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
- 2,902
- 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 1,180 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 |
|---|---|---|---|---|---|
| Hancock Whitney Corp | 2,789 | $92.0 萬 | 0.03% | +221+8.6% | 加碼 |
| Blueshift Asset Management, LLC | 2,792 | $92.1 萬 | 0.36% | +886+46.5% | 加碼 |
| Farmers National Bank | 2,794 | $92.1 萬 | 0.26% | −34−1.2% | 減碼 |
| Texas Capital Bancshares Inc | 2,797 | $92.2 萬 | 0.39% | −36−1.3% | 減碼 |
| Peoples Financial Services Corp. | 2,800 | $92.3 萬 | 0.44% | −108−3.7% | 減碼 |
| Peavine Capital, LLC | 2,800 | $92.3 萬 | 0.24% | 00.0% | 不變 |
| Patriot Investment Management Inc. | 2,800 | $92.4 萬 | 0.07% | +10+0.4% | 加碼 |
| Ballast, Inc. | 2,826 | $93.2 萬 | 0.26% | −2−0.1% | 減碼 |
| Denali Advisors LLC | 2,835 | $93.5 萬 | 0.11% | −17−0.6% | 減碼 |
| Kennebec Savings Bank | 2,852 | $94.1 萬 | 1.00% | +127+4.7% | 加碼 |
| Tudor Financial Inc. | 2,853 | $94.1 萬 | 0.57% | −25−0.9% | 減碼 |
| Compass Ion Advisors, LLC | 2,854 | $94.1 萬 | 0.11% | −107−3.6% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,854 | $94.1 萬 | 0.11% | −50−1.7% | 減碼 |
| Chancellor Financial Group WB LP | 2,859 | $94.3 萬 | 0.78% | +4+0.1% | 加碼 |
| RFP Financial Group LLC | 2,859 | $94.3 萬 | 0.38% | +2+0.1% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,860 | $94.3 萬 | 0.06% | +4+0.1% | 加碼 |
| Mechanics Financial Corp | 2,861 | $94.4 萬 | 0.43% | 00.0% | 不變 |
| Elevate Wealth Advisory, Inc | 2,862 | $94.4 萬 | 0.67% | −1,051−26.9% | 減碼 |
| Covenant Asset Management, LLC | 2,862 | $94.4 萬 | 0.24% | −13−0.5% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,881 | $95.0 萬 | 0.14% | +56+2.0% | 加碼 |
| Rogco, LP | 2,890 | $95.3 萬 | 0.38% | −88−3.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 2,894 | $95.4 萬 | 0.02% | −2,362−44.9% | 減碼 |
| Premier Path Wealth Partners, LLC | 2,899 | $95.6 萬 | 0.15% | −353−10.9% | 減碼 |
| GeoWealth Management, LLC | 2,905 | $95.8 萬 | 0.04% | −418−12.6% | 減碼 |
| Alexis Investment Partners, LLC | 2,911 | $96.0 萬 | 0.46% | −459−13.6% | 減碼 |
| Sawgrass Asset Management LLC | 2,917 | $96.2 萬 | 0.12% | −36−1.2% | 減碼 |
| US Asset Management LLC | 2,921 | $96.3 萬 | 0.92% | −7−0.2% | 減碼 |
| Claris Advisors, LLC | 2,922 | $96.4 萬 | 0.36% | 00.0% | 不變 |
| Wealth Effects LLC | 2,922 | $96.4 萬 | 0.40% | −39−1.3% | 減碼 |
| Washburn Capital Management, Inc. | 2,924 | $96.4 萬 | 0.63% | +25+0.9% | 加碼 |
| Keel Point, LLC | 2,929 | $96.6 萬 | 0.08% | +218+8.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 3,277 | $96.9 萬 | 0.33% | −191−5.5% | 減碼 |
| Harfst & Associates, Inc. | 2,941 | $97.0 萬 | 0.22% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 2,942 | $97.0 萬 | 0.31% | −2−0.1% | 減碼 |
| First Heartland Consultants, Inc. | 2,944 | $97.1 萬 | 0.10% | −314−9.6% | 減碼 |
| Oversea-Chinese Banking CORP Ltd | 2,916 | $97.3 萬 | 0.03% | −1,887−39.3% | 減碼 |
| Monograph Wealth Advisors, LLC | 2,959 | $97.6 萬 | 0.13% | −96−3.1% | 減碼 |
| Nabity-Jensen Investment Management Inc | 2,959 | $97.6 萬 | 0.78% | +41+1.4% | 加碼 |
| Ancora Advisors, LLC | 2,963 | $97.7 萬 | 0.02% | +10.0% | 加碼 |
| Aspen Investment Management Inc | 2,966 | $97.8 萬 | 0.45% | 00.0% | 不變 |
| Brucke Financial, Inc. | 3,164 | $97.9 萬 | 0.85% | +6+0.2% | 加碼 |
| High Net Worth Advisory Group LLC | 2,976 | $98.2 萬 | 0.28% | −162−5.2% | 減碼 |
| Howard Capital Management Inc. | 2,987 | $98.5 萬 | 0.02% | −369−11.0% | 減碼 |
| Fiduciary Family Office, LLC | 2,989 | $98.6 萬 | 0.33% | +2,989 | 新進 |
| Birinyi Associates Inc | 3,000 | $98.9 萬 | 0.32% | 00.0% | 不變 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $98.9 萬 | 0.31% | 00.0% | 不變 |
| Martel Wealth Advisors Inc | 3,000 | $98.9 萬 | 0.20% | 00.0% | 不變 |
| Apella Capital, LLC | 3,293 | $99.1 萬 | 0.03% | +2,455+293.0% | 加碼 |
| TD Private Client Wealth LLC | 3,020 | $99.6 萬 | 0.03% | +69+2.3% | 加碼 |
| Vermillion Wealth Management, Inc. | 3,020 | $99.6 萬 | 0.29% | +8+0.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 3,020 | $99.6 萬 | 0.17% | +96+3.3% | 加碼 |
| Forte Capital LLC | 3,026 | $99.8 萬 | 0.12% | +1,292+74.5% | 加碼 |
| Graham Capital Management, L.P. | 3,032 | $100.0 萬 | 0.03% | +3,032 | 新進 |
| White Lighthouse Investment Management Inc. | 3,041 | $100.3 萬 | 0.18% | +490+19.2% | 加碼 |
| Sage Mountain Advisors LLC | 3,052 | $100.6 萬 | 0.07% | +421+16.0% | 加碼 |
| Uncommon Cents Investing LLC | 3,053 | $100.7 萬 | 0.30% | +43+1.4% | 加碼 |
| Agf Management Ltd | 3,074 | $101.4 萬 | 0.01% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 3,082 | $101.7 萬 | 0.11% | −22−0.7% | 減碼 |
| Menard Financial Group LLC | 3,174 | $101.9 萬 | 0.67% | +32+1.0% | 加碼 |
| Stiles Financial Services Inc | 3,096 | $102.1 萬 | 0.39% | +216+7.5% | 加碼 |
| Buck Wealth Strategies, LLC | 3,097 | $102.1 萬 | 0.19% | +973+45.8% | 加碼 |
| Prosperity Consulting Group, LLC | 3,103 | $102.3 萬 | 0.08% | −232−7.0% | 減碼 |
| Machina Capital S.A.S. | 3,104 | $102.4 萬 | 0.30% | +3,104 | 新進 |
| First County Bank | 3,111 | $102.6 萬 | 0.57% | +86+2.8% | 加碼 |
| Schechter Investment Advisors, LLC | 3,136 | $103.4 萬 | 0.09% | −1,653−34.5% | 減碼 |
| Chilton Capital Management LLC | 3,143 | $103.7 萬 | 0.04% | −823−20.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,154 | $104.0 萬 | 0.47% | −110−3.4% | 減碼 |
| Evoke Wealth, LLC | 3,154 | $104.0 萬 | 0.03% | −89−2.7% | 減碼 |
| Rossby Financial, LCC | 3,397 | $104.1 萬 | 0.45% | +2,214+187.2% | 加碼 |
| Taurus Asset Management, LLC | 3,158 | $104.2 萬 | 0.11% | 00.0% | 不變 |
| Fox Hill Wealth Management | 3,160 | $104.2 萬 | 0.62% | +1,907+152.2% | 加碼 |
| Benin Management CORP | 3,165 | $104.4 萬 | 0.30% | +68+2.2% | 加碼 |
| Barnes Dennig Private Wealth Management LLC | 3,174 | $104.7 萬 | 1.58% | +3,174 | 新進 |
| CORDA Investment Management, LLC. | 3,191 | $105.2 萬 | 0.08% | −108−3.3% | 減碼 |
| Provenance Wealth Advisors, LLC | 3,196 | $105.4 萬 | 0.15% | 00.0% | 不變 |
| Mizuho Markets Americas LLC | 3,203 | $105.6 萬 | 0.02% | −3,756−54.0% | 減碼 |
| Telos Capital Management, Inc. | 3,211 | $105.9 萬 | 0.12% | +40+1.3% | 加碼 |
| Richwood Investment Advisors, LLC | 3,213 | $106.0 萬 | 0.90% | +543+20.3% | 加碼 |
| Constitution Capital LLC | 3,218 | $106.1 萬 | 0.59% | +900+38.8% | 加碼 |
| Well Done, LLC | 2,928 | $106.2 萬 | 0.19% | +13+0.4% | 加碼 |
| GKV Capital Management Co., Inc. | 3,230 | $106.5 萬 | 0.53% | −100−3.0% | 減碼 |
| Auxier Asset Management | 3,230 | $106.5 萬 | 0.16% | 00.0% | 不變 |
| Cadent Capital Advisors, LLC | 3,239 | $106.8 萬 | 0.41% | +524+19.3% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,242 | $106.9 萬 | 0.46% | −136−4.0% | 減碼 |
| Montecito Bank & Trust | 3,244 | $107.0 萬 | 0.19% | +9+0.3% | 加碼 |
| RDA Financial Network | 3,245 | $107.0 萬 | 0.32% | +298+10.1% | 加碼 |
| Trustmark National Bank Trust Department | 3,248 | $107.1 萬 | 0.08% | −69−2.1% | 減碼 |
| LexAurum Advisors, LLC | 3,251 | $107.2 萬 | 0.21% | +4+0.1% | 加碼 |
| Keynote Financial Services LLC | 3,260 | $107.5 萬 | 0.77% | +41+1.3% | 加碼 |
| Founders Financial Alliance, LLC | 3,265 | $107.7 萬 | 0.26% | +263+8.8% | 加碼 |
| Orca Wealth Management, LLC | 3,278 | $108.1 萬 | 0.97% | −2−0.1% | 減碼 |
| Corundum Group, Inc. | 3,282 | $108.2 萬 | 0.52% | −2,310−41.3% | 減碼 |
| ABN AMRO Bank N.V. | 3,302 | $108.8 萬 | 0.02% | 00.0% | 不變 |
| Boston Family Office LLC | 3,302 | $108.9 萬 | 0.08% | +10.0% | 加碼 |
| Hudson Bay Capital Management LP | 3,312 | $109.2 萬 | 0.01% | +3,312 | 新進 |
| Advisor OS, LLC | 3,334 | $109.9 萬 | 0.13% | −628−15.9% | 減碼 |
| Abacus Planning Group, Inc. | 3,343 | $110.3 萬 | 0.19% | +446+15.4% | 加碼 |
| Mendel Money Management | 3,344 | $110.3 萬 | 0.52% | +7+0.2% | 加碼 |
| FIL Ltd | 3,344 | $110.3 萬 | 0.00% | +2,230+200.2% | 加碼 |
| Grimes & Company, Inc. | 3,351 | $110.5 萬 | 0.03% | −3−0.1% | 減碼 |