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 13F 持有人
Caterpillar Inc 在 2025/3/31 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
- 2,903
- 較 2024 年第 4 季 −53 家
- 持有股數
- 3.31 億
- 較 2024 年第 4 季 −686.4 萬 (−2.0%)
- 總市值
- $1,090 億
- 較 2024 年第 4 季 −$134.3 億 (−11.0%)
- 新進機構
- 151
- 另有 1,181 家加碼
- 清倉機構
- 204
- 另有 1,120 家減碼
另有 54 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Retirement Planning Group | 1,406 | $46.4 萬 | 0.02% | −174−11.0% | 減碼 |
| Apollon Financial, LLC | 1,406 | $46.4 萬 | 0.11% | +97+7.4% | 加碼 |
| MQS Management LLC | 1,407 | $46.4 萬 | 0.27% | +1,407 | 新進 |
| Blankinship & Foster, LLC | 1,411 | $46.5 萬 | 0.12% | 00.0% | 不變 |
| Rosenberg Matthew Hamilton | 1,412 | $46.6 萬 | 0.12% | +54+4.0% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 1,418 | $46.8 萬 | 0.13% | +1,418 | 新進 |
| WSFS Capital Management, LLC | 1,424 | $47.0 萬 | 0.03% | −511−26.4% | 減碼 |
| Gillespie Robinson & Grimm Inc | 1,425 | $47.0 萬 | 0.04% | +300+26.7% | 加碼 |
| MRP Capital Investments, LLC | 1,425 | $47.0 萬 | 0.44% | 00.0% | 不變 |
| Balboa Wealth Partners | 1,434 | $47.3 萬 | 0.11% | +188+15.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,434 | $47.3 萬 | 0.27% | +1+0.1% | 加碼 |
| Burton Enright Welch | 1,435 | $47.3 萬 | 0.10% | +100+7.5% | 加碼 |
| Kaizen Financial Strategies | 1,436 | $47.4 萬 | 0.27% | −95−6.2% | 減碼 |
| Kozak & Associates, Inc. | 1,592 | $47.5 萬 | 0.12% | +7+0.4% | 加碼 |
| Seed Wealth Management, Inc. | 1,440 | $47.5 萬 | 0.39% | 00.0% | 不變 |
| Channel Wealth LLC | 1,441 | $47.5 萬 | 0.15% | −27−1.8% | 減碼 |
| Wendell David Associates Inc | 1,443 | $47.6 萬 | 0.05% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,446 | $47.7 萬 | 0.05% | 00.0% | 不變 |
| Insight Advisors, LLC | 1,446 | $47.7 萬 | 0.08% | +36+2.6% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,449 | $47.8 萬 | 0.04% | −185−11.3% | 減碼 |
| Versant Capital Management, Inc | 1,455 | $48.0 萬 | 0.08% | +299+25.9% | 加碼 |
| Spirepoint Private Client, LLC | 1,456 | $48.0 萬 | 0.06% | −134−8.4% | 減碼 |
| Mirador Capital Partners LP | 1,460 | $48.1 萬 | 0.08% | +705+93.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,460 | $48.2 萬 | 0.02% | +81+5.9% | 加碼 |
| Hara Capital LLC | 1,465 | $48.3 萬 | 0.33% | 00.0% | 不變 |
| Caxton Associates LLP | 1,465 | $48.3 萬 | 0.02% | +1,465 | 新進 |
| Financial & Tax Architects, LLC | 1,465 | $48.3 萬 | 0.12% | −16,458−91.8% | 減碼 |
| West Paces Advisors Inc. | 1,467 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Landaas & Co | 1,470 | $48.5 萬 | 0.13% | 00.0% | 不變 |
| ICONIQ Capital, LLC | 1,471 | $48.5 萬 | 0.01% | −227−13.4% | 減碼 |
| Acima Private Wealth, LLC | 1,473 | $48.6 萬 | 0.17% | 00.0% | 不變 |
| Beach Investment Counsel Inc | 1,473 | $48.6 萬 | 0.07% | −60−3.9% | 減碼 |
| Koss-Olinger Consulting, LLC | 1,473 | $48.6 萬 | 0.04% | +1,473 | 新進 |
| Lazari Capital Management, Inc. | 1,474 | $48.6 萬 | 0.20% | +31+2.1% | 加碼 |
| Morse Asset Management, Inc | 1,474 | $48.6 萬 | 0.12% | −1,505−50.5% | 減碼 |
| IMS Capital Management | 1,475 | $48.6 萬 | 0.25% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,476 | $48.7 萬 | 0.31% | 00.0% | 不變 |
| Leisure Capital Management | 1,478 | $48.7 萬 | 0.20% | 00.0% | 不變 |
| Capital Analysts, LLC | 1,480 | $48.8 萬 | 0.02% | +604+68.9% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,483 | $48.9 萬 | 0.17% | −27−1.8% | 減碼 |
| Global X Japan Co., Ltd. | 1,485 | $49.0 萬 | 0.06% | +141+10.5% | 加碼 |
| Alteri Wealth LLC | 1,485 | $49.0 萬 | 0.22% | −113−7.1% | 減碼 |
| Center For Asset Management LLC | 1,498 | $49.4 萬 | 0.30% | +1+0.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,498 | $49.4 萬 | 0.02% | +83+5.9% | 加碼 |
| Rbo & Co LLC | 1,500 | $49.5 萬 | 0.08% | 00.0% | 不變 |
| Fractal Investments LLC | 1,500 | $49.5 萬 | 0.07% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $49.5 萬 | 0.02% | 00.0% | 不變 |
| Sepio Capital, LP | 1,505 | $49.6 萬 | 0.04% | −20−1.3% | 減碼 |
| Empirical Asset Management, LLC | 1,507 | $49.7 萬 | 0.17% | −6,117−80.2% | 減碼 |
| TFB Advisors LLC | 1,509 | $49.8 萬 | 0.14% | +2+0.1% | 加碼 |
| ORG Wealth Partners, LLC | 1,505 | $49.8 萬 | 0.15% | −940−38.4% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 1,511 | $49.8 萬 | 0.40% | +387+34.4% | 加碼 |
| DRW Securities, LLC | 1,516 | $49.9 萬 | 0.04% | −40−2.6% | 減碼 |
| Obsidian Personal Planning Solutions LLC | 1,614 | $49.9 萬 | 0.22% | −6−0.4% | 減碼 |
| Linscomb & Williams, Inc. | 1,514 | $49.9 萬 | 0.02% | −1,399−48.0% | 減碼 |
| Beacon Capital Management, LLC | 1,516 | $50.0 萬 | 0.07% | +84+5.9% | 加碼 |
| MFA Wealth Services | 1,522 | $50.2 萬 | 0.41% | −239−13.6% | 減碼 |
| Wallace Advisory Group, LLC | 1,386 | $50.3 萬 | 0.35% | +394+39.7% | 加碼 |
| Sanchez Wealth Management Group | 1,524 | $50.3 萬 | 0.14% | +6+0.4% | 加碼 |
| Financial Engines Advisors L.L.C. | 1,527 | $50.3 萬 | 0.00% | −1,357−47.1% | 減碼 |
| Strategic Equity Management | 1,526 | $50.3 萬 | 0.21% | +6+0.4% | 加碼 |
| Financial Partners Group, Inc | 1,528 | $50.4 萬 | 0.08% | +1+0.1% | 加碼 |
| RMR Wealth Builders | 1,529 | $50.4 萬 | 0.05% | +54+3.7% | 加碼 |
| Tectonic Advisors LLC | 1,530 | $50.4 萬 | 0.03% | +7+0.5% | 加碼 |
| Olistico Wealth, LLC | 1,530 | $50.5 萬 | 0.31% | 00.0% | 不變 |
| Canal Capital Management, LLC | 1,536 | $50.7 萬 | 0.08% | −25−1.6% | 減碼 |
| TBH Global Asset Management, LLC | 1,539 | $50.8 萬 | 0.10% | −562−26.7% | 減碼 |
| SAM Advisors, LLC | 1,540 | $50.8 萬 | 0.19% | 00.0% | 不變 |
| PBMares Wealth Management LLC | 1,547 | $51.0 萬 | 0.10% | −166−9.7% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,549 | $51.1 萬 | 0.12% | −21−1.3% | 減碼 |
| Quent Capital, LLC | 1,550 | $51.1 萬 | 0.05% | +76+5.2% | 加碼 |
| Quantum Financial Advisors, LLC | 1,550 | $51.1 萬 | 0.08% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 1,552 | $51.2 萬 | 0.17% | −85−5.2% | 減碼 |
| Vicus Capital | 1,553 | $51.2 萬 | 0.05% | +1,553 | 新進 |
| Vertex Planning Partners, LLC | 1,553 | $51.2 萬 | 0.11% | −20−1.3% | 減碼 |
| Isthmus Partners, LLC | 1,557 | $51.3 萬 | 0.06% | 00.0% | 不變 |
| Jain Global LLC | 1,560 | $51.4 萬 | 0.01% | +1,560 | 新進 |
| Stonebridge Financial Group, LLC | 1,562 | $51.5 萬 | 0.05% | +29+1.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $51.6 萬 | 0.11% | 00.0% | 不變 |
| Smith Shellnut Wilson LLC | 1,570 | $51.8 萬 | 0.24% | −91−5.5% | 減碼 |
| Keystone Wealth Services, LLC | 1,575 | $52.0 萬 | 0.14% | +125+8.6% | 加碼 |
| Trinity Financial Advisors LLC | 1,700 | $52.0 萬 | 0.19% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 1,578 | $52.0 萬 | 0.05% | −51−3.1% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,582 | $52.2 萬 | 0.06% | −2−0.1% | 減碼 |
| McGowan Group Asset Management, Inc. | 1,589 | $52.4 萬 | 0.07% | +2+0.1% | 加碼 |
| Waratah Capital Advisors Ltd. | 1,589 | $52.4 萬 | 0.04% | +1,589 | 新進 |
| FSA Advisors, Inc. | 1,590 | $52.4 萬 | 0.42% | +317+24.9% | 加碼 |
| Forbes J M & Co LLP | 1,591 | $52.5 萬 | 0.05% | −110−6.5% | 減碼 |
| Mustard Seed Financial, LLC | 1,592 | $52.5 萬 | 0.42% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 1,597 | $52.7 萬 | 0.08% | 00.0% | 不變 |
| Bell Bank | 1,598 | $52.7 萬 | 0.03% | 00.0% | 不變 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,600 | $52.8 萬 | 0.02% | −1,800−52.9% | 減碼 |
| WESCAP Management Group, Inc. | 1,600 | $52.8 萬 | 0.13% | −1,100−40.7% | 減碼 |
| United Bank | 1,600 | $52.8 萬 | 0.07% | −40−2.4% | 減碼 |
| Penn Davis McFarland Inc | 1,600 | $52.8 萬 | 0.06% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $52.8 萬 | 0.32% | 00.0% | 不變 |
| Pacific Point Advisors, LLC | 1,600 | $52.8 萬 | 0.30% | 00.0% | 不變 |
| Challenger Wealth Management | 1,600 | $52.8 萬 | 0.42% | +600+60.0% | 加碼 |
| DnB Asset Management AS | 1,602 | $52.8 萬 | 0.00% | +66+4.3% | 加碼 |
| Peoples Bank | 1,603 | $52.9 萬 | 0.36% | −1,105−40.8% | 減碼 |