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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 6,241 | $142.8 萬 | 0.17% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,248 | $143.0 萬 | 0.19% | +10+0.2% | 加碼 |
| Haverford Trust Co | 6,261 | $143.3 萬 | 0.02% | +214+3.5% | 加碼 |
| Costello Asset Management, INC | 6,275 | $143.6 萬 | 1.48% | −708−10.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 6,292 | $144.0 萬 | 0.35% | +160+2.6% | 加碼 |
| Palumbo Wealth Management LLC | 6,300 | $144.2 萬 | 0.96% | +177+2.9% | 加碼 |
| WBH Advisory Inc | 6,305 | $144.3 萬 | 0.18% | +6,305 | 新進 |
| Greenfield Savings Bank | 6,311 | $144.4 萬 | 0.94% | +151+2.5% | 加碼 |
| Western Wealth Management, LLC | 6,312 | $144.5 萬 | 0.13% | +235+3.9% | 加碼 |
| Cigna Investments Inc | 6,330 | $144.8 萬 | 0.29% | −138−2.1% | 減碼 |
| Rothschild Investment Corp | 6,331 | $144.9 萬 | 0.13% | −90−1.4% | 減碼 |
| XML Financial, LLC | 6,355 | $145.4 萬 | 0.18% | +229+3.7% | 加碼 |
| Centiva Capital, LP | 6,359 | $145.5 萬 | 0.08% | +776+13.9% | 加碼 |
| Garrett Investment Advisors LLC | 6,377 | $145.9 萬 | 0.23% | +149+2.4% | 加碼 |
| Gladstone Institutional Advisory LLC | 6,414 | $146.8 萬 | 0.10% | +2,361+58.3% | 加碼 |
| Convergence Investment Partners, LLC | 6,464 | $147.9 萬 | 0.87% | −485−7.0% | 減碼 |
| Spreng Capital Management, Inc. | 6,482 | $148.3 萬 | 1.28% | +25+0.4% | 加碼 |
| Coastline Trust Co | 6,483 | $148.4 萬 | 0.22% | −115−1.7% | 減碼 |
| Empower Advisory Group, LLC | 6,462 | $148.5 萬 | 0.01% | +6,462 | 新進 |
| Horizon Kinetics Asset Management LLC | 6,500 | $148.7 萬 | 0.03% | −538−7.6% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,556 | $150.0 萬 | 0.99% | +996+17.9% | 加碼 |
| Princeton Capital Management LLC | 6,568 | $150.3 萬 | 0.64% | −2,155−24.7% | 減碼 |
| Thomas White International Ltd | 6,572 | $150.4 萬 | 0.32% | +30+0.5% | 加碼 |
| Bragg Financial Advisors, Inc | 6,596 | $150.9 萬 | 0.09% | −124−1.8% | 減碼 |
| Inspire Advisors, LLC | 6,605 | $151.1 萬 | 0.35% | −589−8.2% | 減碼 |
| Thompson Siegel & Walmsley LLC | 6,608 | $151.2 萬 | 0.02% | −428−6.1% | 減碼 |
| Teza Capital Management LLC | 6,611 | $151.3 萬 | 0.33% | +5,743+661.6% | 加碼 |
| WealthPLAN Partners, LLC | 6,619 | $151.5 萬 | 0.17% | −1,211−15.5% | 減碼 |
| BCM Advisors, LLC | 7,000 | $152.1 萬 | 0.41% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 6,653 | $152.2 萬 | 0.54% | +5,000+302.5% | 加碼 |
| Westwood Holdings Group Inc. | 6,656 | $152.3 萬 | 0.01% | −2,120−24.2% | 減碼 |
| Financial Advocates Investment Management | 6,669 | $152.6 萬 | 0.12% | −508−7.1% | 減碼 |
| Belpointe Asset Management LLC | 6,674 | $152.7 萬 | 0.08% | −50−0.7% | 減碼 |
| Transamerica Financial Advisors, Inc. | 6,684 | $153.0 萬 | 0.20% | +91+1.4% | 加碼 |
| Atlantic Trust, LLC | 6,698 | $153.3 萬 | 0.49% | −428−6.0% | 減碼 |
| Ar Asset Management Inc | 6,700 | $153.3 萬 | 0.41% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 6,701 | $153.3 萬 | 0.06% | +367+5.8% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 6,707 | $153.5 萬 | 0.66% | −256−3.7% | 減碼 |
| Eagle Asset Management Inc | 6,723 | $153.8 萬 | 0.01% | +6,723 | 新進 |
| Ritholtz Wealth Management | 6,737 | $154.2 萬 | 0.08% | +318+5.0% | 加碼 |
| Legacy Bridge, LLC | 6,745 | $154.4 萬 | 1.08% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 6,800 | $155.6 萬 | 0.09% | 00.0% | 不變 |
| Rockland Trust Co | 6,800 | $155.6 萬 | 0.10% | −181−2.6% | 減碼 |
| Argus Investors' Counsel, Inc. | 6,860 | $157.0 萬 | 1.19% | 00.0% | 不變 |
| Clarius Group, LLC | 6,868 | $157.2 萬 | 0.13% | −135−1.9% | 減碼 |
| Oak Asset Management, LLC | 6,931 | $158.6 萬 | 0.68% | −91−1.3% | 減碼 |
| Qtron Investments LLC | 6,941 | $158.8 萬 | 0.33% | +810+13.2% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,981 | $159.8 萬 | 1.54% | +15+0.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,991 | $160.0 萬 | 0.11% | +225+3.3% | 加碼 |
| Gables Capital Management Inc. | 6,995 | $160.1 萬 | 1.12% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 7,000 | $160.2 萬 | 0.15% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 7,002 | $160.2 萬 | 0.12% | −10−0.1% | 減碼 |
| Intellectus Partners, LLC | 7,010 | $160.4 萬 | 0.51% | −278−3.8% | 減碼 |
| Cascade Investment Advisors, Inc. | 7,010 | $160.4 萬 | 1.27% | −975−12.2% | 減碼 |
| Avantax Planning Partners, Inc. | 7,044 | $161.2 萬 | 0.07% | +231+3.4% | 加碼 |
| Valley Brook Capital Group | 7,060 | $161.6 萬 | 1.49% | +115+1.7% | 加碼 |
| Inscription Capital, LLC | 7,064 | $161.7 萬 | 0.43% | +340+5.1% | 加碼 |
| Redwood Investment Management, LLC | 7,083 | $162.1 萬 | 0.17% | +501+7.6% | 加碼 |
| Patton Fund Management, Inc. | 7,090 | $162.2 萬 | 0.46% | +6,254+748.1% | 加碼 |
| Natixis | 7,091 | $162.3 萬 | 0.01% | +7,091 | 新進 |
| Oarsman Capital, Inc. | 7,094 | $162.3 萬 | 0.76% | −12−0.2% | 減碼 |
| Hilton Capital Management, LLC | 6,783 | $162.5 萬 | 0.21% | 00.0% | 不變 |
| AMG National Trust Bank | 7,153 | $163.7 萬 | 0.06% | +1,005+16.3% | 加碼 |
| Cross Staff Investments Inc | 7,163 | $163.9 萬 | 1.62% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 7,195 | $164.6 萬 | 0.04% | −2,789−27.9% | 減碼 |
| Papp L Roy & Associates | 7,210 | $165.0 萬 | 0.22% | 00.0% | 不變 |
| Hamel Associates, Inc. | 7,215 | $165.1 萬 | 0.57% | −60−0.8% | 減碼 |
| Cunning Capital Partners, LP | 7,320 | $167.5 萬 | 1.14% | 00.0% | 不變 |
| Parallel Advisors, LLC | 7,343 | $168.0 萬 | 0.06% | +374+5.4% | 加碼 |
| Verdence Capital Advisors LLC | 7,357 | $168.4 萬 | 0.20% | −958−11.5% | 減碼 |
| Triangle Securities Wealth Management | 7,374 | $168.8 萬 | 0.60% | −791−9.7% | 減碼 |
| RFG Advisory, LLC | 7,379 | $168.9 萬 | 0.08% | +2,356+46.9% | 加碼 |
| NEIRG Wealth Management, LLC | 7,417 | $169.7 萬 | 0.29% | −4,190−36.1% | 減碼 |
| Axxcess Wealth Management, LLC | 7,437 | $170.2 萬 | 0.13% | +96+1.3% | 加碼 |
| Citizens Financial Group Inc | 7,461 | $170.7 萬 | 0.06% | +1,508+25.3% | 加碼 |
| Focused Wealth Management, Inc | 7,474 | $171.0 萬 | 0.35% | −60−0.8% | 減碼 |
| Weatherly Asset Management L. P. | 7,488 | $171.3 萬 | 0.22% | −465−5.8% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,496 | $171.5 萬 | 0.16% | −415−5.2% | 減碼 |
| Cornercap Investment Counsel Inc | 7,532 | $172.4 萬 | 0.30% | +220+3.0% | 加碼 |
| D. Scott Neal, Inc. | 7,561 | $173.0 萬 | 0.97% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 7,574 | $173.3 萬 | 0.23% | −236−3.0% | 減碼 |
| Atlas Brown,Inc. | 7,579 | $173.4 萬 | 0.80% | +104+1.4% | 加碼 |
| Silverlake Wealth Management LLC | 7,583 | $173.5 萬 | 1.05% | +883+13.2% | 加碼 |
| Quest Investment Management LLC | 7,588 | $173.6 萬 | 0.24% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 7,606 | $174.1 萬 | 1.00% | +572+8.1% | 加碼 |
| Stone Point Wealth LLC | 7,611 | $174.2 萬 | 0.77% | −84−1.1% | 減碼 |
| TD Private Client Wealth LLC | 7,629 | $174.6 萬 | 0.08% | −314−4.0% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,657 | $175.2 萬 | 0.40% | +1,535+25.1% | 加碼 |
| AdvisorNet Financial, Inc | 7,705 | $176.3 萬 | 0.16% | −757−8.9% | 減碼 |
| WR Wealth Planners, LLC | 7,720 | $176.7 萬 | 0.76% | +795+11.5% | 加碼 |
| Ibex Wealth Advisors | 7,749 | $177.3 萬 | 0.46% | −211−2.7% | 減碼 |
| Agf Management Ltd | 7,766 | $177.7 萬 | 0.01% | −6,380−45.1% | 減碼 |
| G&S Capital LLC | 7,779 | $178.0 萬 | 0.79% | −248−3.1% | 減碼 |
| Gifford Fong Associates | 7,800 | $178.5 萬 | 0.47% | 00.0% | 不變 |
| United Community Bank | 7,804 | $178.6 萬 | 1.69% | +110+1.4% | 加碼 |
| AIA Group Ltd | 7,807 | $178.7 萬 | 0.10% | +1,274+19.5% | 加碼 |
| Nippon Life Global Investors Americas, Inc. | 7,820 | $179.0 萬 | 0.11% | +7,820 | 新進 |
| Ci Investments Inc. | 7,836 | $179.3 萬 | 0.01% | −284−3.5% | 減碼 |
| Kempner Capital Management Inc. | 7,842 | $179.5 萬 | 1.05% | 00.0% | 不變 |
| World Equity Group, Inc. | 131,633 | $180.6 萬 | 0.31% | +127,141+2,830.4% | 加碼 |