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 |
|---|---|---|---|---|---|
| Texas Yale Capital Corp. | 3,846 | $183.5 萬 | 0.06% | +127+3.4% | 加碼 |
| Portside Wealth Group, LLC | 3,835 | $183.0 萬 | 0.25% | −741−16.2% | 減碼 |
| Byrne Asset Management LLC | 3,832 | $182.8 萬 | 1.14% | −107−2.7% | 減碼 |
| Investment Research & Advisory Group, Inc. | 3,820 | $182.8 萬 | 0.63% | +3,785+10,814.3% | 加碼 |
| Strategic Blueprint, LLC | 3,826 | $182.6 萬 | 0.08% | +162+4.4% | 加碼 |
| Counterweight Ventures, LLC | 3,824 | $182.4 萬 | 1.07% | −428−10.1% | 減碼 |
| South State Corp. | 3,816 | $182.1 萬 | 0.08% | −246−6.1% | 減碼 |
| Sterling Capital Management LLC | 3,812 | $181.9 萬 | 0.03% | −371−8.9% | 減碼 |
| SNS Financial Group, LLC | 3,804 | $181.5 萬 | 0.16% | +48+1.3% | 加碼 |
| Prosperity Consulting Group, LLC | 3,800 | $181.3 萬 | 0.09% | +577+17.9% | 加碼 |
| Secured Retirement Advisors, LLC | 3,798 | $181.2 萬 | 1.01% | −209−5.2% | 減碼 |
| World Equity Group, Inc. | 3,794 | $181.0 萬 | 0.41% | +104+2.8% | 加碼 |
| Evoke Wealth, LLC | 3,790 | $180.8 萬 | 0.04% | +334+9.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 3,789 | $180.8 萬 | 1.17% | 00.0% | 不變 |
| Cim Investment Mangement Inc | 3,783 | $180.5 萬 | 0.49% | −3,879−50.6% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $180.4 萬 | 1.16% | 00.0% | 不變 |
| Copley Financial Group, Inc. | 3,777 | $180.2 萬 | 1.23% | 00.0% | 不變 |
| Lantz Financial LLC | 3,774 | $180.1 萬 | 0.40% | +378+11.1% | 加碼 |
| Northwest Quadrant Wealth Management, LLC | 3,771 | $179.9 萬 | 0.38% | −89−2.3% | 減碼 |
| Souders Financial Advisors | 3,770 | $179.9 萬 | 0.21% | −205−5.2% | 減碼 |
| Rice Partnership, LLC | 3,768 | $179.8 萬 | 0.26% | −145−3.7% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 3,765 | $179.6 萬 | 0.71% | −196−4.9% | 減碼 |
| Rockland Trust Co | 3,765 | $179.6 萬 | 0.07% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 3,751 | $178.9 萬 | 0.15% | −359−8.7% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,737 | $178.3 萬 | 0.76% | +66+1.8% | 加碼 |
| Portus Wealth Advisors, LLC | 3,729 | $177.9 萬 | 1.77% | +3,729 | 新進 |
| Patten & Patten Inc | 3,725 | $177.7 萬 | 0.10% | −35−0.9% | 減碼 |
| Boston Family Office LLC | 3,714 | $177.2 萬 | 0.11% | +470+14.5% | 加碼 |
| Blue Chip Partners, Inc. | 3,692 | $176.2 萬 | 0.13% | −2−0.1% | 減碼 |
| Thomasville National Bank | 3,691 | $176.1 萬 | 0.11% | −171−4.4% | 減碼 |
| Philadelphia Trust Co | 3,680 | $175.6 萬 | 0.12% | −40−1.1% | 減碼 |
| Sunbelt Securities, Inc. | 3,679 | $175.5 萬 | 0.12% | −29−0.8% | 減碼 |
| Midland Wealth Advisors LLC | 3,672 | $175.2 萬 | 0.09% | −233−6.0% | 減碼 |
| First Citizens Financial Corp | 3,670 | $175.1 萬 | 0.87% | +9+0.2% | 加碼 |
| Montis Financial, LLC | 3,668 | $175.0 萬 | 0.40% | −92−2.4% | 減碼 |
| Federated Hermes, Inc. | 3,666 | $174.9 萬 | 0.00% | −1,567−29.9% | 減碼 |
| Hohimer Wealth Management, LLC | 3,665 | $174.9 萬 | 0.24% | +11+0.3% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,654 | $174.4 萬 | 0.17% | +27+0.7% | 加碼 |
| Peregrine Asset Advisers, Inc. | 3,851 | $174.2 萬 | 0.52% | +1,884+95.8% | 加碼 |
| Missouri Trust & Investment Co | 3,649 | $174.1 萬 | 0.51% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 3,648 | $174.1 萬 | 0.10% | +5+0.1% | 加碼 |
| Investment Partners, Ltd. | 3,639 | $173.7 萬 | 0.61% | −30−0.8% | 減碼 |
| Circle Wealth Management, LLC | 3,635 | $173.4 萬 | 0.03% | −6−0.2% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,635 | $173.4 萬 | 0.09% | 00.0% | 不變 |
| Gilbert & Cook, Inc. | 3,618 | $172.6 萬 | 0.22% | +78+2.2% | 加碼 |
| CORDA Investment Management, LLC. | 3,617 | $172.6 萬 | 0.12% | +102+2.9% | 加碼 |
| Oakworth Capital, Inc. | 3,617 | $172.6 萬 | 0.10% | 00.0% | 不變 |
| Ethos Financial Group, LLC | 3,614 | $172.4 萬 | 0.14% | +1,110+44.3% | 加碼 |
| Waldron Private Wealth LLC | 3,608 | $172.2 萬 | 0.07% | 00.0% | 不變 |
| Fort Sheridan Advisors LLC | 3,596 | $171.6 萬 | 0.22% | −125−3.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 3,595 | $171.5 萬 | 0.05% | +14+0.4% | 加碼 |
| Security Financial Services, INC. | 3,593 | $171.5 萬 | 0.28% | +74+2.1% | 加碼 |
| Keel Point, LLC | 3,591 | $171.3 萬 | 0.11% | −31−0.9% | 減碼 |
| Alexis Investment Partners, LLC | 3,626 | $171.3 萬 | 0.69% | +508+16.3% | 加碼 |
| Root Financial Partners, LLC | 3,582 | $170.9 萬 | 0.11% | +468+15.0% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,578 | $170.7 萬 | 1.37% | +3+0.1% | 加碼 |
| Boston Research & Management Inc | 3,542 | $169.0 萬 | 0.37% | 00.0% | 不變 |
| Armis Advisers, LLC | 3,270 | $168.9 萬 | 0.16% | +416+14.6% | 加碼 |
| Fox Hill Wealth Management | 3,529 | $168.4 萬 | 0.79% | +259+7.9% | 加碼 |
| Canopy Partners, LLC | 3,527 | $168.3 萬 | 0.56% | −366−9.4% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $168.2 萬 | 0.51% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 3,525 | $168.2 萬 | 0.23% | +23+0.7% | 加碼 |
| Loomis Sayles & Co L P | 3,503 | $167.1 萬 | 0.00% | +10.0% | 加碼 |
| 1858 Wealth Management, LLC | 3,497 | $166.9 萬 | 1.17% | −244−6.5% | 減碼 |
| First Foundation Advisors | 3,495 | $166.8 萬 | 0.06% | +22+0.6% | 加碼 |
| Spreng Capital Management, Inc. | 3,495 | $166.8 萬 | 0.67% | −255−6.8% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,346 | $166.6 萬 | 0.51% | +99+3.0% | 加碼 |
| King Wealth | 3,486 | $166.3 萬 | 0.21% | +9+0.3% | 加碼 |
| Grimes & Company, Inc. | 3,483 | $166.2 萬 | 0.04% | +165+5.0% | 加碼 |
| Sequent Asset Management, LLC | 3,483 | $166.2 萬 | 0.79% | 00.0% | 不變 |
| First Heartland Consultants, Inc. | 3,474 | $165.8 萬 | 0.13% | +437+14.4% | 加碼 |
| CRA Financial Services, LLC | 3,473 | $165.7 萬 | 0.23% | +25+0.7% | 加碼 |
| Sage Mountain Advisors LLC | 3,454 | $164.8 萬 | 0.09% | +317+10.1% | 加碼 |
| Uncommon Cents Investing LLC | 3,436 | $163.9 萬 | 0.41% | +26+0.8% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,436 | $163.9 萬 | 0.09% | +28+0.8% | 加碼 |
| Sender Co & Partners, Inc. | 3,419 | $163.1 萬 | 0.63% | +1,341+64.5% | 加碼 |
| Rossby Financial, LCC | 3,392 | $163.1 萬 | 0.54% | −49−1.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,413 | $162.9 萬 | 0.06% | −57−1.6% | 減碼 |
| Shell Asset Management Co | 3,405 | $162.5 萬 | 0.16% | −7,609−69.1% | 減碼 |
| Brucke Financial, Inc. | 2,810 | $162.2 萬 | 0.95% | −340−10.8% | 減碼 |
| Bullock Wealth Management Group | 3,373 | $162.2 萬 | 0.81% | −59−1.7% | 減碼 |
| SBI Securities Co., Ltd. | 3,397 | $162.1 萬 | 0.04% | −389−10.3% | 減碼 |
| Magnus Financial Group LLC | 3,391 | $161.8 萬 | 0.13% | +28+0.8% | 加碼 |
| Total Investment Management Inc | 3,390 | $161.8 萬 | 0.21% | −10−0.3% | 減碼 |
| Sovran Advisors, LLC | 2,768 | $161.4 萬 | 0.14% | +306+12.4% | 加碼 |
| Stiles Financial Services Inc | 3,379 | $161.2 萬 | 0.51% | +162+5.0% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,150 | $161.1 萬 | 0.50% | 00.0% | 不變 |
| Agf Management Ltd | 3,358 | $160.2 萬 | 0.01% | +284+9.2% | 加碼 |
| Legacy Financial Strategies, LLC | 3,354 | $160.0 萬 | 0.29% | −74−2.2% | 減碼 |
| Chicago Partners Investment Group LLC | 3,051 | $160.0 萬 | 0.04% | +473+18.3% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,347 | $159.7 萬 | 0.17% | −35−1.0% | 減碼 |
| Montecito Bank & Trust | 3,345 | $159.6 萬 | 0.25% | +3,345 | 新進 |
| DRW Securities, LLC | 3,347 | $159.6 萬 | 0.08% | +762+29.5% | 加碼 |
| Bath Savings Trust Co | 3,340 | $159.4 萬 | 0.16% | −9−0.3% | 減碼 |
| Lantern Wealth Advisors, LLC | 3,339 | $159.4 萬 | 0.84% | −297−8.2% | 減碼 |
| NewSquare Capital LLC | 3,332 | $159.0 萬 | 0.11% | +2,916+701.0% | 加碼 |
| Venturi Wealth Management, LLC | 3,326 | $158.7 萬 | 0.07% | −426−11.4% | 減碼 |
| Boston Private Wealth LLC | 3,318 | $158.3 萬 | 0.09% | −102−3.0% | 減碼 |
| Corundum Group, Inc. | 3,312 | $158.0 萬 | 0.65% | −33−1.0% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,308 | $157.8 萬 | 0.05% | +4+0.1% | 加碼 |