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 |
|---|---|---|---|---|---|
| J. W. Coons Advisors, LLC | 3,380 | $111.5 萬 | 0.29% | −100−2.9% | 減碼 |
| Total Investment Management Inc | 3,390 | $111.8 萬 | 0.15% | −5−0.1% | 減碼 |
| Ramirez Asset Management, Inc. | 3,390 | $111.8 萬 | 0.23% | −2,848−45.7% | 減碼 |
| Perfromance Wealth Partners, LLC | 3,391 | $111.8 萬 | 0.04% | −135−3.8% | 減碼 |
| Magnus Financial Group LLC | 3,392 | $111.9 萬 | 0.11% | −260−7.1% | 減碼 |
| Bath Savings Trust Co | 3,397 | $112.0 萬 | 0.12% | −5−0.1% | 減碼 |
| David Loasby | 3,886 | $112.4 萬 | 0.11% | +19+0.5% | 加碼 |
| Valmark Advisers, Inc. | 3,413 | $112.6 萬 | 0.02% | +86+2.6% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,416 | $112.7 萬 | 0.07% | −64−1.8% | 減碼 |
| Legacy Advisors, LLC | 3,426 | $113.0 萬 | 0.12% | +311+10.0% | 加碼 |
| CRA Financial Services, LLC | 3,437 | $113.4 萬 | 0.19% | −503−12.8% | 減碼 |
| Security Financial Services, INC. | 3,438 | $113.4 萬 | 0.23% | +30+0.9% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,462 | $114.1 萬 | 0.17% | +222+6.9% | 加碼 |
| AA Financial Advisors, LLC | 3,462 | $114.2 萬 | 0.28% | −278−7.4% | 減碼 |
| Roxbury Financial LLC | 3,328 | $114.5 萬 | 1.12% | −18−0.5% | 減碼 |
| King Wealth | 3,475 | $114.6 萬 | 0.17% | +157+4.7% | 加碼 |
| Gilbert & Cook, Inc. | 3,486 | $115.0 萬 | 0.17% | −104−2.9% | 減碼 |
| Caas Capital Management LP | 3,495 | $115.3 萬 | 0.55% | +2,035+139.4% | 加碼 |
| Sequent Asset Management, LLC | 3,498 | $115.4 萬 | 0.64% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 3,498 | $115.4 萬 | 0.23% | +214+6.5% | 加碼 |
| BCJ Capital Management, LLC | 3,499 | $115.4 萬 | 0.08% | +455+14.9% | 加碼 |
| B&D White Capital Company, LLC | 3,500 | $115.4 萬 | 0.17% | +3,500 | 新進 |
| Live Oak Private Wealth LLC | 3,505 | $115.6 萬 | 0.19% | −50−1.4% | 減碼 |
| Probity Advisors, Inc. | 3,515 | $115.9 萬 | 0.22% | −164−4.5% | 減碼 |
| SummitTX Capital, L.P. | 3,518 | $116.0 萬 | 0.05% | +3,518 | 新進 |
| Hazlett, Burt & Watson, Inc. | 3,525 | $116.1 萬 | 0.52% | +65+1.9% | 加碼 |
| Xcel Wealth Management, LLC | 3,521 | $116.1 萬 | 0.36% | −449−11.3% | 減碼 |
| Wealth Management Partners, LLC | 3,521 | $116.1 萬 | 0.54% | +514+17.1% | 加碼 |
| Pathway Financial Advisors LLC | 3,523 | $116.2 萬 | 0.21% | 00.0% | 不變 |
| Fulton Bank, N.A. | 3,525 | $116.3 萬 | 0.05% | +111+3.3% | 加碼 |
| Monticello Wealth Management, LLC | 3,526 | $116.3 萬 | 0.10% | +15+0.4% | 加碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $116.3 萬 | 0.43% | 00.0% | 不變 |
| Berger Financial Group, Inc | 3,537 | $116.6 萬 | 0.08% | −354−9.1% | 減碼 |
| SBI Securities Co., Ltd. | 3,540 | $116.7 萬 | 0.04% | −55−1.5% | 減碼 |
| Boston Research & Management Inc | 3,542 | $116.8 萬 | 0.29% | 00.0% | 不變 |
| La Banque Postale Asset Management SA | 3,544 | $116.9 萬 | 0.02% | −3,644−50.7% | 減碼 |
| Insigneo Advisory Services, LLC | 3,544 | $116.9 萬 | 0.12% | −1,433−28.8% | 減碼 |
| Vanguard Capital Wealth Advisors | 3,548 | $117.0 萬 | 1.43% | +78+2.2% | 加碼 |
| Golden State Wealth Management, LLC | 3,558 | $117.4 萬 | 0.17% | +232+7.0% | 加碼 |
| Loomis Sayles & Co L P | 3,576 | $117.9 萬 | 0.00% | −89−2.4% | 減碼 |
| Avestar Capital, LLC | 3,577 | $118.0 萬 | 0.11% | +26+0.7% | 加碼 |
| Skopos Labs, Inc. | 3,582 | $118.1 萬 | 0.26% | +710+24.7% | 加碼 |
| Rehmann Capital Advisory Group | 3,585 | $118.2 萬 | 0.07% | −28−0.8% | 減碼 |
| Wrapmanager Inc | 3,590 | $118.4 萬 | 0.31% | −1,133−24.0% | 減碼 |
| Paradigm Asset Management Co LLC | 3,600 | $118.7 萬 | 0.32% | 00.0% | 不變 |
| Oakworth Capital, Inc. | 3,600 | $118.7 萬 | 0.08% | +1,465+68.6% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,604 | $118.9 萬 | 0.13% | +197+5.8% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 3,607 | $119.0 萬 | 0.56% | −1,259−25.9% | 減碼 |
| Waldron Private Wealth LLC | 3,608 | $119.0 萬 | 0.06% | −6,186−63.2% | 減碼 |
| Blackhawk Capital Partners LLC. | 3,628 | $119.7 萬 | 0.62% | +3,628 | 新進 |
| Marble Harbor Investment Counsel, LLC | 3,632 | $119.8 萬 | 0.13% | 00.0% | 不變 |
| PFC Capital Group, Inc. | 3,635 | $119.8 萬 | 0.60% | 00.0% | 不變 |
| Journey Strategic Wealth LLC | 3,639 | $120.0 萬 | 0.04% | −28−0.8% | 減碼 |
| Circle Wealth Management, LLC | 3,641 | $120.1 萬 | 0.03% | 00.0% | 不變 |
| Cherokee Insurance Co | 3,650 | $120.4 萬 | 0.53% | 00.0% | 不變 |
| Missouri Trust & Investment Co | 3,654 | $120.5 萬 | 0.42% | −35−0.9% | 減碼 |
| First Citizens Bank & Trust Co | 3,660 | $120.7 萬 | 0.03% | −401−9.9% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,660 | $120.7 萬 | 0.06% | +400+12.3% | 加碼 |
| First Citizens Financial Corp | 3,661 | $120.7 萬 | 0.68% | −40−1.1% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,668 | $121.0 萬 | 0.60% | +3+0.1% | 加碼 |
| Capital Management Associates, Inc | 3,674 | $121.1 萬 | 0.27% | +1,848+101.2% | 加碼 |
| Capital Advisors Inc | 3,675 | $121.2 萬 | 0.02% | +702+23.6% | 加碼 |
| Rodgers Brothers Inc. | 3,676 | $121.2 萬 | 0.16% | +36+1.0% | 加碼 |
| Investment Partners, Ltd. | 3,685 | $121.5 萬 | 0.50% | +260+7.6% | 加碼 |
| Voleon Capital Management LP | 3,685 | $121.5 萬 | 0.10% | +3,685 | 新進 |
| Balentine LLC | 3,686 | $121.6 萬 | 0.05% | +3,000+437.3% | 加碼 |
| Silverlake Wealth Management LLC | 3,688 | $121.6 萬 | 0.47% | +45+1.2% | 加碼 |
| Richards, Merrill & Peterson, Inc. | 3,712 | $122.4 萬 | 0.64% | +86+2.4% | 加碼 |
| Souders Financial Advisors | 3,716 | $122.6 萬 | 0.17% | +49+1.3% | 加碼 |
| Fort Sheridan Advisors LLC | 3,721 | $122.7 萬 | 0.19% | −165−4.2% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,739 | $123.3 萬 | 0.92% | −5−0.1% | 減碼 |
| Cypress Capital Group | 3,742 | $123.4 萬 | 0.16% | +58+1.6% | 加碼 |
| Strategic Blueprint, LLC | 3,746 | $123.6 萬 | 0.07% | +212+6.0% | 加碼 |
| 1858 Wealth Management, LLC | 3,751 | $123.7 萬 | 1.05% | +416+12.5% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,751 | $124.0 萬 | 0.10% | −85−2.2% | 減碼 |
| XTX Topco Ltd | 3,763 | $124.1 萬 | 0.06% | +2,809+294.4% | 加碼 |
| Bullock Wealth Management Group | 3,761 | $124.3 萬 | 0.70% | −31−0.8% | 減碼 |
| Affinity Investment Advisors, LLC | 3,775 | $124.5 萬 | 1.01% | −478−11.2% | 減碼 |
| Nebula Research & Development LLC | 3,775 | $124.5 萬 | 0.12% | +3,775 | 新進 |
| Copley Financial Group, Inc. | 3,777 | $124.6 萬 | 0.95% | 00.0% | 不變 |
| Montis Financial, LLC | 3,778 | $124.6 萬 | 0.37% | −40−1.0% | 減碼 |
| HCR Wealth Advisors | 3,777 | $124.6 萬 | 0.16% | −16−0.4% | 減碼 |
| Gateway Wealth Partners, LLC | 3,779 | $124.6 萬 | 0.28% | +117+3.2% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,780 | $124.7 萬 | 0.83% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 3,780 | $124.7 萬 | 0.33% | +2,880+320.0% | 加碼 |
| Spreng Capital Management, Inc. | 3,792 | $125.1 萬 | 0.57% | −218−5.4% | 減碼 |
| Beech Hill Advisors, Inc. | 3,800 | $125.3 萬 | 0.50% | 00.0% | 不變 |
| SNS Financial Group, LLC | 3,808 | $125.6 萬 | 0.13% | +81+2.2% | 加碼 |
| Savoie Capital LLC | 3,465 | $125.7 萬 | 0.15% | 00.0% | 不變 |
| Promethium Advisors,llc | 3,821 | $126.0 萬 | 0.81% | +215+6.0% | 加碼 |
| Transcend Wealth Collective, LLC | 3,824 | $126.1 萬 | 0.09% | +197+5.4% | 加碼 |
| Cim Investment Mangement Inc | 3,837 | $126.5 萬 | 0.29% | −4−0.1% | 減碼 |
| LRI Investments, LLC | 3,841 | $126.7 萬 | 0.12% | 00.0% | 不變 |
| Northwest Quadrant Wealth Management, LLC | 3,847 | $126.9 萬 | 0.30% | −20−0.5% | 減碼 |
| Berkshire Asset Management LLC | 3,915 | $126.9 萬 | 0.06% | +402+11.4% | 加碼 |
| Byrne Asset Management LLC | 3,852 | $127.0 萬 | 0.95% | −283−6.8% | 減碼 |
| Centiva Capital, LP | 3,855 | $127.1 萬 | 0.07% | −1,308−25.3% | 減碼 |
| Davis R M Inc | 3,858 | $127.2 萬 | 0.03% | +20+0.5% | 加碼 |
| Thomasville National Bank | 3,862 | $127.4 萬 | 0.09% | +275+7.7% | 加碼 |
| Cynosure Management, LLC | 3,872 | $127.7 萬 | 0.18% | +520+15.5% | 加碼 |