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 |
|---|---|---|---|---|---|
| Profund Advisors LLC | 10,024 | $229.4 萬 | 0.14% | −48−0.5% | 減碼 |
| Symmetry Investments LP | 10,032 | $229.6 萬 | 1.10% | +10,032 | 新進 |
| Beck Bode, LLC | 10,063 | $230.3 萬 | 0.57% | +6,659+195.6% | 加碼 |
| Horizon Investments, LLC | 10,134 | $230.6 萬 | 0.07% | −8,515−45.7% | 減碼 |
| Aire Advisors, LLC | 10,131 | $230.8 萬 | 0.64% | −254−2.4% | 減碼 |
| Truvestments Capital LLC | 10,151 | $232.3 萬 | 1.24% | +226+2.3% | 加碼 |
| Gouws Capital LLC | 10,192 | $233.2 萬 | 2.09% | +533+5.5% | 加碼 |
| Focus Financial Network, Inc. | 10,219 | $233.8 萬 | 0.15% | −396−3.7% | 減碼 |
| Symmetry Partners, LLC | 10,220 | $233.9 萬 | 0.13% | +5,880+135.5% | 加碼 |
| Sequoia Financial Advisors, LLC | 10,228 | $234.1 萬 | 0.05% | −87−0.8% | 減碼 |
| Shelton Capital Management | 10,232 | $234.1 萬 | 0.10% | +3,032+42.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 10,281 | $235.3 萬 | 0.16% | +1,472+16.7% | 加碼 |
| AustralianSuper Pty Ltd | 10,324 | $236.3 萬 | 0.02% | +10,324 | 新進 |
| Radnor Capital Management, LLC | 10,326 | $236.3 萬 | 0.62% | 00.0% | 不變 |
| Merit Financial Group, LLC | 10,347 | $236.8 萬 | 0.09% | +1,352+15.0% | 加碼 |
| Banque Pictet & Cie SA | 10,391 | $237.8 萬 | 0.02% | −10,228−49.6% | 減碼 |
| MEMBERS Trust Co | 10,434 | $238.8 萬 | 0.07% | −487−4.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,449 | $239.1 萬 | 0.74% | −13−0.1% | 減碼 |
| Anchor Investment Management, LLC | 10,463 | $239.4 萬 | 0.33% | +451+4.5% | 加碼 |
| Meiji Yasuda Life Insurance Co | 10,480 | $239.8 萬 | 0.05% | +77+0.7% | 加碼 |
| StoneX Group Inc. | 10,495 | $240.2 萬 | 0.26% | +4,247+68.0% | 加碼 |
| Whalerock Point Partners, LLC | 10,505 | $240.4 萬 | 0.89% | +160+1.5% | 加碼 |
| Capital Investment Counsel, Inc | 10,535 | $241.1 萬 | 0.55% | −363−3.3% | 減碼 |
| Smith, Moore & Co. | 10,573 | $241.9 萬 | 0.33% | +311+3.0% | 加碼 |
| Mystic Asset Management, Inc. | 10,618 | $243.0 萬 | 1.34% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 10,935 | $245.5 萬 | 0.21% | +10,935 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 10,733 | $245.6 萬 | 0.11% | +3,065+40.0% | 加碼 |
| Modus Advisors, LLC | 10,753 | $246.1 萬 | 1.13% | +14+0.1% | 加碼 |
| Financial Advisory Service, Inc. | 10,755 | $246.1 萬 | 0.27% | −377−3.4% | 減碼 |
| Asset Management Group, Inc. | 10,779 | $246.7 萬 | 0.55% | +45+0.4% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 10,799 | $247.1 萬 | 0.18% | +27+0.3% | 加碼 |
| Jacobi Capital Management LLC | 10,803 | $247.2 萬 | 0.29% | −450−4.0% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,813 | $247.4 萬 | 1.01% | +50.0% | 加碼 |
| CPA Asset Management LLC | 10,901 | $249.5 萬 | 1.86% | 00.0% | 不變 |
| Edge Capital Group, LLC | 10,995 | $251.6 萬 | 0.16% | +8,200+293.4% | 加碼 |
| Commonwealth Retirement Investments LLC | 11,021 | $252.2 萬 | 1.50% | −11−0.1% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 11,025 | $252.3 萬 | 0.11% | −10,909−49.7% | 減碼 |
| Kinloch Capital, LLC | 11,059 | $253.1 萬 | 1.48% | −4,015−26.6% | 減碼 |
| FIL Ltd | 11,064 | $253.2 萬 | 0.00% | −9,716−46.8% | 減碼 |
| Hennessy Advisors Inc | 11,100 | $254.0 萬 | 0.19% | −1,600−12.6% | 減碼 |
| Schnieders Capital Management LLC | 11,109 | $254.2 萬 | 0.57% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 11,115 | $254.4 萬 | 0.47% | −14,036−55.8% | 減碼 |
| Strategic Advisors LLC | 11,149 | $255.1 萬 | 0.52% | +75+0.7% | 加碼 |
| Level Four Advisory Services, LLC | 11,163 | $255.5 萬 | 0.17% | −1,226−9.9% | 減碼 |
| Gould Capital, LLC | 11,169 | $255.6 萬 | 1.97% | −2,837−20.3% | 減碼 |
| Graypoint LLC | 11,185 | $256.0 萬 | 0.28% | +4,884+77.5% | 加碼 |
| First Horizon Advisors, Inc. | 11,189 | $256.0 萬 | 0.09% | −2,516−18.4% | 減碼 |
| Signaturefd, LLC | 11,194 | $256.2 萬 | 0.07% | +1,304+13.2% | 加碼 |
| Twinbeech Capital LP | 11,230 | $257.0 萬 | 0.05% | +11,230 | 新進 |
| Donaldson Capital Management, LLC | 11,242 | $257.3 萬 | 0.12% | −184−1.6% | 減碼 |
| Veriti Management LLC | 11,257 | $257.6 萬 | 0.31% | −104−0.9% | 減碼 |
| Trust Co of Toledo NA | 11,270 | $257.9 萬 | 0.46% | +548+5.1% | 加碼 |
| Gateway Wealth Partners, LLC | 11,300 | $258.6 萬 | 0.40% | +402+3.7% | 加碼 |
| Spire Wealth Management | 11,311 | $258.8 萬 | 0.10% | +2,442+27.5% | 加碼 |
| Whitener Capital Management, Inc. | 11,315 | $258.9 萬 | 1.08% | −200−1.7% | 減碼 |
| Spirit of America Management Corp | 11,340 | $259.5 萬 | 0.58% | −700−5.8% | 減碼 |
| Beck Capital Management, LLC | 11,398 | $260.8 萬 | 1.11% | +983+9.4% | 加碼 |
| Ellis Investment Partners, LLC | 11,436 | $261.7 萬 | 0.68% | −2,015−15.0% | 減碼 |
| Providence Wealth Advisors, LLC | 11,752 | $262.1 萬 | 1.94% | −60−0.5% | 減碼 |
| Liberty One Investment Management, LLC | 11,476 | $262.6 萬 | 0.36% | +487+4.4% | 加碼 |
| Intact Investment Management Inc. | 11,500 | $263.2 萬 | 0.11% | 00.0% | 不變 |
| Financial Sense Advisors, Inc. | 11,531 | $263.9 萬 | 1.20% | −50−0.4% | 減碼 |
| Procyon Private Wealth Partners, LLC | 11,546 | $264.2 萬 | 0.44% | +64+0.6% | 加碼 |
| Viewpoint Capital Management LLC | 11,548 | $264.3 萬 | 2.37% | −110−0.9% | 減碼 |
| RSM US Wealth Management LLC | 11,568 | $264.7 萬 | 0.09% | +3,689+46.8% | 加碼 |
| Pinnacle Holdings, LLC | 11,575 | $264.9 萬 | 1.23% | −10−0.1% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 11,626 | $266.1 萬 | 0.24% | +50+0.4% | 加碼 |
| New Hampshire Trust | 11,667 | $267.0 萬 | 0.72% | −1,704−12.7% | 減碼 |
| MV Capital Management, Inc. | 11,675 | $267.2 萬 | 0.38% | +91+0.8% | 加碼 |
| PFG Advisors | 11,731 | $268.5 萬 | 0.22% | +954+8.9% | 加碼 |
| Mission Creek Capital Partners, Inc. | 11,765 | $269.2 萬 | 0.92% | −28−0.2% | 減碼 |
| Integrated Wealth Concepts LLC | 11,775 | $269.5 萬 | 0.06% | +4,942+72.3% | 加碼 |
| Slow Capital, Inc. | 11,796 | $269.9 萬 | 0.50% | +1,591+15.6% | 加碼 |
| Kingsview Wealth Management, LLC | 11,829 | $270.7 萬 | 0.11% | −640−5.1% | 減碼 |
| Edgestream Partners, L.P. | 11,836 | $270.9 萬 | 0.30% | +10,011+548.5% | 加碼 |
| Lowe Brockenbrough & Co Inc | 11,963 | $273.8 萬 | 0.22% | +2,478+26.1% | 加碼 |
| Clearbridge Investments, LLC | 12,012 | $274.9 萬 | 0.00% | +1,141+10.5% | 加碼 |
| Cambridge Advisors Inc. | 12,123 | $277.4 萬 | 0.71% | +130+1.1% | 加碼 |
| South Dakota Investment Council | 12,155 | $278.2 萬 | 0.06% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 12,190 | $279.0 萬 | 1.48% | −549−4.3% | 減碼 |
| BLB&B Advisors, LLC | 12,198 | $279.1 萬 | 0.21% | +228+1.9% | 加碼 |
| Essex Financial Services, Inc. | 12,294 | $281.3 萬 | 0.30% | +444+3.7% | 加碼 |
| Geneos Wealth Management Inc. | 12,337 | $282.3 萬 | 0.17% | −85−0.7% | 減碼 |
| J.P. Marvel Investment Advisors, LLC | 12,344 | $282.5 萬 | 0.64% | −75−0.6% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,351 | $282.6 萬 | 0.25% | +1,224+11.0% | 加碼 |
| Azimuth Capital Investment Management LLC | 12,365 | $283.0 萬 | 0.14% | −100−0.8% | 減碼 |
| ICA Group Wealth Management, LLC | 12,367 | $283.0 萬 | 0.68% | +164+1.3% | 加碼 |
| Apollon Wealth Management, LLC | 12,400 | $283.8 萬 | 0.17% | +1,966+18.8% | 加碼 |
| Studio Investment Management LLC | 12,414 | $284.1 萬 | 0.86% | −615−4.7% | 減碼 |
| Barbara Oil Co. | 12,500 | $286.1 萬 | 1.37% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 12,534 | $286.8 萬 | 0.10% | +372+3.1% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 12,612 | $288.6 萬 | 2.31% | −407−3.1% | 減碼 |
| Wakefield Asset Management LLLP | 12,649 | $289.5 萬 | 1.20% | +10.0% | 加碼 |
| Applied Capital LLC | 12,714 | $290.9 萬 | 2.89% | −137−1.1% | 減碼 |
| Great Valley Advisor Group, Inc. | 12,721 | $291.1 萬 | 0.14% | +4,374+52.4% | 加碼 |
| Richelieu Gestion PLC | 12,746 | $291.7 萬 | 2.64% | +3,060+31.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 12,787 | $292.6 萬 | 0.00% | +12,787 | 新進 |
| McGuire Investment Group, LLC | 13,007 | $297.7 萬 | 0.59% | +1,945+17.6% | 加碼 |
| Readystate Asset Management LP | 13,080 | $299.3 萬 | 0.37% | +13,080 | 新進 |
| Stratos Wealth Partners, LTD. | 13,093 | $299.6 萬 | 0.08% | −472−3.5% | 減碼 |