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 |
|---|---|---|---|---|---|
| Sumitomo Life Insurance Co | 9,625 | $220.3 萬 | 0.19% | −72−0.7% | 減碼 |
| Wellington Shields & Co., LLC | 9,600 | $219.7 萬 | 0.49% | 00.0% | 不變 |
| Berkshire Bank | 9,582 | $219.3 萬 | 0.65% | −207−2.1% | 減碼 |
| Alps Advisors Inc | 9,563 | $218.8 萬 | 0.02% | −832−8.0% | 減碼 |
| Waldron Private Wealth LLC | 9,558 | $218.7 萬 | 0.11% | +438+4.8% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,527 | $218.0 萬 | 0.48% | −50−0.5% | 減碼 |
| Moody National Bank Trust Division | 9,493 | $217.2 萬 | 0.19% | −14−0.1% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,475 | $216.8 萬 | 0.32% | +1,016+12.0% | 加碼 |
| Buckley Wealth Management, LLC | 9,472 | $216.8 萬 | 0.80% | 00.0% | 不變 |
| Diversified Trust Co | 9,463 | $216.6 萬 | 0.08% | +1,323+16.3% | 加碼 |
| Johnson Investment Counsel Inc | 9,441 | $216.0 萬 | 0.03% | +252+2.7% | 加碼 |
| Loudon Investment Management, LLC | 9,428 | $215.8 萬 | 1.49% | −775−7.6% | 減碼 |
| FLC Capital Advisors | 9,356 | $214.1 萬 | 0.65% | 00.0% | 不變 |
| Kistler-Tiffany Companies, LLC | 9,334 | $213.6 萬 | 0.41% | −346−3.6% | 減碼 |
| Naples Global Advisors, LLC | 9,314 | $213.1 萬 | 0.27% | −180−1.9% | 減碼 |
| Westwood Management Corp | 9,300 | $212.8 萬 | 0.27% | +9,300 | 新進 |
| Heritage Trust Co | 9,290 | $212.6 萬 | 0.33% | −6−0.1% | 減碼 |
| RB Capital Management, LLC | 9,277 | $212.3 萬 | 0.69% | +271+3.0% | 加碼 |
| Guardian Investment Management | 9,152 | $212.2 萬 | 1.63% | +2,465+36.9% | 加碼 |
| Ignite Planners, LLC | 9,831 | $211.9 萬 | 0.87% | +406+4.3% | 加碼 |
| CAPROCK Group, Inc. | 9,247 | $211.6 萬 | 0.16% | +1,647+21.7% | 加碼 |
| Ti-Trust, Inc | 9,247 | $211.6 萬 | 1.99% | 00.0% | 不變 |
| Triad Financial Advisors, Inc. | 9,246 | $211.6 萬 | 0.92% | +5+0.1% | 加碼 |
| Atomi Financial Group, Inc. | 9,241 | $211.5 萬 | 1.18% | +9,241 | 新進 |
| Baldwin Investment Management, LLC | 9,235 | $211.3 萬 | 0.37% | −93−1.0% | 減碼 |
| Sowell Financial Services LLC | 9,226 | $211.1 萬 | 0.16% | −5,287−36.4% | 減碼 |
| Moneta Group Investment Advisors LLC | 9,217 | $210.9 萬 | 0.05% | +233+2.6% | 加碼 |
| HBK Sorce Advisory LLC | 9,214 | $210.9 萬 | 0.10% | −8,988−49.4% | 減碼 |
| Core Wealth Advisors, Inc. | 9,207 | $210.7 萬 | 0.84% | +1,109+13.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 9,183 | $210.1 萬 | 0.09% | +140+1.5% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 9,125 | $208.8 萬 | 0.06% | +446+5.1% | 加碼 |
| Finer Wealth Management, Inc. | 9,114 | $208.6 萬 | 1.76% | +25+0.3% | 加碼 |
| Hoey Investments, Inc | 9,108 | $208.4 萬 | 0.82% | +218+2.5% | 加碼 |
| Jag Capital Management, LLC | 9,082 | $207.8 萬 | 0.27% | +105+1.2% | 加碼 |
| Boston Private Wealth LLC | 9,053 | $207.2 萬 | 0.03% | −535−5.6% | 減碼 |
| Meeder Advisory Services, Inc. | 9,021 | $206.4 萬 | 0.24% | +54+0.6% | 加碼 |
| Park National Corp | 9,012 | $206.2 萬 | 0.09% | +191+2.2% | 加碼 |
| Venture Visionary Partners LLC | 8,977 | $205.4 萬 | 0.13% | +59+0.7% | 加碼 |
| Bryn Mawr Trust Co | 8,949 | $204.8 萬 | 0.09% | −15−0.2% | 減碼 |
| Emfo, LLC | 8,893 | $203.5 萬 | 1.93% | 00.0% | 不變 |
| Nilsine Partners, LLC | 8,875 | $203.1 萬 | 0.32% | +8,875 | 新進 |
| Jefferies Financial Group Inc. | 8,854 | $202.6 萬 | 0.04% | −64,746−88.0% | 減碼 |
| Cresset Asset Management, LLC | 8,833 | $202.2 萬 | 0.04% | −1,009−10.3% | 減碼 |
| Pure Financial Advisors, Inc. | 8,811 | $201.6 萬 | 0.09% | +85+1.0% | 加碼 |
| Smith, Salley & Associates | 8,806 | $201.5 萬 | 0.16% | +165+1.9% | 加碼 |
| Capital Asset Advisory Services LLC | 8,797 | $201.3 萬 | 0.15% | −289−3.2% | 減碼 |
| V Wealth Advisors LLC | 8,784 | $201.0 萬 | 0.38% | +695+8.6% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,780 | $200.9 萬 | 1.25% | 00.0% | 不變 |
| Bank Julius Baer & Co. Ltd, Zurich | 8,779 | $200.9 萬 | 0.01% | +6,377+265.5% | 加碼 |
| We Are One Seven, LLC | 8,746 | $200.2 萬 | 0.13% | +2,401+37.8% | 加碼 |
| Avitas Wealth Management LLC | 8,720 | $199.5 萬 | 0.39% | −17−0.2% | 減碼 |
| Hodges Capital Management Inc. | 10,699 | $199.2 萬 | 0.16% | −7,148−40.1% | 減碼 |
| Oxbow Advisors, LLC | 8,700 | $199.1 萬 | 0.36% | 00.0% | 不變 |
| Hanson & Doremus Investment Management | 8,678 | $198.6 萬 | 0.44% | −301−3.4% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 8,632 | $197.5 萬 | 0.02% | +5,083+143.2% | 加碼 |
| Court Place Advisors, LLC | 8,599 | $196.8 萬 | 0.71% | 00.0% | 不變 |
| Seven Eight Capital, LP | 8,584 | $196.4 萬 | 0.41% | +8,584 | 新進 |
| IHT Wealth Management, LLC | 8,554 | $195.8 萬 | 0.11% | +317+3.8% | 加碼 |
| Boltwood Capital Management | 8,547 | $195.6 萬 | 0.73% | +60+0.7% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,495 | $194.4 萬 | 0.05% | −500−5.6% | 減碼 |
| LMG Wealth Partners, LLC | 8,493 | $194.4 萬 | 0.63% | +332+4.1% | 加碼 |
| Old Port Advisors | 8,669 | $191.2 萬 | 0.69% | −293−3.3% | 減碼 |
| Equitable Holdings, Inc. | 8,354 | $191.2 萬 | 0.03% | +43+0.5% | 加碼 |
| SlateStone Wealth, LLC | 8,278 | $189.4 萬 | 0.39% | +1,292+18.5% | 加碼 |
| First Dallas Securities Inc. | 8,233 | $188.4 萬 | 1.11% | −25−0.3% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 8,231 | $188.4 萬 | 0.20% | −58−0.7% | 減碼 |
| Global Trust Asset Management, LLC | 8,228 | $188.3 萬 | 0.90% | +103+1.3% | 加碼 |
| SeaCrest Wealth Management, LLC | 8,215 | $188.0 萬 | 0.25% | +51+0.6% | 加碼 |
| Chapin Davis, Inc. | 8,183 | $187.3 萬 | 0.97% | +5+0.1% | 加碼 |
| Trust Investment Advisors | 8,157 | $186.7 萬 | 1.67% | −250−3.0% | 減碼 |
| Howland Capital Management LLC | 8,154 | $186.6 萬 | 0.11% | +3,026+59.0% | 加碼 |
| Fruth Investment Management | 8,143 | $186.3 萬 | 0.54% | 00.0% | 不變 |
| MB, Levis & Associates, LLC | 8,116 | $185.7 萬 | 1.29% | +17+0.2% | 加碼 |
| Alpha Cubed Investments, LLC | 8,097 | $185.3 萬 | 0.13% | −1,559−16.1% | 減碼 |
| Argent Trust Co | 8,096 | $185.3 萬 | 0.12% | +161+2.0% | 加碼 |
| McKinley Capital Management LLC /Delaware | 8,085 | $185.0 萬 | 0.25% | +2,317+40.2% | 加碼 |
| Bowen Hanes & Co Inc | 8,079 | $184.9 萬 | 0.06% | −2,450−23.3% | 減碼 |
| Tradewinds, LLC. | 8,037 | $183.9 萬 | 1.11% | +8,037 | 新進 |
| Cambridge Trust Co | 8,003 | $183.1 萬 | 0.09% | −25−0.3% | 減碼 |
| Cohen Klingenstein LLC | 8,000 | $183.1 萬 | 0.09% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 7,968 | $182.3 萬 | 0.97% | −50−0.6% | 減碼 |
| Ropes Wealth Advisors LLC | 7,966 | $182.3 萬 | 0.33% | −241−2.9% | 減碼 |
| World Equity Group, Inc. | 131,633 | $180.6 萬 | 0.31% | +127,141+2,830.4% | 加碼 |
| Kempner Capital Management Inc. | 7,842 | $179.5 萬 | 1.05% | 00.0% | 不變 |
| Ci Investments Inc. | 7,836 | $179.3 萬 | 0.01% | −284−3.5% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 7,820 | $179.0 萬 | 0.11% | +7,820 | 新進 |
| AIA Group Ltd | 7,807 | $178.7 萬 | 0.10% | +1,274+19.5% | 加碼 |
| United Community Bank | 7,804 | $178.6 萬 | 1.69% | +110+1.4% | 加碼 |
| Gifford Fong Associates | 7,800 | $178.5 萬 | 0.47% | 00.0% | 不變 |
| G&S Capital LLC | 7,779 | $178.0 萬 | 0.79% | −248−3.1% | 減碼 |
| Agf Management Ltd | 7,766 | $177.7 萬 | 0.01% | −6,380−45.1% | 減碼 |
| Ibex Wealth Advisors | 7,749 | $177.3 萬 | 0.46% | −211−2.7% | 減碼 |
| WR Wealth Planners, LLC | 7,720 | $176.7 萬 | 0.76% | +795+11.5% | 加碼 |
| AdvisorNet Financial, Inc | 7,705 | $176.3 萬 | 0.16% | −757−8.9% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,657 | $175.2 萬 | 0.40% | +1,535+25.1% | 加碼 |
| TD Private Client Wealth LLC | 7,629 | $174.6 萬 | 0.08% | −314−4.0% | 減碼 |
| Stone Point Wealth LLC | 7,611 | $174.2 萬 | 0.77% | −84−1.1% | 減碼 |
| Columbia Trust Co 01012016 | 7,606 | $174.1 萬 | 1.00% | +572+8.1% | 加碼 |
| Quest Investment Management LLC | 7,588 | $173.6 萬 | 0.24% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 7,583 | $173.5 萬 | 1.05% | +883+13.2% | 加碼 |