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 |
|---|---|---|---|---|---|
| Smart Portfolios, LLC | 1,603 | $52.9 萬 | 0.57% | +137+9.3% | 加碼 |
| Klingman & Associates, LLC | 1,606 | $53.0 萬 | 0.03% | +903+128.4% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,607 | $53.0 萬 | 0.18% | +1+0.1% | 加碼 |
| Sound Income Strategies, LLC | 1,608 | $53.0 萬 | 0.03% | −256−13.7% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 1,608 | $53.0 萬 | 0.40% | +5+0.3% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 1,610 | $53.1 萬 | 0.07% | +1+0.1% | 加碼 |
| WealthTrust Axiom LLC | 1,613 | $53.2 萬 | 0.16% | +14+0.9% | 加碼 |
| Camden National Bank | 1,616 | $53.3 萬 | 0.08% | −800−33.1% | 減碼 |
| Jeppson Wealth Management, LLC | 1,618 | $53.4 萬 | 0.20% | −43−2.6% | 減碼 |
| One Degree Advisors Inc | 1,621 | $53.4 萬 | 0.22% | +6+0.4% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,622 | $53.5 萬 | 0.25% | +124+8.3% | 加碼 |
| Wealth Alliance | 1,624 | $53.6 萬 | 0.06% | −8−0.5% | 減碼 |
| Diversify Wealth Management, LLC | 1,743 | $53.6 萬 | 0.04% | −249−12.5% | 減碼 |
| New Republic Capital, LLC | 1,627 | $53.7 萬 | 0.23% | +49+3.1% | 加碼 |
| ROI Financial Advisors, LLC | 1,628 | $53.7 萬 | 0.39% | +759+87.3% | 加碼 |
| Fiduciary Alliance LLC | 1,632 | $53.8 萬 | 0.05% | −113−6.5% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,636 | $53.9 萬 | 0.29% | +1+0.1% | 加碼 |
| Liberty Square Wealth Partners LLC | 1,636 | $54.0 萬 | 0.21% | +90+5.8% | 加碼 |
| Advisory Resource Group | 1,638 | $54.0 萬 | 0.11% | −36−2.2% | 減碼 |
| Frisch Financial Group, Inc. | 1,640 | $54.1 萬 | 0.15% | +175+11.9% | 加碼 |
| Warther Private Wealth, LLC | 1,643 | $54.2 萬 | 0.18% | +313+23.5% | 加碼 |
| Regal Investment Advisors LLC | 1,650 | $54.4 萬 | 0.04% | −1,302−44.1% | 減碼 |
| AXS Investments LLC | 1,651 | $54.5 萬 | 0.15% | +68+4.3% | 加碼 |
| Citizens Business Bank | 1,651 | $54.5 萬 | 0.12% | +1,084+191.2% | 加碼 |
| Cornerstone Advisory, LLC | 1,699 | $54.5 萬 | 0.06% | −56−3.2% | 減碼 |
| Capital Square, LLC | 1,654 | $54.5 萬 | 0.32% | −148−8.2% | 減碼 |
| Gould Asset Management LLC | 1,655 | $54.6 萬 | 0.11% | 00.0% | 不變 |
| Cove Private Wealth, LLC | 1,655 | $54.6 萬 | 0.29% | +245+17.4% | 加碼 |
| Union Savings Bank | 1,657 | $54.6 萬 | 0.27% | 00.0% | 不變 |
| South Plains Financial, Inc. | 1,658 | $54.7 萬 | 0.43% | −2−0.1% | 減碼 |
| Pacitti Group Inc. | 1,658 | $54.7 萬 | 0.26% | +2+0.1% | 加碼 |
| Disciplined Investors, L.L.C. | 1,661 | $54.8 萬 | 0.49% | +1+0.1% | 加碼 |
| West Family Investments, Inc. | 1,662 | $54.8 萬 | 0.21% | −18−1.1% | 減碼 |
| Hilton Capital Management, LLC | 1,663 | $54.8 萬 | 0.05% | −5,120−75.5% | 減碼 |
| Stokes Family Office, LLC | 1,668 | $55.0 萬 | 0.06% | +50+3.1% | 加碼 |
| Charis Legacy Partners, LLC | 1,670 | $55.1 萬 | 1.04% | 00.0% | 不變 |
| Reliant Investment Partners, LLC | 1,670 | $55.1 萬 | 0.56% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,802 | $55.1 萬 | 0.25% | 00.0% | 不變 |
| OneAscent Wealth Management LLC | 1,673 | $55.2 萬 | 0.24% | −97−5.5% | 減碼 |
| Harbour Trust & Investment Management Co | 1,674 | $55.2 萬 | 0.07% | −139−7.7% | 減碼 |
| Summit Wealth Partners, LLC | 1,674 | $55.2 萬 | 0.11% | 00.0% | 不變 |
| Kaydan Wealth Management, Inc. | 1,677 | $55.3 萬 | 0.18% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 1,680 | $55.4 萬 | 0.01% | +44+2.7% | 加碼 |
| Abacus Wealth Partners, LLC | 1,681 | $55.4 萬 | 0.08% | −63−3.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,682 | $55.5 萬 | 0.07% | −7−0.4% | 減碼 |
| Athena Investment Management | 1,684 | $55.5 萬 | 0.34% | −25−1.5% | 減碼 |
| YHB Investment Advisors, Inc. | 1,692 | $55.8 萬 | 0.05% | +26+1.6% | 加碼 |
| Ofc Financial Planning, LLC | 1,695 | $55.9 萬 | 0.63% | 00.0% | 不變 |
| Strategic Investment Advisors | 1,696 | $55.9 萬 | 0.06% | −2,568−60.2% | 減碼 |
| Semanteon Capital Management, LP | 1,698 | $56.0 萬 | 0.30% | +1,698 | 新進 |
| Perpetual Ltd | 1,700 | $56.1 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Select Advisors, LLC | 1,700 | $56.1 萬 | 0.53% | +6+0.4% | 加碼 |
| Root Financial Partners, LLC | 1,701 | $56.1 萬 | 0.06% | −273−13.8% | 減碼 |
| Opal Wealth Advisors, LLC | 1,705 | $56.2 萬 | 0.17% | −66−3.7% | 減碼 |
| Atlantic Trust, LLC | 1,707 | $56.3 萬 | 0.13% | −100−5.5% | 減碼 |
| Taylor Hoffman Capital Management LLC | 1,711 | $56.6 萬 | 0.21% | 00.0% | 不變 |
| Purkiss Capital Advisors LLC | 1,716 | $56.6 萬 | 0.43% | +1,002+140.3% | 加碼 |
| Check Capital Management Inc | 1,717 | $56.6 萬 | 0.04% | 00.0% | 不變 |
| Base Wealth Management LLC | 1,724 | $56.9 萬 | 0.43% | +1,724 | 新進 |
| Impact Capital Partners LLC | 1,727 | $57.0 萬 | 0.21% | +73+4.4% | 加碼 |
| LifeSteps Financial, Inc. | 1,734 | $57.2 萬 | 0.46% | −45−2.5% | 減碼 |
| SFMG, LLC | 1,736 | $57.2 萬 | 0.05% | +275+18.8% | 加碼 |
| Lafayette Investments, Inc. | 1,736 | $57.2 萬 | 0.12% | 00.0% | 不變 |
| Raab & Moskowitz Asset Management LLC | 1,736 | $57.3 萬 | 0.14% | +16+0.9% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,739 | $57.3 萬 | 0.05% | −194−10.0% | 減碼 |
| Arvest Bank Trust Division | 1,744 | $57.5 萬 | 0.04% | +170+10.8% | 加碼 |
| Argus Investors' Counsel, Inc. | 1,745 | $57.6 萬 | 0.44% | −800−31.4% | 減碼 |
| Peterson Wealth Management | 1,749 | $57.7 萬 | 0.39% | +63+3.7% | 加碼 |
| Bank of Jackson Hole Trust | 1,678 | $57.7 萬 | 0.37% | 00.0% | 不變 |
| Silvia McColl Wealth Management, LLC | 1,752 | $57.8 萬 | 0.44% | +36+2.1% | 加碼 |
| Wealth Quarterback LLC | 1,758 | $58.0 萬 | 0.33% | −1,220−41.0% | 減碼 |
| Moment Partners, LLC | 1,760 | $58.0 萬 | 0.12% | 00.0% | 不變 |
| Appleton Partners Inc | 1,768 | $58.3 萬 | 0.05% | +126+7.7% | 加碼 |
| Vega Investment Solutions | 1,886 | $58.3 萬 | 0.11% | +689+57.6% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,770 | $58.4 萬 | 0.28% | −246−12.2% | 減碼 |
| Lakeridge Wealth Management LLC | 1,770 | $58.4 萬 | 0.29% | +44+2.5% | 加碼 |
| Charter Oak Capital Management, LLC | 1,771 | $58.4 萬 | 0.05% | +20+1.1% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,774 | $58.5 萬 | 0.05% | −63−3.4% | 減碼 |
| Sanders Morris Harris LLC | 1,775 | $58.5 萬 | 0.09% | 00.0% | 不變 |
| TFG Advisers LLC | 1,783 | $58.8 萬 | 0.21% | −51−2.8% | 減碼 |
| Global Assets Advisory, LLC | 1,950 | $58.9 萬 | 0.11% | +1,300+200.0% | 加碼 |
| Operose Advisors LLC | 1,785 | $58.9 萬 | 0.19% | +5+0.3% | 加碼 |
| Lakeside Advisors, INC. | 1,786 | $58.9 萬 | 0.39% | +1+0.1% | 加碼 |
| Grove Bank & Trust | 1,786 | $58.9 萬 | 0.08% | +400+28.9% | 加碼 |
| Benchmark Wealth Management, LLC | 1,787 | $58.9 萬 | 0.29% | +1+0.1% | 加碼 |
| New Century Financial Group, LLC | 1,790 | $59.0 萬 | 0.68% | −357−16.6% | 減碼 |
| Sovran Advisors, LLC | 2,014 | $59.3 萬 | 0.08% | −69−3.3% | 減碼 |
| Montz Harcus Wealth Management LLC | 1,797 | $59.3 萬 | 0.32% | +7+0.4% | 加碼 |
| Bensler, LLC | 1,798 | $59.3 萬 | 0.07% | −139−7.2% | 減碼 |
| Barr E S & Co | 1,800 | $59.4 萬 | 0.04% | −50−2.7% | 減碼 |
| North Berkeley Wealth Management, LLC | 1,800 | $59.4 萬 | 0.62% | 00.0% | 不變 |
| Lakewood Asset Management LLC | 1,801 | $59.4 萬 | 0.40% | −1,503−45.5% | 減碼 |
| Curbstone Financial Management Corp | 1,802 | $59.4 萬 | 0.13% | +230+14.6% | 加碼 |
| Resonant Capital Advisors, LLC | 1,805 | $59.5 萬 | 0.04% | −21−1.2% | 減碼 |
| Taylor Financial Group, Inc. | 1,805 | $59.5 萬 | 0.41% | 00.0% | 不變 |
| McBroom & Associates, LLC | 1,806 | $59.6 萬 | 0.34% | 00.0% | 不變 |
| Novem Group | 1,808 | $59.6 萬 | 0.08% | +71+4.1% | 加碼 |
| Aft, Forsyth & Company, Inc. | 1,815 | $59.9 萬 | 0.32% | 00.0% | 不變 |
| AlphaCore Capital LLC | 1,816 | $59.9 萬 | 0.05% | +792+77.3% | 加碼 |
| Meriwether Wealth & Planning, LLC | 1,818 | $60.0 萬 | 0.39% | +6+0.3% | 加碼 |