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 |
|---|---|---|---|---|---|
| Levin Capital Strategies, L.P. | 115,737 | $2,649 萬 | 3.34% | +22,332+23.9% | 加碼 |
| Assenagon Asset Management S.A. | 114,641 | $2,623 萬 | 0.10% | −199,889−63.6% | 減碼 |
| KBC Group NV | 114,252 | $2,615 萬 | 0.11% | +7,063+6.6% | 加碼 |
| Yousif Capital Management, LLC | 114,244 | $2,614 萬 | 0.34% | −7,075−5.8% | 減碼 |
| Wesleyan Assurance Society | 114,079 | $2,609 萬 | 3.03% | −4,471−3.8% | 減碼 |
| Bradley Foster & Sargent Inc | 113,989 | $2,609 萬 | 0.62% | +3,129+2.8% | 加碼 |
| Cetera Advisor Networks LLC | 113,792 | $2,604 萬 | 0.19% | −923−0.8% | 減碼 |
| Commerce Bank | 113,736 | $2,603 萬 | 0.20% | +1,396+1.2% | 加碼 |
| Edgar Lomax Co | 111,810 | $2,559 萬 | 1.65% | +111,810 | 新進 |
| Daiwa Securities Group Inc. | 107,450 | $2,527 萬 | 0.18% | +9,682+9.9% | 加碼 |
| USS Investment Management Ltd | 109,764 | $2,511 萬 | 0.35% | −6,749−5.8% | 減碼 |
| Jennison Associates LLC | 109,672 | $2,510 萬 | 0.02% | +25,594+30.4% | 加碼 |
| Texas Permanent School Fund | 108,496 | $2,483 萬 | 0.25% | +34,556+46.7% | 加碼 |
| Nichols & Pratt Advisers LLP | 106,837 | $2,445 萬 | 1.88% | −3,184−2.9% | 減碼 |
| Tredje AP-fonden | 105,817 | $2,422 萬 | 0.38% | −18,762−15.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 105,416 | $2,412 萬 | 0.38% | −3,313−3.0% | 減碼 |
| SEI Investments Co | 104,166 | $2,384 萬 | 0.04% | +17,957+20.8% | 加碼 |
| Xponance, Inc. | 103,970 | $2,379 萬 | 0.35% | −8,257−7.4% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 102,059 | $2,336 萬 | 0.16% | −2,196−2.1% | 減碼 |
| Aviva PLC | 101,367 | $2,320 萬 | 0.11% | −17,915−15.0% | 減碼 |
| State of Alaska, Department of Revenue | 101,324 | $2,319 萬 | 0.27% | −1,097−1.1% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 100,822 | $2,307 萬 | 0.80% | +285+0.3% | 加碼 |
| Vontobel Holding Ltd. | 100,807 | $2,307 萬 | 0.21% | −39,601−28.2% | 減碼 |
| Paralel Advisors LLC | 100,000 | $2,288 萬 | 1.28% | 00.0% | 不變 |
| Marshall Wace, LLP | 99,854 | $2,285 萬 | 0.06% | −7,475−7.0% | 減碼 |
| Colony Group LLC | 99,234 | $2,271 萬 | 0.34% | −14,407−12.7% | 減碼 |
| Capital International Sarl | 99,018 | $2,266 萬 | 1.14% | +12,729+14.8% | 加碼 |
| IFM Investors Pty Ltd | 97,430 | $2,230 萬 | 0.34% | +1,966+2.1% | 加碼 |
| AE Wealth Management LLC | 97,393 | $2,229 萬 | 0.14% | −11,595−10.6% | 減碼 |
| Vaughan David Investments LLC | 97,062 | $2,221 萬 | 0.67% | −3,583−3.6% | 減碼 |
| Erste Asset Management GmbH | 98,303 | $2,211 萬 | 0.42% | +277+0.3% | 加碼 |
| Glenmede Trust Co NA | 96,545 | $2,209 萬 | 0.13% | −874−0.9% | 減碼 |
| Stock Yards Bank & Trust Co | 93,263 | $2,134 萬 | 0.82% | +1,432+1.6% | 加碼 |
| Utah Retirement Systems | 92,705 | $2,121 萬 | 0.31% | +247+0.3% | 加碼 |
| Front Barnett Associates LLC | 92,690 | $2,121 萬 | 2.49% | −390.0% | 減碼 |
| Regions Financial Corp | 92,420 | $2,115 萬 | 0.19% | +944+1.0% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 91,369 | $2,091 萬 | 0.28% | −10,400−10.2% | 減碼 |
| Two Sigma Advisers, LP | 91,200 | $2,087 萬 | 0.05% | −309,700−77.3% | 減碼 |
| Jupiter Asset Management Ltd | 90,752 | $2,076 萬 | 0.29% | +90,752 | 新進 |
| Jacobs Levy Equity Management, Inc | 90,057 | $2,061 萬 | 0.13% | +90,057 | 新進 |
| Chilton Capital Management LLC | 89,714 | $2,053 萬 | 1.19% | −2,174−2.4% | 減碼 |
| Capital Fund Management S.A. | 89,196 | $2,041 萬 | 0.40% | +1,289+1.5% | 加碼 |
| Mercer Global Advisors Inc | 88,665 | $2,029 萬 | 0.09% | +7,684+9.5% | 加碼 |
| Two Sigma Investments, LP | 88,513 | $2,026 萬 | 0.06% | +72,157+441.2% | 加碼 |
| Busey Wealth Management | 88,499 | $2,025 萬 | 0.86% | +1,101+1.3% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 88,222 | $2,019 萬 | 0.17% | +255+0.3% | 加碼 |
| Old National Bancorp | 88,051 | $2,015 萬 | 0.62% | −68−0.1% | 減碼 |
| Glenview Trust Co | 86,196 | $1,973 萬 | 0.59% | −5,371−5.9% | 減碼 |
| Public Employees Retirement Association of Colorado | 84,929 | $1,944 萬 | 0.10% | −4,577−5.1% | 減碼 |
| Railway Pension Investments Ltd | 84,900 | $1,943 萬 | 0.20% | +84,900 | 新進 |
| Thrivent Financial for Lutherans | 83,195 | $1,885 萬 | 0.05% | +165+0.2% | 加碼 |
| Janney Capital Management LLC | 81,636 | $1,868 萬 | 1.41% | +2,912+3.7% | 加碼 |
| Cutler Investment Counsel LLC | 80,798 | $1,849 萬 | 2.87% | −398−0.5% | 減碼 |
| Varma Mutual Pension Insurance Co | 80,772 | $1,848 萬 | 0.23% | −78,284−49.2% | 減碼 |
| CIBC Asset Management Inc | 80,069 | $1,832 萬 | 0.07% | +1,181+1.5% | 加碼 |
| CIBC World Markets Corp | 78,659 | $1,800 萬 | 0.30% | +17,477+28.6% | 加碼 |
| Mutual of America Capital Management LLC | 78,546 | $1,797 萬 | 0.21% | −70.0% | 減碼 |
| Foundry Partners, LLC | 77,752 | $1,779 萬 | 1.12% | −53,378−40.7% | 減碼 |
| First National Trust Co | 76,122 | $1,742 萬 | 0.93% | +78+0.1% | 加碼 |
| Associated Banc-Corp | 75,517 | $1,728 萬 | 0.69% | −22,302−22.8% | 減碼 |
| Banco Santander, S.A. | 75,465 | $1,727 萬 | 0.25% | +360+0.5% | 加碼 |
| Marco Investment Management LLC | 74,608 | $1,707 萬 | 1.92% | −65−0.1% | 減碼 |
| Congress Asset Management Co | 74,270 | $1,700 萬 | 0.16% | −460,230−86.1% | 減碼 |
| New York Life Investment Management LLC | 73,998 | $1,693 萬 | 0.19% | −13,703−15.6% | 減碼 |
| Stephens Inc | 73,754 | $1,688 萬 | 0.32% | −3,831−4.9% | 減碼 |
| Private Advisor Group, LLC | 73,647 | $1,685 萬 | 0.16% | −162−0.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 72,799 | $1,666 萬 | 0.69% | +1,029+1.4% | 加碼 |
| FineMark National Bank & Trust | 72,198 | $1,652 萬 | 0.71% | −5,121−6.6% | 減碼 |
| D.A. Davidson & Co. | 71,561 | $1,637 萬 | 0.18% | +15,420+27.5% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 71,304 | $1,632 萬 | 0.11% | −10,966−13.3% | 減碼 |
| Oppenheimer & Co Inc | 70,429 | $1,612 萬 | 0.34% | +4,225+6.4% | 加碼 |
| Cetera Investment Advisers | 69,959 | $1,601 萬 | 0.14% | +4,403+6.7% | 加碼 |
| Gotham Asset Management, LLC | 69,758 | $1,596 萬 | 0.39% | +34,770+99.4% | 加碼 |
| Blue Chip Partners, Inc. | 69,674 | $1,594 萬 | 1.89% | +2,701+4.0% | 加碼 |
| Badgley Phelps Wealth Managers, LLC | 69,096 | $1,581 萬 | 0.58% | +2,066+3.1% | 加碼 |
| Harvest Portfolios Group Inc. | 69,073 | $1,581 萬 | 0.78% | +1,140+1.7% | 加碼 |
| Grassi Investment Management | 69,004 | $1,579 萬 | 1.96% | 00.0% | 不變 |
| Westchester Capital Management, Inc. | 68,677 | $1,572 萬 | 4.52% | −4,675−6.4% | 減碼 |
| Brown Advisory Inc | 68,474 | $1,567 萬 | 0.03% | −275−0.4% | 減碼 |
| Ausdal Financial Partners, Inc. | 68,022 | $1,557 萬 | 2.15% | −245−0.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 67,873 | $1,553 萬 | 0.32% | −19,200−22.1% | 減碼 |
| Peapack Gladstone Financial Corp | 67,504 | $1,552 萬 | 0.30% | −182−0.3% | 減碼 |
| Baker Avenue Asset Management, LP | 67,819 | $1,552 萬 | 0.84% | −1,540−2.2% | 減碼 |
| CCM Investment Advisers LLC | 67,180 | $1,537 萬 | 2.18% | +738+1.1% | 加碼 |
| Pinnacle Associates Ltd | 66,691 | $1,526 萬 | 0.31% | −318−0.5% | 減碼 |
| Capital International Inc | 66,527 | $1,522 萬 | 0.31% | +2,034+3.2% | 加碼 |
| Dakota Wealth Management | 66,391 | $1,519 萬 | 1.02% | +46,095+227.1% | 加碼 |
| Canada Pension Plan Investment Board | 66,387 | $1,519 萬 | 0.02% | +61,467+1,249.3% | 加碼 |
| Guggenheim Capital LLC | 65,339 | $1,495 萬 | 0.13% | +10,875+20.0% | 加碼 |
| Swiss Life Asset Management Ltd | 64,567 | $1,478 萬 | 0.22% | +2,560+4.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 64,457 | $1,475 萬 | 0.14% | +17,034+35.9% | 加碼 |
| Fiduciary Trust Co | 64,178 | $1,469 萬 | 0.27% | −458−0.7% | 減碼 |
| Delta Asset Management LLC | 63,490 | $1,453 萬 | 1.53% | −598−0.9% | 減碼 |
| TD Waterhouse Canada Inc. | 59,505 | $1,448 萬 | 0.15% | −2,345−3.8% | 減碼 |
| Advisors Capital Management, LLC | 63,250 | $1,447 萬 | 0.37% | +2,049+3.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 62,875 | $1,439 萬 | 0.25% | +727+1.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 62,733 | $1,436 萬 | 0.23% | +13,030+26.2% | 加碼 |
| Capital Investment Advisors, LLC | 62,128 | $1,422 萬 | 0.42% | +21,557+53.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 61,841 | $1,415 萬 | 0.25% | −3,908−5.9% | 減碼 |
| Massmutual Trust Co FSB | 61,308 | $1,403 萬 | 0.54% | +37,505+157.6% | 加碼 |