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 |
|---|---|---|---|---|---|
| Hayek Kallen Investment Management | 12,825 | $611.9 萬 | 1.93% | −115−0.9% | 減碼 |
| Integrity Alliance, LLC. | 12,790 | $610.3 萬 | 0.29% | +1,763+16.0% | 加碼 |
| Verdence Capital Advisors LLC | 11,559 | $609.2 萬 | 0.35% | +1,647+16.6% | 加碼 |
| Viewpoint Capital Management LLC | 12,765 | $609.1 萬 | 2.68% | 00.0% | 不變 |
| Occidental Asset Management, LLC | 12,752 | $608.4 萬 | 0.76% | +160+1.3% | 加碼 |
| Blue Edge Capital, LLC | 12,744 | $608.1 萬 | 0.86% | −724−5.4% | 減碼 |
| Webster Bank, N. A. | 12,718 | $606.8 萬 | 0.58% | −239−1.8% | 減碼 |
| Summit Financial, LLC | 12,714 | $606.6 萬 | 0.09% | +468+3.8% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 12,680 | $605.0 萬 | 0.16% | +147+1.2% | 加碼 |
| Ambassador Advisors, LLC | 12,653 | $603.7 萬 | 0.90% | −360−2.8% | 減碼 |
| MUFG Securities Americas Inc. | 12,633 | $602.8 萬 | 0.39% | +2,210+21.2% | 加碼 |
| NorthRock Partners, LLC | 12,540 | $598.3 萬 | 0.11% | +2,499+24.9% | 加碼 |
| Barbara Oil Co. | 12,500 | $596.4 萬 | 2.22% | 00.0% | 不變 |
| Modus Advisors, LLC | 12,470 | $595.0 萬 | 1.62% | +229+1.9% | 加碼 |
| Capital Investment Counsel, Inc | 12,466 | $594.8 萬 | 0.72% | −1,008−7.5% | 減碼 |
| Providence Wealth Advisors, LLC | 11,296 | $592.4 萬 | 3.74% | −67−0.6% | 減碼 |
| Burney Co | 12,410 | $592.1 萬 | 0.19% | −272−2.1% | 減碼 |
| Hallmark Capital Management Inc | 12,382 | $590.8 萬 | 0.39% | −127−1.0% | 減碼 |
| Barometer Capital Management Inc. | 12,400 | $590.0 萬 | 1.35% | +12,400 | 新進 |
| Essex Financial Services, Inc. | 12,318 | $587.8 萬 | 0.35% | −900−6.8% | 減碼 |
| Kinneret Advisory, LLC | 12,297 | $586.8 萬 | 0.50% | −55−0.4% | 減碼 |
| BNC Wealth Management, LLC | 12,285 | $586.2 萬 | 1.48% | +1,005+8.9% | 加碼 |
| Hudson Capital Management LLC | 12,285 | $586.2 萬 | 1.56% | +253+2.1% | 加碼 |
| Lifeworks Advisors, LLC | 12,249 | $584.5 萬 | 0.78% | +701+6.1% | 加碼 |
| Alps Advisors Inc | 12,236 | $583.8 萬 | 0.03% | −1,995−14.0% | 減碼 |
| Truvestments Capital LLC | 12,218 | $583.0 萬 | 1.05% | −1,289−9.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 12,215 | $582.8 萬 | 1.15% | +7+0.1% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 12,200 | $582.1 萬 | 1.80% | −619−4.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,186 | $581.5 萬 | 0.38% | −946−7.2% | 減碼 |
| Jacobi Capital Management LLC | 12,107 | $577.7 萬 | 0.35% | −447−3.6% | 減碼 |
| Wright Investors Service Inc | 12,083 | $576.5 萬 | 1.67% | −1,902−13.6% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 12,069 | $575.9 萬 | 0.17% | −2,841−19.1% | 減碼 |
| Ledyard National Bank | 12,066 | $575.7 萬 | 0.52% | −426−3.4% | 減碼 |
| Sapient Capital LLC | 12,173 | $574.1 萬 | 0.09% | −20.0% | 減碼 |
| New Hampshire Trust | 11,954 | $570.4 萬 | 1.10% | −15−0.1% | 減碼 |
| Sowell Financial Services LLC | 11,951 | $570.2 萬 | 0.22% | +94+0.8% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,924 | $569.0 萬 | 0.95% | −530−4.3% | 減碼 |
| Trust Co of Vermont | 11,918 | $568.7 萬 | 0.25% | −75−0.6% | 減碼 |
| Applied Capital LLC | 11,863 | $566.0 萬 | 4.05% | −42−0.4% | 減碼 |
| Signaturefd, LLC | 11,835 | $564.7 萬 | 0.09% | +159+1.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 11,835 | $564.7 萬 | 0.04% | +736+6.6% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 11,795 | $562.8 萬 | 0.14% | +11,795 | 新進 |
| MWA Asset Management | 11,762 | $561.3 萬 | 3.10% | +54+0.5% | 加碼 |
| GAMMA Investing LLC | 11,763 | $561.3 萬 | 0.31% | +1,049+9.8% | 加碼 |
| Edgar Lomax Co | 11,750 | $560.7 萬 | 0.44% | −3,430−22.6% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 11,744 | $560.4 萬 | 0.81% | +86+0.7% | 加碼 |
| Heritage Trust Co | 11,701 | $558.3 萬 | 0.59% | −287−2.4% | 減碼 |
| Fidelis Capital Partners, LLC | 11,697 | $558.1 萬 | 0.44% | +1,452+14.2% | 加碼 |
| Seizert Capital Partners, LLC | 11,678 | $557.2 萬 | 0.24% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 11,623 | $554.6 萬 | 1.26% | −251−2.1% | 減碼 |
| Wetherby Asset Management Inc | 11,569 | $552.0 萬 | 0.23% | +420+3.8% | 加碼 |
| Argyle Capital Management Inc. | 11,524 | $549.9 萬 | 1.90% | −45−0.4% | 減碼 |
| HBK Sorce Advisory LLC | 10,258 | $547.8 萬 | 0.14% | +818+8.7% | 加碼 |
| Kingsview Wealth Management, LLC | 11,468 | $547.2 萬 | 0.08% | +309+2.8% | 加碼 |
| Money Concepts Capital Corp | 11,442 | $545.9 萬 | 0.34% | +417+3.8% | 加碼 |
| Whitener Capital Management, Inc. | 11,417 | $544.8 萬 | 1.30% | +157+1.4% | 加碼 |
| North Star Investment Management Corp. | 11,382 | $543.1 萬 | 0.35% | +9+0.1% | 加碼 |
| MEMBERS Trust Co | 11,301 | $539.2 萬 | 0.18% | −148−1.3% | 減碼 |
| Smith, Moore & Co. | 11,234 | $536.0 萬 | 0.41% | −388−3.3% | 減碼 |
| Stokes Capital Advisors, LLC | 11,133 | $531.2 萬 | 1.24% | +449+4.2% | 加碼 |
| Studio Investment Management LLC | 11,126 | $530.9 萬 | 1.00% | −1,613−12.7% | 減碼 |
| Tritonpoint Wealth, LLC | 11,121 | $530.6 萬 | 0.46% | +715+6.9% | 加碼 |
| Spirit of America Management Corp | 11,090 | $529.2 萬 | 1.06% | 00.0% | 不變 |
| Chilton Investment Co LLC | 11,059 | $527.7 萬 | 0.11% | +10,000+944.3% | 加碼 |
| Altrius Capital Management Inc | 11,045 | $527.0 萬 | 1.20% | −2,765−20.0% | 減碼 |
| Eventide Asset Management, LLC | 11,147 | $526.8 萬 | 0.09% | +11,147 | 新進 |
| GAM Holding AG | 11,040 | $526.8 萬 | 0.33% | +706+6.8% | 加碼 |
| CPA Asset Management LLC | 11,013 | $525.5 萬 | 2.03% | +40.0% | 加碼 |
| Change Path, LLC | 11,008 | $525.2 萬 | 0.13% | −62−0.6% | 減碼 |
| Choate Investment Advisors | 10,996 | $524.7 萬 | 0.11% | +667+6.5% | 加碼 |
| Ameritas Advisory Services, LLC | 10,991 | $524.4 萬 | 0.34% | −429−3.8% | 減碼 |
| Terry L. Blaker | 10,990 | $524.4 萬 | 0.20% | −958−8.0% | 減碼 |
| M&G Plc | 10,960 | $522.8 萬 | 0.03% | −15,653−58.8% | 減碼 |
| Slow Capital, Inc. | 10,889 | $519.6 萬 | 0.61% | +67+0.6% | 加碼 |
| Pensionmark Financial Group, LLC | 10,868 | $518.6 萬 | 0.11% | +524+5.1% | 加碼 |
| Nordwand Advisors, LLC | 10,850 | $517.7 萬 | 0.82% | +50+0.5% | 加碼 |
| Asset Management Group, Inc. | 10,842 | $517.3 萬 | 0.85% | +32+0.3% | 加碼 |
| Gallo Partners, LP | 10,826 | $516.6 萬 | 3.88% | +10,826 | 新進 |
| Argent Trust Co | 10,777 | $514.2 萬 | 0.18% | −900−7.7% | 減碼 |
| Hixon Zuercher, LLC | 10,776 | $514.2 萬 | 1.56% | −10,631−49.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,788 | $513.3 萬 | 0.83% | +9+0.1% | 加碼 |
| Bank of Hawaii | 10,745 | $512.7 萬 | 0.26% | −364−3.3% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,742 | $512.6 萬 | 1.53% | −20−0.2% | 減碼 |
| Perigon Wealth Management, LLC | 10,621 | $506.8 萬 | 0.10% | −6,014−36.2% | 減碼 |
| Zhang Financial LLC | 10,576 | $504.6 萬 | 0.21% | +284+2.8% | 加碼 |
| Creative Financial Designs Inc | 10,539 | $502.9 萬 | 0.34% | −403−3.7% | 減碼 |
| Mystic Asset Management, Inc. | 10,538 | $502.8 萬 | 1.14% | −72−0.7% | 減碼 |
| MV Capital Management, Inc. | 10,531 | $502.5 萬 | 0.48% | −939−8.2% | 減碼 |
| Focus Financial Network, Inc. | 10,508 | $501.4 萬 | 0.18% | +155+1.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 10,452 | $498.7 萬 | 0.26% | +392+3.9% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,434 | $497.9 萬 | 0.14% | −2,275−17.9% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 10,412 | $496.8 萬 | 0.34% | −88−0.8% | 減碼 |
| Capital Asset Advisory Services LLC | 10,387 | $495.6 萬 | 0.21% | +516+5.2% | 加碼 |
| Azimuth Capital Investment Management LLC | 10,365 | $494.6 萬 | 0.18% | −205−1.9% | 減碼 |
| Old National Bancorp | 10,362 | $494.4 萬 | 0.08% | −220−2.1% | 減碼 |
| DMKC Advisory Services, LLC | 10,352 | $493.9 萬 | 2.51% | −422−3.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 10,322 | $492.5 萬 | 0.15% | −928−8.2% | 減碼 |
| Modern Wealth Management, LLC | 10,308 | $491.8 萬 | 0.10% | +83+0.8% | 加碼 |
| Mission Wealth Management, LP | 10,297 | $491.3 萬 | 0.10% | −182−1.7% | 減碼 |
| BLB&B Advisors, LLC | 10,264 | $489.7 萬 | 0.21% | −185−1.8% | 減碼 |