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 |
|---|---|---|---|---|---|
| Diamant Asset Management, Inc. | 4,777 | $109.3 萬 | 0.90% | 00.0% | 不變 |
| Wright Investors Service Inc | 4,778 | $109.3 萬 | 0.31% | +255+5.6% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $109.5 萬 | 0.70% | 00.0% | 不變 |
| Investment Partners, Ltd. | 4,792 | $109.7 萬 | 0.58% | +7+0.1% | 加碼 |
| First Foundation Advisors | 4,820 | $110.3 萬 | 0.05% | −365−7.0% | 減碼 |
| Garde Capital, Inc. | 4,836 | $110.7 萬 | 0.12% | +25+0.5% | 加碼 |
| Beacon Investment Advisors LLC | 4,848 | $110.9 萬 | 0.81% | +24+0.5% | 加碼 |
| Biltmore Family Office, LLC | 4,849 | $111.0 萬 | 0.23% | −5−0.1% | 減碼 |
| WD Rutherford LLC | 4,864 | $111.3 萬 | 0.78% | −305−5.9% | 減碼 |
| West Oak Capital, LLC | 4,867 | $111.4 萬 | 0.56% | +152+3.2% | 加碼 |
| Parkside Financial Bank & Trust | 4,873 | $111.5 萬 | 0.30% | −534−9.9% | 減碼 |
| Indiana Trust & Investment Management CO | 4,909 | $112.3 萬 | 0.61% | +39+0.8% | 加碼 |
| Cottage Street Advisors LLC | 4,911 | $112.4 萬 | 0.87% | +4,911 | 新進 |
| Zhang Financial LLC | 4,912 | $112.4 萬 | 0.13% | +271+5.8% | 加碼 |
| Sonora Investment Management Group, LLC | 4,923 | $112.7 萬 | 0.10% | −400−7.5% | 減碼 |
| Centaurus Financial, Inc. | 4,935 | $112.9 萬 | 0.09% | +78+1.6% | 加碼 |
| Nations Financial Group Inc, | 4,935 | $112.9 萬 | 0.12% | +282+6.1% | 加碼 |
| Diligent Investors, LLC | 4,961 | $113.5 萬 | 0.35% | +20+0.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 4,968 | $113.7 萬 | 0.13% | +380+8.3% | 加碼 |
| K.J. Harrison & Partners Inc | 5,000 | $114.4 萬 | 0.23% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,001 | $114.4 萬 | 0.12% | −877−14.9% | 減碼 |
| Schear Investment Advisers, LLC | 5,005 | $114.5 萬 | 1.37% | +219+4.6% | 加碼 |
| First Hawaiian Bank | 5,015 | $114.8 萬 | 0.04% | −4,128−45.1% | 減碼 |
| Wintrust Investments LLC | 5,065 | $115.9 萬 | 0.15% | −364−6.7% | 減碼 |
| Harris Associates L P大師Oakmark（Harris Associates） | 5,070 | $116.0 萬 | 0.00% | −1,161−18.6% | 減碼 |
| Wolff Financial Management LLC | 5,130 | $117.4 萬 | 0.41% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 5,143 | $117.7 萬 | 0.46% | +528+11.4% | 加碼 |
| Institute for Wealth Management, LLC. | 5,148 | $117.8 萬 | 0.23% | −24−0.5% | 減碼 |
| Corundum Group, Inc. | 5,171 | $118.3 萬 | 0.56% | +2,230+75.8% | 加碼 |
| SevenBridge Financial Group, LLC | 5,174 | $118.4 萬 | 0.33% | −150−2.8% | 減碼 |
| HM Payson & Co | 5,176 | $118.4 萬 | 0.03% | −10.0% | 減碼 |
| SOL Capital Management CO | 5,177 | $118.5 萬 | 0.19% | −110−2.1% | 減碼 |
| Harvest Volatility Management LLC | 5,282 | $118.6 萬 | 0.24% | −186−3.4% | 減碼 |
| Shepherd Financial Partners LLC | 5,207 | $119.1 萬 | 0.20% | +15+0.3% | 加碼 |
| Amarillo National Bank | 5,236 | $119.8 萬 | 0.24% | −870−14.2% | 減碼 |
| Manchester Financial Inc | 5,252 | $120.2 萬 | 0.35% | +4,355+485.5% | 加碼 |
| Tempus Wealth Planning, LLC | 5,300 | $121.3 萬 | 0.59% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,312 | $121.6 萬 | 0.05% | +599+12.7% | 加碼 |
| Garrison Point Advisors, LLC | 5,350 | $122.4 萬 | 0.92% | −5−0.1% | 減碼 |
| Cookson Peirce & Co Inc | 5,362 | $122.7 萬 | 0.08% | +5,362 | 新進 |
| Comerica Securities,inc. | 5,370 | $122.9 萬 | 0.09% | −83−1.5% | 減碼 |
| Cladis Investment Advisory, LLC | 5,372 | $122.9 萬 | 1.10% | −99−1.8% | 減碼 |
| Eudaimonia Partners, LLC | 5,380 | $123.1 萬 | 0.30% | +199+3.8% | 加碼 |
| TKG Advisors, LLC | 5,380 | $123.1 萬 | 0.77% | +339+6.7% | 加碼 |
| Lifeworks Advisors, LLC | 5,383 | $123.2 萬 | 0.58% | −1,811−25.2% | 減碼 |
| Flaharty Asset Management, LLC | 5,408 | $123.8 萬 | 0.22% | +23+0.4% | 加碼 |
| Ballentine Partners, LLC | 5,414 | $123.9 萬 | 0.03% | +362+7.2% | 加碼 |
| Private Asset Management Inc | 5,454 | $124.8 萬 | 0.21% | −420−7.2% | 減碼 |
| Van Strum & Towne Inc. | 5,460 | $124.9 萬 | 0.53% | +8+0.1% | 加碼 |
| HighTower Trust Services, LTA | 5,514 | $125.2 萬 | 0.12% | +16+0.3% | 加碼 |
| Alaethes Wealth LLC | 5,483 | $125.5 萬 | 0.74% | +310+6.0% | 加碼 |
| Glen Eagle Advisors, LLC | 5,506 | $126.0 萬 | 0.32% | −60−1.1% | 減碼 |
| Kula Investments, LLC | 5,514 | $126.2 萬 | 0.31% | +5,514 | 新進 |
| Bridges Investment Management Inc | 5,550 | $127.0 萬 | 0.05% | 00.0% | 不變 |
| Douglas Lane & Associates, LLC | 5,555 | $127.1 萬 | 0.02% | −276−4.7% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,580 | $127.7 萬 | 0.08% | 00.0% | 不變 |
| Independent Financial Group, LLC | 5,586 | $127.8 萬 | 0.10% | +187+3.5% | 加碼 |
| Barber Financial Group, Inc. | 5,595 | $128.0 萬 | 0.23% | +14+0.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 5,605 | $128.3 萬 | 0.22% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 5,621 | $128.6 萬 | 0.24% | +3,923+231.0% | 加碼 |
| Proequities, Inc. | 5,639 | $129.0 萬 | 0.10% | −206−3.5% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 5,654 | $129.4 萬 | 0.70% | −1,960−25.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 5,676 | $129.9 萬 | 0.10% | −100−1.7% | 減碼 |
| Schechter Investment Advisors, LLC | 5,678 | $129.9 萬 | 0.12% | +78+1.4% | 加碼 |
| CFM Wealth Partners LLC | 5,688 | $130.2 萬 | 0.36% | +190+3.5% | 加碼 |
| Granite Investment Partners, LLC | 5,702 | $130.5 萬 | 0.05% | +2,210+63.3% | 加碼 |
| SG Americas Securities, LLC | 5,701 | $130.5 萬 | 0.02% | +4,100+256.1% | 加碼 |
| Massachusetts Wealth Management | 5,706 | $130.6 萬 | 1.35% | −125−2.1% | 減碼 |
| Arete Wealth Advisors, LLC | 5,723 | $131.0 萬 | 0.11% | +116+2.1% | 加碼 |
| Duff & Phelps Investment Management Co | 5,775 | $132.2 萬 | 0.02% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 5,776 | $132.2 萬 | 0.05% | −106−1.8% | 減碼 |
| Essex Savings Bank | 5,781 | $132.3 萬 | 0.46% | −380−6.2% | 減碼 |
| Aureus Asset Management, LLC | 5,811 | $133.0 萬 | 0.11% | +20.0% | 加碼 |
| Benedict Financial Advisors Inc | 5,812 | $133.0 萬 | 0.37% | +4,524+351.2% | 加碼 |
| Beaton Management Co. Inc. | 5,823 | $133.3 萬 | 0.90% | −80−1.4% | 減碼 |
| True North Advisors, LLC | 5,845 | $133.8 萬 | 0.40% | −22−0.4% | 減碼 |
| Washington Trust Bank | 5,852 | $133.9 萬 | 0.14% | −425−6.8% | 減碼 |
| Sequent Asset Management, LLC | 5,861 | $134.1 萬 | 1.52% | 00.0% | 不變 |
| Dorsey Wright & Associates | 5,858 | $134.1 萬 | 0.41% | +5,858 | 新進 |
| Vident Investment Advisory, LLC | 5,884 | $134.7 萬 | 0.04% | +910+18.3% | 加碼 |
| Arkadios Wealth Advisors | 5,887 | $134.7 萬 | 0.16% | −210−3.4% | 減碼 |
| Checchi Capital Advisers, LLC | 5,912 | $135.3 萬 | 0.13% | +254+4.5% | 加碼 |
| First National Bank Sioux Falls | 5,970 | $136.6 萬 | 0.95% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 5,987 | $137.0 萬 | 0.40% | −132−2.2% | 減碼 |
| Financial Architects, Inc | 6,006 | $137.4 萬 | 0.22% | −360−5.7% | 減碼 |
| LGT Group Foundation | 6,024 | $137.9 萬 | 0.04% | +344+6.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 6,048 | $138.4 萬 | 0.16% | −16−0.3% | 減碼 |
| Industrial Alliance Investment Management Inc. | 6,055 | $138.6 萬 | 0.04% | −9,015−59.8% | 減碼 |
| Affinity Investment Advisors, LLC | 6,092 | $139.4 萬 | 0.75% | −1,499−19.7% | 減碼 |
| Imprint Wealth LLC | 6,132 | $140.3 萬 | 0.92% | +6,132 | 新進 |
| Mattern Wealth Management LLC | 6,135 | $140.4 萬 | 0.46% | −100−1.6% | 減碼 |
| Titleist Asset Management, LLC | 6,151 | $140.8 萬 | 0.30% | +6,151 | 新進 |
| Sargent Investment Group, LLC | 6,130 | $140.9 萬 | 0.37% | −228−3.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 6,175 | $141.3 萬 | 0.23% | +2,079+50.8% | 加碼 |
| River Wealth Advisors LLC | 6,181 | $141.4 萬 | 0.26% | −117−1.9% | 減碼 |
| Wade G W & Inc | 6,194 | $141.8 萬 | 0.05% | −152−2.4% | 減碼 |
| Investment House LLC | 6,205 | $142.0 萬 | 0.12% | +100+1.6% | 加碼 |
| Fort Point Capital Partners LLC | 6,210 | $142.1 萬 | 0.23% | +176+2.9% | 加碼 |
| Watershed Private Wealth LLC | 6,215 | $142.2 萬 | 0.96% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 6,557 | $142.5 萬 | 0.28% | +6,557 | 新進 |