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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 3,233 | $74.0 萬 | 0.19% | +21+0.7% | 加碼 |
| Oak Thistle LLC | 3,232 | $74.0 萬 | 0.44% | +3,232 | 新進 |
| Clear Creek Financial Management, LLC | 3,232 | $74.0 萬 | 0.14% | +10.0% | 加碼 |
| Security Financial Services, INC. | 3,229 | $73.9 萬 | 0.22% | +10.0% | 加碼 |
| Trust Co | 3,211 | $73.5 萬 | 0.11% | 00.0% | 不變 |
| Atwood & Palmer Inc | 3,208 | $73.4 萬 | 0.07% | 00.0% | 不變 |
| Wealth Effects LLC | 3,197 | $73.2 萬 | 0.38% | −119−3.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,197 | $73.2 萬 | 0.40% | +162+5.3% | 加碼 |
| King Wealth | 3,196 | $73.1 萬 | 0.16% | −18−0.6% | 減碼 |
| Concentric Wealth Management, LLC | 3,190 | $73.0 萬 | 0.24% | −210−6.2% | 減碼 |
| Peoples Financial Services Corp. | 3,187 | $72.9 萬 | 0.34% | +559+21.3% | 加碼 |
| JGP Wealth Management, LLC | 3,186 | $72.9 萬 | 0.13% | +1,916+150.9% | 加碼 |
| Archer Investment Corp | 3,055 | $72.9 萬 | 0.27% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 3,183 | $72.8 萬 | 0.39% | −1,042−24.7% | 減碼 |
| Deseret Mutual Benefit Administrators | 3,181 | $72.8 萬 | 0.29% | −48−1.5% | 減碼 |
| Pathway Financial Advisors LLC | 3,163 | $72.4 萬 | 0.24% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 3,159 | $72.3 萬 | 0.05% | −924−22.6% | 減碼 |
| Magnus Financial Group LLC | 3,154 | $72.2 萬 | 0.11% | +739+30.6% | 加碼 |
| Cardiff Park Advisors, LLC | 3,152 | $72.1 萬 | 0.09% | +12+0.4% | 加碼 |
| Gray Wealth Management Inc. | 3,152 | $72.1 萬 | 0.39% | +68+2.2% | 加碼 |
| Delta Financial Group, Inc. | 3,147 | $72.0 萬 | 0.28% | +1,625+106.8% | 加碼 |
| Rossmore Private Capital | 3,143 | $71.9 萬 | 0.11% | −64−2.0% | 減碼 |
| SignalPoint Asset Management, LLC | 3,142 | $71.9 萬 | 0.23% | −416−11.7% | 減碼 |
| Clearstead Advisors, LLC | 3,129 | $71.6 萬 | 0.05% | −136−4.2% | 減碼 |
| CCG Wealth Management, LLC | 3,121 | $71.4 萬 | 0.47% | 00.0% | 不變 |
| Mather Group, LLC. | 3,121 | $71.4 萬 | 0.01% | +405+14.9% | 加碼 |
| Boston Family Office LLC | 3,122 | $71.4 萬 | 0.06% | +2,050+191.2% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,117 | $71.3 萬 | 0.71% | +4+0.1% | 加碼 |
| Alera Investment Advisors, LLC | 3,098 | $70.9 萬 | 0.16% | +44+1.4% | 加碼 |
| Sweet Financial Partners, LLC | 3,093 | $70.8 萬 | 0.20% | −38−1.2% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,156 | $70.6 萬 | 0.52% | +413+15.1% | 加碼 |
| Raleigh Capital Management Inc. | 3,075 | $70.4 萬 | 0.35% | +109+3.7% | 加碼 |
| Washington Trust Advisors, Inc. | 3,075 | $70.4 萬 | 0.07% | −25−0.8% | 減碼 |
| Brighton Jones LLC | 3,063 | $70.1 萬 | 0.04% | −1,617−34.6% | 減碼 |
| NVWM, LLC | 3,058 | $70.0 萬 | 0.23% | −40−1.3% | 減碼 |
| Horizon Wealth Management, LLC | 3,056 | $69.9 萬 | 0.52% | −723−19.1% | 減碼 |
| First Command Bank | 3,043 | $69.6 萬 | 0.07% | +250+9.0% | 加碼 |
| First Command Financial Services, Inc. | 3,043 | $69.6 萬 | 0.07% | +250+9.0% | 加碼 |
| Toth Financial Advisory Corp | 3,035 | $69.4 萬 | 0.11% | −948−23.8% | 減碼 |
| Texas Yale Capital Corp. | 3,006 | $68.8 萬 | 0.03% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $68.7 萬 | 0.27% | 00.0% | 不變 |
| Stiles Financial Services Inc | 2,999 | $68.6 萬 | 0.37% | −354−10.6% | 減碼 |
| CMG Global Holdings, LLC | 2,992 | $68.5 萬 | 0.62% | 00.0% | 不變 |
| Benin Management CORP | 2,986 | $68.3 萬 | 0.26% | +230+8.3% | 加碼 |
| Prostatis Group LLC | 2,987 | $68.2 萬 | 0.36% | −15−0.5% | 減碼 |
| HCR Wealth Advisors | 2,982 | $68.2 萬 | 0.14% | +10.0% | 加碼 |
| Lion Street Advisors, LLC | 2,981 | $68.2 萬 | 0.21% | +52+1.8% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,976 | $68.1 萬 | 0.56% | −191−6.0% | 減碼 |
| Berkshire Asset Management LLC | 2,969 | $67.9 萬 | 0.04% | +2,969 | 新進 |
| Grandview Asset Management LLC | 2,966 | $67.9 萬 | 0.40% | −284−8.7% | 減碼 |
| Girard Partners Ltd. | 2,960 | $67.7 萬 | 0.07% | −241−7.5% | 減碼 |
| Patton Albertson Miller Group, LLC | 2,960 | $67.7 萬 | 0.12% | −8−0.3% | 減碼 |
| Harfst & Associates, Inc. | 2,954 | $67.6 萬 | 0.19% | 00.0% | 不變 |
| CX Institutional | 2,944 | $67.6 萬 | 0.04% | +108+3.8% | 加碼 |
| Truadvice, LLC | 3,089 | $67.6 萬 | 0.27% | +3,089 | 新進 |
| CNB Bank | 2,938 | $67.2 萬 | 0.41% | −19−0.6% | 減碼 |
| CIC Wealth, LLC | 2,936 | $67.2 萬 | 0.25% | −19−0.6% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 2,932 | $67.1 萬 | 0.39% | +2,932 | 新進 |
| Somerville Kurt F | 2,915 | $66.7 萬 | 0.12% | −50−1.7% | 減碼 |
| BFT Financial Group, LLC | 2,909 | $66.6 萬 | 0.10% | +2,909 | 新進 |
| StrategIQ Financial Group, LLC | 2,899 | $66.3 萬 | 0.08% | −21−0.7% | 減碼 |
| Benjamin Edwards Inc | 2,898 | $66.3 萬 | 0.16% | +228+8.5% | 加碼 |
| Clarus Wealth Advisors | 3,166 | $66.2 萬 | 0.42% | +206+7.0% | 加碼 |
| Johnson Financial Group, Inc. | 2,889 | $66.1 萬 | 0.05% | +485+20.2% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,883 | $66.0 萬 | 0.16% | −81−2.7% | 減碼 |
| Fortem Financial Group, LLC | 2,878 | $65.9 萬 | 0.43% | −397−12.1% | 減碼 |
| Granite FO LLC | 3,000 | $65.6 萬 | 0.40% | +3,000 | 新進 |
| Ballast, Inc. | 2,865 | $65.6 萬 | 0.27% | +57+2.0% | 加碼 |
| Cyndeo Wealth Partners, LLC | 2,860 | $65.4 萬 | 0.07% | −9−0.3% | 減碼 |
| Wealthspan Partners, LLC | 2,857 | $65.4 萬 | 0.56% | 00.0% | 不變 |
| MPS Loria Financial Planners, LLC | 2,856 | $65.4 萬 | 0.26% | +3+0.1% | 加碼 |
| Abacus Planning Group, Inc. | 2,854 | $65.3 萬 | 0.17% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 2,848 | $65.2 萬 | 0.55% | +2,848 | 新進 |
| Fernwood Investment Management, LLC | 2,832 | $64.8 萬 | 0.25% | +135+5.0% | 加碼 |
| Well Done, LLC | 2,829 | $64.7 萬 | 0.14% | −21−0.7% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,820 | $64.6 萬 | 0.15% | −38,255−93.1% | 減碼 |
| Symphony Financial, Ltd. Co. | 2,875 | $64.5 萬 | 0.17% | +1,917+200.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 2,820 | $64.5 萬 | 0.06% | +2,820 | 新進 |
| Windsor Capital Management, LLC | 2,818 | $64.5 萬 | 0.22% | −9−0.3% | 減碼 |
| Hilltop Holdings Inc. | 2,817 | $64.5 萬 | 0.09% | −141−4.8% | 減碼 |
| VeraBank, N.A. | 2,815 | $64.4 萬 | 0.30% | 00.0% | 不變 |
| Fulton Bank, N.A. | 2,810 | $64.3 萬 | 0.03% | −43−1.5% | 減碼 |
| RIA Advisory Group LLC | 2,809 | $64.3 萬 | 0.30% | −699−19.9% | 減碼 |
| Tompkins Financial Corp | 2,804 | $64.2 萬 | 0.10% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 2,803 | $64.1 萬 | 1.19% | +2,803 | 新進 |
| RNC Capital Management LLC | 2,801 | $64.1 萬 | 0.04% | −1,190−29.8% | 減碼 |
| Manchester Capital Management LLC | 2,801 | $64.1 萬 | 0.08% | 00.0% | 不變 |
| Peavine Capital, LLC | 2,800 | $64.1 萬 | 0.15% | 00.0% | 不變 |
| Kozak & Associates, Inc. | 2,794 | $63.9 萬 | 0.29% | +4+0.1% | 加碼 |
| Aspiriant, LLC | 2,790 | $63.9 萬 | 0.03% | −18−0.6% | 減碼 |
| Verity & Verity, LLC | 2,785 | $63.7 萬 | 0.08% | +35+1.3% | 加碼 |
| Financial Management Network Inc | 2,924 | $63.6 萬 | 0.26% | −32−1.1% | 減碼 |
| Eagle Bluffs Wealth Management LLC | 2,777 | $63.5 萬 | 0.52% | +22+0.8% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,770 | $63.4 萬 | 0.07% | −25−0.9% | 減碼 |
| ABN AMRO Bank N.V. | 2,759 | $63.4 萬 | 0.01% | +2,759 | 新進 |
| Live Oak Investment Partners | – | $63.3 萬 | 0.56% | – | – |
| Capstone Financial Advisors, Inc. | 2,754 | $63.0 萬 | 0.05% | +54+2.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,752 | $63.0 萬 | 0.08% | +830+43.2% | 加碼 |
| PrairieView Partners, LLC | 2,741 | $62.7 萬 | 0.09% | +100+3.8% | 加碼 |
| Sentinus, LLC | 2,739 | $62.7 萬 | 0.21% | +1,671+156.5% | 加碼 |