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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Bigelow Investment Advisors, LLC | 1,421 | $32.5 萬 | 0.19% | −4−0.3% | 減碼 |
| Abacus Wealth Partners, LLC | 1,512 | $32.5 萬 | 0.11% | +96+6.8% | 加碼 |
| Weil Company, Inc. | 1,422 | $32.5 萬 | 0.15% | +1,422 | 新進 |
| Northcape Wealth Management, LLC | 1,422 | $32.5 萬 | 0.12% | +1,422 | 新進 |
| Personal Cfo Solutions, LLC | 1,423 | $32.6 萬 | 0.07% | −153−9.7% | 減碼 |
| Integrated Investment Consultants, LLC | 1,424 | $32.6 萬 | 0.10% | −185−11.5% | 減碼 |
| Connectus Wealth, LLC | 1,424 | $32.7 萬 | 0.01% | +1,424 | 新進 |
| Sage Mountain Advisors LLC | 1,429 | $32.7 萬 | 0.05% | +344+31.7% | 加碼 |
| Asset Management Corp | 1,432 | $32.8 萬 | 0.26% | +5+0.4% | 加碼 |
| Laurel Wealth Advisors LLC | 1,437 | $32.9 萬 | 0.07% | +867+152.1% | 加碼 |
| South Street Advisors LLC | 1,440 | $33.0 萬 | 0.07% | +50+3.6% | 加碼 |
| Firethorn Wealth Partners, LLC | 1,518 | $33.0 萬 | 0.26% | +4+0.3% | 加碼 |
| TrinityPoint Wealth, LLC | 1,441 | $33.0 萬 | 0.07% | −287−16.6% | 減碼 |
| Cortland Associates Inc | 1,440 | $33.0 萬 | 0.05% | +53+3.8% | 加碼 |
| Silicon Hills Wealth Management, LLC | 1,443 | $33.0 萬 | 0.20% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 1,445 | $33.1 萬 | 0.23% | −10−0.7% | 減碼 |
| First Community Trust NA | 1,450 | $33.2 萬 | 0.39% | 00.0% | 不變 |
| C2C Wealth Management, LLC | 1,505 | $33.2 萬 | 0.05% | +1,505 | 新進 |
| Crewe Advisors LLC | 1,451 | $33.2 萬 | 0.05% | −45−3.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 1,460 | $33.4 萬 | 0.03% | +131+9.9% | 加碼 |
| North Star Asset Management Inc | 1,460 | $33.4 萬 | 0.02% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 1,462 | $33.5 萬 | 0.02% | −92−5.9% | 減碼 |
| Evanson Asset Management, LLC | 1,465 | $33.5 萬 | 0.03% | +1+0.1% | 加碼 |
| Regatta Capital Group, LLC | 1,402 | $33.6 萬 | 0.12% | 00.0% | 不變 |
| TFG Advisers LLC | 1,469 | $33.6 萬 | 0.16% | +73+5.2% | 加碼 |
| Plancorp, LLC | 1,470 | $33.6 萬 | 0.02% | −66−4.3% | 減碼 |
| Peddock Capital Advisors, LLC | 1,470 | $33.6 萬 | 0.12% | +20+1.4% | 加碼 |
| Cable Hill Partners, LLC | 1,475 | $33.8 萬 | 0.05% | +443+42.9% | 加碼 |
| Strategic Equity Management | 1,476 | $33.8 萬 | 0.12% | +7+0.5% | 加碼 |
| Tectonic Advisors LLC | 1,477 | $33.8 萬 | 0.05% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 1,476 | $33.8 萬 | 0.02% | −29−1.9% | 減碼 |
| Acima Private Wealth, LLC | 1,478 | $33.8 萬 | 0.17% | +57+4.0% | 加碼 |
| L.M. Kohn & Company | 1,484 | $33.9 萬 | 0.14% | +46+3.2% | 加碼 |
| Rosenberg Matthew Hamilton | 1,485 | $34.0 萬 | 0.11% | +60+4.2% | 加碼 |
| Financial Partners Group, Inc | 1,486 | $34.0 萬 | 0.08% | −75−4.8% | 減碼 |
| Mountain Pacific Investment Advisers Inc | 1,490 | $34.1 萬 | 0.02% | −561−27.4% | 減碼 |
| Center For Asset Management LLC | 1,491 | $34.1 萬 | 0.33% | +1+0.1% | 加碼 |
| Chickasaw Capital Management LLC | 1,500 | $34.3 萬 | 0.02% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 1,500 | $34.3 萬 | 0.32% | −452−23.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,500 | $34.3 萬 | 0.19% | +4+0.3% | 加碼 |
| Schulhoff & Co Inc | 1,500 | $34.3 萬 | 0.16% | 00.0% | 不變 |
| Rbo & Co LLC | 1,500 | $34.3 萬 | 0.06% | 00.0% | 不變 |
| Burton Enright Welch | 1,500 | $34.3 萬 | 0.13% | 00.0% | 不變 |
| Bell Bank | 1,502 | $34.4 萬 | 0.04% | −9−0.6% | 減碼 |
| Richwood Investment Advisors, LLC | 1,505 | $34.4 萬 | 0.34% | 00.0% | 不變 |
| Forte Capital LLC | 1,508 | $34.5 萬 | 0.05% | +75+5.2% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 1,510 | $34.5 萬 | 0.43% | +7+0.5% | 加碼 |
| Krilogy Financial LLC | 1,512 | $34.6 萬 | 0.03% | +170+12.7% | 加碼 |
| Mengis Capital Management, Inc. | 1,512 | $34.6 萬 | 0.07% | +25+1.7% | 加碼 |
| Doliver Advisors, LP | 1,513 | $34.6 萬 | 0.11% | −30−1.9% | 減碼 |
| Mark Stevens | 1,514 | $34.6 萬 | 0.04% | −12−0.8% | 減碼 |
| EP Wealth Advisors, LLC | 7,586 | $34.7 萬 | 0.01% | +1,870+32.7% | 加碼 |
| Zullo Investment Group, Inc. | 1,518 | $34.8 萬 | 0.22% | +73+5.1% | 加碼 |
| BDO Wealth Advisors, LLC | 1,534 | $35.1 萬 | 0.04% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 1,537 | $35.2 萬 | 0.31% | −122−7.4% | 減碼 |
| SAM Advisors, LLC | 1,540 | $35.2 萬 | 0.16% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 1,542 | $35.3 萬 | 0.05% | +6+0.4% | 加碼 |
| One River Asset Management, LLC | 1,567 | $35.3 萬 | 0.26% | +656+72.0% | 加碼 |
| Sugarloaf Wealth Management, LLC | 1,543 | $35.3 萬 | 0.09% | −16−1.0% | 減碼 |
| KLCM Advisors, Inc. | 1,548 | $35.4 萬 | 0.07% | −534−25.6% | 減碼 |
| Quantum Financial Advisors, LLC | 1,552 | $35.5 萬 | 0.11% | 00.0% | 不變 |
| QCM Cayman, Ltd. | 1,554 | $35.6 萬 | 2.23% | +1,554 | 新進 |
| Corton Capital Inc. | 1,557 | $35.6 萬 | 0.25% | −715−31.5% | 減碼 |
| Stokes Family Office, LLC | 1,561 | $35.7 萬 | 0.04% | −64−3.9% | 減碼 |
| RKL Wealth Management LLC | 1,562 | $35.7 萬 | 0.05% | −64−3.9% | 減碼 |
| Smith Shellnut Wilson LLC | 1,563 | $35.8 萬 | 0.22% | 00.0% | 不變 |
| Addison Advisors LLC | 1,563 | $35.8 萬 | 0.20% | −95−5.7% | 減碼 |
| Waters Parkerson & Co., LLC | 1,563 | $35.8 萬 | 0.02% | −50−3.1% | 減碼 |
| Davidson Investment Advisors | 1,570 | $35.9 萬 | 0.02% | −110−6.5% | 減碼 |
| Operose Advisors LLC | 1,576 | $36.1 萬 | 0.18% | +6+0.4% | 加碼 |
| WSFS Capital Management, LLC | 1,578 | $36.1 萬 | 0.04% | 00.0% | 不變 |
| Meredith Wealth Planning | 1,580 | $36.2 萬 | 0.29% | +125+8.6% | 加碼 |
| Frisch Financial Group, Inc. | 1,584 | $36.2 萬 | 0.14% | +170+12.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,588 | $36.3 萬 | 0.11% | −56−3.4% | 減碼 |
| Affinity Capital Advisors, LLC | 1,591 | $36.4 萬 | 0.11% | +4+0.3% | 加碼 |
| Trustco Bank Corp N Y | 1,591 | $36.4 萬 | 0.40% | −150−8.6% | 減碼 |
| DuPont Capital Management Corp | 1,595 | $36.5 萬 | 0.02% | +115+7.8% | 加碼 |
| IMS Capital Management | 1,600 | $36.6 萬 | 0.22% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $36.6 萬 | 0.13% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $36.6 萬 | 0.25% | 00.0% | 不變 |
| PFS Investments Inc. | 1,756 | $36.7 萬 | 0.01% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,605 | $36.7 萬 | 0.12% | +6+0.4% | 加碼 |
| Cypress Asset Management Inc | 1,605 | $36.7 萬 | 0.13% | +1,605 | 新進 |
| Vishria Bird Financial Group, LLC | 1,606 | $36.8 萬 | 0.24% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 1,608 | $36.8 萬 | 0.23% | +45+2.9% | 加碼 |
| Grove Bank & Trust | 1,609 | $36.8 萬 | 0.08% | −157−8.9% | 減碼 |
| Addison Capital Co | 1,614 | $36.9 萬 | 0.28% | +72+4.7% | 加碼 |
| Sanchez Wealth Management Group | 1,614 | $36.9 萬 | 0.16% | +8+0.5% | 加碼 |
| Thrive Wealth Management, LLC | 1,616 | $37.0 萬 | 0.09% | +374+30.1% | 加碼 |
| Bender Robert & Associates | 1,617 | $37.0 萬 | 0.11% | 00.0% | 不變 |
| Wealth Alliance | 1,618 | $37.0 萬 | 0.06% | +12+0.7% | 加碼 |
| Sunburst Financial Group, LLC | 1,620 | $37.1 萬 | 0.14% | −47−2.8% | 減碼 |
| Marietta Investment Partners LLC | 1,624 | $37.2 萬 | 0.10% | 00.0% | 不變 |
| American Money Management, LLC | 1,627 | $37.2 萬 | 0.10% | +4+0.2% | 加碼 |
| Sepio Capital, LP | 1,627 | $37.2 萬 | 0.03% | +23+1.4% | 加碼 |
| Insigneo Advisory Services, LLC | 1,629 | $37.3 萬 | 0.12% | +20+1.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,631 | $37.3 萬 | 0.08% | −1,701−51.1% | 減碼 |
| Camden National Bank | 1,630 | $37.3 萬 | 0.08% | +20+1.2% | 加碼 |
| Atlas Private Wealth Management | 1,633 | $37.4 萬 | 0.22% | −24−1.4% | 減碼 |
| BNC Wealth Management, LLC | 1,636 | $37.4 萬 | 0.21% | +3+0.2% | 加碼 |