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 |
|---|---|---|---|---|---|
| AMG National Trust Bank | 6,546 | $215.9 萬 | 0.06% | −60−0.9% | 減碼 |
| Coastline Trust Co | 6,521 | $215.1 萬 | 0.27% | +234+3.7% | 加碼 |
| Shepherd Financial Partners LLC | 6,473 | $213.5 萬 | 0.25% | +579+9.8% | 加碼 |
| Portman Square Capital LLP | 6,464 | $213.2 萬 | 0.29% | +6,464 | 新進 |
| Harbour Investments, Inc. | 6,442 | $212.5 萬 | 0.06% | −117−1.8% | 減碼 |
| Insight Wealth Strategies, LLC | 6,441 | $212.4 萬 | 0.29% | +29+0.5% | 加碼 |
| Compton Wealth Advisory Group, LLC | 6,440 | $212.4 萬 | 0.59% | −886−12.1% | 減碼 |
| Avantax Planning Partners, Inc. | 6,406 | $211.3 萬 | 0.07% | +139+2.2% | 加碼 |
| Gen-Wealth Partners Inc | 6,400 | $211.1 萬 | 0.88% | +311+5.1% | 加碼 |
| International Assets Investment Management, LLC | 6,385 | $210.6 萬 | 0.18% | +944+17.3% | 加碼 |
| TKG Advisors, LLC | 6,382 | $210.5 萬 | 1.04% | +400+6.7% | 加碼 |
| Wedmont Private Capital | 7,148 | $209.7 萬 | 0.11% | −183−2.5% | 減碼 |
| 44 Wealth Management LLC | 6,357 | $209.7 萬 | 0.79% | −151−2.3% | 減碼 |
| Ignite Planners, LLC | 6,661 | $209.1 萬 | 0.41% | +538+8.8% | 加碼 |
| Advisors Preferred, LLC | 6,300 | $208.3 萬 | 0.28% | +6,300 | 新進 |
| Fort Point Capital Partners LLC | 6,311 | $208.1 萬 | 0.23% | −242−3.7% | 減碼 |
| Good Life Advisors, LLC | 6,305 | $207.9 萬 | 0.15% | +26+0.4% | 加碼 |
| Ellis Investment Partners, LLC | 6,304 | $207.9 萬 | 0.43% | −756−10.7% | 減碼 |
| Checchi Capital Advisers, LLC | 6,277 | $207.0 萬 | 0.15% | +115+1.9% | 加碼 |
| CNB Bank | 6,271 | $206.8 萬 | 1.05% | +350+5.9% | 加碼 |
| Parkside Financial Bank & Trust | 6,267 | $206.7 萬 | 0.26% | +295+4.9% | 加碼 |
| Greater Midwest Financial Group, LLC | 6,262 | $206.5 萬 | 1.44% | +327+5.5% | 加碼 |
| Resources Management Corp | 6,230 | $205.5 萬 | 0.29% | −95−1.5% | 減碼 |
| E Fund Management Co., Ltd. | 6,210 | $204.8 萬 | 0.10% | +950+18.1% | 加碼 |
| Weatherly Asset Management L. P. | 6,207 | $204.7 萬 | 0.18% | −5−0.1% | 減碼 |
| Eads & Heald Wealth Management | 6,208 | $204.7 萬 | 1.04% | −234−3.6% | 減碼 |
| D L Carlson Investment Group Inc | 6,205 | $204.6 萬 | 0.39% | −792−11.3% | 減碼 |
| Weaver Capital Management LLC | 6,201 | $204.5 萬 | 0.54% | −2,630−29.8% | 減碼 |
| Vantage Point Financial LLC | 6,164 | $203.3 萬 | 1.02% | +92+1.5% | 加碼 |
| Keudell/Morrison Wealth Management | 6,152 | $202.9 萬 | 0.48% | +179+3.0% | 加碼 |
| Massachusetts Wealth Management | 6,147 | $202.7 萬 | 1.39% | −310−4.8% | 減碼 |
| Arbor Trust Wealth Advisors, LLC | 6,139 | $202.5 萬 | 0.95% | −387−5.9% | 減碼 |
| FLC Capital Advisors | 6,136 | $202.4 萬 | 0.45% | −131−2.1% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 6,130 | $202.2 萬 | 0.19% | +480+8.5% | 加碼 |
| NewEdge Wealth, LLC | 6,128 | $202.1 萬 | 0.04% | −284−4.4% | 減碼 |
| Virtu Financial LLC | 6,121 | $201.9 萬 | 0.11% | −8,070−56.9% | 減碼 |
| PFG Investments, LLC | 6,122 | $201.9 萬 | 0.13% | +243+4.1% | 加碼 |
| Oak Asset Management, LLC | 6,120 | $201.8 萬 | 0.74% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 6,120 | $201.8 萬 | 1.36% | +5+0.1% | 加碼 |
| HHM Wealth Advisors, LLC | 6,106 | $201.4 萬 | 0.27% | +125+2.1% | 加碼 |
| WealthPlan Investment Management, LLC | 6,100 | $201.2 萬 | 0.20% | 00.0% | 不變 |
| Osborne Partners Capital Management, LLC | 6,093 | $200.9 萬 | 0.12% | +53+0.9% | 加碼 |
| River Wealth Advisors LLC | 6,087 | $200.7 萬 | 0.28% | −166−2.7% | 減碼 |
| Solidarilty Wealth, LLC | 6,074 | $200.3 萬 | 0.49% | +6,074 | 新進 |
| Cordatus Wealth Management LLC | 6,072 | $200.2 萬 | 0.55% | +4,837+391.7% | 加碼 |
| MONECO Advisors, LLC | 6,069 | $200.2 萬 | 0.21% | +10.0% | 加碼 |
| Biltmore Family Office, LLC | 6,040 | $199.2 萬 | 0.34% | 00.0% | 不變 |
| Wilson & Boucher Capital Management, LLC | 6,031 | $198.9 萬 | 1.48% | −125−2.0% | 減碼 |
| Essex Savings Bank | 6,029 | $198.8 萬 | 0.49% | −100−1.6% | 減碼 |
| Drive Wealth Management, LLC | 6,020 | $198.5 萬 | 0.47% | +3,168+111.1% | 加碼 |
| Strategic Advisors LLC | 6,011 | $198.3 萬 | 0.38% | +287+5.0% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,001 | $197.9 萬 | 0.03% | −326−5.2% | 減碼 |
| Crown Oak Advisors, LLC | 6,000 | $197.9 萬 | 1.00% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 5,987 | $197.5 萬 | 0.08% | −135−2.2% | 減碼 |
| Cozad Asset Management Inc | 5,974 | $197.0 萬 | 0.20% | −1,690−22.1% | 減碼 |
| Kentucky Trust Co | 5,963 | $196.7 萬 | 1.17% | −90−1.5% | 減碼 |
| Ocean Capital Management, LLC | 5,931 | $195.6 萬 | 0.46% | +10+0.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,925 | $195.4 萬 | 0.03% | −167−2.7% | 減碼 |
| Perkins Coie Trust Co | 5,894 | $194.4 萬 | 0.44% | −259−4.2% | 減碼 |
| Wealth Architects, LLC | 5,888 | $194.2 萬 | 0.21% | +1,749+42.3% | 加碼 |
| Cottage Street Advisors LLC | 5,862 | $193.3 萬 | 0.97% | +65+1.1% | 加碼 |
| First National Bank Sioux Falls | 5,851 | $193.0 萬 | 0.78% | 00.0% | 不變 |
| Crawford Investment Counsel Inc | 5,850 | $192.9 萬 | 0.03% | +1,806+44.7% | 加碼 |
| Westwood Holdings Group Inc. | 5,847 | $192.8 萬 | 0.01% | −56−0.9% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 5,846 | $192.8 萬 | 0.88% | −889−13.2% | 減碼 |
| JFS Wealth Advisors, LLC | 5,831 | $192.3 萬 | 0.13% | +2,585+79.6% | 加碼 |
| LGT Group Foundation | 5,810 | $191.6 萬 | 0.03% | +160+2.8% | 加碼 |
| Dana Investment Advisors, Inc. | 5,800 | $191.3 萬 | 0.07% | −32,483−84.8% | 減碼 |
| Ethos Financial Group, LLC | 5,526 | $191.0 萬 | 0.18% | +4,263+337.5% | 加碼 |
| Bahl & Gaynor Inc | 5,778 | $190.6 萬 | 0.01% | −102−1.7% | 減碼 |
| Victrix Investment Advisors | 5,797 | $190.0 萬 | 1.00% | +36+0.6% | 加碼 |
| Watershed Private Wealth LLC | 5,756 | $189.8 萬 | 0.76% | −69−1.2% | 減碼 |
| Haverford Trust Co | 5,727 | $188.9 萬 | 0.02% | −445−7.2% | 減碼 |
| Intellectus Partners, LLC | 5,712 | $188.4 萬 | 0.46% | −98−1.7% | 減碼 |
| Investment House LLC | 5,708 | $188.2 萬 | 0.11% | −25−0.4% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 5,699 | $188.0 萬 | 0.00% | +5,699 | 新進 |
| Convergence Investment Partners, LLC | 5,677 | $187.2 萬 | 0.52% | −151−2.6% | 減碼 |
| Hilltop Holdings Inc. | 5,651 | $186.4 萬 | 0.12% | +1,687+42.6% | 加碼 |
| Hager Investment Management Services, LLC | 5,644 | $186.1 萬 | 1.30% | −143−2.5% | 減碼 |
| Alaethes Wealth LLC | 5,638 | $185.9 萬 | 0.68% | +136+2.5% | 加碼 |
| Bridges Investment Management Inc | 5,615 | $185.2 萬 | 0.03% | −155−2.7% | 減碼 |
| Beaton Management Co. Inc. | 5,603 | $184.8 萬 | 0.96% | −50−0.9% | 減碼 |
| Huntleigh Advisors, Inc. | 5,600 | $184.7 萬 | 0.31% | +66+1.2% | 加碼 |
| Confluence Wealth Services, Inc. | 6,242 | $184.6 萬 | 0.12% | +2,359+60.8% | 加碼 |
| Aaron Wealth Advisors | 5,590 | $184.4 萬 | 0.21% | −506−8.3% | 減碼 |
| ARS Wealth Advisors Group, LLC | 5,574 | $183.8 萬 | 0.26% | −166−2.9% | 減碼 |
| Cooper Financial Group | 5,569 | $183.7 萬 | 0.24% | −47−0.8% | 減碼 |
| Clark Capital Management Group, Inc. | 5,539 | $182.7 萬 | 0.01% | −730−11.6% | 減碼 |
| Accurate Wealth Management, LLC | 6,211 | $182.2 萬 | 0.35% | +733+13.4% | 加碼 |
| Littlejohn Financial Services, Inc. | 5,513 | $181.8 萬 | 1.44% | +5,513 | 新進 |
| Trust Point Inc. | 5,502 | $181.5 萬 | 0.17% | −531−8.8% | 減碼 |
| Jefferies Financial Group Inc. | 5,499 | $181.4 萬 | 0.03% | −19,129−77.7% | 減碼 |
| Ingalls & Snyder LLC | 5,495 | $181.2 萬 | 0.06% | +150+2.8% | 加碼 |
| Twinbeech Capital LP | 5,489 | $181.0 萬 | 0.03% | +5,489 | 新進 |
| Clarius Group, LLC | 5,485 | $180.9 萬 | 0.11% | +707+14.8% | 加碼 |
| Nations Financial Group Inc, | 5,464 | $180.2 萬 | 0.14% | +98+1.8% | 加碼 |
| Global Trust Asset Management, LLC | 5,463 | $180.2 萬 | 1.10% | −3,627−39.9% | 減碼 |
| Advisors Management Group Inc | 5,462 | $180.1 萬 | 0.39% | −71−1.3% | 減碼 |
| Ti-Trust, Inc | 5,456 | $179.9 萬 | 1.19% | −3,080−36.1% | 減碼 |
| SCS Capital Management LLC | 5,445 | $179.6 萬 | 0.02% | +5,445 | 新進 |