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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Caterpillar Inc 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

CAT 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數3,009542,902−53
股數3.40 億265.7 萬3.31 億−686.4 萬 (−2.0%)
市值$1,234 億$9.64 億$1,090 億−$134.3 億 (−11.0%)

54 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(151 家)

2025 年第 1 季季末持有 Caterpillar Inc、2024 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 151 家。

2025 年第 1 季新進 CAT 的機構
機構股數市值佔組合 %
Nuveen, LLC1,281,306$3.92 億0.12%
Arrowstreet Capital, Limited Partnership187,486$6,183 萬0.05%
Virginia Retirement Systems Et Al122,412$4,037 萬0.30%
Twin Tree Management, LP91,734$3,025 萬0.67%
ASR Vermogensbeheer N.V.56,561$1,865 萬0.28%
OP Asset Management Ltd50,374$1,661 萬0.28%
Capital Fund Management S.A.48,277$1,592 萬0.20%
Rakuten Investment Management, Inc.43,818$1,445 萬0.07%
Freestone Grove Partners LP38,617$1,274 萬0.13%
Group One Trading, L.P.31,678$1,045 萬0.44%
Brevan Howard Capital Management LP31,261$1,031 萬0.29%
Banque Cantonale Vaudoise29,201$963.1 萬0.42%
Walleye Trading LLC27,609$910.5 萬0.26%
Investment Management Corp of Ontario24,075$794.0 萬0.16%
Cartenna Capital, LP23,500$775.0 萬0.62%
Entropy Technologies, LP22,173$731.3 萬0.71%
AG2R la Mondiale Gestion D'Actifs17,876$622.1 萬0.34%
Bell Asset Management Ltd14,981$494.1 萬0.91%
Private Wealth Asset Management, LLC14,203$468.4 萬0.67%
L & S Advisors Inc12,473$411.3 萬0.51%
Stokes Capital Advisors, LLC10,933$360.6 萬0.92%
Rokos Capital Management LLP10,558$348.3 萬0.09%
VestGen Advisors, LLC10,214$336.8 萬0.15%
Credit Industriel Et Commercial9,604$316.7 萬0.57%
Petredis Investment Advisors LLC7,868$259.5 萬0.27%
Aigen Investment Management, LP6,710$221.3 萬0.35%
Portman Square Capital LLP6,464$213.2 萬0.29%
Advisors Preferred, LLC6,300$208.3 萬0.28%
Solidarilty Wealth, LLC6,074$200.3 萬0.49%
Healthcare of Ontario Pension Plan Trust Fund5,699$188.0 萬0.00%
Littlejohn Financial Services, Inc.5,513$181.8 萬1.44%
Twinbeech Capital LP5,489$181.0 萬0.03%
SCS Capital Management LLC5,445$179.6 萬0.02%
Greenberg Financial Group2,345$166.1 萬0.70%
Old West Investment Management, LLC4,458$147.0 萬0.53%
Boothbay Fund Management, LLC4,240$139.8 萬0.05%
Redwood Investment Management, LLC4,198$138.4 萬0.15%
Vista Private Wealth Partners. LLC4,150$136.9 萬0.49%
Inscription Capital, LLC3,732$136.8 萬0.23%
Nebula Research & Development LLC3,775$124.5 萬0.12%
Voleon Capital Management LP3,685$121.5 萬0.10%
Blackhawk Capital Partners LLC.3,628$119.7 萬0.62%
SummitTX Capital, L.P.3,518$116.0 萬0.05%
B&D White Capital Company, LLC3,500$115.4 萬0.17%
Hudson Bay Capital Management LP3,312$109.2 萬0.01%
Barnes Dennig Private Wealth Management LLC3,174$104.7 萬1.58%
Machina Capital S.A.S.3,104$102.4 萬0.30%
Graham Capital Management, L.P.3,032$100.0 萬0.03%
Fiduciary Family Office, LLC2,989$98.6 萬0.33%
Brookwood Investment Group LLC2,608$86.0 萬0.15%
Lineweaver Wealth Advisors, LLC2,583$85.3 萬0.15%
Brasada Capital Management, LP2,450$80.8 萬0.16%
Future Fund LLC2,446$80.7 萬1.04%
Elyxium Wealth, LLC2,427$80.0 萬0.35%
111 Capital2,361$77.9 萬0.15%
Counterpoint Mutual Funds LLC2,292$75.6 萬0.11%
Advisor Resource Council2,338$75.5 萬0.06%
CenterStar Asset Management, LLC2,185$72.1 萬1.04%
Verity Asset Management, Inc.2,182$71.9 萬0.29%
3Chopt Investment Partners, LLC2,181$71.9 萬0.19%
Wulff, Hansen & Co.2,145$70.7 萬0.65%
Bridgewater Advisors Inc.2,241$68.9 萬0.06%
Castellan Group, LLC2,052$67.7 萬0.19%
Jackson Hole Capital Partners, LLC1,983$65.4 萬0.13%
Base Wealth Management LLC1,724$56.9 萬0.43%
Semanteon Capital Management, LP1,698$56.0 萬0.30%
Waratah Capital Advisors Ltd.1,589$52.4 萬0.04%
Jain Global LLC1,560$51.4 萬0.01%
Vicus Capital1,553$51.2 萬0.05%
Koss-Olinger Consulting, LLC1,473$48.6 萬0.04%
Caxton Associates LLP1,465$48.3 萬0.02%
Whitaker-Myers Wealth Managers, LTD.1,418$46.8 萬0.13%
MQS Management LLC1,407$46.4 萬0.27%
Sweeney & Michel, LLC1,585$43.4 萬0.19%
Zions Bancorporation, National Association1,264$41.7 萬0.03%
American Alpha Advisors, LLC1,231$40.6 萬0.36%
Henderson Brothers Financial Partners, LLC687$39.4 萬0.20%
White Knight Strategic Wealth Advisors, LLC1,190$39.2 萬0.36%
Mission Financial Group, LLC509$36.1 萬0.33%
Clarity Wealth Advisors, LLC1,083$35.7 萬0.10%
OneAscent Investment Solutions LLC1,078$35.6 萬0.42%
Okabena Investment Services Inc1,020$33.6 萬0.08%
Good Steward Wealth Advisors,LLC1,008$33.2 萬0.30%
Ping Capital Management, Inc.1,000$33.0 萬0.22%
DeDora Capital, Inc.991$32.7 萬0.09%
MBB Public Markets I LLC937$30.9 萬0.04%
Strategies Wealth Advisors, LLC882$29.1 萬0.04%
LifePlan Financial, LLC879$29.0 萬0.25%
BluePointe Capital Management, LLC853$28.1 萬0.11%
Harel Insurance Investments & Financial Services Ltd.818$27.0 萬0.00%
QTR Family Wealth, LLC818$27.0 萬0.20%
Berry Wealth Group, LP816$26.9 萬0.21%
Manske Wealth Management784$25.9 萬0.10%
Victory Financial Group, LLC725$24.1 萬0.05%
Capitol Family Office, Inc.728$24.0 萬0.34%
Mayport, LLC722$23.8 萬0.07%
Aletheian Wealth Advisors LLC715$23.6 萬0.13%
Millburn Ridgefield Corp713$23.5 萬0.01%
Kiker Wealth Management, LLC685$22.6 萬0.15%
Penobscot Wealth Management677$22.3 萬0.09%

清倉機構(204 家)

2024 年第 4 季季末持有 Caterpillar Inc、2025 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 204 家。

2025 年第 1 季清倉 CAT 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Zurich Insurance Group Ltd154,835$5,617 萬
Railway Pension Investments Ltd69,600$2,525 萬
Tredje AP-fonden56,200$2,039 萬
Dnca Finance40,000$1,451 萬
Strategic Wealth Designers59,128$1,256 萬
Cadinha & Co LLC30,553$1,108 萬
Canada Post Corp Registered Pension Plan27,926$1,013 萬
Castleark Management LLC27,470$996.5 萬
Wolverine Trading, LLC25,990$943.5 萬
Strategic Global Advisors, LLC25,251$916.0 萬
IMC-Chicago, LLC23,644$857.7 萬
ExodusPoint Capital Management, LP22,423$813.4 萬
Laurion Capital Management LP20,098$729.1 萬
CTC LLC18,678$677.6 萬
Massachusetts Institute of Technology16,714$606.3 萬
Blackston Financial Advisory Group, LLC15,003$544.3 萬
Tower View Investment Management & Research LLC14,991$543.8 萬
Trexquant Investment LP13,119$475.9 萬
Leuthold Group, LLC12,800$464.3 萬
FORA Capital, LLC12,311$446.6 萬
Investor's Fiduciary Advisor Network, LLC10,205$370.1 萬
Ibex Wealth Advisors9,961$361.3 萬
Brendel Financial Advisors LLC9,403$341.1 萬
Graphene Investments SAS8,200$297.5 萬
Boston Private Wealth LLC6,978$253.1 萬
Proequities, Inc.5,921$236.2 萬
Pinnacle Wealth Management, LLC6,425$233.1 萬
Pacific Wealth Strategies Group, Inc.5,899$214.0 萬
Camarda Financial Advisors, LLC5,746$208.4 萬
Mirabaud & Cie SA4,706$170.7 萬
WMS Partners, LLC4,578$166.1 萬
Betterment LLC4,528$164.3 萬
Myriad Asset Management US LP4,243$153.9 萬
Fiducient Advisors LLC4,216$152.9 萬
Aspire Private Capital, LLC3,266$118.5 萬
Virtus ETF Advisers LLC2,950$107.0 萬
Arrowpoint Investment Partners (Singapore) Pte. Ltd.2,928$106.2 萬
WealthTrust Asset Management, LLC2,581$93.6 萬
Monetta Financial Services Inc2,500$90.7 萬
Live Oak Investment Partners–$90.1 萬
Curated Wealth Partners LLC2,418$87.7 萬
Oxford Asset Management LLP2,277$82.6 萬
Summit Global Investments2,220$80.5 萬
Harvest Investment Services, LLC2,114$76.7 萬
Bienville Capital Management, LLC2,007$72.8 萬
Flow Traders U.S. LLC1,942$70.4 萬
Bridgewealth Advisory Group, LLC1,896$67.1 萬
Essential Planning, LLC.1,690$65.5 萬
Transcendent Capital Group LLC1,648$59.8 萬
Unique Wealth Strategies, LLC1,635$59.3 萬
Board of the Pension Protection Fund1,600$58.0 萬
Objective Capital Management, LLC1,501$54.5 萬
Morton Community Bank1,493$54.2 萬
Andina Capital Management, LLC1,466$53.2 萬
Morningstar Investment Management LLC1,348$48.9 萬
Blueprint Investment Partners LLC1,332$48.3 萬
Leo Wealth, LLC1,293$46.9 萬
AdvisorShares Investments LLC1,270$46.1 萬
W.H. Cornerstone Investments Inc.1,262$45.8 萬
Western Financial Corp1,194$43.3 萬
Armstrong, Fleming & Moore, Inc1,184$42.9 萬
Sutton Place Investors LLC1,181$42.8 萬
Sherbrooke Park Advisers LLC1,131$41.0 萬
Driehaus Capital Management LLC1,114$40.4 萬
New Wave Wealth Advisors LLC1,106$40.1 萬
Greenup Street Wealth Management LLC1,099$39.9 萬
Legacy Advisory Services, LLC1,064$38.6 萬
Secure Asset Management, LLC1,040$37.7 萬
Scientech Research LLC978$35.5 萬
Diametric Capital, LP964$35.0 萬
Jmac Enterprises LLC960$34.8 萬
Clarendon Private LLC953$34.6 萬
Northstar Advisory Group, LLC912$33.1 萬
PCA Investment Advisory Services Inc.891$32.3 萬
Optiver Holding B.V.880$31.9 萬
Sabal Trust CO849$30.8 萬
Brightwater Advisory LLC840$30.5 萬
CFO4Life Group, LLC814$29.5 萬
PMG Wealth Management, Inc.810$29.4 萬
ASB Consultores, LLC804$29.2 萬
CMT Capital Markets Trading GmbH798$28.9 萬
Rothschild Capital Partners, LLC790$28.7 萬
American Trust784$28.4 萬
Brandywine Oak Private Wealth LLC761$27.6 萬
Millennium Capital Advisors, LLC750$27.2 萬
Forza Wealth Management, LLC738$26.8 萬
Dahring | Cusmano LLC733$26.6 萬
MKT Advisors LLC684$26.4 萬
Howard Bailey Securities, LLC728$26.4 萬
Clare Market Investments LLC728$26.4 萬
Heritage Wealth Partners, LLC720$26.1 萬
Hyperion Capital Advisors LP720$26.1 萬
Capital Markets Trading UK LLP715$25.9 萬
Orgel Wealth Management, LLC706$25.6 萬
Roehl & Yi Investment Advisors, LLC703$25.5 萬
Bravias Capital Group, LLC684$25.4 萬
Two Sigma Advisers, LP700$25.4 萬
Stone Run Capital, LLC700$25.4 萬
Seeds Investor LLC684$24.8 萬
Maia Wealth LLC625$24.7 萬

尚未申報 2025 年第 1 季的機構(54 家)

2024 年第 4 季季末持有 Caterpillar Inc、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 CAT、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Nuveen Asset Management, LLC2,198,389$7.97 億
Swedbank AB281,628$1.02 億
Madison Investment Advisors, LLC23,476$851.6 萬
Global Retirement Partners, LLC20,258$734.9 萬
Lake Street Advisors Group, LLC16,257$589.8 萬
Vise Technologies, Inc.13,776$499.7 萬
Wetherby Asset Management Inc11,886$431.2 萬
Avitas Wealth Management LLC9,539$346.0 萬
WR Wealth Planners, LLC9,285$336.8 萬
Fairhaven Wealth Management, LLC6,580$238.7 萬
IronOak Wealth LLC.5,565$201.9 萬
Cornerstone Planning, LLC5,505$199.7 萬
Stenger Family Office, LLC4,876$176.9 萬
Lantern Wealth Advisors, LLC3,430$124.4 萬
Edge Capital Group, LLC3,410$123.7 萬
SignalPoint Asset Management, LLC3,154$114.4 萬
Arrowroot Family Office, LLC3,148$114.2 萬
Gray Wealth Management Inc.3,024$109.7 萬
Hilltop National Bank2,502$90.8 萬
RE Dickinson Investment Advisors, LLC2,467$89.5 萬
Sterling Wealth Management, Inc.2,169$78.7 萬
Executive Wealth Management, LLC2,162$78.4 萬
Fernwood Investment Management, LLC1,957$71.0 萬
Geller Advisors LLC1,850$67.1 萬
Lakeview Capital Partners, LLC1,720$62.4 萬
Caxton Associates LP1,697$61.6 萬
Boston Financial Mangement LLC1,573$57.1 萬
Buckingham Capital Management, Inc.1,570$57.0 萬
TrinityPoint Wealth, LLC1,537$55.8 萬
Strategic Wealth Partners, Ltd.1,223$43.3 萬
Sugarloaf Wealth Management, LLC1,025$37.2 萬
Private Portfolio Partners LLC982$35.6 萬
HTLF Bank941$34.1 萬
Zions Bancorporation, N.A.923$33.5 萬
Private Capital Management LLC898$32.6 萬
Dechtman Wealth Management, LLC852$30.9 萬
Daner Wealth Management, LLC703$26.4 萬
Kolinsky Wealth Management, LLC675$24.5 萬
Blue Capital, Inc.661$24.0 萬
Coordinated Financial Services, Inc.645$23.4 萬
Northwest Bank & Trust Co557$22.6 萬
Carlson Capital Management604$21.9 萬
Wintrust Investments LLC504$18.3 萬
Cassady Schiller Wealth Management, LLC273$9.89 萬
Kiely Wealth Advisory Group, Inc.250$9.08 萬
Bray Capital Advisors224$8.13 萬
Oliver Lagore Vanvalin Investment Group212$7.68 萬
HBC Financial Services, PLLC168$6.10 萬
AlphaMark Advisors, LLC65$2.40 萬
Legacy Investment Solutions, LLC59$2.15 萬
Chapman Financial Group, LLC42$1.52 萬
Financial Gravity Companies, Inc.39$1.41 萬
Criterion Capital Advisors, LLC15$4,997
Sanctuary Wealth Management, L.L.C.4$1,451