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
- 3,151
- 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 1,201 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 |
|---|---|---|---|---|---|
| Atomi Financial Group, Inc. | 17,237 | $822.5 萬 | 0.27% | +864+5.3% | 加碼 |
| Bridge Creek Capital Management LLC | 17,159 | $818.7 萬 | 2.28% | −584−3.3% | 減碼 |
| Allstate Corp | 17,152 | $818.4 萬 | 0.19% | +16,304+1,922.6% | 加碼 |
| ExodusPoint Capital Management, LP | 16,861 | $804.5 萬 | 0.11% | −19,033−53.0% | 減碼 |
| Moors & Cabot, Inc. | 16,792 | $801.2 萬 | 0.35% | −3,246−16.2% | 減碼 |
| Groupe la Francaise | 17,157 | $797.8 萬 | 0.11% | −10,089−37.0% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,680 | $795.9 萬 | 0.55% | −374−2.2% | 減碼 |
| Buckingham Strategic Partners | 15,809 | $795.9 萬 | 0.09% | +6,151+63.7% | 加碼 |
| Equitable Trust Co | 16,613 | $792.7 萬 | 0.36% | +2,038+14.0% | 加碼 |
| We Are One Seven, LLC | 16,600 | $792.1 萬 | 0.18% | +761+4.8% | 加碼 |
| Neville Rodie & Shaw Inc | 16,594 | $791.7 萬 | 0.57% | −1,085−6.1% | 減碼 |
| Flputnam Investment Management Co | 16,581 | $791.2 萬 | 0.12% | +328+2.0% | 加碼 |
| Ipswich Investment Management Co., Inc. | 16,581 | $791.2 萬 | 1.85% | −451−2.6% | 減碼 |
| Colonial Trust Advisors | 16,460 | $785.4 萬 | 0.60% | −592−3.5% | 減碼 |
| Romano Brothers and Company | 16,433 | $784.1 萬 | 0.90% | −583−3.4% | 減碼 |
| Wedbush Securities Inc | 16,426 | $783.8 萬 | 0.26% | −1,617−9.0% | 減碼 |
| CAPROCK Group, Inc. | 18,638 | $781.0 萬 | 0.19% | +18,638 | 新進 |
| Roundview Capital LLC | 16,297 | $777.6 萬 | 0.49% | −174−1.1% | 減碼 |
| Castleark Management LLC | 16,230 | $774.4 萬 | 0.22% | +16,230 | 新進 |
| Groupama Asset Managment | 16,185 | $772.3 萬 | 0.11% | −2,168−11.8% | 減碼 |
| Family Legacy, Inc. | 16,152 | $770.7 萬 | 2.36% | −558−3.3% | 減碼 |
| Gouws Capital LLC | 16,149 | $770.5 萬 | 4.24% | +214+1.3% | 加碼 |
| Siemens Fonds Invest GmbH | 16,099 | $768.2 萬 | 0.42% | −604−3.6% | 減碼 |
| Sandhill Capital Partners LLC | 16,098 | $768.1 萬 | 0.54% | +12+0.1% | 加碼 |
| Montag A & Associates Inc | 16,047 | $765.7 萬 | 0.35% | +495+3.2% | 加碼 |
| Highland Capital Management, LLC | 16,028 | $764.8 萬 | 0.38% | −180−1.1% | 減碼 |
| Ascent Wealth Partners, LLC | 16,011 | $764.0 萬 | 0.89% | −112−0.7% | 減碼 |
| Guyasuta Investment Advisors Inc | 15,919 | $759.6 萬 | 0.44% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 15,699 | $749.1 萬 | 0.27% | +554+3.7% | 加碼 |
| IFP Advisors, Inc | 15,651 | $746.8 萬 | 0.19% | −111−0.7% | 減碼 |
| Country Club Bank | 15,774 | $743.9 萬 | 0.44% | −1,356−7.9% | 減碼 |
| Holderness Investments Co | 15,558 | $742.3 萬 | 1.52% | −125−0.8% | 減碼 |
| Columbia Asset Management | 15,461 | $737.7 萬 | 1.38% | −202−1.3% | 減碼 |
| Vinva Investment Management Ltd | 15,572 | $734.4 萬 | 0.15% | −18,213−53.9% | 減碼 |
| Brown Brothers Harriman & Co | 15,349 | $732.4 萬 | 0.04% | +1,645+12.0% | 加碼 |
| Financial Advisory Service, Inc. | 15,294 | $729.7 萬 | 0.49% | +408+2.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 15,273 | $728.8 萬 | 0.15% | −25−0.2% | 減碼 |
| Smith, Salley & Associates | 15,263 | $728.3 萬 | 0.37% | +2,204+16.9% | 加碼 |
| Callan Family Office, LLC | 15,220 | $726.2 萬 | 0.23% | −2,115−12.2% | 減碼 |
| Independent Financial Group, LLC | 15,191 | $724.8 萬 | 0.17% | −113−0.7% | 減碼 |
| Hodges Capital Management Inc. | 15,163 | $723.5 萬 | 0.62% | +531+3.6% | 加碼 |
| Great Lakes Advisors, LLC | 15,122 | $721.6 萬 | 0.06% | −26,199−63.4% | 減碼 |
| Mirabella Financial Services LLP | 14,974 | $720.0 萬 | 0.63% | −4,501−23.1% | 減碼 |
| Community Bank, N.A. | 15,076 | $719.3 萬 | 0.87% | −435−2.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,051 | $718.1 萬 | 0.43% | +10+0.1% | 加碼 |
| Leavell Investment Management, Inc. | 15,046 | $717.9 萬 | 0.30% | +149+1.0% | 加碼 |
| Alight Capital Management LP | 15,000 | $715.7 萬 | 1.71% | −20,500−57.7% | 減碼 |
| RBF Capital, LLC | 15,000 | $715.7 萬 | 0.33% | 00.0% | 不變 |
| DKRT Investments Corp. | 15,000 | $715.7 萬 | 1.72% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $715.7 萬 | 1.76% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 14,932 | $712.5 萬 | 0.10% | −71−0.5% | 減碼 |
| Greenleaf Trust | 14,916 | $711.7 萬 | 0.06% | −718−4.6% | 減碼 |
| Johnson Investment Counsel Inc | 14,799 | $706.1 萬 | 0.06% | +497+3.5% | 加碼 |
| SevenBridge Financial Group, LLC | 12,321 | $706.0 萬 | 1.16% | +1,840+17.6% | 加碼 |
| Palmer Knight Co | 14,787 | $705.6 萬 | 3.34% | −371−2.4% | 減碼 |
| Monument Capital Management | 14,741 | $703.4 萬 | 1.76% | −464−3.1% | 減碼 |
| First Business Financial Services, Inc. | 14,667 | $699.8 萬 | 0.64% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 17,876 | $694.0 萬 | 0.36% | 00.0% | 不變 |
| Robbins Farley LLC | 14,522 | $692.9 萬 | 2.88% | −411−2.8% | 減碼 |
| Reliant Investment Management, LLC | 14,490 | $691.4 萬 | 2.62% | −200−1.4% | 減碼 |
| Mercuria Capital Strategies, LLC | 14,490 | $691.4 萬 | 9.11% | +14,490 | 新進 |
| Johnson Financial Group, Inc. | 14,489 | $691.3 萬 | 0.26% | +1,168+8.8% | 加碼 |
| Eukles Asset Management | 14,391 | $686.7 萬 | 2.67% | −139−1.0% | 減碼 |
| Montgomery Investment Management Inc | 14,363 | $685.3 萬 | 2.41% | −10−0.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14,356 | $685.0 萬 | 0.14% | +41+0.3% | 加碼 |
| Plato Investment Management Ltd | 14,447 | $684.1 萬 | 0.46% | +679+4.9% | 加碼 |
| Bryn Mawr Trust Co | 14,295 | $682.1 萬 | 0.16% | −5,804−28.9% | 減碼 |
| Deane Retirement Strategies, Inc. | 14,269 | $680.5 萬 | 2.93% | −229−1.6% | 減碼 |
| Malaga Cove Capital, LLC | 14,258 | $680.3 萬 | 2.47% | −56−0.4% | 減碼 |
| Raiffeisen Bank International AG | 14,395 | $679.7 萬 | 0.09% | +5,413+60.3% | 加碼 |
| Eastern Bank | 14,144 | $674.9 萬 | 0.12% | −165−1.2% | 減碼 |
| Vivaldi Capital Management, LLC | 14,139 | $674.6 萬 | 0.95% | −2,359−14.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 14,024 | $669.2 萬 | 1.08% | 00.0% | 不變 |
| Ritholtz Wealth Management | 13,960 | $666.1 萬 | 0.13% | +1,001+7.7% | 加碼 |
| Pflug Koory, LLC | 13,923 | $664.3 萬 | 3.15% | +68+0.5% | 加碼 |
| JPL Wealth Management, LLC | 13,893 | $662.9 萬 | 1.57% | −332−2.3% | 減碼 |
| Chilton Capital Management LLC | 13,889 | $662.7 萬 | 0.22% | +10,774+345.9% | 加碼 |
| Seascape Capital Management | 13,833 | $660.0 萬 | 1.89% | +60+0.4% | 加碼 |
| Private Wealth Asset Management, LLC | 13,826 | $659.7 萬 | 0.78% | −187−1.3% | 減碼 |
| Geneos Wealth Management Inc. | 13,689 | $653.2 萬 | 0.17% | −1,407−9.3% | 減碼 |
| Clearbridge Investments, LLC | 13,573 | $647.6 萬 | 0.00% | +1,668+14.0% | 加碼 |
| Vestcor Inc | 13,549 | $646.5 萬 | 0.19% | −4,433−24.7% | 減碼 |
| Asset Dedication, LLC | 13,544 | $646.2 萬 | 0.43% | −264−1.9% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 13,537 | $645.9 萬 | 0.16% | +188+1.4% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 13,531 | $645.6 萬 | 0.49% | −2,769−17.0% | 減碼 |
| OneAscent Financial Services LLC | 13,531 | $645.6 萬 | 0.43% | −236−1.7% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 13,513 | $644.8 萬 | 1.02% | −137−1.0% | 減碼 |
| Meeder Advisory Services, Inc. | 13,491 | $643.7 萬 | 0.30% | +917+7.3% | 加碼 |
| Mathes Company, Inc. | 13,397 | $639.2 萬 | 2.29% | −100−0.7% | 減碼 |
| Resolute Wealth Strategies, LLC | 13,342 | $636.6 萬 | 2.91% | −157−1.2% | 減碼 |
| Jericho Financial, LLP | 13,311 | $635.2 萬 | 3.86% | +24+0.2% | 加碼 |
| FourThought Financial Partners, LLC | 13,291 | $634.2 萬 | 0.56% | +84+0.6% | 加碼 |
| Traynor Capital Management, Inc. | 13,277 | $633.5 萬 | 0.36% | +782+6.3% | 加碼 |
| La Banque Postale Asset Management SA | 13,271 | $633.2 萬 | 0.08% | +9,436+246.0% | 加碼 |
| Trust Co of Toledo NA | 13,254 | $632.4 萬 | 0.63% | +613+4.8% | 加碼 |
| Cyndeo Wealth Partners, LLC | 13,252 | $632.3 萬 | 0.35% | +8,931+206.7% | 加碼 |
| Quadrant Capital Group LLC | 13,243 | $631.9 萬 | 0.21% | +40+0.3% | 加碼 |
| Ogorek Anthony Joseph | 13,134 | $626.7 萬 | 1.79% | +333+2.6% | 加碼 |
| Anchor Investment Management, LLC | 13,133 | $626.7 萬 | 0.52% | −53−0.4% | 減碼 |
| Spire Wealth Management | 12,888 | $615.0 萬 | 0.21% | +2,158+20.1% | 加碼 |