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 | 3,772 | $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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Advus Financial Partners, LLC | 1,244 | $41.0 萬 | 0.11% | +29+2.4% | 加碼 |
| Baker Tilly Wealth Management, LLC | 1,245 | $41.1 萬 | 0.16% | −49−3.8% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,244 | $41.1 萬 | 0.13% | −8−0.6% | 減碼 |
| Intellus Advisors LLC | 1,247 | $41.1 萬 | 0.07% | +1+0.1% | 加碼 |
| Bangor Savings Bank | 1,247 | $41.1 萬 | 0.04% | +21+1.7% | 加碼 |
| Hills Bank & Trust Co | 1,249 | $41.2 萬 | 0.03% | +102+8.9% | 加碼 |
| Evanson Asset Management, LLC | 1,250 | $41.2 萬 | 0.03% | −100−7.4% | 減碼 |
| Kornitzer Capital Management Inc | 1,250 | $41.2 萬 | 0.01% | −25−2.0% | 減碼 |
| LFA - Lugano Financial Advisors SA | 1,250 | $41.2 萬 | 0.28% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 1,256 | $41.4 萬 | 0.32% | +201+19.1% | 加碼 |
| Northwest Bancshares, Inc. | 1,260 | $41.6 萬 | 0.08% | 00.0% | 不變 |
| Braun-Bostich & Associates Inc. | 1,263 | $41.7 萬 | 0.31% | +21+1.7% | 加碼 |
| Gradient Capital Advisors, LLC | 1,263 | $41.7 萬 | 0.14% | −42−3.2% | 減碼 |
| Zions Bancorporation, National Association | 1,264 | $41.7 萬 | 0.03% | +1,264 | 新進 |
| Bard Financial Services, Inc. | 1,265 | $41.7 萬 | 0.05% | −95−7.0% | 減碼 |
| Clear Creek Financial Management, LLC | 1,269 | $41.9 萬 | 0.04% | +130+11.4% | 加碼 |
| Alpha Family Trust | 1,270 | $41.9 萬 | 0.24% | 00.0% | 不變 |
| Pines Wealth Management, LLC | 1,533 | $42.0 萬 | 0.19% | +282+22.5% | 加碼 |
| Claris Financial LLC | 1,162 | $42.2 萬 | 0.28% | 00.0% | 不變 |
| Tennessee Valley Asset Management Partners | 1,279 | $42.2 萬 | 0.07% | +33+2.6% | 加碼 |
| Gsa Capital Partners LLP | 1,280 | $42.2 萬 | 0.04% | −2,008−61.1% | 減碼 |
| Finivi Inc. | 1,283 | $42.3 萬 | 0.34% | +134+11.7% | 加碼 |
| Beacon Financial Group | 1,284 | $42.3 萬 | 0.05% | +51+4.1% | 加碼 |
| Wealth Management Associates, Inc. | 1,287 | $42.4 萬 | 0.18% | −151−10.5% | 減碼 |
| MCF Advisors LLC | 1,289 | $42.5 萬 | 0.03% | +19+1.5% | 加碼 |
| Sentry Investment Management LLC | 1,519 | $42.5 萬 | 0.29% | −517−25.4% | 減碼 |
| Prentice Wealth Management LLC | 1,291 | $42.6 萬 | 0.12% | +86+7.1% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 1,294 | $42.7 萬 | 0.01% | +134+11.6% | 加碼 |
| Ransom Advisory, Ltd | 1,295 | $42.7 萬 | 0.21% | −100−7.2% | 減碼 |
| Waters Parkerson & Co., LLC | 1,298 | $42.8 萬 | 0.02% | −21−1.6% | 減碼 |
| Purus Wealth Management, LLC | 1,302 | $42.9 萬 | 0.18% | +218+20.1% | 加碼 |
| CWS Financial Advisors, LLC | 1,304 | $43.0 萬 | 0.14% | +300+29.9% | 加碼 |
| Schulhoff & Co Inc | 1,305 | $43.0 萬 | 0.19% | 00.0% | 不變 |
| First Financial Corp | 1,308 | $43.1 萬 | 0.21% | −100−7.1% | 減碼 |
| First Pacific Financial | 1,308 | $43.1 萬 | 0.09% | −94−6.7% | 減碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,309 | $43.2 萬 | 0.08% | −160−10.9% | 減碼 |
| Annex Advisory Services, LLC | 1,309 | $43.2 萬 | 0.01% | +316+31.8% | 加碼 |
| Oliver Luxxe Assets LLC | 1,310 | $43.2 萬 | 0.08% | −88−6.3% | 減碼 |
| Acas, LLC | 1,377 | $43.2 萬 | 0.33% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,311 | $43.2 萬 | 0.01% | −685−34.3% | 減碼 |
| Petix & Botte Co | 1,312 | $43.3 萬 | 0.11% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 1,314 | $43.3 萬 | 0.32% | −1−0.1% | 減碼 |
| Westshore Wealth, LLC | 1,315 | $43.4 萬 | 0.18% | −8−0.6% | 減碼 |
| Measured Wealth Private Client Group, LLC | 1,316 | $43.4 萬 | 0.14% | −1,176−47.2% | 減碼 |
| Tumwater Wealth Management, LLC | 1,317 | $43.4 萬 | 0.23% | +51+4.0% | 加碼 |
| Sweeney & Michel, LLC | 1,585 | $43.4 萬 | 0.19% | +1,585 | 新進 |
| Foster Group, Inc. | 1,318 | $43.5 萬 | 0.02% | +37+2.9% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,319 | $43.5 萬 | 0.27% | +5+0.4% | 加碼 |
| Baron Wealth Management LLC | 1,319 | $43.5 萬 | 0.19% | +126+10.6% | 加碼 |
| Onefund, LLC | 1,320 | $43.5 萬 | 0.44% | +4+0.3% | 加碼 |
| Next Level Private LLC | 1,320 | $43.5 萬 | 0.16% | +50+3.9% | 加碼 |
| Sandy Cove Advisors, LLC | 1,321 | $43.6 萬 | 0.18% | −264−16.7% | 減碼 |
| Planning Center, Inc. | 1,323 | $43.6 萬 | 0.05% | −140−9.6% | 減碼 |
| Elser Financial Planning, Inc | 1,326 | $43.7 萬 | 0.61% | −8−0.6% | 減碼 |
| Capital Advisors Wealth Management, LLC | 1,327 | $43.8 萬 | 0.08% | +60+4.7% | 加碼 |
| McMill Wealth Management | 1,329 | $43.8 萬 | 0.16% | +18+1.4% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,330 | $43.9 萬 | 0.18% | +3+0.2% | 加碼 |
| Formidable Asset Management, LLC | 1,332 | $43.9 萬 | 0.07% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,334 | $44.0 萬 | 0.19% | −101−7.0% | 減碼 |
| VeraBank, N.A. | 1,336 | $44.1 萬 | 0.12% | 00.0% | 不變 |
| Rockingstone Advisors LLC | 1,336 | $44.1 萬 | 0.20% | +53+4.1% | 加碼 |
| Hardin Capital Partners, LLC | 1,347 | $44.4 萬 | 0.27% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 1,349 | $44.5 萬 | 0.14% | +1+0.1% | 加碼 |
| Thomas Story & Son LLC | 1,350 | $44.5 萬 | 0.17% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,351 | $44.6 萬 | 0.15% | −20−1.5% | 減碼 |
| Sendero Wealth Management, LLC | 1,351 | $44.6 萬 | 0.06% | +7+0.5% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 1,352 | $44.6 萬 | 0.02% | −127−8.6% | 減碼 |
| Investment Advisory Services Inc | 1,353 | $44.6 萬 | 0.16% | −45−3.2% | 減碼 |
| Continuum Advisory, LLC | 1,353 | $44.6 萬 | 0.06% | −90−6.2% | 減碼 |
| Interchange Capital Partners, LLC | 1,354 | $44.6 萬 | 0.13% | +217+19.1% | 加碼 |
| SJS Investment Consulting Inc. | 1,354 | $44.7 萬 | 0.08% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 1,355 | $44.7 萬 | 0.13% | +84+6.6% | 加碼 |
| Brogan Financial, Inc. | 1,357 | $44.7 萬 | 0.22% | +216+18.9% | 加碼 |
| Ellsworth Advisors, LLC | 1,357 | $44.8 萬 | 0.12% | −15,329−91.9% | 減碼 |
| Basepoint Wealth LLC | 1,360 | $44.9 萬 | 0.35% | +364+36.5% | 加碼 |
| M1 Capital Management LLC | 1,361 | $44.9 萬 | 0.28% | −144−9.6% | 減碼 |
| Gallacher Capital Management LLC | 1,364 | $45.0 萬 | 0.22% | +355+35.2% | 加碼 |
| Davidson Trust Co | 1,364 | $45.0 萬 | 0.21% | +102+8.1% | 加碼 |
| Affinity Capital Advisors, LLC | 1,536 | $45.1 萬 | 0.09% | +4+0.3% | 加碼 |
| Planning Alternatives Ltd | 1,367 | $45.1 萬 | 0.07% | +378+38.2% | 加碼 |
| Milestone Asset Management, LLC | 1,369 | $45.2 萬 | 0.10% | −3,591−72.4% | 減碼 |
| Mowery & Schoenfeld Wealth Management, LLC | 1,373 | $45.3 萬 | 0.89% | +206+17.7% | 加碼 |
| BankPlus Wealth Management LLC | 1,374 | $45.3 萬 | 0.33% | +22+1.6% | 加碼 |
| Claro Advisors LLC | 1,374 | $45.3 萬 | 0.06% | +32+2.4% | 加碼 |
| Enterprise Financial Services Corp | 1,377 | $45.4 萬 | 0.27% | +22+1.6% | 加碼 |
| SageView Advisory Group, LLC | 1,379 | $45.5 萬 | 0.02% | +103+8.1% | 加碼 |
| Morris Retirement Advisors, LLC | 1,383 | $45.6 萬 | 0.24% | −151−9.8% | 減碼 |
| Watts Gwilliam & Co., LLC | 1,383 | $45.6 萬 | 0.10% | −50−3.5% | 減碼 |
| Mengis Capital Management, Inc. | 1,386 | $45.7 萬 | 0.10% | +1+0.1% | 加碼 |
| Range Financial Group LLC | 1,387 | $45.7 萬 | 0.20% | −783−36.1% | 減碼 |
| apricus wealth, LLC | 1,389 | $45.8 萬 | 0.27% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,390 | $45.8 萬 | 0.24% | −290−17.3% | 減碼 |
| Firestone Capital Management | 1,392 | $45.9 萬 | 0.12% | +1+0.1% | 加碼 |
| First National Corp | 1,394 | $46.0 萬 | 0.10% | +82+6.3% | 加碼 |
| Carrera Capital Advisors | 1,394 | $46.0 萬 | 0.10% | +156+12.6% | 加碼 |
| Grant Street Asset Management, Inc. | 1,394 | $46.0 萬 | 0.11% | 00.0% | 不變 |
| Petros Family Wealth, LLC | 1,397 | $46.1 萬 | 0.51% | +297+27.0% | 加碼 |
| Ironwood Investment Management LLC | 1,400 | $46.2 萬 | 0.25% | 00.0% | 不變 |
| 4WEALTH Advisors, Inc. | 1,401 | $46.2 萬 | 0.51% | +323+30.0% | 加碼 |
| VSM Wealth Advisory, LLC | 1,402 | $46.2 萬 | 0.17% | +1+0.1% | 加碼 |