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 |
|---|---|---|---|---|---|
| Putnam Investments LLC | 37,234 | $852.1 萬 | 0.01% | +17,948+93.1% | 加碼 |
| Handelsbanken Fonder AB | 36,804 | $842.2 萬 | 0.05% | 00.0% | 不變 |
| Synovus Financial Corp | 36,761 | $841.2 萬 | 0.09% | −213−0.6% | 減碼 |
| Prospera Financial Services Inc | 36,582 | $837.5 萬 | 0.34% | +2,092+6.1% | 加碼 |
| Parsons Capital Management Inc | 36,565 | $836.8 萬 | 0.67% | −407−1.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 36,384 | $832.6 萬 | 0.31% | −882−2.4% | 減碼 |
| Tufton Capital Management | 36,313 | $831.0 萬 | 1.80% | −941−2.5% | 減碼 |
| Advisors Asset Management, Inc. | 35,928 | $822.2 萬 | 0.17% | −3,422−8.7% | 減碼 |
| Bank of Nova Scotia | 35,713 | $817.3 萬 | 0.02% | −10,407−22.6% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 35,661 | $816.1 萬 | 0.18% | +3,957+12.5% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 35,523 | $812.9 萬 | 0.95% | −948−2.6% | 減碼 |
| Point72 Middle East FZE | 35,461 | $811.5 萬 | 0.46% | +35,461 | 新進 |
| Philadelphia Trust Co | 35,345 | $808.8 萬 | 0.82% | −149−0.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 34,964 | $800.1 萬 | 2.54% | +1,130+3.3% | 加碼 |
| Kiwi Wealth Investments Limited Partnership | 34,920 | $799.1 萬 | 0.52% | −805−2.3% | 減碼 |
| Snowden Capital Advisors LLC | 34,847 | $797.4 萬 | 0.31% | −9,819−22.0% | 減碼 |
| Pacer Advisors, Inc. | 34,656 | $793.1 萬 | 0.03% | +32,472+1,486.8% | 加碼 |
| Shelter Mutual Insurance Co | 34,200 | $782.6 萬 | 2.18% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 33,965 | $777.3 萬 | 0.05% | +1,960+6.1% | 加碼 |
| Louisiana State Employees Retirement System | 33,800 | $773.5 萬 | 0.20% | +200+0.6% | 加碼 |
| JustInvest LLC | 33,464 | $765.5 萬 | 0.27% | +2,886+9.4% | 加碼 |
| Welch Group, LLC | 33,351 | $763.2 萬 | 0.44% | −70−0.2% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 32,542 | $744.7 萬 | 0.39% | −15,535−32.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 32,199 | $736.8 萬 | 0.08% | −3,013−8.6% | 減碼 |
| Oppenheimer Asset Management Inc. | 32,191 | $736.7 萬 | 0.11% | −25,205−43.9% | 減碼 |
| Brookstone Capital Management | 32,264 | $726.7 萬 | 0.14% | +778+2.5% | 加碼 |
| First American Trust, FSB | 31,636 | $723.9 萬 | 1.07% | −8,425−21.0% | 減碼 |
| Longbow Finance SA | 31,615 | $723.5 萬 | 0.91% | +320+1.0% | 加碼 |
| Brookfield Asset Management Inc. | 31,478 | $720.3 萬 | 0.03% | +31,478 | 新進 |
| Kerrisdale Advisers, LLC | 31,169 | $713.3 萬 | 2.11% | +21,929+237.3% | 加碼 |
| Lyell Wealth Management, LP | 31,168 | $713.2 萬 | 1.00% | +2,705+9.5% | 加碼 |
| Sigma Planning Corp | 31,107 | $711.9 萬 | 0.24% | +6,859+28.3% | 加碼 |
| Cullinan Associates Inc | 31,102 | $711.7 萬 | 0.42% | −7,360−19.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 30,805 | $704.9 萬 | 0.08% | +156+0.5% | 加碼 |
| Cetera Advisors LLC | 30,357 | $694.7 萬 | 0.12% | −5,992−16.5% | 減碼 |
| TownSquare Capital, LLC | 30,323 | $693.9 萬 | 0.15% | +6,803+28.9% | 加碼 |
| HB Wealth Management, LLC | 30,311 | $693.6 萬 | 0.12% | +271+0.9% | 加碼 |
| Dodge & Cox | 29,999 | $686.5 萬 | 0.00% | −50−0.2% | 減碼 |
| Kanawha Capital Management LLC | 29,745 | $680.7 萬 | 0.65% | +68+0.2% | 加碼 |
| Nikko Asset Management Americas, Inc. | 29,599 | $680.3 萬 | 0.08% | −8,062−21.4% | 減碼 |
| Bokf, NA | 29,702 | $679.7 萬 | 0.14% | −3,407−10.3% | 減碼 |
| Cannell Peter B & Co Inc | 29,323 | $671.0 萬 | 0.24% | −235−0.8% | 減碼 |
| Eagle Global Advisors LLC | 29,256 | $669.5 萬 | 0.45% | +721+2.5% | 加碼 |
| Vestcor Inc | 29,171 | $667.5 萬 | 0.24% | +11,300+63.2% | 加碼 |
| Becker Capital Management Inc | 29,099 | $665.9 萬 | 0.26% | −1,308−4.3% | 減碼 |
| American National Bank | 28,783 | $658.7 萬 | 1.22% | +4,576+18.9% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 28,755 | $658.0 萬 | 0.17% | −590−2.0% | 減碼 |
| Avantax Advisory Services, Inc. | 28,637 | $655.3 萬 | 0.08% | +264+0.9% | 加碼 |
| 1832 Asset Management L.P. | 28,400 | $649.9 萬 | 0.01% | −31,914−52.9% | 減碼 |
| Central Bank & Trust Co | 28,366 | $649.1 萬 | 1.16% | +7,874+38.4% | 加碼 |
| German American Bancorp, Inc. | 28,242 | $646.3 萬 | 0.97% | −882−3.0% | 減碼 |
| Transform Wealth, LLC | 28,053 | $642.0 萬 | 0.61% | +11,595+70.5% | 加碼 |
| Miracle Mile Advisors, LLC | 28,021 | $641.2 萬 | 0.21% | +98+0.4% | 加碼 |
| Empowered Funds, LLC | 27,928 | $639.1 萬 | 0.38% | +13,109+88.5% | 加碼 |
| Integris Wealth Management, LLC | 27,808 | $636.4 萬 | 2.34% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 27,637 | $632.4 萬 | 0.25% | +73+0.3% | 加碼 |
| Sawtooth Solutions, LLC | 27,499 | $629.3 萬 | 0.16% | +23,034+515.9% | 加碼 |
| Gluskin Sheff & Assoc Inc | 27,340 | $625.6 萬 | 0.34% | −2,046−7.0% | 減碼 |
| Welch & Forbes LLC | 27,291 | $624.5 萬 | 0.11% | −697−2.5% | 減碼 |
| Exchange Traded Concepts, LLC | 27,188 | $622.2 萬 | 0.17% | +27,157+87,603.2% | 加碼 |
| Valeo Financial Advisors, LLC | 26,814 | $613.6 萬 | 0.30% | +12,047+81.6% | 加碼 |
| Signet Financial Management, LLC | 26,786 | $613.0 萬 | 1.03% | +100+0.4% | 加碼 |
| Uniplan Investment Counsel, Inc. | 26,496 | $606.3 萬 | 0.43% | −161−0.6% | 減碼 |
| Logan Capital Management Inc | 26,459 | $605.5 萬 | 0.29% | +10.0% | 加碼 |
| Independent Wealth Network Inc. | 26,437 | $605.0 萬 | 3.87% | +18+0.1% | 加碼 |
| Sigma Investment Counselors Inc | 26,374 | $603.5 萬 | 0.47% | −126−0.5% | 減碼 |
| Addenda Capital Inc. | 26,371 | $603.5 萬 | 0.25% | −203−0.8% | 減碼 |
| Investment Management Corp of Ontario | 26,336 | $602.7 萬 | 0.25% | +9,075+52.6% | 加碼 |
| Oak Harvest Investment Services | 26,255 | $600.8 萬 | 1.38% | −674−2.5% | 減碼 |
| Financial Partners Group, LLC | 26,231 | $600.3 萬 | 3.14% | −65−0.2% | 減碼 |
| Silver Oak Securities, Inc | 26,175 | $599.0 萬 | 0.98% | −738−2.7% | 減碼 |
| Consolidated Planning Corp | 26,096 | $597.2 萬 | 1.55% | −4,200−13.9% | 減碼 |
| United Services Automobile Association | 26,070 | $596.3 萬 | 0.19% | −57,156−68.7% | 減碼 |
| Prelude Capital Management, LLC | 25,992 | $594.8 萬 | 0.41% | +23,488+938.0% | 加碼 |
| Banque Cantonale Vaudoise | 25,816 | $590.9 萬 | 0.29% | −21−0.1% | 減碼 |
| Koshinski Asset Management, Inc. | 25,813 | $590.7 萬 | 0.58% | −173−0.7% | 減碼 |
| Veritable, L.P. | 25,727 | $588.7 萬 | 0.10% | −188−0.7% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 25,571 | $585.2 萬 | 0.28% | +15,833+162.6% | 加碼 |
| First Financial Bank - Trust Division | 25,562 | $585.0 萬 | 0.63% | −504−1.9% | 減碼 |
| Quadrature Capital Ltd | 25,430 | $581.7 萬 | 0.16% | +25,430 | 新進 |
| Kestra Private Wealth Services, LLC | 25,349 | $580.1 萬 | 0.23% | −738−2.8% | 減碼 |
| Savant Capital, LLC | 25,259 | $578.0 萬 | 0.11% | +97+0.4% | 加碼 |
| Cartenna Capital, LP | 25,000 | $572.1 萬 | 1.08% | +25,000 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 24,967 | $571.3 萬 | 0.24% | +33+0.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 24,953 | $571.0 萬 | 0.13% | −776−3.0% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 24,906 | $569.9 萬 | 0.30% | −3,783−13.2% | 減碼 |
| La Banque Postale Asset Management SA | 24,816 | $567.9 萬 | 0.14% | −1,145−4.4% | 減碼 |
| LMCG Investments, LLC | 24,729 | $565.9 萬 | 0.38% | +3,343+15.6% | 加碼 |
| Aull & Monroe Investment Management Corp | 24,446 | $559.4 萬 | 2.85% | −699−2.8% | 減碼 |
| Wesbanco Bank Inc | 24,129 | $552.2 萬 | 0.24% | −185−0.8% | 減碼 |
| New Mexico Educational Retirement Board | 24,102 | $551.6 萬 | 0.28% | −700−2.8% | 減碼 |
| Northwest Investment Counselors, LLC | 24,010 | $549.5 萬 | 1.53% | −1,533−6.0% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $549.2 萬 | 0.08% | 00.0% | 不變 |
| Chartwell Investment Partners, LLC | 23,959 | $548.3 萬 | 0.21% | −23,635−49.7% | 減碼 |
| Fusion Capital, LLC | 23,843 | $545.6 萬 | 3.12% | −221−0.9% | 減碼 |
| Lincoln National Corp | 23,541 | $538.7 萬 | 0.11% | +2,418+11.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 23,484 | $537.4 萬 | 0.26% | +1,665+7.6% | 加碼 |
| Sentry LLC | 23,483 | $537.4 萬 | 1.26% | +23,483 | 新進 |
| Principle Wealth Partners LLC | 23,395 | $535.4 萬 | 0.57% | −23−0.1% | 減碼 |
| Metropolitan Life Insurance Co | 23,277 | $532.7 萬 | 0.27% | −6,090−20.7% | 減碼 |