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 |
|---|---|---|---|---|---|
| Old West Investment Management, LLC | 4,458 | $212.7 萬 | 0.49% | 00.0% | 不變 |
| Inman Jager Wealth Management, LLC | 4,455 | $212.6 萬 | 1.36% | −267−5.7% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,450 | $212.3 萬 | 1.47% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,450 | $212.3 萬 | 0.09% | +201+4.7% | 加碼 |
| SOL Capital Management CO | 4,448 | $212.2 萬 | 0.19% | −41−0.9% | 減碼 |
| Kerusso Capital Management LLC | 4,445 | $212.1 萬 | 1.30% | −273−5.8% | 減碼 |
| Sava Infond d.o.o. | 4,440 | $211.9 萬 | 0.30% | −600−11.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,434 | $211.6 萬 | 0.12% | +298+7.2% | 加碼 |
| Cardiff Park Advisors, LLC | 4,434 | $211.6 萬 | 0.16% | +18+0.4% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 4,432 | $211.5 萬 | 0.38% | −1,652−27.2% | 減碼 |
| RS Crum Inc. | 4,430 | $211.4 萬 | 0.47% | 00.0% | 不變 |
| Fire Capital Management LLC | 4,419 | $210.9 萬 | 1.21% | +50+1.1% | 加碼 |
| City State Bank | 4,418 | $210.8 萬 | 0.61% | −65−1.4% | 減碼 |
| Diversify Advisory Services, LLC | 3,679 | $209.9 萬 | 0.07% | +245+7.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,399 | $209.9 萬 | 0.22% | −13−0.3% | 減碼 |
| BayBridge Capital Group, LLC | 4,390 | $209.5 萬 | 1.34% | −208−4.5% | 減碼 |
| Motiv8 Investments LLC | 4,390 | $209.5 萬 | 1.11% | +128+3.0% | 加碼 |
| RKL Wealth Management LLC | 4,384 | $209.2 萬 | 0.18% | −97−2.2% | 減碼 |
| IMS Capital Management | 4,375 | $208.8 萬 | 0.96% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 4,371 | $208.6 萬 | 0.12% | +208+5.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $208.6 萬 | 0.06% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,338 | $207.0 萬 | 0.55% | +81+1.9% | 加碼 |
| Amarillo National Bank | 4,334 | $206.8 萬 | 0.36% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,324 | $206.3 萬 | 0.94% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 4,320 | $206.1 萬 | 0.33% | +876+25.4% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $205.2 萬 | 0.04% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 4,298 | $205.1 萬 | 0.15% | −1,379−24.3% | 減碼 |
| Univest Financial Corp | 4,283 | $204.4 萬 | 0.11% | 00.0% | 不變 |
| Evernest Financial Advisors, LLC | 4,270 | $203.7 萬 | 0.57% | +49+1.2% | 加碼 |
| Promethium Advisors,llc | 4,251 | $202.8 萬 | 1.16% | +690+19.4% | 加碼 |
| Flaharty Asset Management, LLC | 4,250 | $202.8 萬 | 0.26% | −42−1.0% | 減碼 |
| NBC Securities, Inc. | 4,244 | $202.5 萬 | 0.16% | −112−2.6% | 減碼 |
| Farmers Trust Co | 4,241 | $202.4 萬 | 0.35% | 00.0% | 不變 |
| Cypress Capital Group | 4,235 | $202.1 萬 | 0.24% | +518+13.9% | 加碼 |
| Norden Group LLC | 4,230 | $201.9 萬 | 0.21% | −470−10.0% | 減碼 |
| RNC Capital Management LLC | 4,230 | $201.8 萬 | 0.09% | −22−0.5% | 減碼 |
| Krilogy Financial LLC | 3,544 | $201.7 萬 | 0.08% | +3,544 | 新進 |
| Wealthspan Partners, LLC | 4,221 | $201.4 萬 | 0.78% | +27+0.6% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $201.2 萬 | 1.00% | 00.0% | 不變 |
| Acorn Wealth Advisors, LLC | 4,213 | $201.0 萬 | 0.63% | +36+0.9% | 加碼 |
| Rossmore Private Capital | 4,213 | $201.0 萬 | 0.22% | +190+4.7% | 加碼 |
| Kovack Advisors, Inc. | 4,212 | $201.0 萬 | 0.19% | −347−7.6% | 減碼 |
| Avidian Wealth Solutions, LLC | 4,211 | $200.9 萬 | 0.08% | +70+1.7% | 加碼 |
| Hardy Reed LLC | 4,202 | $200.5 萬 | 0.15% | +110+2.7% | 加碼 |
| Symmetry Investments LP | 4,200 | $200.4 萬 | 0.16% | +4,200 | 新進 |
| Bahl & Gaynor Inc | 4,190 | $199.9 萬 | 0.01% | −1,977−32.1% | 減碼 |
| Valmark Advisers, Inc. | 4,188 | $199.8 萬 | 0.03% | +745+21.6% | 加碼 |
| ZEGA Investments, LLC | 4,184 | $199.6 萬 | 0.46% | +2,508+149.6% | 加碼 |
| Aureus Asset Management, LLC | 4,178 | $199.4 萬 | 0.13% | 00.0% | 不變 |
| BBR Partners, LLC | 4,176 | $199.3 萬 | 0.11% | +40+1.0% | 加碼 |
| Stamos Capital Partners, L.P. | 4,168 | $198.9 萬 | 0.38% | −3,647−46.7% | 減碼 |
| Mainstay Capital Management LLC | 4,162 | $198.6 萬 | 0.20% | −4,070−49.4% | 減碼 |
| Richards, Merrill & Peterson, Inc. | 4,158 | $198.4 萬 | 0.86% | +387+10.3% | 加碼 |
| Phoenix Holdings Ltd. | 8,048 | $198.0 萬 | 0.02% | +9+0.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,147 | $197.9 萬 | 0.13% | +6+0.1% | 加碼 |
| Insigneo Advisory Services, LLC | 4,137 | $197.4 萬 | 0.14% | +487+13.3% | 加碼 |
| Donaldson Capital Management, LLC | 4,136 | $197.3 萬 | 0.06% | −400−8.8% | 減碼 |
| Washington Trust Co | 4,131 | $197.1 萬 | 0.06% | −34−0.8% | 減碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,123 | $196.7 萬 | 0.11% | +9+0.2% | 加碼 |
| Calamos Wealth Management LLC | 4,122 | $196.7 萬 | 0.07% | +1,136+38.0% | 加碼 |
| Dana Investment Advisors, Inc. | 4,121 | $196.6 萬 | 0.06% | −2,280−35.6% | 減碼 |
| Gibson Capital, LLC | 4,118 | $196.5 萬 | 0.36% | +4,118 | 新進 |
| Westhampton Capital, LLC | 4,110 | $196.1 萬 | 0.96% | 00.0% | 不變 |
| Capital Markets Trading UK LLP | 4,102 | $195.7 萬 | 2.00% | +2,188+114.3% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 4,100 | $195.6 萬 | 0.27% | +77+1.9% | 加碼 |
| Paradigm Asset Management Co LLC | 4,100 | $195.6 萬 | 0.45% | 00.0% | 不變 |
| Western Wealth Management, LLC | 4,092 | $195.3 萬 | 0.10% | −74−1.8% | 減碼 |
| Financial Management Network Inc | 3,932 | $194.8 萬 | 0.32% | +643+19.6% | 加碼 |
| Joel Isaacson & Co., LLC | 4,076 | $194.5 萬 | 0.07% | +1,300+46.8% | 加碼 |
| Allen Capital Group, LLC | 4,070 | $194.2 萬 | 0.19% | +37+0.9% | 加碼 |
| Cobblestone Capital Advisors LLC | 4,062 | $193.8 萬 | 0.09% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,049 | $193.2 萬 | 0.90% | −18−0.4% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $193.0 萬 | 0.08% | 00.0% | 不變 |
| Everett Harris & Co | 4,042 | $192.9 萬 | 0.02% | +115+2.9% | 加碼 |
| Apella Capital, LLC | 3,553 | $192.2 萬 | 0.04% | +256+7.8% | 加碼 |
| Optimum Investment Advisors | 4,021 | $191.9 萬 | 0.76% | −10−0.2% | 減碼 |
| Viking Fund Management LLC | 4,000 | $190.9 萬 | 0.23% | 00.0% | 不變 |
| Tower Bridge Advisors | 4,000 | $190.9 萬 | 0.19% | 00.0% | 不變 |
| Nearwater Capital Markets, Ltd | 4,000 | $190.9 萬 | 0.03% | +4,000 | 新進 |
| BOCHK Asset Management Ltd | 4,000 | $190.9 萬 | 0.50% | +4,000 | 新進 |
| Founders Financial Securities LLC | 3,992 | $190.5 萬 | 0.13% | −744−15.7% | 減碼 |
| IVC Wealth Advisors LLC | 3,992 | $190.5 萬 | 0.85% | −14−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 3,984 | $190.1 萬 | 0.19% | +621+18.5% | 加碼 |
| Delta Investment Management, LLC | 3,979 | $189.9 萬 | 0.34% | +8+0.2% | 加碼 |
| LRI Investments, LLC | 3,967 | $189.3 萬 | 0.15% | +136+3.5% | 加碼 |
| Oak Harvest Investment Services | 3,948 | $188.4 萬 | 0.22% | −359−8.3% | 減碼 |
| Capital International Sarl | 3,938 | $187.9 萬 | 0.03% | +39+1.0% | 加碼 |
| Burford Brothers, Inc. | 3,933 | $187.7 萬 | 0.80% | +51+1.3% | 加碼 |
| Bank & Trust Co | 3,924 | $187.2 萬 | 1.38% | 00.0% | 不變 |
| Berkshire Asset Management LLC | 3,915 | $186.8 萬 | 0.08% | 00.0% | 不變 |
| Van Strum & Towne Inc. | 3,910 | $186.6 萬 | 0.55% | −55−1.4% | 減碼 |
| Capital Management Associates, Inc | 3,899 | $186.0 萬 | 0.50% | +9+0.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 3,893 | $185.8 萬 | 0.01% | −8,961−69.7% | 減碼 |
| ZWJ Investment Counsel Inc | 3,891 | $185.6 萬 | 0.07% | +30+0.8% | 加碼 |
| Fort Point Capital Partners LLC | 3,875 | $184.9 萬 | 0.24% | −2,400−38.2% | 減碼 |
| Cornercap Investment Counsel Inc | 3,875 | $184.9 萬 | 0.92% | −65−1.6% | 減碼 |
| Howard Capital Management Inc. | 3,872 | $184.8 萬 | 0.02% | +368+10.5% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,859 | $184.5 萬 | 0.65% | −235−5.7% | 減碼 |
| Wilkins Investment Counsel Inc | 3,851 | $183.8 萬 | 0.26% | +10+0.3% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,847 | $183.6 萬 | 0.03% | +482+14.3% | 加碼 |