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 |
|---|---|---|---|---|---|
| Czech National Bank | 61,282 | $1,402 萬 | 0.35% | +368+0.6% | 加碼 |
| Independent Advisor Alliance | 60,730 | $1,390 萬 | 0.67% | −4,390−6.7% | 減碼 |
| M&G Investment Management Ltd | 60,663 | $1,389 萬 | 0.10% | +4,815+8.6% | 加碼 |
| PEAK6 Investments LLC | 60,523 | $1,385 萬 | 0.88% | +60,520+2,017,333.3% | 加碼 |
| Blackhill Capital Inc | 60,000 | $1,373 萬 | 1.53% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 59,874 | $1,370 萬 | 0.55% | −217−0.4% | 減碼 |
| Meitav Dash Investments Ltd | 60,525 | $1,359 萬 | 0.23% | −15,393−20.3% | 減碼 |
| Moran Wealth Management, LLC | 59,229 | $1,355 萬 | 0.51% | +2,107+3.7% | 加碼 |
| Resources Management Corp | 90,625 | $1,348 萬 | 2.69% | +83,905+1,248.6% | 加碼 |
| GWM Advisors LLC | 59,568 | $1,337 萬 | 0.17% | +1,585+2.7% | 加碼 |
| Nissay Asset Management Corp | 57,639 | $1,319 萬 | 0.12% | −2,856−4.7% | 減碼 |
| Public Sector Pension Investment Board | 57,255 | $1,310 萬 | 0.10% | −7,535−11.6% | 減碼 |
| Callahan Advisors, LLC | 56,805 | $1,300 萬 | 1.68% | +6,534+13.0% | 加碼 |
| Birmingham Capital Management Co Inc | 56,310 | $1,289 萬 | 5.14% | −585−1.0% | 減碼 |
| Wealthfront Advisers LLC | 55,981 | $1,281 萬 | 0.06% | +9,916+21.5% | 加碼 |
| Community Bank of Raymore | 55,785 | $1,277 萬 | 4.88% | −6,483−10.4% | 減碼 |
| Aptus Capital Advisors, LLC | 55,395 | $1,268 萬 | 0.36% | +2,576+4.9% | 加碼 |
| Panagora Asset Management Inc | 55,291 | $1,265 萬 | 0.08% | −21,746−28.2% | 減碼 |
| Steel Peak Wealth Management LLC | 55,098 | $1,261 萬 | 0.86% | +8,668+18.7% | 加碼 |
| Ariose Capital Management Ltd | 54,000 | $1,236 萬 | 4.70% | +54,000 | 新進 |
| Richard C. Young & CO., LTD. | 53,839 | $1,232 萬 | 1.70% | +292+0.5% | 加碼 |
| Main Street Research LLC | 53,746 | $1,230 萬 | 2.43% | +46,832+677.4% | 加碼 |
| Charter Trust Co | 53,673 | $1,228 萬 | 0.98% | −1,521−2.8% | 減碼 |
| Avalon Investment & Advisory | 53,060 | $1,214 萬 | 0.33% | +50,338+1,849.3% | 加碼 |
| Voloridge Investment Management, LLC | 53,012 | $1,213 萬 | 0.06% | −94,335−64.0% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 52,614 | $1,204 萬 | 0.19% | −8,286−13.6% | 減碼 |
| RiverFront Investment Group, LLC | 52,523 | $1,202 萬 | 0.42% | +2,362+4.7% | 加碼 |
| Whittier Trust Co | 52,356 | $1,198 萬 | 0.22% | −223−0.4% | 減碼 |
| LaFleur & Godfrey LLC | 52,017 | $1,190 萬 | 1.95% | −1,645−3.1% | 減碼 |
| Norinchukin Bank, The | 51,343 | $1,175 萬 | 0.23% | +886+1.8% | 加碼 |
| Greenwood Gearhart Inc | 50,936 | $1,166 萬 | 1.48% | +331+0.7% | 加碼 |
| Dearborn Partners LLC | 50,766 | $1,162 萬 | 0.46% | −181−0.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 50,733 | $1,161 萬 | 0.37% | +28,418+127.3% | 加碼 |
| Howe & Rusling Inc | 50,564 | $1,157 萬 | 1.38% | −160.0% | 減碼 |
| Baader Bank INC | 50,517 | $1,156 萬 | 0.87% | −1,726−3.3% | 減碼 |
| Lee Danner & Bass Inc | 50,320 | $1,152 萬 | 1.06% | −6,865−12.0% | 減碼 |
| Clear Harbor Asset Management, LLC | 50,090 | $1,146 萬 | 1.19% | −709−1.4% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 49,754 | $1,139 萬 | 0.11% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 48,184 | $1,103 萬 | 0.66% | −115−0.2% | 減碼 |
| Westpac Banking Corp | 47,475 | $1,086 萬 | 0.15% | +2,096+4.6% | 加碼 |
| Wharton Business Group, LLC | 47,229 | $1,081 萬 | 0.65% | +193+0.4% | 加碼 |
| Bogart Wealth, LLC | 47,119 | $1,078 萬 | 0.72% | +1,853+4.1% | 加碼 |
| CIBC Private Wealth Group, LLC | 47,037 | $1,076 萬 | 0.03% | +90+0.2% | 加碼 |
| Andra AP-fonden | 46,500 | $1,064 萬 | 0.28% | +21,500+86.0% | 加碼 |
| Mastrapasqua Asset Management Inc | 46,470 | $1,063 萬 | 1.31% | +490+1.1% | 加碼 |
| British Columbia Investment Management Corp | 46,441 | $1,063 萬 | 0.11% | −405−0.9% | 減碼 |
| Central Trust Co | 46,352 | $1,061 萬 | 0.31% | −106−0.2% | 減碼 |
| Salem Investment Counselors Inc | 46,262 | $1,059 萬 | 0.42% | +11,111+31.6% | 加碼 |
| Congress Wealth Management LLC | 45,970 | $1,052 萬 | 0.25% | −52,992−53.5% | 減碼 |
| American Assets Investment Management, LLC | 45,000 | $1,030 萬 | 1.19% | 00.0% | 不變 |
| Trexquant Investment LP | 44,701 | $1,023 萬 | 0.28% | +44,701 | 新進 |
| Ziegler Capital Management, LLC | 44,158 | $1,009 萬 | 0.40% | −7,380−14.3% | 減碼 |
| Hartford Investment Management Co | 44,023 | $1,007 萬 | 0.34% | −8,785−16.6% | 減碼 |
| Clifford Swan Investment Counsel LLC | 43,986 | $1,007 萬 | 0.42% | −830−1.9% | 減碼 |
| Scotia Capital Inc. | 43,940 | $1,006 萬 | 0.07% | −2,812−6.0% | 減碼 |
| Securian Asset Management, Inc | 43,753 | $1,001 萬 | 0.27% | +279+0.6% | 加碼 |
| Lido Advisors, LLC | 43,473 | $994.8 萬 | 0.14% | +8,045+22.7% | 加碼 |
| Allied Investment Advisors, LLC | 43,260 | $990.0 萬 | 3.07% | −148−0.3% | 減碼 |
| Capula Management Ltd | 42,994 | $983.9 萬 | 0.86% | +32,723+318.6% | 加碼 |
| Davenport & Co LLC | 42,974 | $983.4 萬 | 0.08% | −704−1.6% | 減碼 |
| Culbertson A N & Co Inc | 42,950 | $982.9 萬 | 2.01% | −483−1.1% | 減碼 |
| LSV Asset Management | 42,900 | $981.7 萬 | 0.02% | +42,500+10,625.0% | 加碼 |
| Jacobs & Co | 42,581 | $974.4 萬 | 1.20% | −3,039−6.7% | 減碼 |
| Aquatic Capital Management LLC | 42,200 | $965.7 萬 | 0.60% | +42,200 | 新進 |
| Texas Capital Bank Wealth Management Services Inc | 41,785 | $956.2 萬 | 1.11% | −2,570−5.8% | 減碼 |
| Atria Investments LLC | 41,580 | $951.5 萬 | 0.18% | +1,257+3.1% | 加碼 |
| Elo Mutual Pension Insurance Co | 41,554 | $950.9 萬 | 0.30% | +687+1.7% | 加碼 |
| Hantz Financial Services, Inc. | 41,427 | $948.0 萬 | 0.26% | −6,717−14.0% | 減碼 |
| Advisory Services Network, LLC | 41,339 | $946.0 萬 | 0.26% | +2,910+7.6% | 加碼 |
| Maryland State Retirement & Pension System | 41,199 | $942.8 萬 | 0.21% | +304+0.7% | 加碼 |
| Kentucky Retirement Systems | 41,147 | $941.6 萬 | 0.35% | −358−0.9% | 減碼 |
| Bourgeon Capital Management LLC | 40,984 | $937.9 萬 | 2.23% | −980−2.3% | 減碼 |
| Atwater Malick LLC | 40,858 | $935.0 萬 | 4.38% | −293−0.7% | 減碼 |
| Marvin & Palmer Associates Inc | 40,427 | $925.1 萬 | 4.66% | +40,427 | 新進 |
| Oregon Public Employees Retirement Fund | 40,373 | $923.9 萬 | 0.11% | −76−0.2% | 減碼 |
| Susquehanna Fundamental Investments, LLC | 40,200 | $919.9 萬 | 0.21% | 00.0% | 不變 |
| Pittenger & Anderson Inc | 40,135 | $918.4 萬 | 0.47% | −292−0.7% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,083 | $917.3 萬 | 1.78% | +40,083 | 新進 |
| Stockman Wealth Management, Inc. | 40,004 | $915.5 萬 | 2.05% | −838−2.1% | 減碼 |
| Freemont Management S.A. | 40,000 | $915.4 萬 | 1.35% | +40,000 | 新進 |
| Cornerstone Advisors, LLC | 40,000 | $915.4 萬 | 0.42% | +40,000 | 新進 |
| Noesis Capital Mangement Corp | 39,935 | $913.9 萬 | 2.31% | +1,027+2.6% | 加碼 |
| LS Investment Advisors, LLC | 39,659 | $907.6 萬 | 1.68% | −839−2.1% | 減碼 |
| Tudor Investment Corp Et Al | 39,401 | $901.7 萬 | 0.17% | +39,401 | 新進 |
| National Asset Management, Inc. | 39,362 | $900.7 萬 | 0.24% | +15,282+63.5% | 加碼 |
| Prio Wealth Limited Partnership | 39,310 | $899.6 萬 | 0.34% | −735−1.8% | 減碼 |
| CBOE Vest Financial, LLC | 39,307 | $899.5 萬 | 1.22% | −8,468−17.7% | 減碼 |
| MainStreet Investment Advisors LLC | 38,833 | $888.7 萬 | 0.98% | +38,833 | 新進 |
| Simmons Bank | 38,217 | $874.6 萬 | 0.75% | +1,100+3.0% | 加碼 |
| Prime Capital Investment Advisors, LLC | 38,103 | $872.0 萬 | 0.36% | +21,851+134.5% | 加碼 |
| Ethic Inc. | 38,077 | $871.4 萬 | 0.35% | +9,806+34.7% | 加碼 |
| Prudential PLC | 38,043 | $870.6 萬 | 0.10% | +66+0.2% | 加碼 |
| Squarepoint Ops LLC | 38,029 | $870.3 萬 | 0.06% | −8,610−18.5% | 減碼 |
| James Investment Research Inc | 37,671 | $862.1 萬 | 1.14% | +1,037+2.8% | 加碼 |
| Fayez Sarofim & Co | 37,598 | $860.4 萬 | 0.03% | +1,619+4.5% | 加碼 |
| PGGM Investments | 37,592 | $860.3 萬 | 0.14% | +12,517+49.9% | 加碼 |
| Illinois Municipal Retirement Fund | 37,515 | $858.5 萬 | 0.18% | −594−1.6% | 減碼 |
| Nomura Holdings Inc | 37,460 | $857.2 萬 | 0.08% | +36,919+6,824.2% | 加碼 |
| ClariVest Asset Management LLC | 37,280 | $853.2 萬 | 0.38% | +37,280 | 新進 |
| Atria Wealth Solutions, Inc. | 37,234 | $852.1 萬 | 0.13% | −1,456−3.8% | 減碼 |