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 |
|---|---|---|---|---|---|
| Old West Investment Management, LLC | 4,458 | $147.0 萬 | 0.53% | +4,458 | 新進 |
| Norden Group LLC | 4,453 | $146.9 萬 | 0.17% | −760−14.6% | 減碼 |
| 1 North Wealth Services LLC | 4,453 | $146.9 萬 | 0.68% | −657−12.9% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,450 | $146.8 萬 | 1.12% | 00.0% | 不變 |
| Norway Savings Bank | 4,445 | $146.6 萬 | 0.83% | −18−0.4% | 減碼 |
| Venturi Wealth Management, LLC | 4,437 | $146.3 萬 | 0.08% | −80−1.8% | 減碼 |
| Ameriflex Group, Inc. | 4,432 | $146.2 萬 | 0.60% | +989+28.7% | 加碼 |
| RS Crum Inc. | 4,430 | $146.1 萬 | 0.39% | 00.0% | 不變 |
| Am Investment Strategies LLC | 4,429 | $146.1 萬 | 0.35% | +45+1.0% | 加碼 |
| Sunbelt Securities, Inc. | 4,421 | $145.8 萬 | 0.13% | +713+19.2% | 加碼 |
| Burke & Herbert Bank & Trust Co | 4,415 | $145.6 萬 | 0.35% | +215+5.1% | 加碼 |
| Founders Financial Securities LLC | 4,712 | $144.7 萬 | 0.12% | +1,052+28.7% | 加碼 |
| Blue Chip Partners, Inc. | 4,378 | $144.4 萬 | 0.12% | −4−0.1% | 減碼 |
| NBC Securities, Inc. | 4,376 | $144.3 萬 | 0.12% | +4,370+72,833.3% | 加碼 |
| XML Financial, LLC | 4,375 | $144.3 萬 | 0.13% | +74+1.7% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 4,371 | $144.2 萬 | 0.05% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 4,358 | $143.7 萬 | 0.08% | +6+0.1% | 加碼 |
| Rockland Trust Co | 4,352 | $143.5 萬 | 0.07% | −598−12.1% | 減碼 |
| Flaharty Asset Management, LLC | 4,342 | $143.2 萬 | 0.21% | −255−5.5% | 減碼 |
| Amarillo National Bank | 4,334 | $142.9 萬 | 0.28% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 4,332 | $142.9 萬 | 0.09% | −837−16.2% | 減碼 |
| Newbridge Financial Services Group, Inc. | 4,330 | $142.8 萬 | 0.35% | −61−1.4% | 減碼 |
| Diligent Investors, LLC | 4,325 | $142.6 萬 | 0.35% | −475−9.9% | 減碼 |
| RiverFront Investment Group, LLC | 4,324 | $142.6 萬 | 0.03% | +1,395+47.6% | 加碼 |
| Secured Retirement Advisors, LLC | 4,324 | $142.6 萬 | 0.92% | −7,512−63.5% | 減碼 |
| Oak Harvest Investment Services | 4,319 | $142.4 萬 | 0.20% | −36−0.8% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,311 | $142.2 萬 | 0.19% | −420−8.9% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $141.8 萬 | 0.03% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 4,299 | $141.8 萬 | 0.14% | +135+3.2% | 加碼 |
| BTG Pactual Asset Management US LLC | 4,298 | $141.7 萬 | 0.18% | −5,668−56.9% | 減碼 |
| Roman Butler Fullerton & Co | 4,828 | $141.7 萬 | 0.55% | −87−1.8% | 減碼 |
| Tower Bridge Advisors | 4,293 | $141.6 萬 | 0.16% | +200+4.9% | 加碼 |
| RNC Capital Management LLC | 4,280 | $141.2 萬 | 0.07% | +1,948+83.5% | 加碼 |
| Savvy Advisors, Inc. | 4,267 | $140.7 萬 | 0.14% | +227+5.6% | 加碼 |
| Eqis Capital Management, Inc. | 4,266 | $140.7 萬 | 0.12% | −46−1.1% | 減碼 |
| Motiv8 Investments LLC | 4,262 | $140.6 萬 | 0.93% | 00.0% | 不變 |
| Courier Capital LLC | 4,262 | $140.6 萬 | 0.09% | −72−1.7% | 減碼 |
| Univest Financial Corp | 4,257 | $140.4 萬 | 0.09% | −141−3.2% | 減碼 |
| IVC Wealth Advisors LLC | 4,253 | $140.3 萬 | 0.75% | +268+6.7% | 加碼 |
| Signal Advisors Wealth, LLC | 4,249 | $140.1 萬 | 0.14% | −85−2.0% | 減碼 |
| Smithfield Trust Co | 4,252 | $140.1 萬 | 0.07% | +140+3.4% | 加碼 |
| Trinity Legacy Partners, LLC | 3,968 | $139.9 萬 | 0.35% | −14,031−78.0% | 減碼 |
| Boothbay Fund Management, LLC | 4,240 | $139.8 萬 | 0.05% | +4,240 | 新進 |
| Portside Wealth Group, LLC | 4,239 | $139.8 萬 | 0.23% | −315−6.9% | 減碼 |
| Cardiff Park Advisors, LLC | 4,233 | $139.6 萬 | 0.14% | −17−0.4% | 減碼 |
| Wealthspan Partners, LLC | 4,226 | $139.4 萬 | 0.64% | −10−0.2% | 減碼 |
| Werlinich Asset Management, LLC | 4,217 | $139.1 萬 | 0.88% | 00.0% | 不變 |
| Solstein Capital, LLC | 4,214 | $139.0 萬 | 0.81% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 4,198 | $138.4 萬 | 0.15% | +4,198 | 新進 |
| Csenge Advisory Group | 4,683 | $137.8 萬 | 0.08% | −407−8.0% | 減碼 |
| Aureus Asset Management, LLC | 4,178 | $137.8 萬 | 0.10% | 00.0% | 不變 |
| Allen Capital Group, LLC | 4,173 | $137.6 萬 | 0.16% | −74−1.7% | 減碼 |
| Midland Wealth Advisors LLC | 4,173 | $137.6 萬 | 0.08% | −67−1.6% | 減碼 |
| Wilkins Investment Counsel Inc | 4,170 | $137.5 萬 | 0.20% | −100−2.3% | 減碼 |
| Acorn Wealth Advisors, LLC | 4,166 | $137.4 萬 | 0.57% | 00.0% | 不變 |
| Washington Trust Co | 4,165 | $137.4 萬 | 0.05% | −130−3.0% | 減碼 |
| Hardy Reed LLC | 4,151 | $136.9 萬 | 0.12% | +58+1.4% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,150 | $136.9 萬 | 0.49% | +4,150 | 新進 |
| Philadelphia Trust Co | 4,148 | $136.8 萬 | 0.12% | −22,926−84.7% | 減碼 |
| BBR Partners, LLC | 4,147 | $136.8 萬 | 0.10% | −15−0.4% | 減碼 |
| Inscription Capital, LLC | 3,732 | $136.8 萬 | 0.23% | +3,732 | 新進 |
| Lantz Financial LLC | 4,131 | $136.2 萬 | 0.37% | +10+0.2% | 加碼 |
| K.J. Harrison & Partners Inc | 4,125 | $136.0 萬 | 0.27% | +125+3.1% | 加碼 |
| Texas Yale Capital Corp. | 4,112 | $135.6 萬 | 0.06% | +448+12.2% | 加碼 |
| Optimum Investment Advisors | 4,111 | $135.6 萬 | 0.64% | −172−4.0% | 減碼 |
| Westhampton Capital, LLC | 4,110 | $135.5 萬 | 0.74% | −400−8.9% | 減碼 |
| Counterweight Ventures, LLC | 4,108 | $135.5 萬 | 0.97% | +142+3.6% | 加碼 |
| Birch Hill Investment Advisors LLC | 4,098 | $135.2 萬 | 0.06% | −21−0.5% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,062 | $134.0 萬 | 0.07% | −224−5.2% | 減碼 |
| Guardian Wealth Advisors, LLC | 4,055 | $133.7 萬 | 0.11% | +1,239+44.0% | 加碼 |
| Fire Capital Management LLC | 4,041 | $133.3 萬 | 0.98% | +120+3.1% | 加碼 |
| Cornercap Investment Counsel Inc | 4,037 | $133.1 萬 | 0.70% | −52−1.3% | 減碼 |
| Mainstay Capital Management LLC | 4,033 | $133.0 萬 | 0.18% | −83−2.0% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,030 | $132.9 萬 | 0.09% | −52−1.3% | 減碼 |
| Security National Bank | 4,014 | $132.4 萬 | 0.25% | 00.0% | 不變 |
| Allen Wealth Management, LLC | 4,010 | $132.2 萬 | 0.91% | +30+0.8% | 加碼 |
| Delta Investment Management, LLC | 4,009 | $132.2 萬 | 0.27% | +10+0.3% | 加碼 |
| ZWJ Investment Counsel Inc | 4,009 | $132.2 萬 | 0.05% | −25−0.6% | 減碼 |
| Viking Fund Management LLC | 4,000 | $131.9 萬 | 0.19% | 00.0% | 不變 |
| Sterling Capital Management LLC | 3,996 | $131.8 萬 | 0.02% | −220−5.2% | 減碼 |
| Allegheny Financial Group LTD | 3,977 | $131.2 萬 | 0.34% | +602+17.8% | 加碼 |
| Everhart Financial Group, Inc. | 3,976 | $131.1 萬 | 0.18% | −36−0.9% | 減碼 |
| L2 Asset Management, LLC | 3,975 | $131.1 萬 | 0.27% | −5,122−56.3% | 減碼 |
| World Equity Group, Inc. | 3,871 | $130.9 萬 | 0.37% | +78+2.1% | 加碼 |
| McGlone Suttner Wealth Management, Inc. | 3,968 | $130.9 萬 | 0.21% | +341+9.4% | 加碼 |
| Van Strum & Towne Inc. | 3,965 | $130.8 萬 | 0.44% | +970+32.4% | 加碼 |
| Avidian Wealth Solutions, LLC | 3,948 | $130.2 萬 | 0.06% | −697−15.0% | 減碼 |
| Hohimer Wealth Management, LLC | 3,941 | $130.0 萬 | 0.25% | −1,001−20.3% | 減碼 |
| Lindbrook Capital, LLC | 3,937 | $129.8 萬 | 0.12% | −573−12.7% | 減碼 |
| ING Groep NV | 3,931 | $129.6 萬 | 0.01% | −100,829−96.2% | 減碼 |
| Granite Investment Partners, LLC | 3,929 | $129.6 萬 | 0.07% | 00.0% | 不變 |
| Everett Harris & Co | 3,927 | $129.5 萬 | 0.02% | −30−0.8% | 減碼 |
| Bank & Trust Co | 3,924 | $129.4 萬 | 1.05% | +24+0.6% | 加碼 |
| Evernest Financial Advisors, LLC | 3,921 | $129.3 萬 | 0.46% | −113−2.8% | 減碼 |
| EPG Wealth Management LLC | 3,921 | $129.3 萬 | 0.36% | +3,355+592.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,918 | $129.2 萬 | 0.20% | −28−0.7% | 減碼 |
| Douglas Lane & Associates, LLC | 3,912 | $129.0 萬 | 0.02% | −785−16.7% | 減碼 |
| Patten & Patten Inc | 3,899 | $128.6 萬 | 0.09% | −25−0.6% | 減碼 |
| Burford Brothers, Inc. | 3,898 | $128.6 萬 | 0.62% | +185+5.0% | 加碼 |
| Rossmore Private Capital | 3,898 | $128.5 萬 | 0.16% | +82+2.1% | 加碼 |