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 |
|---|---|---|---|---|---|
| Cim Investment Mangement Inc | 4,060 | $92.9 萬 | 0.34% | +188+4.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,065 | $93.0 萬 | 0.12% | −22−0.5% | 減碼 |
| High Net Worth Advisory Group LLC | 4,065 | $93.0 萬 | 0.38% | −147−3.5% | 減碼 |
| White Lighthouse Investment Management Inc. | 4,071 | $93.2 萬 | 0.23% | +500+14.0% | 加碼 |
| Woodward Diversified Capital, LLC | 4,077 | $93.3 萬 | 0.73% | −35−0.9% | 減碼 |
| Live Oak Private Wealth LLC | 4,081 | $93.4 萬 | 0.19% | +100+2.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,092 | $93.6 萬 | 0.19% | +4,092 | 新進 |
| Montis Financial, LLC | 4,093 | $93.7 萬 | 0.72% | +90+2.2% | 加碼 |
| Confluence Wealth Services, Inc. | 4,118 | $94.2 萬 | 0.22% | 00.0% | 不變 |
| Advisory Alpha, LLC | 4,130 | $94.5 萬 | 0.06% | +7+0.2% | 加碼 |
| Chicago Capital, LLC | 4,135 | $94.6 萬 | 0.05% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 4,143 | $94.8 萬 | 0.47% | +2,340+129.8% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,166 | $95.3 萬 | 0.00% | −4,300−50.8% | 減碼 |
| Grimes & Company, Inc. | 4,167 | $95.4 萬 | 0.04% | +2,888+225.8% | 加碼 |
| Quadrant Capital Group LLC | 4,193 | $95.9 萬 | 0.10% | +363+9.5% | 加碼 |
| Braun Stacey Associates Inc | 4,200 | $96.1 萬 | 0.03% | +1,950+86.7% | 加碼 |
| Point72 Asset Management, L.P. | 4,201 | $96.1 萬 | 0.00% | +4,201 | 新進 |
| Southeast Asset Advisors Inc. | 4,204 | $96.2 萬 | 0.14% | +17+0.4% | 加碼 |
| Dynamic Advisor Solutions LLC | 4,205 | $96.2 萬 | 0.06% | −938−18.2% | 減碼 |
| Argent Advisors, Inc. | 4,205 | $96.2 萬 | 0.46% | +238+6.0% | 加碼 |
| Gilbert & Cook, Inc. | 4,212 | $96.4 萬 | 0.17% | +39+0.9% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,214 | $96.4 萬 | 0.06% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,214 | $96.4 萬 | 0.84% | 00.0% | 不變 |
| Total Clarity Wealth Management, Inc. | 4,228 | $96.8 萬 | 0.53% | +207+5.1% | 加碼 |
| Capital Wealth Planning, LLC | 4,230 | $96.8 萬 | 0.01% | +490+13.1% | 加碼 |
| City State Bank | 4,230 | $96.8 萬 | 0.55% | −298−6.6% | 減碼 |
| TRUE Private Wealth Advisors | 4,231 | $96.8 萬 | 0.14% | −17−0.4% | 減碼 |
| CoreFirst Bank & Trust | 4,233 | $96.9 萬 | 0.71% | −5−0.1% | 減碼 |
| Burke & Herbert Bank & Trust Co | 4,240 | $97.0 萬 | 0.71% | −100−2.3% | 減碼 |
| Morse Asset Management, Inc | 4,242 | $97.1 萬 | 0.33% | +498+13.3% | 加碼 |
| Cypress Capital Group | 4,244 | $97.1 萬 | 0.15% | −50−1.2% | 減碼 |
| Dana Investment Advisors, Inc. | 4,253 | $97.3 萬 | 0.05% | −323−7.1% | 減碼 |
| Carson Advisory Inc. | 4,261 | $97.5 萬 | 0.87% | +4,261 | 新進 |
| Monticello Wealth Management, LLC | 4,105 | $97.7 萬 | 0.10% | +625+18.0% | 加碼 |
| Journey Advisory Group, LLC | 4,287 | $98.1 萬 | 0.16% | +321+8.1% | 加碼 |
| Sit Investment Associates Inc | 4,300 | $98.4 萬 | 0.03% | 00.0% | 不變 |
| RS Crum Inc. | 4,305 | $98.5 萬 | 0.38% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 4,509 | $98.6 萬 | 0.49% | −4,474−49.8% | 減碼 |
| Fort Pitt Capital Group, LLC | 4,315 | $98.7 萬 | 0.04% | −475−9.9% | 減碼 |
| Naviter Wealth, LLC | 4,322 | $98.9 萬 | 0.35% | +4,322 | 新進 |
| Peregrine Asset Advisers, Inc. | 4,325 | $99.0 萬 | 0.97% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 4,328 | $99.0 萬 | 0.29% | +17+0.4% | 加碼 |
| Epoch Investment Partners, Inc. | 4,330 | $99.1 萬 | 0.01% | −48−1.1% | 減碼 |
| Veracity Capital LLC | 4,332 | $99.1 萬 | 0.46% | +4,332 | 新進 |
| Forum Financial Management, LP | 4,333 | $99.2 萬 | 0.03% | −103−2.3% | 減碼 |
| waypoint wealth counsel | 4,336 | $99.2 萬 | 0.77% | +31+0.7% | 加碼 |
| Northern Financial Advisors Inc | 4,338 | $99.3 萬 | 0.93% | −655−13.1% | 減碼 |
| Flputnam Investment Management Co | 4,342 | $99.4 萬 | 0.03% | +84+2.0% | 加碼 |
| South State Corp. | 4,371 | $100.0 萬 | 0.09% | −801−15.5% | 減碼 |
| Perigon Wealth Management, LLC | 4,401 | $100.7 萬 | 0.06% | +222+5.3% | 加碼 |
| Smithfield Trust Co | 4,415 | $100.8 萬 | 0.06% | +2,428+122.2% | 加碼 |
| Trustmark National Bank Trust Department | 4,407 | $100.8 萬 | 0.09% | +205+4.9% | 加碼 |
| Vise Technologies, Inc. | 4,408 | $100.9 萬 | 0.27% | +927+26.6% | 加碼 |
| Princeton Global Asset Management LLC | 4,415 | $101.0 萬 | 0.29% | −170−3.7% | 減碼 |
| M Holdings Securities, Inc. | 4,424 | $101.1 萬 | 0.10% | −1,128−20.3% | 減碼 |
| Optimum Investment Advisors | 4,420 | $101.1 萬 | 0.53% | 00.0% | 不變 |
| High Falls Advisors, Inc | 4,422 | $101.2 萬 | 0.30% | +4+0.1% | 加碼 |
| Choate Investment Advisors | 4,422 | $101.2 萬 | 0.05% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 4,439 | $101.6 萬 | 0.18% | −1,085−19.6% | 減碼 |
| Beech Hill Advisors, Inc. | 4,450 | $101.8 萬 | 0.51% | −1,050−19.1% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,458 | $102.0 萬 | 0.26% | 00.0% | 不變 |
| Old West Investment Management, LLC | 4,458 | $102.0 萬 | 0.55% | 00.0% | 不變 |
| Next Century Growth Investors LLC | 4,466 | $102.2 萬 | 0.11% | −1,013−18.5% | 減碼 |
| Am Investment Strategies LLC | 4,482 | $102.6 萬 | 0.35% | +10.0% | 加碼 |
| Laffer Tengler Investments | 4,488 | $102.7 萬 | 0.28% | +114+2.6% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $103.2 萬 | 0.66% | 00.0% | 不變 |
| FinTrust Capital Advisors, LLC | 4,310 | $103.3 萬 | 0.25% | 00.0% | 不變 |
| First County Bank | 4,514 | $103.3 萬 | 0.51% | +764+20.4% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 4,530 | $103.7 萬 | 1.18% | +585+14.8% | 加碼 |
| Farmers Trust Co | 4,540 | $103.9 萬 | 0.23% | −200−4.2% | 減碼 |
| Kovack Advisors, Inc. | 4,540 | $103.9 萬 | 0.14% | +215+5.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,541 | $103.9 萬 | 0.14% | −5,722−55.8% | 減碼 |
| Twin Tree Management, LP | 4,545 | $104.0 萬 | 0.03% | +4,545 | 新進 |
| Byrne Asset Management LLC | 4,555 | $104.2 萬 | 0.74% | −317−6.5% | 減碼 |
| Engineers Gate Manager LP | 4,569 | $104.6 萬 | 0.04% | +4,569 | 新進 |
| Harbour Investments, Inc. | 4,570 | $104.6 萬 | 0.06% | +55+1.2% | 加碼 |
| Allen Capital Group, LLC | 4,578 | $104.8 萬 | 0.20% | +4,578 | 新進 |
| Adviser Investments LLC | 4,584 | $104.9 萬 | 0.03% | −10−0.2% | 減碼 |
| Bessemer Securities LLC | 4,603 | $105.3 萬 | 0.49% | 00.0% | 不變 |
| Orleans Capital Management Corp | 4,605 | $105.4 萬 | 0.78% | 00.0% | 不變 |
| Pinnacle West Asset Management, Inc. | 4,610 | $105.5 萬 | 1.10% | +4,610 | 新進 |
| Bahl & Gaynor Inc | 4,619 | $105.7 萬 | 0.01% | +77+1.7% | 加碼 |
| WMS Partners, LLC | 4,620 | $105.7 萬 | 0.09% | −1,175−20.3% | 減碼 |
| Lindbrook Capital, LLC | 4,632 | $106.0 萬 | 0.12% | +476+11.5% | 加碼 |
| Sound Financial Strategies Group, LLC | 4,659 | $106.6 萬 | 0.71% | −148−3.1% | 減碼 |
| Little House Capital LLC | 4,661 | $106.7 萬 | 0.50% | +4,661 | 新進 |
| Warren Averett Asset Management, LLC | 4,680 | $107.1 萬 | 0.06% | +456+10.8% | 加碼 |
| Eastern Bank | 4,689 | $107.3 萬 | 0.05% | −531−10.2% | 減碼 |
| Xcel Wealth Management, LLC | 4,693 | $107.4 萬 | 0.38% | +858+22.4% | 加碼 |
| Shell Asset Management Co | 4,699 | $107.5 萬 | 0.04% | −36−0.8% | 減碼 |
| Continuum Advisory, LLC | 4,705 | $107.7 萬 | 0.18% | −208−4.2% | 減碼 |
| Good Life Advisors, LLC | 4,708 | $107.8 萬 | 0.14% | −84−1.8% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,714 | $107.9 萬 | 0.25% | −3,294−41.1% | 減碼 |
| Foundations Investment Advisors, LLC | 4,721 | $108.0 萬 | 0.04% | +1,040+28.3% | 加碼 |
| Ingalls & Snyder LLC | 4,734 | $108.3 萬 | 0.06% | −3−0.1% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,733 | $108.3 萬 | 0.95% | +1,333+39.2% | 加碼 |
| Widmann Financial Services, Inc. | 4,736 | $108.4 萬 | 1.09% | −49−1.0% | 減碼 |
| International Assets Investment Management, LLC | 4,737 | $108.4 萬 | 0.16% | −8,408−64.0% | 減碼 |
| Vigilant Capital Management, LLC | 4,742 | $108.5 萬 | 0.09% | −55−1.1% | 減碼 |
| Eldridge Investment Advisors, Inc. | 4,749 | $108.7 萬 | 0.38% | 00.0% | 不變 |