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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 4 季與 2025 年第 3 季比較

持有 Caterpillar Inc 的機構從 2025 年第 3 季到 2025 年第 4 季的變化。

2025 年第 4 季全部持有人2025 年第 3 季全部持有人

CAT 的 13F 持有人:2025 年第 3 季與 2025 年第 4 季比較
項目2025 年第 3 季其中尚未申報 2025 年第 4 季2025 年第 4 季變化
持有家數3,150673,542+459
股數3.33 億66.6 萬3.30 億−261.7 萬 (−0.8%)
市值$1,590 億$3.18 億$1,887 億+$300.0 億 (+18.9%)

67 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(552 家)

2025 年第 4 季季末持有 Caterpillar Inc、2025 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 552 家。

2025 年第 4 季新進 CAT 的機構
機構股數市值佔組合 %
Capital International Investors2,138,909$12.3 億0.19%
Alphinity Investment Management Pty Ltd440,246$2.52 億2.55%
Eurizon Capital SGR S.p.A.310,130$1.78 億0.55%
Freestone Grove Partners LP158,274$9,067 萬0.66%
Atalanta Sosnoff Capital, LLC130,450$7,473 萬1.46%
HRT Financial LP83,563$4,787 萬0.15%
Electron Capital Partners, LLC74,761$4,283 萬1.99%
Sherman Porfolios, LLC74,161$4,248 萬2.90%
Pinebridge Investments LLC68,396$3,918 萬0.29%
CIBC World Markets Corp65,318$3,742 萬0.19%
Bridgewater Associates, LP62,157$3,561 萬0.13%
Lord, Abbett & Co. LLC62,065$3,556 萬0.11%
Pinnacle Financial Partners, Inc.55,250$3,166 萬0.24%
Glenmede Trust Co NA44,878$2,571 萬0.12%
Artisan Partners Limited Partnership36,479$2,090 萬0.03%
Kepler Cheuvreux (Suisse) SA36,206$2,074 萬1.17%
Nomura Asset Management International Inc.30,315$1,737 萬0.03%
Parallax Volatility Advisers, L.P.29,177$1,671 萬0.52%
Temasek Holdings (Private) Ltd27,360$1,567 萬0.05%
MidFirst Bank27,191$1,558 萬1.24%
Worldquant Millennium Advisors LLC26,681$1,528 萬0.06%
Mirae Asset Securities (USA) Inc.25,164$1,442 萬0.57%
Tudor Investment Corp Et Al24,000$1,375 萬0.08%
NLB Skladi, upravljanje premozenja, d.o.o.23,223$1,330 萬0.61%
Energy Income Partners, LLC23,071$1,322 萬0.24%
EP Wealth Advisors, LLC22,257$1,275 萬0.07%
Laird Norton Trust Company, LLC20,976$1,202 萬0.25%
Bridgelight Financial Advisors, Inc.16,516$946.2 萬8.06%
Aquatic Capital Management LLC16,291$933.3 萬0.27%
North Dakota State Investment Board15,875$909.4 萬0.34%
SageGuard Financial Group, LLC15,350$879.4 萬1.40%
First National Bank of Omaha15,179$876.4 萬0.26%
OpenArc Corporate Advisory, LLC13,585$778.2 萬0.13%
WCG Wealth Advisors LLC13,380$766.5 萬0.21%
Zimmer Partners, LP13,200$756.2 萬0.20%
L & S Advisors Inc12,653$724.9 萬0.67%
Meiji Yasuda America Inc12,447$713.1 萬1.64%
Jones Kertz & Associates, Inc.11,699$670.2 萬3.44%
Evolve Private Wealth, LLC11,415$654.0 萬0.39%
Titan Wealth (CI) Ltd11,149$638.7 萬2.46%
Osmosis Investment Management UK Ltd10,982$629.1 萬0.16%
Perryman Financial Advisory Inc10,612$607.9 萬0.89%
Asset One Wealth Management LLC8,325$575.2 萬0.79%
Graham Capital Management, L.P.10,000$572.9 萬0.20%
Twinbeech Capital LP9,925$568.6 萬0.40%
Forty-three Eighteen Advisors, LLC9,312$533.5 萬4.14%
Hel Ved Capital Management Ltd8,495$486.7 萬1.68%
Clear Trail Advisors, LLC8,444$483.7 萬1.12%
V-Square Quantitative Management LLC8,442$483.6 萬0.50%
Soros Capital Management LLC8,360$478.9 萬1.26%
Sciencast Management LP8,079$462.8 萬0.64%
Cornerstone Planning, LLC7,860$451.7 萬1.05%
EFG International AG7,593$435.0 萬0.08%
TCW Group Inc7,401$424.0 萬0.03%
Surience Private Wealth LLC7,251$415.4 萬4.70%
Marathon Wealth Advisors LLC7,102$406.9 萬1.62%
Wilkerson Advisory Group LLC7,089$406.1 萬1.43%
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.6,785$388.7 萬0.34%
Capital Group Private Client Services, Inc.6,512$373.1 萬0.06%
Tenere Capital LLC6,451$369.6 萬2.86%
Alliance Private Wealth, LLC5,182$364.2 萬1.27%
XTX Topco Ltd6,260$358.6 萬0.09%
Pinkerton Retirement Specialists, LLC6,098$349.3 萬0.36%
Keudell/Morrison Wealth Management5,983$342.7 萬0.72%
Fideuram Asset Management (Ireland) dac9,976$342.4 萬0.27%
Myriad Asset Management Advisors LLC5,942$340.4 萬1.05%
Weiss Asset Management LP5,794$331.9 萬0.05%
Wealth Group, Ltd.5,633$322.7 萬3.15%
Financial Plan, Inc.5,511$315.7 萬0.36%
Platinum Investment Management Ltd5,500$315.1 萬0.73%
Castellan Group, LLC5,364$307.3 萬0.39%
Lawood & Co5,233$299.8 萬2.84%
Polymer Capital Management (HK) LTD5,223$299.2 萬0.47%
Isthmus Partners, LLC5,152$295.1 萬0.33%
PCM Encore, LLC4,935$282.7 萬0.60%
Quantbot Technologies LP4,844$277.5 萬0.09%
O'Domhnaill Enterprises, Inc.4,677$267.9 萬2.51%
DB&C Advisors, LLC4,657$266.8 萬3.35%
McLaughlin Asset Management, Inc.4,591$263.0 萬2.35%
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies4,573$262.0 萬2.46%
Carlson Financial, Inc.4,463$255.7 萬1.48%
Vision Retirement, LLC4,403$252.2 萬0.68%
Ticino Wealth4,343$248.8 萬0.92%
McGuire Capital Advisors Inc4,312$247.0 萬1.57%
Donoghue Forlines LLC4,245$243.2 萬0.75%
Dark Forest Capital Management LP4,171$238.9 萬0.11%
Blue Sparrow, LLC4,000$229.1 萬0.04%
Marble Wealth, LLC3,863$221.3 萬0.31%
Qsemble Capital Management, LP3,626$207.7 萬0.17%
VUB Generali dochodkova spravcovska spolocnost, a.s.3,566$204.3 萬1.56%
TCG Advisory Services, LLC3,562$204.0 萬0.06%
Diversified Management Inc3,510$201.1 萬0.47%
Braeburn Wealth Management LLC3,425$196.2 萬1.00%
Churchill Financial Advisors, LLC3,413$195.5 萬0.60%
Genus Capital Management Inc.3,400$194.8 萬0.23%
Pinnacle Wealth Management, LLC3,375$193.3 萬1.30%
Platt Wealth Management LLC3,347$191.7 萬1.90%
Oak Thistle LLC3,109$178.1 萬0.25%
SG Trading Solutions, LLC3,049$174.7 萬0.41%
Keating Financial Advisory Services, Inc.3,042$174.3 萬0.24%

清倉機構(93 家)

2025 年第 3 季季末持有 Caterpillar Inc、2025 年第 4 季有申報但已經沒有持有的機構。

2025 年第 4 季清倉 CAT 的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Diamond Hill Capital Management Inc458,542$2.19 億
Quadrature Capital Ltd144,789$6,907 萬
Forsta Ap-Fonden137,200$6,546 萬
Achmea Investment Management B.V.127,258$6,072 萬
Cartenna Capital, LP125,000$5,964 萬
Interval Partners, LP96,851$4,621 萬
J. Goldman & Co LP85,665$4,088 萬
Ossiam47,059$2,245 萬
Empowered Funds, LLC39,687$1,894 萬
SummitTX Capital, L.P.31,956$1,525 萬
Davidson Kempner Capital Management LP30,000$1,431 萬
HITE Hedge Asset Management LLC18,322$874.2 萬
Brighton Jones LLC8,475$404.4 萬
Morningstar Investment Management LLC8,306$396.3 萬
Murphy, Middleton, Hinkle & Parker, Inc.7,310$348.8 萬
Arete Wealth Advisors, LLC7,189$343.1 萬
Capital & Planning, LLC7,037$335.8 萬
Stevens Capital Management LP6,529$311.5 萬
Pinnbrook Capital Management LP5,758$274.7 萬
SIR Capital Management, L.P.5,600$267.2 萬
Bell Asset Management Ltd5,115$244.1 萬
Pitcairn Co4,475$213.5 萬
Nearwater Capital Markets, Ltd4,000$190.9 萬
Sender Co & Partners, Inc.3,419$163.1 萬
SPX Equities Gestao de Recursos Ltda2,800$133.6 萬
BluePath Capital Management, LLC2,783$132.8 萬
von Borstel & Associates, Inc.2,284$130.3 萬
Sienna Gestion2,464$107.2 萬
Canandaigua National Trust Co of Florida2,204$105.2 萬
Quantitative Investment Management, LLC2,161$103.1 萬
Atom Investors LP2,146$102.4 萬
Volterra Technologies LP2,029$96.8 萬
Summit Wealth Partners, LLC1,982$94.6 萬
Capital Insight Partners, LLC1,854$88.5 萬
Sanders Morris Harris LLC1,775$84.7 萬
Retirement Guys Formula LLC1,740$83.0 萬
NJ State Employees Deferred Compensation Plan1,710$81.6 萬
Andra AP-fonden1,600$76.3 萬
Militia Capital Partners, LP1,600$76.3 萬
Mustard Seed Financial, LLC1,592$76.0 萬
Vertex Planning Partners, LLC1,587$75.7 萬
QVR LLC1,400$66.8 萬
National Wealth Management Group, LLC1,321$63.0 萬
ICICI Prudential Asset Management Co Ltd1,300$62.0 萬
Neo Ivy Capital Management1,266$60.4 萬
Silver Grove Financial Group, Inc.1,194$57.0 萬
Centiva Capital, LP1,180$56.3 萬
Itau Unibanco Holding S.A.1,141$54.4 萬
Crowley Wealth Management, Inc.1,057$50.4 萬
Touchstone Capital, Inc.1,038$49.5 萬
Credit Industriel Et Commercial1,025$48.9 萬
WMG Financial Advisors, LLC1,000$47.7 萬
Laffer Tengler Investments981$46.8 萬
Almanack Investment Partners, LLC.947$45.2 萬
Strategic Financial Concepts, LLC926$44.2 萬
Aster Capital Management (DIFC) Ltd918$43.8 萬
Wallace Advisory Group, LLC1,079$41.9 萬
Capstone Investment Advisors, LLC703$33.5 萬
Clark & Stuart, Inc639$30.5 萬
PFG Private Wealth Management, LLC621$29.6 萬
FNY Investment Advisers, LLC582$27.7 萬
Waverton Investment Management Ltd562$26.8 萬
Prospera Capital Management, LLC549$26.2 萬
Strengthening Families & Communities, LLC530$25.3 萬
Seed Wealth Management, Inc.525$25.1 萬
Custom Index Systems, LLC524$25.0 萬
Significant Wealth Partners LLC500$23.9 萬
Middleton & Co Inc490$23.4 萬
Gerber, LLC487$23.2 萬
Barry Investment Advisors, LLC466$22.2 萬
FreeGulliver LLC453$21.6 萬
Western Pacific Wealth Management, LP450$21.5 萬
Mach-1 Financial Group, Inc.447$21.3 萬
Corepath Wealth Partners LLC425$21.1 萬
Catalyst Capital Advisors LLC434$20.7 萬
Humankind Investments LLC434$20.7 萬
Clear Street Markets LLC429$20.5 萬
Helium Advisors LLC420$20.1 萬
Brooks, Moore & Associates, Inc.420$20.0 萬
Grey Fox Wealth Advisors, LLC312$14.9 萬
Future Financial Wealth Managment LLC268$12.8 萬
Optiver Holding B.V.243$11.6 萬
Pathway Financial Advisers, LLC234$11.1 萬
Financial Life Planners230$11.0 萬
TruNorth Capital Management, LLC189$9.02 萬
Strive Asset Management, LLC138$6.58 萬
Evergreen Private Wealth LLC104$4.96 萬
Northwest Capital Management Inc101$4.84 萬
Family Legacy Financial Solutions, LLC82$3.92 萬
Corundum Trust Company, INC47$2.24 萬
Perritt Capital Management Inc26$1.24 萬
Prudent Man Investment Management, Inc.33$1.20 萬
Sofos Investments, Inc.2$954

尚未申報 2025 年第 4 季的機構(67 家)

2025 年第 3 季季末持有 Caterpillar Inc、還沒有申報 2025 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 3 季持有 CAT、尚未申報 2025 年第 4 季的機構
機構2025 年第 3 季股數2025 年第 3 季市值
Aware Super Pty Ltd as trustee of Aware Super136,095$6,494 萬
AXA Investment Managers S.A.126,175$6,020 萬
CIBC Bancorp USA Inc.64,699$3,087 萬
Synovus Financial Corp45,606$2,177 萬
Glenmede Investment Management, LP42,179$2,013 萬
Pinebridge Investments, L.P.28,921$1,380 萬
Creekmur Asset Management LLC27,509$1,313 萬
Sonora Investment Management Group, LLC22,938$1,095 萬
Stonegate Investment Group, LLC22,510$1,074 萬
Bridge Creek Capital Management LLC17,159$818.7 萬
Country Club Bank15,774$743.9 萬
Wetherby Asset Management Inc11,569$552.0 萬
Pinnacle Financial Partners Inc10,184$485.9 萬
Wells Trecaso Financial Group, LLC9,548$455.6 萬
D. Scott Neal, Inc.7,549$360.2 萬
Court Place Advisors, LLC6,599$314.9 萬
West Oak Capital, LLC4,704$224.4 萬
IMS Capital Management4,375$208.8 萬
Cobblestone Capital Advisors LLC4,062$193.8 萬
Optimum Investment Advisors4,021$191.9 萬
1858 Wealth Management, LLC3,497$166.9 萬
Shell Asset Management Co3,405$162.5 萬
LexAurum Advisors, LLC3,286$156.8 萬
Bard Financial Services, Inc.3,015$143.9 萬
Accredited Wealth Management, LLC329$114.9 萬
Oak Hill Wealth Advisors, LLC2,219$105.9 萬
Obsidian Personal Planning Solutions LLC1,705$98.4 萬
Siligmueller & Norvid Wealth Advisors LLC1,932$92.2 萬
Texas Capital Bancshares Inc1,827$87.2 萬
Clare Market Investments LLC1,773$84.6 萬
Gries Financial LLC1,710$81.6 萬
L.M. Kohn & Company1,665$79.4 萬
Vishria Bird Financial Group, LLC1,609$76.8 萬
Lion Street Advisors, LLC3,558$72.6 萬
PBMares Wealth Management LLC1,482$70.7 萬
Watts Gwilliam & Co., LLC1,429$68.2 萬
First National Corp1,388$66.8 萬
Masso Torrence Wealth Management Inc.1,375$65.6 萬
Full Sail Capital, LLC1,106$52.8 萬
Financial Advisors, LLC1,090$52.0 萬
SPC Financial, Inc.982$46.9 萬
Apexium Financial, LP979$46.7 萬
RW Investment Management LLC977$46.6 萬
WNY Asset Management, LLC920$43.9 萬
Moloney Securities Asset Management, LLC906$43.2 萬
Chiron Capital Management, LLC876$41.8 萬
Jarislowsky, Fraser Ltd705$33.6 萬
First Affirmative Financial Network700$33.4 萬
Aletheian Wealth Advisors LLC699$33.4 萬
Lokken Investment Group LLC667$31.8 萬
Brass Tax Wealth Management, Inc649$31.0 萬
Bristlecone Advisors, LLC629$30.0 萬
Stone Run Capital, LLC600$28.6 萬
Hemington Wealth Management583$27.8 萬
Wolverine Trading, LLC570$26.9 萬
Burt Wealth Advisors471$22.5 萬
AllSquare Wealth Management LLC448$21.4 萬
Defined Financial Planning LLC420$21.1 萬
Eisler Capital Management Ltd.501$21.0 萬
Binnacle Investments Inc416$19.8 萬
FSA Wealth Management LLC250$11.9 萬
Abich Financial Wealth Management LLC184$8.78 萬
Guerra Advisors Inc142$6.78 萬
Pineridge Advisors LLC117$5.58 萬
Lowe Wealth Advisors, LLC76$3.63 萬
Sagard Holdings Management Inc.61$2.91 萬
Kathleen S. Wright Associates Inc.54$2.58 萬