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 |
|---|---|---|---|---|---|
| LMG Wealth Partners, LLC | 10,226 | $487.9 萬 | 0.91% | −57−0.6% | 減碼 |
| RB Capital Management, LLC | 10,223 | $487.8 萬 | 1.02% | +262+2.6% | 加碼 |
| Procyon Private Wealth Partners, LLC | 10,213 | $487.3 萬 | 0.29% | −848−7.7% | 減碼 |
| Snowden Capital Advisors LLC | 10,202 | $486.8 萬 | 0.13% | −1,616−13.7% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,195 | $486.5 萬 | 0.61% | −103−1.0% | 減碼 |
| Pinnacle Financial Partners Inc | 10,184 | $485.9 萬 | 0.12% | −5,842−36.5% | 減碼 |
| Whalerock Point Partners, LLC | 10,172 | $485.4 萬 | 0.99% | −300−2.9% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 10,166 | $485.0 萬 | 1.64% | −54−0.5% | 減碼 |
| Finer Wealth Management, Inc. | 10,162 | $484.9 萬 | 2.42% | +121+1.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 10,158 | $484.4 萬 | 0.05% | −1,002−9.0% | 減碼 |
| Kinloch Capital, LLC | 10,058 | $479.9 萬 | 2.10% | −54−0.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 10,055 | $479.8 萬 | 0.25% | −252−2.4% | 減碼 |
| Fisher Funds Management LTD | 10,023 | $478.2 萬 | 0.13% | 00.0% | 不變 |
| Alberta Investment Management Corp | 10,000 | $477.1 萬 | 0.03% | −9,000−47.4% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,979 | $476.1 萬 | 0.29% | −203−2.0% | 減碼 |
| SRS Capital Advisors, Inc. | 9,960 | $475.7 萬 | 0.07% | +8,810+766.1% | 加碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,967 | $475.6 萬 | 1.37% | −157−1.6% | 減碼 |
| Naples Global Advisors, LLC | 9,902 | $472.5 萬 | 0.37% | −388−3.8% | 減碼 |
| First Dallas Securities Inc. | 9,890 | $471.9 萬 | 1.77% | −49−0.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 9,872 | $471.0 萬 | 0.05% | +181+1.9% | 加碼 |
| Delta Capital Management LLC | 9,870 | $470.9 萬 | 2.43% | −10−0.1% | 減碼 |
| IHT Wealth Management, LLC | 9,856 | $470.8 萬 | 0.12% | −2,104−17.6% | 減碼 |
| Voleon Capital Management LP | 9,855 | $470.2 萬 | 0.11% | +6,174+167.7% | 加碼 |
| Ramirez Asset Management, Inc. | 9,850 | $470.0 萬 | 0.65% | +1,010+11.4% | 加碼 |
| Mattern Wealth Management LLC | 9,833 | $469.2 萬 | 0.94% | −250−2.5% | 減碼 |
| Family Management Corp | 9,795 | $467.4 萬 | 0.65% | −383−3.8% | 減碼 |
| Davis R M Inc | 9,759 | $465.6 萬 | 0.08% | +6,074+164.8% | 加碼 |
| Evercore Wealth Management, LLC | 9,733 | $464.4 萬 | 0.07% | +9+0.1% | 加碼 |
| AlTi Global, Inc. | 9,711 | $463.4 萬 | 0.11% | +950+10.8% | 加碼 |
| Stenger Family Office, LLC | 8,784 | $463.0 萬 | 0.98% | +1,373+18.5% | 加碼 |
| RMB Capital Management, LLC | 9,641 | $460.0 萬 | 0.08% | +346+3.7% | 加碼 |
| 1st Source Bank | 9,617 | $458.9 萬 | 0.24% | +183+1.9% | 加碼 |
| Parallel Advisors, LLC | 9,586 | $457.4 萬 | 0.08% | −732−7.1% | 減碼 |
| Cumberland Advisors Inc | 9,550 | $455.7 萬 | 1.75% | 00.0% | 不變 |
| Wells Trecaso Financial Group, LLC | 9,548 | $455.6 萬 | 2.17% | −7,561−44.2% | 減碼 |
| Prudential PLC | 9,491 | $452.9 萬 | 0.03% | −269−2.8% | 減碼 |
| Profund Advisors LLC | 9,477 | $452.2 萬 | 0.15% | −1,215−11.4% | 減碼 |
| Schnieders Capital Management, LLC. | 9,458 | $451.3 萬 | 0.81% | +9,458 | 新進 |
| Westpac Banking Corp | 9,413 | $449.1 萬 | 0.28% | +6,413+213.8% | 加碼 |
| Jackson Square Capital, LLC | 9,381 | $447.6 萬 | 0.98% | −1,916−17.0% | 減碼 |
| Hartford Financial Management Inc. | 9,363 | $446.8 萬 | 1.18% | −267−2.8% | 減碼 |
| Cannon Advisors, Inc. | 8,575 | $446.3 萬 | 3.00% | −216−2.5% | 減碼 |
| Brendel Financial Advisors LLC | 9,314 | $444.4 萬 | 2.28% | +242+2.7% | 加碼 |
| United Capital Management of KS, Inc. | 9,294 | $443.4 萬 | 0.60% | −2,091−18.4% | 減碼 |
| Nilsine Partners, LLC | 9,276 | $442.6 萬 | 0.40% | +212+2.3% | 加碼 |
| Pinnacle Holdings, LLC | 9,250 | $441.4 萬 | 1.54% | −38−0.4% | 減碼 |
| Iowa State Bank | 9,223 | $440.1 萬 | 0.84% | −233−2.5% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 9,198 | $438.9 萬 | 2.43% | −1,825−16.6% | 減碼 |
| Concord Wealth Partners | 9,180 | $438.0 萬 | 0.60% | −496−5.1% | 減碼 |
| Buckley Wealth Management, LLC | 9,150 | $436.6 萬 | 1.20% | −40−0.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 9,125 | $435.4 萬 | 0.29% | +10+0.1% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,097 | $434.1 萬 | 0.82% | −55−0.6% | 減碼 |
| Great Valley Advisor Group, Inc. | 9,066 | $432.6 萬 | 0.09% | −228−2.5% | 減碼 |
| Cullen Investment Group, Ltd. | 8,670 | $431.7 萬 | 0.57% | −40−0.5% | 減碼 |
| Twin Capital Management Inc | 9,039 | $431.3 萬 | 0.54% | −3,381−27.2% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 9,006 | $429.7 萬 | 0.02% | −89−1.0% | 減碼 |
| Synergy Financial Management, LLC | 9,491 | $429.5 萬 | 0.16% | +6,866+261.6% | 加碼 |
| Cornerstone Wealth Group, LLC | 8,993 | $429.1 萬 | 0.29% | +4,530+101.5% | 加碼 |
| MUFG Securities EMEA plc | 8,967 | $427.9 萬 | 0.11% | +7,577+545.1% | 加碼 |
| Consolidated Capital Management, LLC | 8,956 | $427.3 萬 | 1.51% | −2,397−21.1% | 減碼 |
| Wellington Shields & Co., LLC | 8,908 | $425.0 萬 | 1.11% | 00.0% | 不變 |
| National Asset Management, Inc. | 8,897 | $424.5 萬 | 0.20% | −102−1.1% | 減碼 |
| Little House Capital LLC | 8,873 | $423.4 萬 | 0.97% | +2,601+41.5% | 加碼 |
| LGT Fund Management Co Ltd. | 8,778 | $422.1 萬 | 0.34% | +1,707+24.1% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,821 | $420.9 萬 | 0.07% | −64−0.7% | 減碼 |
| Mill Capital Management, LLC | 8,799 | $419.8 萬 | 0.31% | −200−2.2% | 減碼 |
| SeaCrest Wealth Management, LLC | 8,314 | $417.5 萬 | 0.44% | −969−10.4% | 減碼 |
| Caldwell Sutter Capital, Inc. | 8,736 | $416.9 萬 | 1.78% | −470−5.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,709 | $415.5 萬 | 0.32% | +454+5.5% | 加碼 |
| Davidson Capital Management Inc. | 8,674 | $413.9 萬 | 0.92% | −115−1.3% | 減碼 |
| Palisade Asset Management, LLC | 8,673 | $413.8 萬 | 0.38% | −334−3.7% | 減碼 |
| Baldwin Investment Management, LLC | 8,582 | $409.5 萬 | 0.47% | −195−2.2% | 減碼 |
| Marvin & Palmer Associates Inc | 7,033 | $406.0 萬 | 3.02% | +7,033 | 新進 |
| Clune & Associates, Ltd. | 8,476 | $404.4 萬 | 1.01% | −39−0.5% | 減碼 |
| Brighton Jones LLC | 8,475 | $404.4 萬 | 0.10% | +1,670+24.5% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,466 | $403.9 萬 | 1.21% | −317−3.6% | 減碼 |
| Naviter Wealth, LLC | 8,451 | $403.2 萬 | 0.47% | +81+1.0% | 加碼 |
| Edgestream Partners, L.P. | 8,446 | $403.0 萬 | 0.12% | −3,284−28.0% | 減碼 |
| Indiana Trust & Investment Management CO | 8,434 | $402.4 萬 | 1.22% | +885+11.7% | 加碼 |
| Daymark Wealth Partners, LLC | 8,416 | $401.6 萬 | 0.14% | +69+0.8% | 加碼 |
| Hudock, Inc. | 8,411 | $401.4 萬 | 0.61% | +192+2.3% | 加碼 |
| St Germain D J Co Inc | 8,400 | $400.8 萬 | 0.16% | −314−3.6% | 減碼 |
| Gould Capital, LLC | 8,356 | $398.7 萬 | 2.47% | −186−2.2% | 減碼 |
| CWA Asset Management Group, LLC | 8,331 | $397.5 萬 | 0.15% | −37−0.4% | 減碼 |
| Radnor Capital Management, LLC | 8,312 | $396.6 萬 | 0.60% | 00.0% | 不變 |
| Morningstar Investment Management LLC | 8,306 | $396.3 萬 | 0.15% | +8,306 | 新進 |
| Focused Wealth Management, Inc | 8,305 | $396.3 萬 | 0.43% | +172+2.1% | 加碼 |
| Cozad Asset Management Inc | 8,275 | $394.8 萬 | 0.31% | −146−1.7% | 減碼 |
| Wedmont Private Capital | 8,084 | $393.4 萬 | 0.15% | +511+6.7% | 加碼 |
| Exchange Bank | 8,238 | $393.1 萬 | 2.73% | +663+8.8% | 加碼 |
| River Street Advisors LLC | 8,210 | $391.7 萬 | 1.52% | −108−1.3% | 減碼 |
| Banque Transatlantique SA | 8,210 | $390.6 萬 | 0.10% | +161+2.0% | 加碼 |
| Assetmark, Inc | 8,133 | $388.1 萬 | 0.01% | +924+12.8% | 加碼 |
| Financial Enhancement Group LLC | 7,725 | $387.9 萬 | 0.52% | +6,972+925.9% | 加碼 |
| Compagnie Lombard Odier SCmA | 8,110 | $387.0 萬 | 0.04% | −1,337−14.2% | 減碼 |
| Umpqua Bank | 7,203 | $384.7 萬 | 1.08% | +131+1.9% | 加碼 |
| Hanson & Doremus Investment Management | 8,036 | $383.4 萬 | 0.48% | −490−5.7% | 減碼 |
| Harbour Investments, Inc. | 8,023 | $382.8 萬 | 0.09% | +381+5.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 8,007 | $382.1 萬 | 0.46% | +20+0.3% | 加碼 |
| Hamilton Capital Partners Inc. | 7,993 | $381.4 萬 | 0.16% | +7,033+732.6% | 加碼 |