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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 2,387 | $54.6 萬 | 0.10% | +198+9.0% | 加碼 |
| Garner Asset Management Corp | 2,395 | $54.8 萬 | 0.26% | +30+1.3% | 加碼 |
| Daymark Wealth Partners, LLC | 2,396 | $54.8 萬 | 0.07% | +757+46.2% | 加碼 |
| Hunter Associates Investment Management LLC | 2,400 | $54.9 萬 | 0.12% | +10.0% | 加碼 |
| E&G Advisors, LP | 2,400 | $54.9 萬 | 0.20% | −100−4.0% | 減碼 |
| Ocean Capital Management, LLC | 2,400 | $54.9 萬 | 0.28% | 00.0% | 不變 |
| Concord Wealth Partners | 2,408 | $55.1 萬 | 0.16% | −67−2.7% | 減碼 |
| Clarus Group, Inc. | 2,413 | $55.2 萬 | 0.52% | +2+0.1% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,413 | $55.2 萬 | 0.17% | +29+1.2% | 加碼 |
| Sittner & Nelson, LLC | 2,416 | $55.3 萬 | 0.32% | +169+7.5% | 加碼 |
| Jackson Wealth Management, LLC | 2,424 | $55.5 萬 | 0.42% | +457+23.2% | 加碼 |
| Hexagon Capital Partners LLC | 2,426 | $55.5 萬 | 0.16% | +3+0.1% | 加碼 |
| Evergreen Capital Management LLC | 2,426 | $55.5 萬 | 0.02% | −214−8.1% | 減碼 |
| Ted Buchan & Co | 2,427 | $55.5 萬 | 0.46% | −273−10.1% | 減碼 |
| Founders Financial Alliance, LLC | 2,437 | $55.6 萬 | 0.28% | −835−25.5% | 減碼 |
| Summit Trail Advisors, LLC | 2,436 | $55.7 萬 | 0.02% | +1,122+85.4% | 加碼 |
| Seelaus Asset Management LLC | 2,478 | $55.8 萬 | 0.42% | −48−1.9% | 減碼 |
| Dark Forest Capital Management LP | 2,442 | $55.9 萬 | 0.13% | +2,442 | 新進 |
| IFP Advisors, Inc | 6,755 | $56.0 萬 | 0.03% | −8,098−54.5% | 減碼 |
| David Loasby | 2,685 | $56.2 萬 | 0.06% | +899+50.3% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 2,456 | $56.2 萬 | 0.14% | −520−17.5% | 減碼 |
| Opes Wealth Management LLC | 2,460 | $56.3 萬 | 0.18% | 00.0% | 不變 |
| IFG Advisory, LLC | 2,462 | $56.3 萬 | 0.05% | +4+0.2% | 加碼 |
| Y.D. More Investments Ltd | 2,466 | $56.4 萬 | 0.14% | +703+39.9% | 加碼 |
| Harbor Investment Advisory, LLC | 2,471 | $56.5 萬 | 0.08% | −156−5.9% | 減碼 |
| United Bank | 2,472 | $56.6 萬 | 0.07% | +47+1.9% | 加碼 |
| Full Sail Capital, LLC | 2,477 | $56.7 萬 | 0.05% | +7+0.3% | 加碼 |
| Morris Retirement Advisors, LLC | 2,489 | $57.0 萬 | 0.41% | −866−25.8% | 減碼 |
| Sippican Capital Advisors | 2,500 | $57.2 萬 | 0.55% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $57.2 萬 | 0.39% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $57.2 萬 | 0.47% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 2,504 | $57.3 萬 | 0.07% | +380+17.9% | 加碼 |
| BOS Asset Management, LLC | 2,513 | $57.5 萬 | 0.48% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 2,514 | $57.5 萬 | 0.09% | +688+37.7% | 加碼 |
| Prestige Wealth Management Group LLC | 2,523 | $57.7 萬 | 0.15% | +167+7.1% | 加碼 |
| Armstrong Advisory Group, Inc | 2,524 | $57.8 萬 | 0.07% | −100−3.8% | 減碼 |
| Cantor Fitzgerald, L. P. | 2,530 | $57.9 萬 | 0.01% | −70−2.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 2,533 | $58.0 萬 | 0.01% | −200−7.3% | 減碼 |
| Bartlett & Co. LLC | 2,533 | $58.0 萬 | 0.01% | −200−7.3% | 減碼 |
| American Trust | 2,540 | $58.1 萬 | 0.04% | −847−25.0% | 減碼 |
| Carret Asset Management, LLC | 2,543 | $58.2 萬 | 0.08% | −121−4.5% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 2,549 | $58.3 萬 | 0.15% | +82+3.3% | 加碼 |
| Marex Group plc | 2,550 | $58.4 萬 | 0.08% | +1,613+172.1% | 加碼 |
| Bill Few Associates, Inc. | 2,555 | $58.5 萬 | 0.32% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,556 | $58.5 萬 | 0.03% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 2,572 | $58.9 萬 | 0.07% | +1,302+102.5% | 加碼 |
| Pitcairn Co | 2,574 | $58.9 萬 | 0.05% | +260+11.2% | 加碼 |
| Tilt Investment Management Holdings, PBC | 2,705 | $59.0 萬 | 0.44% | +352+15.0% | 加碼 |
| Security National Bank | 2,582 | $59.1 萬 | 0.16% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 2,589 | $59.2 萬 | 0.01% | −1,802−41.0% | 減碼 |
| Castleark Management LLC | 2,590 | $59.3 萬 | 0.03% | 00.0% | 不變 |
| Allegheny Financial Group LTD | 2,595 | $59.4 萬 | 0.24% | +10.0% | 加碼 |
| Bordeaux Wealth Advisors LLC | 2,595 | $59.4 萬 | 0.31% | +85+3.4% | 加碼 |
| Range Financial Group LLC | 2,598 | $59.5 萬 | 0.39% | −2−0.1% | 減碼 |
| Jones Financial Companies LLLP | 2,600 | $59.5 萬 | 0.00% | −138−5.0% | 減碼 |
| Wayfinding Financial, LLC | 2,612 | $59.7 萬 | 0.45% | +334+14.7% | 加碼 |
| CVA Family Office, LLC | 2,620 | $60.0 萬 | 0.13% | −150−5.4% | 減碼 |
| Desjardins Global Asset Management Inc. | 2,637 | $60.3 萬 | 0.08% | +2,637 | 新進 |
| Westmount Partners, LLC | 2,636 | $60.3 萬 | 0.28% | +757+40.3% | 加碼 |
| Sunbelt Securities, Inc. | 2,690 | $60.4 萬 | 0.10% | +536+24.9% | 加碼 |
| LCNB Corp | 2,642 | $60.5 萬 | 0.27% | −25−0.9% | 減碼 |
| Intrust Bank NA | 2,644 | $60.5 萬 | 0.08% | −18−0.7% | 減碼 |
| Northstar Group, Inc. | 2,646 | $60.6 萬 | 0.16% | 00.0% | 不變 |
| Ancora Advisors, LLC | 2,650 | $60.6 萬 | 0.02% | −103−3.7% | 減碼 |
| Kaizen Financial Strategies | 2,653 | $60.7 萬 | 0.60% | −187−6.6% | 減碼 |
| Redwood Wealth Management Group, LLC | 2,661 | $60.9 萬 | 0.69% | +70+2.7% | 加碼 |
| Mechanics Bank Trust Department | 2,667 | $61.0 萬 | 0.10% | −70−2.6% | 減碼 |
| Mendel Money Management | 2,672 | $61.1 萬 | 0.33% | +35+1.3% | 加碼 |
| AXS Investments LLC | 2,674 | $61.2 萬 | 0.20% | −85−3.1% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 2,683 | $61.4 萬 | 0.07% | +2,683 | 新進 |
| Appleton Partners Inc | 2,685 | $61.4 萬 | 0.05% | +800+42.4% | 加碼 |
| MONECO Advisors, LLC | 2,684 | $61.4 萬 | 0.18% | −89−3.2% | 減碼 |
| Lakewood Asset Management LLC | 2,688 | $61.5 萬 | 0.51% | −17−0.6% | 減碼 |
| Blueshift Asset Management, LLC | 2,694 | $61.6 萬 | 0.26% | +2,694 | 新進 |
| Keel Point, LLC | 2,699 | $61.8 萬 | 0.09% | −142−5.0% | 減碼 |
| Waycross Partners, LLC | 2,700 | $61.8 萬 | 0.18% | 00.0% | 不變 |
| Jackson Square Capital, LLC | 2,721 | $62.3 萬 | 0.28% | −681−20.0% | 減碼 |
| Key Financial Inc | 2,725 | $62.4 萬 | 0.23% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 2,725 | $62.4 萬 | 0.04% | +301+12.4% | 加碼 |
| Fidelis Capital Partners, LLC | 2,910 | $62.6 萬 | 0.27% | +2,910 | 新進 |
| Fulton Breakefield Broenniman LLC | 2,736 | $62.6 萬 | 0.05% | −77−2.7% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,736 | $62.6 萬 | 0.66% | +41+1.5% | 加碼 |
| Sentinus, LLC | 2,739 | $62.7 萬 | 0.21% | +1,671+156.5% | 加碼 |
| PrairieView Partners, LLC | 2,741 | $62.7 萬 | 0.09% | +100+3.8% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,752 | $63.0 萬 | 0.08% | +830+43.2% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,754 | $63.0 萬 | 0.05% | +54+2.0% | 加碼 |
| Live Oak Investment Partners | – | $63.3 萬 | 0.56% | – | – |
| ABN AMRO Bank N.V. | 2,759 | $63.4 萬 | 0.01% | +2,759 | 新進 |
| Cape Cod Five Cents Savings Bank | 2,770 | $63.4 萬 | 0.07% | −25−0.9% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,777 | $63.5 萬 | 0.52% | +22+0.8% | 加碼 |
| Financial Management Network Inc | 2,924 | $63.6 萬 | 0.26% | −32−1.1% | 減碼 |
| Verity & Verity, LLC | 2,785 | $63.7 萬 | 0.08% | +35+1.3% | 加碼 |
| Aspiriant, LLC | 2,790 | $63.9 萬 | 0.03% | −18−0.6% | 減碼 |
| Kozak & Associates, Inc. | 2,794 | $63.9 萬 | 0.29% | +4+0.1% | 加碼 |
| Peavine Capital, LLC | 2,800 | $64.1 萬 | 0.15% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,801 | $64.1 萬 | 0.08% | 00.0% | 不變 |
| RNC Capital Management LLC | 2,801 | $64.1 萬 | 0.04% | −1,190−29.8% | 減碼 |
| Fifth Third Wealth Advisors LLC | 2,803 | $64.1 萬 | 1.19% | +2,803 | 新進 |
| Tompkins Financial Corp | 2,804 | $64.2 萬 | 0.10% | 00.0% | 不變 |
| RIA Advisory Group LLC | 2,809 | $64.3 萬 | 0.30% | −699−19.9% | 減碼 |