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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Biechele Royce Advisors | 23,242 | $531.8 萬 | 1.98% | −1,067−4.4% | 減碼 |
| Money Concepts Capital Corp | 22,996 | $531.7 萬 | 0.30% | −2,959−11.4% | 減碼 |
| Spinnaker Trust | 22,944 | $525.1 萬 | 0.40% | −4,780−17.2% | 減碼 |
| Hartford Financial Management Inc. | 22,818 | $522.2 萬 | 1.35% | −306−1.3% | 減碼 |
| Achmea Investment Management B.V. | 22,515 | $515.2 萬 | 0.15% | +2,580+12.9% | 加碼 |
| Highland Capital Management, LLC | 22,503 | $515.0 萬 | 0.38% | +382+1.7% | 加碼 |
| Advisor Partners II, LLC | 22,486 | $514.5 萬 | 0.28% | +415+1.9% | 加碼 |
| Community Bank & Trust, Waco, Texas | 22,421 | $513.1 萬 | 1.63% | −338−1.5% | 減碼 |
| Citizens National Bank Trust Department | 22,409 | $512.8 萬 | 1.42% | −30−0.1% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 21,384 | $512.3 萬 | 1.28% | 00.0% | 不變 |
| Caas Capital Management LP | 22,270 | $509.6 萬 | 1.65% | +22,270 | 新進 |
| Consolidated Capital Management, LLC | 22,209 | $508.2 萬 | 2.74% | −5,932−21.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 22,167 | $507.3 萬 | 0.28% | +368+1.7% | 加碼 |
| NBT Bank N A | 22,125 | $506.3 萬 | 0.74% | −111−0.5% | 減碼 |
| Hallmark Capital Management Inc | 22,071 | $505.1 萬 | 0.46% | −684−3.0% | 減碼 |
| City Holding Co | 21,985 | $503.1 萬 | 0.90% | −590−2.6% | 減碼 |
| Raymond James Trust N.A. | 21,928 | $501.8 萬 | 0.16% | −23−0.1% | 減碼 |
| Meridian Wealth Management, LLC | 21,911 | $501.4 萬 | 0.44% | −249−1.1% | 減碼 |
| Moors & Cabot, Inc. | 21,765 | $498.1 萬 | 0.34% | +279+1.3% | 加碼 |
| Churchill Management Corp | 21,668 | $495.8 萬 | 0.10% | −48−0.2% | 減碼 |
| Monte Financial Group, LLC | 21,602 | $494.3 萬 | 2.61% | −1,294−5.7% | 減碼 |
| Viking Fund Management LLC | 21,500 | $492.0 萬 | 0.95% | 00.0% | 不變 |
| Knuff & Co LLC | 21,486 | $491.7 萬 | 1.95% | 00.0% | 不變 |
| Trinity Legacy Partners, LLC | 21,458 | $491.0 萬 | 1.84% | +299+1.4% | 加碼 |
| Pearl River Capital, LLC | 21,308 | $487.6 萬 | 0.77% | −11,242−34.5% | 減碼 |
| Allworth Financial LP | 21,206 | $485.3 萬 | 0.05% | +582+2.8% | 加碼 |
| Ellsworth Advisors, LLC | 21,167 | $484.4 萬 | 1.71% | +846+4.2% | 加碼 |
| Community Bank, N.A. | 21,135 | $483.7 萬 | 0.65% | +362+1.7% | 加碼 |
| Narwhal Capital Management | 21,104 | $482.9 萬 | 0.60% | +72+0.3% | 加碼 |
| Pinnacle Financial Partners Inc | 21,050 | $481.7 萬 | 0.13% | −6,253−22.9% | 減碼 |
| Neville Rodie & Shaw Inc | 21,044 | $481.5 萬 | 0.44% | 00.0% | 不變 |
| Bank of Hawaii | 20,935 | $479.1 萬 | 0.28% | −1,225−5.5% | 減碼 |
| Tiaa, FSB | 20,838 | $476.9 萬 | 0.02% | −1,719−7.6% | 減碼 |
| Pathstone Family Office, LLC | 20,207 | $471.9 萬 | 0.08% | −9,188−31.3% | 減碼 |
| Northeast Investment Management | 20,595 | $471.3 萬 | 0.29% | −18−0.1% | 減碼 |
| Financial & Tax Architects, LLC | 20,551 | $470.3 萬 | 1.55% | +786+4.0% | 加碼 |
| Brinker Capital Investments, LLC | 20,536 | $470.0 萬 | 0.06% | +7,686+59.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 20,536 | $470.0 萬 | 0.06% | +14,851+261.2% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 20,457 | $468.1 萬 | 0.46% | −4,829−19.1% | 減碼 |
| Anderson Hoagland & Co | 20,417 | $467.2 萬 | 0.67% | −13,767−40.3% | 減碼 |
| Burney Co | 20,259 | $463.6 萬 | 0.23% | +604+3.1% | 加碼 |
| Caldwell Trust Co | 20,131 | $460.7 萬 | 0.64% | −156−0.8% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $460.4 萬 | 4.31% | 00.0% | 不變 |
| Wedbush Securities Inc | 20,106 | $460.1 萬 | 0.23% | −2,201−9.9% | 減碼 |
| Buckingham Strategic Wealth, LLC | 19,201 | $460.0 萬 | 0.08% | 00.0% | 不變 |
| Paradiem, LLC | 20,051 | $458.8 萬 | 1.42% | −3,627−15.3% | 減碼 |
| CWM, LLC | 20,037 | $458.5 萬 | 0.03% | +1,761+9.6% | 加碼 |
| Boit C F David | 20,400 | $458.3 萬 | 3.13% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 20,006 | $457.8 萬 | 0.15% | +743+3.9% | 加碼 |
| Pinebridge Investments, L.P. | 19,847 | $454.2 萬 | 0.05% | +3,520+21.6% | 加碼 |
| Ieq Capital, LLC | 19,802 | $453.1 萬 | 0.11% | −443−2.2% | 減碼 |
| Retirement Group, LLC | 19,706 | $451.0 萬 | 2.06% | +129+0.7% | 加碼 |
| Family Legacy, Inc. | 19,699 | $450.8 萬 | 1.93% | +615+3.2% | 加碼 |
| Stamos Capital Partners, L.P. | 19,600 | $448.5 萬 | 1.16% | +4,200+27.3% | 加碼 |
| King Luther Capital Management Corp | 19,551 | $447.4 萬 | 0.02% | 00.0% | 不變 |
| Romano Brothers and Company | 19,438 | $444.8 萬 | 0.69% | −749−3.7% | 減碼 |
| Searle & Co. | 20,322 | $444.6 萬 | 1.45% | −742−3.5% | 減碼 |
| Columbia Asset Management | 19,373 | $443.3 萬 | 1.01% | −450−2.3% | 減碼 |
| Asset Dedication, LLC | 19,220 | $441.2 萬 | 0.41% | −507−2.6% | 減碼 |
| Worldquant Millennium Advisors LLC | 19,262 | $440.8 萬 | 0.08% | +6,993+57.0% | 加碼 |
| Colonial Trust Advisors | 19,257 | $440.7 萬 | 0.52% | −106−0.5% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 19,225 | $440.0 萬 | 1.65% | −260−1.3% | 減碼 |
| Summitry LLC | 19,176 | $438.8 萬 | 0.29% | +249+1.3% | 加碼 |
| Bridge Creek Capital Management LLC | 19,166 | $438.6 萬 | 1.65% | −410−2.1% | 減碼 |
| Argyle Capital Management Inc. | 19,135 | $437.9 萬 | 1.54% | −500−2.5% | 減碼 |
| Hixon Zuercher, LLC | 19,044 | $435.8 萬 | 2.58% | +3,299+21.0% | 加碼 |
| BKD Wealth Advisors, LLC | 18,926 | $433.1 萬 | 0.14% | −207−1.1% | 減碼 |
| Metis Global Partners, LLC | 18,815 | $430.6 萬 | 0.28% | +4,952+35.7% | 加碼 |
| Sandhill Capital Partners LLC | 18,795 | $430.1 萬 | 0.41% | −4,790−20.3% | 減碼 |
| Toroso Investments, LLC | 18,750 | $429.1 萬 | 0.14% | +11,518+159.3% | 加碼 |
| Edmond de Rothschild Holding S.A. | 18,521 | $423.8 萬 | 0.10% | −34,676−65.2% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,517 | $423.7 萬 | 0.35% | −402−2.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 18,409 | $421.3 萬 | 1.15% | −420−2.2% | 減碼 |
| Physicians Financial Services, Inc. | 18,295 | $418.7 萬 | 1.77% | +75+0.4% | 加碼 |
| Aries Wealth Management | 18,128 | $414.8 萬 | 1.70% | +100+0.6% | 加碼 |
| Monument Capital Management | 18,095 | $414.1 萬 | 1.39% | −30−0.2% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 18,056 | $413.2 萬 | 0.47% | +278+1.6% | 加碼 |
| Mairs & Power Inc | 17,920 | $410.1 萬 | 0.05% | −35−0.2% | 減碼 |
| Reliant Investment Management, LLC | 17,855 | $408.6 萬 | 2.58% | −1,000−5.3% | 減碼 |
| Montgomery Investment Management Inc | 17,854 | $408.6 萬 | 1.44% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 17,772 | $406.7 萬 | 1.48% | −43−0.2% | 減碼 |
| Drexel Morgan & Co. | 17,746 | $406.1 萬 | 1.02% | 00.0% | 不變 |
| Country Club Bank | 18,050 | $405.3 萬 | 0.33% | +1,098+6.5% | 加碼 |
| Twin Capital Management Inc | 17,651 | $403.9 萬 | 0.55% | −2,391−11.9% | 減碼 |
| Ameritas Advisory Services, LLC | 17,779 | $403.0 萬 | 0.20% | −12,259−40.8% | 減碼 |
| Crestwood Advisors Group LLC | 17,536 | $401.3 萬 | 0.13% | −1,840−9.5% | 減碼 |
| Gateway Advisory, LLC | 17,498 | $400.4 萬 | 0.89% | +17,498 | 新進 |
| Global Retirement Partners, LLC | 18,542 | $399.8 萬 | 0.21% | +210+1.1% | 加碼 |
| Quantinno Capital Management LP | 17,373 | $397.6 萬 | 0.26% | −3,465−16.6% | 減碼 |
| Griffin Asset Management, Inc. | 17,345 | $396.9 萬 | 0.55% | +2,726+18.6% | 加碼 |
| Williams Jones Wealth Management, LLC. | 17,336 | $396.7 萬 | 0.06% | +263+1.5% | 加碼 |
| Altrius Capital Management Inc | 17,317 | $396.3 萬 | 1.21% | −116−0.7% | 減碼 |
| LeJeune Puetz Investment Counsel LLC | 17,312 | $396.2 萬 | 1.42% | +31+0.2% | 加碼 |
| Stillwater Investment Management, LLC | 17,261 | $395.0 萬 | 1.06% | +83+0.5% | 加碼 |
| Ronald Blue Trust, Inc. | 16,482 | $394.8 萬 | 0.06% | −756−4.4% | 減碼 |
| Abbrea Capital, LLC | 17,147 | $392.4 萬 | 0.67% | +537+3.2% | 加碼 |
| Terry L. Blaker | 17,040 | $389.9 萬 | 0.35% | −1,653−8.8% | 減碼 |
| FRG Family Wealth Advisors LLC | 16,856 | $385.7 萬 | 0.88% | 00.0% | 不變 |
| Resolute Wealth Strategies, LLC | 16,807 | $384.6 萬 | 3.27% | +16,807 | 新進 |
| Marketfield Asset Management LLC | 16,719 | $382.6 萬 | 3.27% | 00.0% | 不變 |