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 |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | 1,185 | $27.1 萬 | 0.02% | −54−4.4% | 減碼 |
| Brogan Financial, Inc. | 1,184 | $27.1 萬 | 0.23% | +2+0.2% | 加碼 |
| Westover Capital Advisors, LLC | 1,183 | $27.1 萬 | 0.10% | 00.0% | 不變 |
| FSB Premier Wealth Management, Inc. | 1,182 | $27.1 萬 | 0.15% | −628−34.7% | 減碼 |
| Keebeck Alpha, LP | 1,177 | $26.9 萬 | 0.31% | +1,177 | 新進 |
| Wallace Advisory Group, LLC | 1,177 | $26.9 萬 | 0.20% | −16−1.3% | 減碼 |
| Mount Vernon Associates Inc | 1,176 | $26.9 萬 | 0.32% | 00.0% | 不變 |
| Old Point Trust & Financial Services N A | 1,173 | $26.8 萬 | 0.12% | +53+4.7% | 加碼 |
| True Capital Management | 1,170 | $26.8 萬 | 0.18% | +64+5.8% | 加碼 |
| WNY Asset Management, LLC | 1,170 | $26.8 萬 | 0.06% | −50−4.1% | 減碼 |
| Gsa Capital Partners LLP | 1,168 | $26.7 萬 | 0.03% | +1,168 | 新進 |
| Jessup Wealth Management, Inc | 1,164 | $26.6 萬 | 0.16% | +5+0.4% | 加碼 |
| PBMares Wealth Management LLC | 1,161 | $26.6 萬 | 0.10% | −440−27.5% | 減碼 |
| Five Oceans Advisors | 1,159 | $26.5 萬 | 0.17% | +60+5.5% | 加碼 |
| Dentgroup LLC | 1,159 | $26.5 萬 | 0.21% | +1+0.1% | 加碼 |
| Epic Trust Investment Advisors, LLC | 1,155 | $26.4 萬 | 0.33% | +10+0.9% | 加碼 |
| Evoke Wealth, LLC | 1,150 | $26.3 萬 | 0.01% | +1,150 | 新進 |
| Pacific Global Investment Management CO | 1,149 | $26.3 萬 | 0.06% | −45−3.8% | 減碼 |
| SkyOak Wealth, LLC | 1,148 | $26.3 萬 | 0.08% | +9+0.8% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,143 | $26.2 萬 | 0.02% | −1,999−63.6% | 減碼 |
| Oxford Financial Group Ltd | 1,143 | $26.1 萬 | 0.03% | +1,143 | 新進 |
| Calamos Wealth Management LLC | 1,142 | $26.1 萬 | 0.02% | −102−8.2% | 減碼 |
| Tiedemann Advisors, LLC | 1,137 | $26.0 萬 | 0.01% | +5+0.4% | 加碼 |
| Coastwise Capital Group, LLC | 1,137 | $26.0 萬 | 0.30% | −3−0.3% | 減碼 |
| Oakworth Capital, Inc. | 1,135 | $26.0 萬 | 0.02% | 00.0% | 不變 |
| Polaris Wealth Advisory Group, LLC | 1,133 | $25.9 萬 | 0.02% | −33,500−96.7% | 減碼 |
| Aua Capital Management, LLC | 1,133 | $25.9 萬 | 0.18% | 00.0% | 不變 |
| LJI Wealth Management, LLC | 1,122 | $25.7 萬 | 0.08% | 00.0% | 不變 |
| Spring Capital Management, LLC | 1,120 | $25.6 萬 | 0.21% | 00.0% | 不變 |
| Bremer Bank National Association | 1,117 | $25.6 萬 | 0.05% | 00.0% | 不變 |
| Davidson Trust Co | 1,117 | $25.6 萬 | 0.20% | +1,117 | 新進 |
| Wealth Dimensions Group, Ltd. | 1,115 | $25.5 萬 | 0.10% | +56+5.3% | 加碼 |
| JSF Financial, LLC | 1,115 | $25.5 萬 | 0.10% | +115+11.5% | 加碼 |
| Future Financial Wealth Managment LLC | 1,108 | $25.5 萬 | 0.28% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 1,112 | $25.4 萬 | 0.04% | +5+0.5% | 加碼 |
| Executive Wealth Management, LLC | 1,110 | $25.4 萬 | 0.03% | −43−3.7% | 減碼 |
| Hengehold Capital Management LLC | 1,110 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 1,103 | $25.2 萬 | 0.06% | −5−0.5% | 減碼 |
| Royal Capital Wealth Management, LLC | 1,100 | $25.2 萬 | 0.25% | −58−5.0% | 減碼 |
| Bridgefront Capital, LLC | 1,098 | $25.1 萬 | 0.15% | +1,098 | 新進 |
| Jarislowsky, Fraser Ltd | 1,097 | $25.1 萬 | 0.00% | 00.0% | 不變 |
| LifePro Asset Management | 1,043 | $25.0 萬 | 0.18% | 00.0% | 不變 |
| Middleton & Co Inc | 1,090 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Baxter Bros Inc | 1,090 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Beddow Capital Management Inc | 1,090 | $24.9 萬 | 0.12% | 00.0% | 不變 |
| Covenant Asset Management, LLC | 1,087 | $24.9 萬 | 0.08% | +235+27.6% | 加碼 |
| Camden Capital, LLC | 1,087 | $24.9 萬 | 0.04% | +71+7.0% | 加碼 |
| Beacon Capital Management, LLC | 1,087 | $24.9 萬 | 0.07% | −6−0.5% | 減碼 |
| KLR Investment Advisors, LLC | 1,086 | $24.9 萬 | 0.22% | +17+1.6% | 加碼 |
| Private Portfolio Partners LLC | 1,084 | $24.8 萬 | 0.07% | +5+0.5% | 加碼 |
| Bristlecone Advisors, LLC | 1,083 | $24.8 萬 | 0.03% | −109−9.1% | 減碼 |
| Capital Advisors Wealth Management, LLC | 1,081 | $24.7 萬 | 0.07% | 00.0% | 不變 |
| Kessler Investment Group, LLC | 1,080 | $24.7 萬 | 0.17% | +30+2.9% | 加碼 |
| ERTS Wealth Advisors, LLC | 1,080 | $24.7 萬 | 0.06% | −320−22.9% | 減碼 |
| Anchor Capital Advisors LLC | 1,080 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Consilium Wealth Advisory, LLC | 1,077 | $24.7 萬 | 0.21% | 00.0% | 不變 |
| MQS Management LLC | 1,077 | $24.6 萬 | 0.16% | +1,077 | 新進 |
| Silvant Capital Management LLC | 1,076 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Congress Park Capital LLC | 1,070 | $24.5 萬 | 0.15% | +70+7.0% | 加碼 |
| Purus Wealth Management, LLC | 1,069 | $24.5 萬 | 0.19% | +130+13.8% | 加碼 |
| Cutler Group LP | 1,067 | $24.4 萬 | 0.04% | −15,158−93.4% | 減碼 |
| First Affirmative Financial Network | 1,065 | $24.4 萬 | 0.28% | −253−19.2% | 減碼 |
| Compass Financial Group, INC | 1,065 | $24.4 萬 | 0.08% | +1,065 | 新進 |
| Mogy Joel R Investment Counsel Inc | 1,060 | $24.3 萬 | 0.02% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,057 | $24.2 萬 | 0.13% | −661−38.5% | 減碼 |
| Legacy Trust | 1,054 | $24.1 萬 | 0.07% | 00.0% | 不變 |
| Peterson Wealth Advisors, LLC | 1,054 | $24.1 萬 | 0.07% | +67+6.8% | 加碼 |
| Lifestyle Asset Management, Inc. | 1,053 | $24.1 萬 | 0.16% | −401−27.6% | 減碼 |
| Greylin Investment Mangement Inc | 1,050 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Alerus Financial NA | 1,049 | $24.0 萬 | 0.02% | −48−4.4% | 減碼 |
| Weybosset Research & Management LLC | 1,050 | $24.0 萬 | 0.09% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 1,044 | $23.9 萬 | 0.08% | −124−10.6% | 減碼 |
| Hourglass Capital, LLC | 1,042 | $23.8 萬 | 0.09% | 00.0% | 不變 |
| Halbert Hargrove Global Advisors, LLC | 1,041 | $23.8 萬 | 0.02% | −12−1.1% | 減碼 |
| Goodwin Daniel L | 1,040 | $23.8 萬 | 0.12% | 00.0% | 不變 |
| Gryphon Financial Partners LLC | 1,037 | $23.7 萬 | 0.06% | +14+1.4% | 加碼 |
| JB Capital LLC | 1,036 | $23.7 萬 | 0.02% | −7−0.7% | 減碼 |
| Centennial Wealth Advisory LLC | 1,035 | $23.7 萬 | 0.13% | −555−34.9% | 減碼 |
| Grant Street Asset Management, Inc. | 1,034 | $23.7 萬 | 0.10% | 00.0% | 不變 |
| Accuvest Global Advisors | 1,030 | $23.6 萬 | 0.11% | −1,030−50.0% | 減碼 |
| FDx Advisors, Inc. | 985 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| Cedar Brook Financial Partners, LLC | 1,025 | $23.5 萬 | 0.06% | −3−0.3% | 減碼 |
| Beacon Financial Group | 1,087 | $23.4 萬 | 0.03% | −50−4.4% | 減碼 |
| Monterey Private Wealth, Inc. | 1,019 | $23.3 萬 | 0.12% | −225−18.1% | 減碼 |
| BancorpSouth Bank | 1,018 | $23.3 萬 | 0.02% | −3,477−77.4% | 減碼 |
| Americana Partners, LLC | 1,016 | $23.3 萬 | 0.04% | +1,016 | 新進 |
| Salomon & Ludwin, LLC | 1,015 | $23.2 萬 | 0.03% | +2+0.2% | 加碼 |
| Hollencrest Capital Management | 1,012 | $23.2 萬 | 0.02% | 00.0% | 不變 |
| Sabal Trust CO | 1,010 | $23.1 萬 | 0.02% | −1,190−54.1% | 減碼 |
| Delos Wealth Advisors, LLC | 1,008 | $23.1 萬 | 0.29% | −4,959−83.1% | 減碼 |
| Concorde Asset Management, LLC | 1,008 | $23.1 萬 | 0.27% | +5+0.5% | 加碼 |
| Excalibur Management Corp | 1,007 | $23.0 萬 | 0.12% | 00.0% | 不變 |
| Lake Street Financial LLC | 1,006 | $23.0 萬 | 0.04% | −99−9.0% | 減碼 |
| First PREMIER Bank | 1,009 | $23.0 萬 | 0.07% | +48+5.0% | 加碼 |
| NTV Asset Management LLC | 1,004 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| M&R Capital Management Inc | 1,004 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| Wedge Capital Management L L P | 1,004 | $23.0 萬 | 0.00% | +41+4.3% | 加碼 |
| HFR Wealth Management, LLC | 1,000 | $22.9 萬 | 0.07% | −96−8.8% | 減碼 |
| Bank of Nova Scotia Trust Co | 1,000 | $22.9 萬 | 0.03% | −1,100−52.4% | 減碼 |
| WoodTrust Financial Corp | 1,000 | $22.9 萬 | 0.04% | −20−2.0% | 減碼 |