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 |
|---|---|---|---|---|---|
| United Asset Strategies, Inc. | 2,117 | $69.8 萬 | 0.06% | +10.0% | 加碼 |
| GSB Wealth Management, LLC | 2,117 | $69.8 萬 | 0.18% | +51+2.5% | 加碼 |
| Invesco, LLC | 2,121 | $70.0 萬 | 0.29% | +774+57.5% | 加碼 |
| Austin Private Wealth, LLC | 2,124 | $70.0 萬 | 0.06% | +185+9.5% | 加碼 |
| Prosperity Financial Group, Inc. | 2,127 | $70.1 萬 | 0.35% | −22−1.0% | 減碼 |
| Intrust Bank NA | 2,129 | $70.2 萬 | 0.07% | −76−3.4% | 減碼 |
| Cable Hill Partners, LLC | 2,263 | $70.3 萬 | 0.07% | +238+11.8% | 加碼 |
| Wulff, Hansen & Co. | 2,145 | $70.7 萬 | 0.65% | +2,145 | 新進 |
| LVW Advisors, LLC | 2,146 | $70.8 萬 | 0.09% | −119−5.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,156 | $71.1 萬 | 0.12% | +10.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,160 | $71.2 萬 | 0.12% | −110−4.8% | 減碼 |
| Goepper Burkhardt LLC | 2,160 | $71.2 萬 | 0.28% | 00.0% | 不變 |
| W Advisors, LLC | 2,163 | $71.3 萬 | 0.45% | +36+1.7% | 加碼 |
| Marion Wealth Management | 2,168 | $71.5 萬 | 0.19% | +5+0.2% | 加碼 |
| Independence Bank of Kentucky | 2,172 | $71.6 萬 | 0.11% | +42+2.0% | 加碼 |
| YANKCOM Partnership | 2,176 | $71.8 萬 | 0.39% | +63+3.0% | 加碼 |
| Bill Few Associates, Inc. | 2,176 | $71.8 萬 | 0.26% | +72+3.4% | 加碼 |
| Tyler-Stone Wealth Management | 2,180 | $71.9 萬 | 0.13% | −84−3.7% | 減碼 |
| Cercano Management LLC | 2,180 | $71.9 萬 | 0.02% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 2,181 | $71.9 萬 | 0.64% | −140−6.0% | 減碼 |
| 3Chopt Investment Partners, LLC | 2,181 | $71.9 萬 | 0.19% | +2,181 | 新進 |
| Verity Asset Management, Inc. | 2,182 | $71.9 萬 | 0.29% | +2,182 | 新進 |
| Aberdeen Wealth Management LLC | 2,183 | $72.0 萬 | 0.50% | +10.0% | 加碼 |
| Home Federal Bank of Tennessee | 2,184 | $72.0 萬 | 0.21% | +500+29.7% | 加碼 |
| KPP Advisory Services LLC | 2,184 | $72.0 萬 | 0.14% | +1,602+275.3% | 加碼 |
| CenterStar Asset Management, LLC | 2,185 | $72.1 萬 | 1.04% | +2,185 | 新進 |
| Hexagon Capital Partners LLC | 2,192 | $72.3 萬 | 0.14% | +172+8.5% | 加碼 |
| Fortem Financial Group, LLC | 2,196 | $72.4 萬 | 0.28% | −339−13.4% | 減碼 |
| Cetera Trust Company, N.A | 2,198 | $72.5 萬 | 0.46% | +1,839+512.3% | 加碼 |
| Addison Advisors LLC | 2,199 | $72.5 萬 | 0.20% | +16+0.7% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,207 | $72.8 萬 | 0.18% | −395−15.2% | 減碼 |
| NVWM, LLC | 2,214 | $73.0 萬 | 0.19% | −1,215−35.4% | 減碼 |
| Acropolis Investment Management, LLC | 2,215 | $73.1 萬 | 0.04% | +3+0.1% | 加碼 |
| KFA Private Wealth Group, LLC | 2,216 | $73.1 萬 | 0.26% | +813+57.9% | 加碼 |
| Horizon Wealth Management, LLC | 2,222 | $73.3 萬 | 0.12% | +25+1.1% | 加碼 |
| Proficio Capital Partners LLC | 2,224 | $73.3 萬 | 0.06% | +6+0.3% | 加碼 |
| Virtue Capital Management, LLC | 2,226 | $73.4 萬 | 0.09% | +1,140+105.0% | 加碼 |
| Belpointe Asset Management LLC | 2,227 | $73.5 萬 | 0.04% | −1,455−39.5% | 減碼 |
| Cranbrook Wealth Management, LLC | 2,228 | $73.5 萬 | 0.17% | −19−0.8% | 減碼 |
| Hamel Associates, Inc. | 2,228 | $73.5 萬 | 0.25% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 2,232 | $73.6 萬 | 0.04% | +109+5.1% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 2,245 | $74.0 萬 | 0.17% | +271+13.7% | 加碼 |
| Mechanics Bank Trust Department | 2,250 | $74.2 萬 | 0.10% | −123−5.2% | 減碼 |
| Cascades Capital Asset Management, LLC | 2,255 | $74.4 萬 | 0.40% | +6+0.3% | 加碼 |
| Diversify Advisory Services, LLC | 2,423 | $74.5 萬 | 0.05% | −120−4.7% | 減碼 |
| First Foundation Advisors | 2,267 | $74.8 萬 | 0.03% | −232−9.3% | 減碼 |
| West Michigan Advisors, LLC | 2,271 | $74.9 萬 | 0.25% | −59−2.5% | 減碼 |
| LVM Capital Management Ltd | 2,271 | $74.9 萬 | 0.08% | −281−11.0% | 減碼 |
| Cahaba Wealth Management, Inc. | 2,272 | $74.9 萬 | 0.06% | +85+3.9% | 加碼 |
| Fiduciary Group LLC | 2,273 | $74.9 萬 | 0.08% | −5−0.2% | 減碼 |
| GHP Investment Advisors, Inc. | 2,287 | $75.4 萬 | 0.04% | +85+3.9% | 加碼 |
| Accredited Investors Inc. | 2,288 | $75.5 萬 | 0.05% | +2+0.1% | 加碼 |
| Advisor Resource Council | 2,338 | $75.5 萬 | 0.06% | +2,338 | 新進 |
| Garner Asset Management Corp | 2,291 | $75.6 萬 | 0.33% | −46−2.0% | 減碼 |
| Counterpoint Mutual Funds LLC | 2,292 | $75.6 萬 | 0.11% | +2,292 | 新進 |
| Means Investment Co., Inc. | 2,292 | $75.6 萬 | 0.08% | −417−15.4% | 減碼 |
| Infrastructure Capital Advisors, LLC | 2,297 | $75.8 萬 | 0.10% | +138+6.4% | 加碼 |
| Windsor Capital Management, LLC | 2,298 | $75.8 萬 | 0.23% | −47−2.0% | 減碼 |
| Reynders McVeigh Capital Management, LLC | 2,297 | $75.8 萬 | 0.04% | −15−0.6% | 減碼 |
| Platform Technology Partners | 2,301 | $75.9 萬 | 0.22% | +9+0.4% | 加碼 |
| Wayfinding Financial, LLC | 2,303 | $75.9 萬 | 0.33% | −15−0.6% | 減碼 |
| Hunter Associates Investment Management LLC | 2,300 | $75.9 萬 | 0.12% | −5−0.2% | 減碼 |
| Centaurus Financial, Inc. | 2,305 | $76.0 萬 | 0.05% | +184+8.7% | 加碼 |
| Archer Investment Corp | 2,306 | $76.0 萬 | 0.20% | +10.0% | 加碼 |
| Guardian Wealth Management, Inc. | 2,316 | $76.4 萬 | 0.51% | −4−0.2% | 減碼 |
| GTS Securities LLC | 2,321 | $76.5 萬 | 0.03% | +557+31.6% | 加碼 |
| Veracity Capital LLC | 2,328 | $76.8 萬 | 0.30% | −208−8.2% | 減碼 |
| Retirement Planning Co of New England, Inc. | 2,335 | $77.0 萬 | 0.39% | +21+0.9% | 加碼 |
| Bank of Stockton | 2,337 | $77.1 萬 | 0.25% | +374+19.1% | 加碼 |
| Clarus Wealth Advisors | 2,561 | $77.1 萬 | 0.41% | −190−6.9% | 減碼 |
| E&G Advisors, LP | 2,342 | $77.2 萬 | 0.22% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 2,343 | $77.3 萬 | 0.12% | −1,465−38.5% | 減碼 |
| Evermay Wealth Management LLC | 2,345 | $77.3 萬 | 0.10% | −83−3.4% | 減碼 |
| Atlanta Consulting Group Advisors, LLC | 2,345 | $77.3 萬 | 0.23% | +65+2.9% | 加碼 |
| Addison Capital Co | 2,346 | $77.4 萬 | 0.30% | +10.0% | 加碼 |
| Armis Advisers, LLC | 2,403 | $77.4 萬 | 0.07% | +891+58.9% | 加碼 |
| North Star Asset Management Inc | 2,346 | $77.4 萬 | 0.04% | +85+3.8% | 加碼 |
| 111 Capital | 2,361 | $77.9 萬 | 0.15% | +2,361 | 新進 |
| Fermata Advisors, LLC | 2,375 | $78.3 萬 | 0.14% | +544+29.7% | 加碼 |
| Wimmer Associates 1, LLC | 2,222 | $78.3 萬 | 0.41% | −163−6.8% | 減碼 |
| Fortress Wealth Group, LLC | 2,549 | $78.3 萬 | 0.39% | −106−4.0% | 減碼 |
| Ci Investments Inc. | 2,385 | $78.7 萬 | 0.00% | −1,119−31.9% | 減碼 |
| Grandview Asset Management LLC | 2,387 | $78.7 萬 | 0.30% | +174+7.9% | 加碼 |
| Alta Advisers Ltd | 2,391 | $78.9 萬 | 0.34% | +800+50.3% | 加碼 |
| Marcum Wealth, LLC | 2,392 | $78.9 萬 | 0.07% | −192−7.4% | 減碼 |
| Orrstown Financial Services Inc | 2,396 | $79.0 萬 | 0.19% | −121−4.8% | 減碼 |
| Cidel Asset Management Inc | 2,396 | $79.0 萬 | 0.05% | +67+2.9% | 加碼 |
| Gryphon Financial Partners LLC | 2,400 | $79.1 萬 | 0.11% | +524+27.9% | 加碼 |
| Burns J W & Co Inc | 2,405 | $79.3 萬 | 0.10% | −100−4.0% | 減碼 |
| Quotient Wealth Partners, LLC | 2,410 | $79.5 萬 | 0.03% | −63−2.5% | 減碼 |
| REDW Wealth LLC | 2,418 | $79.7 萬 | 0.30% | +81+3.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 2,420 | $79.8 萬 | 0.15% | −230−8.7% | 減碼 |
| Accredited Wealth Management, LLC | 2,422 | $79.9 萬 | 0.67% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 2,422 | $79.9 萬 | 0.11% | +6+0.2% | 加碼 |
| BSW Wealth Partners | 2,425 | $80.0 萬 | 0.12% | −417−14.7% | 減碼 |
| Chicago Partners Investment Group LLC | 2,497 | $80.0 萬 | 0.03% | +108+4.5% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,426 | $80.0 萬 | 0.67% | −85−3.4% | 減碼 |
| Elyxium Wealth, LLC | 2,427 | $80.0 萬 | 0.35% | +2,427 | 新進 |
| Trillium Asset Management, LLC | 2,434 | $80.3 萬 | 0.02% | −10−0.4% | 減碼 |
| Arbor Wealth Advisors LLC | 2,437 | $80.4 萬 | 0.72% | 00.0% | 不變 |