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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Norden Group LLC | 4,453 | $146.9 萬 | 0.17% | −760−14.6% | 減碼 |
| Old West Investment Management, LLC | 4,458 | $147.0 萬 | 0.53% | +4,458 | 新進 |
| RKL Wealth Management LLC | 4,462 | $147.2 萬 | 0.14% | +20.0% | 加碼 |
| Ascent Group, LLC | 4,467 | $147.3 萬 | 0.06% | +2,828+172.5% | 加碼 |
| BayBridge Capital Group, LLC | 4,473 | $147.5 萬 | 1.06% | +2,469+123.2% | 加碼 |
| SOL Capital Management CO | 4,487 | $148.0 萬 | 0.16% | −20−0.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,488 | $148.0 萬 | 0.20% | +150+3.5% | 加碼 |
| Abc Arbitrage SA | 4,498 | $148.3 萬 | 0.28% | +1,751+63.7% | 加碼 |
| Western Wealth Management, LLC | 4,500 | $148.4 萬 | 0.10% | −2,529−36.0% | 減碼 |
| Inman Jager Wealth Management, LLC | 4,508 | $148.7 萬 | 1.11% | −152−3.3% | 減碼 |
| Widmann Financial Services, Inc. | 4,511 | $148.8 萬 | 1.16% | +185+4.3% | 加碼 |
| City State Bank | 4,513 | $148.8 萬 | 0.49% | −37−0.8% | 減碼 |
| Guerra Pan Advisors, LLC | 4,513 | $148.8 萬 | 1.17% | +66+1.5% | 加碼 |
| Kovack Advisors, Inc. | 4,515 | $148.9 萬 | 0.16% | −779−14.7% | 減碼 |
| Emprise Bank | 4,520 | $149.1 萬 | 0.80% | −25−0.6% | 減碼 |
| Colonial Trust Co | 4,522 | $149.1 萬 | 0.23% | −48−1.1% | 減碼 |
| Pitcairn Co | 4,548 | $150.0 萬 | 0.09% | +571+14.4% | 加碼 |
| Fundamentun, LLC | 4,553 | $150.2 萬 | 0.08% | +1,192+35.5% | 加碼 |
| Callan Family Office, LLC | 4,570 | $150.7 萬 | 0.11% | −8,187−64.2% | 減碼 |
| Evergreen Capital Management LLC | 4,571 | $150.8 萬 | 0.05% | +103+2.3% | 加碼 |
| Farmers Trust Co | 4,576 | $150.9 萬 | 0.28% | 00.0% | 不變 |
| Guardian Investment Management | 4,587 | $151.3 萬 | 1.29% | −400−8.0% | 減碼 |
| Canopy Partners, LLC | 4,588 | $151.3 萬 | 0.59% | +7+0.2% | 加碼 |
| Main Street Financial Solutions, LLC | 4,602 | $151.8 萬 | 0.13% | −234−4.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,640 | $153.0 萬 | 0.13% | +36+0.8% | 加碼 |
| Donaldson Capital Management, LLC | 4,641 | $153.1 萬 | 0.06% | −5−0.1% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,644 | $153.1 萬 | 0.08% | +350+8.2% | 加碼 |
| Simplicity Wealth,LLC | 4,646 | $153.2 萬 | 0.12% | +2,447+111.3% | 加碼 |
| InTrack Investment Management Inc | 4,656 | $153.6 萬 | 1.39% | +848+22.3% | 加碼 |
| Retirement Guys Formula LLC | 4,669 | $154.0 萬 | 0.77% | +561+13.7% | 加碼 |
| Westover Capital Advisors, LLC | 4,676 | $154.2 萬 | 0.34% | +430+10.1% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,685 | $154.5 萬 | 0.68% | 00.0% | 不變 |
| First Manhattan Co | 4,689 | $154.6 萬 | 0.00% | +361+8.3% | 加碼 |
| Sunpointe, LLC | 4,699 | $155.0 萬 | 0.83% | −330−6.6% | 減碼 |
| Kerusso Capital Management LLC | 4,715 | $155.5 萬 | 0.99% | +120+2.6% | 加碼 |
| Institute for Wealth Management, LLC. | 4,715 | $155.5 萬 | 0.20% | −313−6.2% | 減碼 |
| Catalyst Financial Partners LLC | 4,749 | $156.6 萬 | 0.29% | +85+1.8% | 加碼 |
| Journey Advisory Group, LLC | 4,788 | $157.9 萬 | 0.13% | −18−0.4% | 減碼 |
| Nwam LLC | 4,792 | $158.0 萬 | 0.14% | −12−0.2% | 減碼 |
| Total Clarity Wealth Management, Inc. | 4,373 | $158.6 萬 | 0.52% | 00.0% | 不變 |
| Woodmont Investment Counsel LLC | 4,830 | $159.3 萬 | 0.12% | −378−7.3% | 減碼 |
| KG&L Capital Management,LLC | 4,848 | $159.3 萬 | 0.52% | +1,364+39.2% | 加碼 |
| Cigna Investments Inc | 4,849 | $159.9 萬 | 0.30% | −153−3.1% | 減碼 |
| CFM Wealth Partners LLC | 4,853 | $160.1 萬 | 0.28% | −556−10.3% | 減碼 |
| Harbor Group, Inc. | 4,857 | $160.2 萬 | 0.32% | +10.0% | 加碼 |
| Diamant Asset Management, Inc. | 4,858 | $160.2 萬 | 1.22% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 4,864 | $160.4 萬 | 0.07% | +843+21.0% | 加碼 |
| BankPlus Trust Department | 4,887 | $161.2 萬 | 0.54% | +74+1.5% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,895 | $161.4 萬 | 1.17% | 00.0% | 不變 |
| DHJJ Financial Advisors, Ltd. | 4,914 | $162.1 萬 | 0.65% | +10.0% | 加碼 |
| Larson Financial Group LLC | 4,923 | $162.4 萬 | 0.08% | +493+11.1% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 4,929 | $162.6 萬 | 0.46% | +20+0.4% | 加碼 |
| West Oak Capital, LLC | 4,932 | $162.7 萬 | 0.63% | −270−5.2% | 減碼 |
| Princeton Capital Management LLC | 4,938 | $162.9 萬 | 0.57% | −10.0% | 減碼 |
| Bridgeway Capital Management, LLC | 4,940 | $162.9 萬 | 0.04% | −1,000−16.8% | 減碼 |
| Evelyn Partners Investment Management LLP | 4,953 | $163.3 萬 | 0.05% | −90−1.8% | 減碼 |
| Opes Wealth Management LLC | 4,957 | $163.5 萬 | 0.33% | +10.0% | 加碼 |
| High Falls Advisors, Inc | 4,974 | $164.0 萬 | 0.39% | +59+1.2% | 加碼 |
| Papp L Roy & Associates | 4,982 | $164.3 萬 | 0.20% | 00.0% | 不變 |
| Garrison Point Advisors, LLC | 4,990 | $164.6 萬 | 0.80% | −115−2.3% | 減碼 |
| Charles Schwab Trust Co | 4,994 | $164.7 萬 | 0.14% | −290−5.5% | 減碼 |
| Cladis Investment Advisory, LLC | 5,000 | $164.9 萬 | 1.19% | 00.0% | 不變 |
| Wolff Financial Management LLC | 5,002 | $165.0 萬 | 0.46% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 5,016 | $165.4 萬 | 0.35% | +204+4.2% | 加碼 |
| WBH Advisory Inc | 5,031 | $165.9 萬 | 0.15% | −390−7.2% | 減碼 |
| Greenberg Financial Group | 2,345 | $166.1 萬 | 0.70% | +2,345 | 新進 |
| Sava Infond d.o.o. | 5,040 | $166.2 萬 | 0.32% | 00.0% | 不變 |
| Wealth Alliance Advisory Group, LLC | 5,042 | $166.3 萬 | 0.34% | +910+22.0% | 加碼 |
| Advisory Alpha, LLC | 5,052 | $166.6 萬 | 0.06% | +62+1.2% | 加碼 |
| Corps Capital Advisors, LLC | 5,060 | $166.9 萬 | 1.76% | +14+0.3% | 加碼 |
| WD Rutherford LLC | 5,695 | $167.1 萬 | 0.89% | −100−1.7% | 減碼 |
| IFC Advisors LLC | 5,067 | $167.1 萬 | 0.35% | −86−1.7% | 減碼 |
| Moody National Bank Trust Division | 5,077 | $167.4 萬 | 0.17% | +173+3.5% | 加碼 |
| Beacon Investment Advisors LLC | 5,083 | $167.7 萬 | 0.79% | +38+0.8% | 加碼 |
| Y.D. More Investments Ltd | 5,088 | $167.7 萬 | 0.15% | −312−5.8% | 減碼 |
| Benedict Financial Advisors Inc | 5,090 | $167.9 萬 | 0.39% | −103−2.0% | 減碼 |
| Northern Financial Advisors Inc | 5,100 | $168.2 萬 | 1.39% | −60−1.2% | 減碼 |
| RD Lewis Holdings, Inc. | 5,224 | $169.1 萬 | 1.91% | +20+0.4% | 加碼 |
| Smartleaf Asset Management LLC | 5,139 | $169.4 萬 | 0.16% | +292+6.0% | 加碼 |
| Martingale Asset Management L P | 5,157 | $170.1 萬 | 0.04% | −976−15.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 5,173 | $170.6 萬 | 0.06% | +46+0.9% | 加碼 |
| Wealth Group, Ltd. | 5,185 | $171.0 萬 | 1.11% | +73+1.4% | 加碼 |
| IFG Advisory, LLC | 5,193 | $171.3 萬 | 0.09% | −165−3.1% | 減碼 |
| CFC Planning Co LLC | 5,198 | $171.4 萬 | 1.87% | +357+7.4% | 加碼 |
| Wealthspire Advisors, LLC | 5,200 | $171.5 萬 | 0.01% | −242−4.4% | 減碼 |
| Applied Finance Capital Management, LLC | 5,225 | $172.3 萬 | 0.13% | +283+5.7% | 加碼 |
| True North Advisors, LLC | 5,227 | $172.4 萬 | 0.31% | −228−4.2% | 減碼 |
| Eldridge Investment Advisors, Inc. | 5,243 | $172.9 萬 | 0.40% | −20−0.4% | 減碼 |
| LGT Fund Management Co Ltd. | 5,249 | $173.1 萬 | 0.16% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 5,257 | $173.4 萬 | 0.07% | +1,745+49.7% | 加碼 |
| Atlas Brown,Inc. | 5,276 | $174.0 萬 | 0.61% | −65−1.2% | 減碼 |
| Stratos Wealth Advisors, LLC | 5,298 | $174.8 萬 | 0.10% | +337+6.8% | 加碼 |
| Connecticut Wealth Management, LLC | 5,301 | $174.8 萬 | 0.09% | −154−2.8% | 減碼 |
| Golden State Equity Partners | 5,314 | $175.2 萬 | 0.35% | +1,703+47.2% | 加碼 |
| Frank, Rimerman Advisors LLC | 5,329 | $175.8 萬 | 0.14% | +139+2.7% | 加碼 |
| AdvisorNet Financial, Inc | 5,333 | $175.9 萬 | 0.13% | −214−3.9% | 減碼 |
| Patton Albertson Miller Group, LLC | 5,347 | $176.3 萬 | 0.26% | +13+0.2% | 加碼 |
| Garde Capital, Inc. | 5,357 | $176.7 萬 | 0.10% | +10.0% | 加碼 |
| Capital Investment Advisory Services, LLC | 5,384 | $177.6 萬 | 0.16% | +360+7.2% | 加碼 |
| Phoenix Holdings Ltd. | 5,368 | $177.6 萬 | 0.03% | +2,667+98.7% | 加碼 |