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。
2023 年第 1 季 13F 持有人
Caterpillar Inc 在 2023/3/31 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
- 2,284
- 較 2022 年第 4 季 +48 家
- 持有股數
- 3.90 億
- 較 2022 年第 4 季 +2,729 萬 (+7.5%)
- 總市值
- $826.2 億
- 較 2022 年第 4 季 −$43.0 億 (−4.9%)
- 新進機構
- 165
- 另有 873 家加碼
- 清倉機構
- 117
- 另有 864 家減碼
另有 51 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Architects, LLC | 3,395 | $77.7 萬 | 0.14% | +4+0.1% | 加碼 |
| Laird Norton Trust Company, LLC | 3,407 | $77.9 萬 | 0.10% | −3−0.1% | 減碼 |
| Stratos Wealth Advisors, LLC | 3,408 | $78.0 萬 | 0.06% | −232−6.4% | 減碼 |
| 44 Wealth Management LLC | 3,428 | $78.4 萬 | 0.27% | +64+1.9% | 加碼 |
| Auxier Asset Management | 3,430 | $78.5 萬 | 0.14% | −110−3.1% | 減碼 |
| Sentry Investment Management LLC | 3,434 | $78.6 萬 | 0.32% | −80−2.3% | 減碼 |
| EHP Funds Inc. | 3,450 | $78.9 萬 | 0.17% | +3,450 | 新進 |
| Norway Savings Bank | 3,455 | $79.1 萬 | 0.40% | +60+1.8% | 加碼 |
| Verity Asset Management, Inc. | 3,456 | $79.1 萬 | 0.47% | +1,729+100.1% | 加碼 |
| JFS Wealth Advisors, LLC | 3,457 | $79.1 萬 | 0.07% | +15+0.4% | 加碼 |
| Abn Amro Investment Solutions | 3,469 | $79.4 萬 | 0.02% | +3,469 | 新進 |
| Patriot Investment Management Inc. | 3,478 | $79.6 萬 | 0.07% | +14+0.4% | 加碼 |
| Wedmont Private Capital | 3,706 | $79.9 萬 | 0.11% | +306+9.0% | 加碼 |
| Summit Financial Group Inc | 3,491 | $79.9 萬 | 0.32% | −770−18.1% | 減碼 |
| Aspen Investment Management Inc | 3,517 | $80.5 萬 | 0.51% | −160−4.4% | 減碼 |
| Modera Wealth Management, LLC | 3,526 | $80.7 萬 | 0.03% | +194+5.8% | 加碼 |
| Virtue Capital Management, LLC | 3,737 | $80.8 萬 | 0.13% | +336+9.9% | 加碼 |
| Boston Research & Management Inc | 3,542 | $81.0 萬 | 0.24% | 00.0% | 不變 |
| Balentine LLC | 3,543 | $81.1 萬 | 0.03% | +224+6.7% | 加碼 |
| Change Path, LLC | 3,550 | $81.2 萬 | 0.04% | +506+16.6% | 加碼 |
| Cooper Financial Group | 3,550 | $81.2 萬 | 0.22% | +171+5.1% | 加碼 |
| Everett Harris & Co | 3,551 | $81.3 萬 | 0.01% | +143+4.2% | 加碼 |
| Taurus Asset Management, LLC | 3,558 | $81.4 萬 | 0.10% | 00.0% | 不變 |
| Thomasville National Bank | 3,569 | $81.7 萬 | 0.08% | +200+5.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 3,572 | $81.7 萬 | 0.39% | −23−0.6% | 減碼 |
| Legacy Capital Group California, Inc. | 3,573 | $81.8 萬 | 0.40% | +3,573 | 新進 |
| Penobscot Wealth Management | 3,575 | $81.8 萬 | 0.64% | −653−15.4% | 減碼 |
| Catalyst Financial Partners LLC | 3,579 | $81.9 萬 | 0.35% | +222+6.6% | 加碼 |
| Mitchell Capital Management Co | 3,592 | $82.2 萬 | 0.20% | −153−4.1% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,594 | $82.2 萬 | 0.28% | −30−0.8% | 減碼 |
| Hudson Valley Investment Advisors Inc | 3,593 | $82.2 萬 | 0.11% | +17+0.5% | 加碼 |
| Gleason Group, Inc. | 3,606 | $82.5 萬 | 0.24% | +7+0.2% | 加碼 |
| Rehmann Capital Advisory Group | 3,610 | $82.6 萬 | 0.08% | −152−4.0% | 減碼 |
| CWA Asset Management Group, LLC | 3,612 | $82.7 萬 | 0.06% | +512+16.5% | 加碼 |
| Csenge Advisory Group | 3,616 | $82.8 萬 | 0.06% | −1,345−27.1% | 減碼 |
| Woodstock Corp | 3,625 | $83.0 萬 | 0.11% | 00.0% | 不變 |
| SS&H Financial Advisors, Inc. | 3,625 | $83.0 萬 | 0.38% | 00.0% | 不變 |
| J. W. Coons Advisors, LLC | 3,630 | $83.1 萬 | 0.24% | 00.0% | 不變 |
| Davis R M Inc | 3,632 | $83.1 萬 | 0.02% | +300+9.0% | 加碼 |
| Delta Investment Management, LLC | 3,635 | $83.2 萬 | 0.24% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,638 | $83.3 萬 | 0.12% | +835+29.8% | 加碼 |
| Verition Fund Management LLC | 3,643 | $83.4 萬 | 0.01% | +2,664+272.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,648 | $83.5 萬 | 0.11% | −405−10.0% | 減碼 |
| Regal Investment Advisors LLC | 3,654 | $83.6 萬 | 0.07% | +106+3.0% | 加碼 |
| Worth Financial Advisory Group, LLC | 3,657 | $83.7 萬 | 0.80% | −170−4.4% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,668 | $83.9 萬 | 0.05% | −400−9.8% | 減碼 |
| Hancock Whitney Corp | 3,675 | $84.1 萬 | 0.03% | +266+7.8% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,679 | $84.2 萬 | 0.11% | +225+6.5% | 加碼 |
| Ostrum Asset Management | 3,680 | $84.2 萬 | 0.07% | +3,680 | 新進 |
| Circle Wealth Management, LLC | 3,714 | $85.0 萬 | 0.12% | −3−0.1% | 減碼 |
| Montecito Bank & Trust | 3,715 | $85.0 萬 | 0.20% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 3,721 | $85.2 萬 | 0.09% | −570−13.3% | 減碼 |
| RMB Capital Management, LLC | 3,724 | $85.2 萬 | 0.03% | −440−10.6% | 減碼 |
| DMG Group, LLC | 3,710 | $85.3 萬 | 0.86% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 3,739 | $85.6 萬 | 0.01% | −157,573−97.7% | 減碼 |
| Curated Wealth Partners LLC | 3,762 | $86.1 萬 | 0.19% | −424−10.1% | 減碼 |
| 9258 Wealth Management, LLC | 3,767 | $86.2 萬 | 0.17% | −390−9.4% | 減碼 |
| Crawford Investment Counsel Inc | 3,774 | $86.4 萬 | 0.02% | +42+1.1% | 加碼 |
| Visionary Wealth Advisors | 3,791 | $86.8 萬 | 0.07% | −117−3.0% | 減碼 |
| Founders Financial Securities LLC | 3,793 | $86.8 萬 | 0.13% | −6−0.2% | 減碼 |
| US Asset Management LLC | 3,792 | $86.8 萬 | 0.89% | −10−0.3% | 減碼 |
| Mission Wealth Management, LP | 3,795 | $86.8 萬 | 0.04% | +199+5.5% | 加碼 |
| Patten & Patten Inc | 3,795 | $86.9 萬 | 0.08% | +10.0% | 加碼 |
| BFSG, LLC | 3,799 | $86.9 萬 | 0.16% | +3,799 | 新進 |
| Farmers National Bank | 3,798 | $86.9 萬 | 0.31% | −100−2.6% | 減碼 |
| Chicago Trust Co NA | 3,804 | $87.1 萬 | 0.22% | +820+27.5% | 加碼 |
| Courier Capital LLC | 3,813 | $87.3 萬 | 0.10% | +10.0% | 加碼 |
| LexAurum Advisors, LLC | 3,815 | $87.3 萬 | 0.29% | −45−1.2% | 減碼 |
| CRA Financial Services, LLC | 3,832 | $87.7 萬 | 0.26% | 00.0% | 不變 |
| Great Lakes Retirement, Inc. | 3,847 | $88.0 萬 | 0.17% | +270+7.5% | 加碼 |
| Gradient Investments LLC | 3,851 | $88.1 萬 | 0.02% | +54+1.4% | 加碼 |
| Field & Main Bank | 3,859 | $88.3 萬 | 0.53% | −39−1.0% | 減碼 |
| HHM Wealth Advisors, LLC | 3,860 | $88.3 萬 | 0.18% | +768+24.8% | 加碼 |
| Telos Capital Management, Inc. | 3,868 | $88.5 萬 | 0.12% | −121−3.0% | 減碼 |
| Accurate Wealth Management, LLC | 4,112 | $88.6 萬 | 0.31% | +501+13.9% | 加碼 |
| Axq Capital, LP | 3,900 | $89.2 萬 | 0.35% | +1,100+39.3% | 加碼 |
| Menard Financial Group LLC | 3,902 | $89.3 萬 | 2.06% | −102−2.5% | 減碼 |
| Adell Harriman & Carpenter Inc | 3,909 | $89.5 萬 | 0.10% | −3,405−46.6% | 減碼 |
| Norwood Financial Corp | 3,930 | $89.9 萬 | 1.43% | +10+0.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,965 | $90.7 萬 | 0.11% | −476−10.7% | 減碼 |
| Texas Capital Bancshares Inc | 3,971 | $90.9 萬 | 0.57% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 3,971 | $90.9 萬 | 0.09% | +231+6.2% | 加碼 |
| Aaron Wealth Advisors | 3,973 | $90.9 萬 | 0.13% | −180−4.3% | 減碼 |
| Werlinich Asset Management, LLC | 3,975 | $91.0 萬 | 0.80% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 3,991 | $91.3 萬 | 0.65% | −165−4.0% | 減碼 |
| Saybrook Capital | 4,000 | $91.5 萬 | 0.29% | 00.0% | 不變 |
| Navellier & Associates Inc | 4,000 | $91.5 萬 | 0.19% | −100−2.4% | 減碼 |
| WealthTrust Asset Management, LLC | 4,005 | $91.7 萬 | 0.87% | +4,005 | 新進 |
| Lantz Financial LLC | 4,009 | $91.7 萬 | 0.38% | 00.0% | 不變 |
| Washington Trust Co | 4,011 | $91.8 萬 | 0.04% | −24−0.6% | 減碼 |
| ZWJ Investment Counsel Inc | 4,018 | $91.9 萬 | 0.05% | +157+4.1% | 加碼 |
| Quad-Cities Investment Group, LLC | 4,018 | $91.9 萬 | 0.64% | +24+0.6% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 4,020 | $92.0 萬 | 0.71% | 00.0% | 不變 |
| Windsor Group LTD | 4,268 | $92.0 萬 | 0.18% | −38−0.9% | 減碼 |
| SNS Financial Group, LLC | 4,022 | $92.0 萬 | 0.12% | +52+1.3% | 加碼 |
| Puzo Michael J | 4,025 | $92.1 萬 | 0.31% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 4,028 | $92.2 萬 | 0.26% | +229+6.0% | 加碼 |
| IPG Investment Advisors LLC | 4,036 | $92.4 萬 | 0.21% | +585+17.0% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,052 | $92.7 萬 | 0.68% | −335−7.6% | 減碼 |
| IAM Advisory, LLC | 4,052 | $92.7 萬 | 0.32% | +4,052 | 新進 |