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 |
|---|---|---|---|---|---|
| Monetary Management Group Inc | 8,212 | $270.8 萬 | 0.73% | −2,015−19.7% | 減碼 |
| Shell Asset Management Co | 8,195 | $270.3 萬 | 0.13% | −272−3.2% | 減碼 |
| Boltwood Capital Management | 8,195 | $270.3 萬 | 0.82% | −40−0.5% | 減碼 |
| Gables Capital Management Inc. | 8,115 | $267.6 萬 | 1.32% | +525+6.9% | 加碼 |
| Oddo BHF Asset Management SAS | 8,093 | $266.9 萬 | 0.11% | −1,903−19.0% | 減碼 |
| Concord Asset Management, LLC | 8,992 | $266.0 萬 | 0.59% | +2,903+47.7% | 加碼 |
| Stonegate Investment Group, LLC | 7,992 | $263.6 萬 | 0.07% | −71−0.9% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,987 | $263.4 萬 | 0.37% | +68+0.9% | 加碼 |
| Focused Wealth Management, Inc | 7,962 | $262.6 萬 | 0.36% | +224+2.9% | 加碼 |
| Adirondack Trust Co | 7,953 | $262.3 萬 | 1.02% | −134−1.7% | 減碼 |
| First Horizon Advisors, Inc. | 7,921 | $261.3 萬 | 0.07% | −46−0.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 7,918 | $261.1 萬 | 0.03% | −25−0.3% | 減碼 |
| Fruth Investment Management | 7,898 | $260.4 萬 | 0.72% | −5−0.1% | 減碼 |
| Loudon Investment Management, LLC | 7,888 | $260.1 萬 | 1.49% | −100−1.3% | 減碼 |
| Petredis Investment Advisors LLC | 7,868 | $259.5 萬 | 0.27% | +7,868 | 新進 |
| Field & Main Bank | 7,857 | $259.1 萬 | 0.91% | −24−0.3% | 減碼 |
| Atlantic Union Bankshares Corp | 7,829 | $258.2 萬 | 0.16% | −136−1.7% | 減碼 |
| Howland Capital Management LLC | 7,817 | $257.8 萬 | 0.11% | 00.0% | 不變 |
| Lowe Brockenbrough & Co Inc | 7,805 | $257.4 萬 | 0.17% | +4+0.1% | 加碼 |
| Valley Brook Capital Group | 7,801 | $257.3 萬 | 2.02% | −129−1.6% | 減碼 |
| Gifford Fong Associates | 7,800 | $257.2 萬 | 0.64% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 7,768 | $256.2 萬 | 0.27% | −76−1.0% | 減碼 |
| Private Trust Co NA | 7,762 | $256.0 萬 | 0.26% | −691−8.2% | 減碼 |
| Harbor Capital Advisors, Inc. | 7,737 | $255.2 萬 | 0.12% | −3,106−28.6% | 減碼 |
| St Germain D J Co Inc | 7,731 | $255.0 萬 | 0.12% | −614−7.4% | 減碼 |
| Little House Capital LLC | 7,731 | $255.0 萬 | 0.70% | +432+5.9% | 加碼 |
| Old Port Advisors | 7,724 | $254.7 萬 | 0.76% | −150−1.9% | 減碼 |
| MB, Levis & Associates, LLC | 7,724 | $254.7 萬 | 1.18% | +10+0.1% | 加碼 |
| Lake Street Financial LLC | 7,711 | $254.3 萬 | 0.41% | +532+7.4% | 加碼 |
| Maven Securities LTD | 7,704 | $254.1 萬 | 0.56% | +6,776+730.2% | 加碼 |
| Choate Investment Advisors | 7,681 | $253.3 萬 | 0.06% | +244+3.3% | 加碼 |
| Leonteq Securities AG | 7,727 | $253.0 萬 | 0.19% | +1,776+29.8% | 加碼 |
| Orleans Capital Management Corp | 7,663 | $252.7 萬 | 1.49% | +45+0.6% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 7,639 | $251.9 萬 | 0.16% | +128+1.7% | 加碼 |
| Vista Investment Partners II, LLC | 7,622 | $251.4 萬 | 1.39% | +187+2.5% | 加碼 |
| JBR Co Financial Management Inc | 7,612 | $251.0 萬 | 1.47% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,581 | $250.0 萬 | 0.45% | +168+2.3% | 加碼 |
| Exchange Bank | 7,575 | $249.8 萬 | 2.02% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 7,560 | $249.3 萬 | 1.26% | −75−1.0% | 減碼 |
| D. Scott Neal, Inc. | 7,549 | $249.0 萬 | 1.38% | 00.0% | 不變 |
| Dorsey & Whitney Trust CO LLC | 7,539 | $248.6 萬 | 0.14% | +86+1.2% | 加碼 |
| Becker Capital Management Inc | 7,536 | $248.5 萬 | 0.08% | −259−3.3% | 減碼 |
| Banque Transatlantique SA | 7,530 | $248.2 萬 | 0.08% | −906−10.7% | 減碼 |
| Linden Thomas Advisory Services, LLC | 7,489 | $247.0 萬 | 0.32% | +501+7.2% | 加碼 |
| Indiana Trust & Investment Management CO | 7,454 | $245.8 萬 | 0.89% | +155+2.1% | 加碼 |
| Rollins Financial Advisors, LLC | 7,440 | $245.4 萬 | 0.43% | +242+3.4% | 加碼 |
| Brighton Jones LLC | 7,431 | $245.1 萬 | 0.08% | +22+0.3% | 加碼 |
| Tyche Wealth Partners LLC | 7,409 | $244.4 萬 | 0.53% | +172+2.4% | 加碼 |
| Berkshire Bank | 7,356 | $242.6 萬 | 0.59% | −146−1.9% | 減碼 |
| Arrow Financial Corp | 7,337 | $242.0 萬 | 0.27% | −6,376−46.5% | 減碼 |
| Core Wealth Advisors, Inc. | 7,333 | $241.8 萬 | 0.77% | −906−11.0% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,324 | $241.5 萬 | 1.35% | 00.0% | 不變 |
| Argent Advisors, Inc. | 7,319 | $241.4 萬 | 0.81% | +340+4.9% | 加碼 |
| G&S Capital LLC | 7,293 | $240.5 萬 | 1.02% | +172+2.4% | 加碼 |
| Glen Eagle Advisors, LLC | 7,209 | $237.7 萬 | 0.39% | +410+6.0% | 加碼 |
| Umpqua Bank | 7,202 | $237.5 萬 | 0.82% | −72−1.0% | 減碼 |
| Forum Financial Management, LP | 7,177 | $236.7 萬 | 0.04% | +129+1.8% | 加碼 |
| Fieldview Capital Management, LLC | 7,160 | $236.1 萬 | 0.33% | −830−10.4% | 減碼 |
| Capital & Planning, LLC | 7,119 | $234.8 萬 | 1.74% | +395+5.9% | 加碼 |
| Stone Point Wealth LLC | 7,077 | $233.4 萬 | 0.79% | +325+4.8% | 加碼 |
| Cross Staff Investments Inc | 7,066 | $233.0 萬 | 1.76% | −38−0.5% | 減碼 |
| Vivid Wealth Management, LLC | 7,027 | $231.7 萬 | 1.16% | +419+6.3% | 加碼 |
| Forefront Wealth Management Inc. | 7,011 | $231.2 萬 | 2.14% | +31+0.4% | 加碼 |
| Sumitomo Life Insurance Co | 7,009 | $231.2 萬 | 0.08% | −108−1.5% | 減碼 |
| Hennessy Advisors Inc | 7,000 | $230.9 萬 | 0.08% | −1,600−18.6% | 減碼 |
| Ostrum Asset Management | 6,999 | $230.8 萬 | 0.12% | +1,751+33.4% | 加碼 |
| Schear Investment Advisers, LLC | 6,981 | $230.2 萬 | 1.33% | +117+1.7% | 加碼 |
| Legacy Bridge, LLC | 6,972 | $229.9 萬 | 1.28% | −176−2.5% | 減碼 |
| Quest Investment Management LLC | 6,968 | $229.8 萬 | 0.28% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 6,961 | $229.6 萬 | 0.16% | −43−0.6% | 減碼 |
| Modera Wealth Management, LLC | 6,953 | $229.3 萬 | 0.03% | −171−2.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,948 | $229.1 萬 | 0.11% | −2,424−25.9% | 減碼 |
| Clearbridge Investments, LLC | 6,945 | $229.0 萬 | 0.00% | +1,351+24.2% | 加碼 |
| Valley National Advisers Inc | 6,926 | $228.3 萬 | 0.41% | +276+4.2% | 加碼 |
| Camden Capital, LLC | 6,914 | $228.0 萬 | 0.24% | +878+14.5% | 加碼 |
| Sargent Investment Group, LLC | 6,906 | $227.8 萬 | 0.36% | +394+6.1% | 加碼 |
| BCM Advisors, LLC | 7,001 | $226.6 萬 | 0.51% | −42−0.6% | 減碼 |
| Triangle Securities Wealth Management | 6,869 | $226.5 萬 | 0.58% | +201+3.0% | 加碼 |
| RFG Advisory, LLC | 6,863 | $226.3 萬 | 0.06% | +124+1.8% | 加碼 |
| Slagle Financial, LLC | 6,828 | $225.2 萬 | 1.00% | −30−0.4% | 減碼 |
| DMKC Advisory Services, LLC | 6,814 | $224.7 萬 | 2.02% | −15−0.2% | 減碼 |
| Staley Capital Advisers Inc | 6,800 | $224.3 萬 | 0.10% | 00.0% | 不變 |
| Chapin Davis, Inc. | 6,786 | $223.8 萬 | 0.76% | −384−5.4% | 減碼 |
| Trueblood Wealth Management, LLC | 6,786 | $223.8 萬 | 1.04% | +33+0.5% | 加碼 |
| Trust Investment Advisors | 6,767 | $223.2 萬 | 1.44% | −454−6.3% | 減碼 |
| Aigen Investment Management, LP | 6,710 | $221.3 萬 | 0.35% | +6,710 | 新進 |
| Ar Asset Management Inc | 6,700 | $221.0 萬 | 0.50% | 00.0% | 不變 |
| Eagle Rock Investment Company, LLC | 6,700 | $221.0 萬 | 0.38% | +775+13.1% | 加碼 |
| Great Lakes Retirement, Inc. | 6,693 | $220.7 萬 | 0.29% | +330+5.2% | 加碼 |
| Redmond Asset Management, LLC | 6,661 | $219.7 萬 | 0.57% | 00.0% | 不變 |
| Stamos Capital Partners, L.P. | 6,651 | $219.3 萬 | 0.57% | −959−12.6% | 減碼 |
| Old Mission Investment Co LLC | 6,650 | $219.3 萬 | 0.66% | +225+3.5% | 加碼 |
| Greenfield Savings Bank | 6,646 | $219.2 萬 | 1.08% | +157+2.4% | 加碼 |
| Heritage Wealth Management, Inc. | 6,638 | $218.9 萬 | 0.75% | −437−6.2% | 減碼 |
| Court Place Advisors, LLC | 6,635 | $218.8 萬 | 0.73% | −276−4.0% | 減碼 |
| Southeast Asset Advisors Inc. | 6,626 | $218.5 萬 | 0.27% | +3,004+82.9% | 加碼 |
| Nemes Rush Group LLC | 6,619 | $218.3 萬 | 0.28% | −126−1.9% | 減碼 |
| Mfg Wealth Management, Inc. | 6,589 | $217.3 萬 | 2.08% | +226+3.6% | 加碼 |
| Garrett Investment Advisors LLC | 6,588 | $217.3 萬 | 0.21% | +173+2.7% | 加碼 |
| Syon Capital LLC | 6,566 | $216.5 萬 | 0.18% | +513+8.5% | 加碼 |