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 |
|---|---|---|---|---|---|
| Kinneret Advisory, LLC | 16,692 | $382.0 萬 | 0.49% | −897−5.1% | 減碼 |
| Virtu Financial LLC | 16,680 | $381.7 萬 | 0.41% | +16,680 | 新進 |
| Parcion Private Wealth LLC | 16,634 | $380.7 萬 | 0.40% | +1,112+7.2% | 加碼 |
| Equitable Trust Co | 16,463 | $376.7 萬 | 0.30% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 16,420 | $375.8 萬 | 0.03% | +513+3.2% | 加碼 |
| Arrow Financial Corp | 16,389 | $375.0 萬 | 0.49% | +2,275+16.1% | 加碼 |
| Pallas Capital Advisors LLC | 16,759 | $374.5 萬 | 0.35% | +839+5.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,359 | $374.4 萬 | 0.10% | +48+0.3% | 加碼 |
| Bailard, Inc. | 16,327 | $373.6 萬 | 0.13% | −26−0.2% | 減碼 |
| Canandaigua National Bank & Trust Co | 16,181 | $370.3 萬 | 0.62% | +16,181 | 新進 |
| KMG Fiduciary Partners, LLC | 16,149 | $369.6 萬 | 0.53% | +648+4.2% | 加碼 |
| Malaga Cove Capital, LLC | 16,096 | $368.3 萬 | 1.82% | −41−0.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 16,092 | $368.3 萬 | 0.29% | +1,210+8.1% | 加碼 |
| Fund Management at Engine No. 1 LLC | 16,068 | $367.7 萬 | 0.74% | +528+3.4% | 加碼 |
| Advocate Group LLC | 16,053 | $367.4 萬 | 0.80% | +940+6.2% | 加碼 |
| Roundview Capital LLC | 15,839 | $362.5 萬 | 0.38% | +344+2.2% | 加碼 |
| Siemens Fonds Invest GmbH | 15,762 | $360.7 萬 | 0.38% | −59−0.4% | 減碼 |
| Lake Street Advisors Group, LLC | 15,735 | $360.1 萬 | 0.22% | −65−0.4% | 減碼 |
| Stonnington Group, LLC | 16,229 | $359.8 萬 | 0.94% | +983+6.4% | 加碼 |
| Ascent Wealth Partners, LLC | 15,720 | $359.7 萬 | 0.72% | −70−0.4% | 減碼 |
| North Star Investment Management Corp. | 15,589 | $356.7 萬 | 0.29% | −38−0.2% | 減碼 |
| Greenleaf Trust | 15,568 | $356.3 萬 | 0.04% | +699+4.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 15,535 | $355.5 萬 | 0.84% | +35+0.2% | 加碼 |
| Goelzer Investment Management, Inc. | 15,475 | $354.1 萬 | 0.31% | −467−2.9% | 減碼 |
| Perpetual Ltd | 15,468 | $354.0 萬 | 0.03% | +15,468 | 新進 |
| Permanens Capital L.P. | 15,460 | $353.8 萬 | 0.77% | −140−0.9% | 減碼 |
| Wetherby Asset Management Inc | 15,276 | $349.6 萬 | 0.20% | +197+1.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 15,143 | $346.5 萬 | 0.06% | +160+1.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 15,112 | $345.8 萬 | 0.09% | −1,948−11.4% | 減碼 |
| Eukles Asset Management | 15,031 | $344.0 萬 | 1.87% | −114−0.8% | 減碼 |
| TCI Wealth Advisors, Inc. | 15,028 | $343.9 萬 | 0.45% | +179+1.2% | 加碼 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $343.3 萬 | 1.03% | 00.0% | 不變 |
| RBF Capital, LLC | 15,000 | $343.3 萬 | 0.25% | 00.0% | 不變 |
| Iowa State Bank | 14,966 | $342.5 萬 | 0.86% | −598−3.8% | 減碼 |
| Essex Investment Management Co LLC | 14,930 | $341.7 萬 | 0.50% | −1,877−11.2% | 減碼 |
| Creative Financial Designs Inc | 14,908 | $341.1 萬 | 0.45% | −6,891−31.6% | 減碼 |
| Tower View Investment Management & Research LLC | 14,894 | $340.8 萬 | 2.29% | +55+0.4% | 加碼 |
| Guyasuta Investment Advisors Inc | 14,888 | $340.7 萬 | 0.26% | +300+2.1% | 加碼 |
| Empirical Finance, LLC | 14,878 | $340.5 萬 | 0.32% | +642+4.5% | 加碼 |
| Mutual Advisors, LLC | 14,673 | $335.8 萬 | 0.14% | −479−3.2% | 減碼 |
| Leuthold Group, LLC | 14,667 | $335.6 萬 | 0.44% | −289−1.9% | 減碼 |
| Perfromance Wealth Partners, LLC | 14,582 | $333.7 萬 | 0.17% | +3,937+37.0% | 加碼 |
| Webster Bank, N. A. | 14,530 | $332.5 萬 | 0.43% | −141−1.0% | 減碼 |
| Stonebridge Capital Management Inc | 14,522 | $332.3 萬 | 1.60% | −2,989−17.1% | 減碼 |
| Robbins Farley LLC | 14,505 | $331.9 萬 | 2.44% | −286−1.9% | 減碼 |
| Occudo Quantitative Strategies LP | 14,471 | $331.2 萬 | 0.30% | +14,471 | 新進 |
| DFPG Investments, LLC | 14,461 | $330.9 萬 | 0.36% | +6,253+76.2% | 加碼 |
| Foster & Motley Inc | 14,452 | $330.7 萬 | 0.27% | +1,508+11.7% | 加碼 |
| Park Avenue Securities LLC | 14,434 | $330.3 萬 | 0.06% | −358−2.4% | 減碼 |
| Freestone Capital Holdings, LLC | 14,330 | $327.9 萬 | 0.15% | −580−3.9% | 減碼 |
| Kames Capital plc | 14,256 | $326.1 萬 | 0.06% | 00.0% | 不變 |
| Pflug Koory, LLC | 14,232 | $325.7 萬 | 1.77% | 00.0% | 不變 |
| Alberta Investment Management Corp | 14,200 | $325.0 萬 | 0.03% | −21,600−60.3% | 減碼 |
| Investment Management of Virginia LLC | 14,086 | $322.3 萬 | 0.61% | −100−0.7% | 減碼 |
| Boothbay Fund Management, LLC | 14,084 | $322.3 萬 | 0.09% | +11,223+392.3% | 加碼 |
| Leonteq Securities AG | 14,055 | $321.6 萬 | 0.30% | +3,550+33.8% | 加碼 |
| Assetmark, Inc | 14,048 | $321.5 萬 | 0.01% | +959+7.3% | 加碼 |
| Sandy Spring Bank | 13,992 | $320.2 萬 | 0.18% | −855−5.8% | 減碼 |
| Blue Edge Capital, LLC | 13,969 | $319.7 萬 | 0.69% | 00.0% | 不變 |
| Sturgeon Ventures LLP | 13,955 | $319.3 萬 | 4.86% | +1,738+14.2% | 加碼 |
| Versor Investments LP | 13,925 | $318.7 萬 | 0.42% | +5,500+65.3% | 加碼 |
| DT Investment Partners, LLC | 14,648 | $318.3 萬 | 0.39% | +13+0.1% | 加碼 |
| Brown Brothers Harriman & Co | 13,787 | $315.5 萬 | 0.03% | +34+0.2% | 加碼 |
| MAI Capital Management | 13,704 | $313.6 萬 | 0.05% | +1,437+11.7% | 加碼 |
| Credit Agricole S A | 13,684 | $313.1 萬 | 0.13% | +10,880+388.0% | 加碼 |
| Ogorek Anthony Joseph | 13,670 | $312.8 萬 | 1.28% | −1,214−8.2% | 減碼 |
| Castellan Group, LLC | 13,664 | $312.7 萬 | 2.14% | −350−2.5% | 減碼 |
| Trifecta Capital Advisors, LLC | 13,651 | $312.4 萬 | 1.10% | +235+1.8% | 加碼 |
| Brendel Financial Advisors LLC | 13,641 | $312.2 萬 | 2.31% | +13,641 | 新進 |
| Trust Co of Vermont | 13,617 | $311.6 萬 | 0.22% | +896+7.0% | 加碼 |
| Two Sigma Securities, LLC | 13,598 | $311.2 萬 | 0.26% | −3,986−22.7% | 減碼 |
| Plimoth Trust Co LLC | 13,550 | $310.1 萬 | 0.96% | −261−1.9% | 減碼 |
| Graphene Investments SAS | 13,500 | $308.9 萬 | 2.07% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 13,490 | $308.7 萬 | 0.12% | +219+1.7% | 加碼 |
| Richard Bernstein Advisors LLC | 13,294 | $304.2 萬 | 0.06% | 00.0% | 不變 |
| Quantbot Technologies LP | 13,277 | $303.8 萬 | 0.22% | +13,277 | 新進 |
| Hayek Kallen Investment Management | 13,205 | $302.2 萬 | 1.37% | −844−6.0% | 減碼 |
| Monetary Management Group Inc | 13,167 | $301.3 萬 | 0.89% | −125−0.9% | 減碼 |
| Kavar Capital Partners Group, LLC | 13,165 | $301.3 萬 | 0.65% | −218−1.6% | 減碼 |
| First Citizens Bank & Trust Co | 13,125 | $300.4 萬 | 0.06% | +2,129+19.4% | 加碼 |
| Leavell Investment Management, Inc. | 13,116 | $300.2 萬 | 0.21% | +1,552+13.4% | 加碼 |
| FourThought Financial Partners, LLC | 13,096 | $299.7 萬 | 0.41% | +10.0% | 加碼 |
| Stratos Wealth Partners, LTD. | 13,093 | $299.6 萬 | 0.08% | −472−3.5% | 減碼 |
| Readystate Asset Management LP | 13,080 | $299.3 萬 | 0.37% | +13,080 | 新進 |
| McGuire Investment Group, LLC | 13,007 | $297.7 萬 | 0.59% | +1,945+17.6% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 12,787 | $292.6 萬 | 0.00% | +12,787 | 新進 |
| Richelieu Gestion PLC | 12,746 | $291.7 萬 | 2.64% | +3,060+31.6% | 加碼 |
| Great Valley Advisor Group, Inc. | 12,721 | $291.1 萬 | 0.14% | +4,374+52.4% | 加碼 |
| Applied Capital LLC | 12,714 | $290.9 萬 | 2.89% | −137−1.1% | 減碼 |
| Wakefield Asset Management LLLP | 12,649 | $289.5 萬 | 1.20% | +10.0% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 12,612 | $288.6 萬 | 2.31% | −407−3.1% | 減碼 |
| Coldstream Capital Management Inc | 12,534 | $286.8 萬 | 0.10% | +372+3.1% | 加碼 |
| Barbara Oil Co. | 12,500 | $286.1 萬 | 1.37% | 00.0% | 不變 |
| Studio Investment Management LLC | 12,414 | $284.1 萬 | 0.86% | −615−4.7% | 減碼 |
| Apollon Wealth Management, LLC | 12,400 | $283.8 萬 | 0.17% | +1,966+18.8% | 加碼 |
| ICA Group Wealth Management, LLC | 12,367 | $283.0 萬 | 0.68% | +164+1.3% | 加碼 |
| Azimuth Capital Investment Management LLC | 12,365 | $283.0 萬 | 0.14% | −100−0.8% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,351 | $282.6 萬 | 0.25% | +1,224+11.0% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,344 | $282.5 萬 | 0.64% | −75−0.6% | 減碼 |
| Geneos Wealth Management Inc. | 12,337 | $282.3 萬 | 0.17% | −85−0.7% | 減碼 |