Ostrum Asset Management | 4,754 | $226.8 萬 | 0.10% | −2,049−30.1% | 減碼 |
| Crown Oak Advisors, LLC | 5,821 | $226.0 萬 | 1.07% | 00.0% | 不變 |
| Evergreen Capital Management LLC | 4,731 | $225.7 萬 | 0.05% | +683+16.9% | 加碼 |
| Frank, Rimerman Advisors LLC | 4,730 | $225.7 萬 | 0.14% | +465+10.9% | 加碼 |
| Security National Bank | 4,728 | $225.6 萬 | 0.35% | +714+17.8% | 加碼 |
| Gateway Wealth Partners, LLC | 4,719 | $225.2 萬 | 0.30% | +546+13.1% | 加碼 |
| West Oak Capital, LLC | 4,704 | $224.4 萬 | 0.90% | −268−5.4% | 減碼 |
| Journey Advisory Group, LLC | 4,701 | $224.3 萬 | 0.17% | −48−1.0% | 減碼 |
| Main Street Financial Solutions, LLC | 4,696 | $224.1 萬 | 0.14% | +1,331+39.6% | 加碼 |
| Catalyst Financial Partners LLC | 4,691 | $223.8 萬 | 0.27% | +55+1.2% | 加碼 |
| Garrison Point Advisors, LLC | 4,678 | $223.2 萬 | 0.94% | −137−2.8% | 減碼 |
| Westover Capital Advisors, LLC | 4,676 | $223.1 萬 | 0.41% | 00.0% | 不變 |
| Diamant Asset Management, Inc. | 4,658 | $222.3 萬 | 1.64% | −200−4.1% | 減碼 |
| Global Trust Asset Management, LLC | 4,653 | $222.0 萬 | 1.00% | +48+1.0% | 加碼 |
| Oak Asset Management, LLC | 4,650 | $221.9 萬 | 0.76% | −1,445−23.7% | 減碼 |
| CoreCap Advisors, LLC | 4,648 | $221.8 萬 | 0.08% | +577+14.2% | 加碼 |
| Emprise Bank | 4,639 | $221.3 萬 | 0.96% | −37−0.8% | 減碼 |
| Colonial Trust Co | 4,621 | $220.5 萬 | 0.30% | +80+1.8% | 加碼 |
| Norway Savings Bank | 4,603 | $219.6 萬 | 1.06% | +30+0.7% | 加碼 |
| Sageworth Trust Co | 4,598 | $219.4 萬 | 0.10% | +3,843+509.0% | 加碼 |
| Simplicity Wealth,LLC | 4,589 | $219.0 萬 | 0.13% | −237−4.9% | 減碼 |
| Fundamentun, LLC | 4,588 | $218.9 萬 | 0.09% | +33+0.7% | 加碼 |
| Glen Eagle Advisors, LLC | 4,584 | $218.7 萬 | 0.30% | +12+0.3% | 加碼 |
| Cooper Financial Group | 4,572 | $218.1 萬 | 0.24% | +224+5.2% | 加碼 |
| Evelyn Partners Investment Management LLP | 4,571 | $218.1 萬 | 0.06% | +54+1.2% | 加碼 |
| Institute for Wealth Management, LLC. | 4,563 | $217.7 萬 | 0.23% | +98+2.2% | 加碼 |
| Guerra Pan Advisors, LLC | 4,549 | $217.1 萬 | 1.31% | 00.0% | 不變 |
| United Bank | 4,537 | $216.5 萬 | 0.75% | +454+11.1% | 加碼 |
| Highview Capital Management LLC | 4,525 | $215.9 萬 | 0.79% | +3,505+343.6% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,525 | $215.9 萬 | 0.83% | −160−3.4% | 減碼 |
| First Manhattan Co | 4,514 | $215.4 萬 | 0.01% | +3+0.1% | 加碼 |
| 1 North Wealth Services LLC | 4,502 | $214.8 萬 | 0.88% | +59+1.3% | 加碼 |
| Polymer Capital Management (US) LLC | 4,500 | $214.7 萬 | 0.29% | +4,500 | 新進 |
| InTrack Investment Management Inc | 4,495 | $214.5 萬 | 1.28% | −188−4.0% | 減碼 |
| Goldstone Financial Group, LLC | 4,487 | $214.1 萬 | 0.25% | +1,057+30.8% | 加碼 |
| Amussen Hunsaker Associates LLC | 4,488 | $213.9 萬 | 0.22% | −1,406−23.9% | 減碼 |
| Csenge Advisory Group | 4,477 | $213.6 萬 | 0.10% | −721−13.9% | 減碼 |
| Pitcairn Co | 4,475 | $213.5 萬 | 0.17% | −382−7.9% | 減碼 |
| Widmann Financial Services, Inc. | 4,474 | $213.5 萬 | 1.34% | −55−1.2% | 減碼 |
| Cigna Investments Inc | 4,474 | $213.4 萬 | 0.30% | −87−1.9% | 減碼 |
| Precedent Wealth Partners, LLC | 4,470 | $213.3 萬 | 0.47% | +334+8.1% | 加碼 |
| Smithfield Trust Co | 4,452 | $212.8 萬 | 0.10% | +200+4.7% | 加碼 |