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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 37,029 | $1,221 萬 | 0.23% | +963+2.7% | 加碼 |
| Vantage Investment Partners, LLC | 36,963 | $1,219 萬 | 1.02% | +2,502+7.3% | 加碼 |
| Pittenger & Anderson Inc | 36,759 | $1,212 萬 | 0.44% | −46−0.1% | 減碼 |
| Cornerstone Advisors, LLC | 36,500 | $1,204 萬 | 0.52% | 00.0% | 不變 |
| Rafferty Asset Management, LLC | 36,342 | $1,199 萬 | 0.05% | −9,205−20.2% | 減碼 |
| Lyell Wealth Management, LP | 35,918 | $1,185 萬 | 1.11% | +516+1.5% | 加碼 |
| Dakota Wealth Management | 35,865 | $1,183 萬 | 0.28% | −2,716−7.0% | 減碼 |
| Polar Capital Holdings Plc | 35,773 | $1,180 萬 | 0.07% | +4,448+14.2% | 加碼 |
| Norinchukin Bank, The | 35,551 | $1,172 萬 | 0.22% | +3,545+11.1% | 加碼 |
| Braun Stacey Associates Inc | 35,232 | $1,162 萬 | 0.48% | +395+1.1% | 加碼 |
| Shelton Capital Management | 35,023 | $1,155 萬 | 0.28% | +858+2.5% | 加碼 |
| Cullinan Associates Inc | 35,022 | $1,155 萬 | 0.82% | −21−0.1% | 減碼 |
| TownSquare Capital, LLC | 34,895 | $1,151 萬 | 0.12% | +628+1.8% | 加碼 |
| Whittier Trust Co of Nevada Inc | 34,589 | $1,141 萬 | 0.29% | −407−1.2% | 減碼 |
| Greenwood Gearhart Inc | 34,465 | $1,137 萬 | 0.79% | +213+0.6% | 加碼 |
| HighPoint Advisor Group LLC | 36,618 | $1,126 萬 | 0.66% | +125+0.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 40,999 | $1,123 萬 | 0.02% | −280−0.7% | 減碼 |
| Benjamin Edwards Inc | 33,820 | $1,115 萬 | 0.16% | +188+0.6% | 加碼 |
| German American Bancorp, Inc. | 33,692 | $1,111 萬 | 1.19% | +296+0.9% | 加碼 |
| Jamison Private Wealth Management, Inc. | 33,258 | $1,097 萬 | 1.67% | −150.0% | 減碼 |
| Kentucky Retirement Systems | 32,969 | $1,087 萬 | 0.33% | −353−1.1% | 減碼 |
| Summit Financial, LLC | 32,043 | $1,057 萬 | 0.30% | −5,694−15.1% | 減碼 |
| Eagle Global Advisors LLC | 32,022 | $1,056 萬 | 0.43% | +1,880+6.2% | 加碼 |
| Atria Investments LLC | 31,833 | $1,050 萬 | 0.13% | +1,092+3.6% | 加碼 |
| Omers Administration Corp | 31,741 | $1,047 萬 | 0.09% | +1,634+5.4% | 加碼 |
| Group One Trading, L.P. | 31,678 | $1,045 萬 | 0.44% | +31,678 | 新進 |
| Brevan Howard Capital Management LP | 31,261 | $1,031 萬 | 0.29% | +31,261 | 新進 |
| NBT Bank N A | 31,087 | $1,025 萬 | 0.74% | −12,679−29.0% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 30,955 | $1,022 萬 | 0.10% | +1,105+3.7% | 加碼 |
| CX Institutional | 30,918 | $1,020 萬 | 0.38% | +5,523+21.7% | 加碼 |
| Venture Visionary Partners LLC | 30,888 | $1,019 萬 | 0.43% | +1,581+5.4% | 加碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,015 萬 | 2.45% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 30,458 | $1,005 萬 | 0.07% | +1,788+6.2% | 加碼 |
| Vident Advisory, LLC | 30,405 | $1,003 萬 | 0.15% | −748−2.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,142 | $994.1 萬 | 1.12% | −973−3.1% | 減碼 |
| Prime Capital Investment Advisors, LLC | 29,982 | $988.8 萬 | 0.12% | +4,246+16.5% | 加碼 |
| Paradiem, LLC | 29,893 | $985.9 萬 | 2.72% | −946−3.1% | 減碼 |
| M&G Plc | 29,705 | $980.3 萬 | 0.05% | −3,340−10.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 29,703 | $979.6 萬 | 0.30% | −661−2.2% | 減碼 |
| Freestone Capital Holdings, LLC | 29,630 | $977.2 萬 | 0.37% | +527+1.8% | 加碼 |
| James Investment Research Inc | 29,592 | $975.9 萬 | 1.24% | −2,021−6.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 29,395 | $969.4 萬 | 0.07% | +27,173+1,222.9% | 加碼 |
| Bogart Wealth, LLC | 29,250 | $964.7 萬 | 0.46% | +1,259+4.5% | 加碼 |
| Banque Cantonale Vaudoise | 29,201 | $963.1 萬 | 0.42% | +29,201 | 新進 |
| Hartford Investment Management Co | 29,160 | $961.7 萬 | 0.33% | −685−2.3% | 減碼 |
| Kanawha Capital Management LLC | 29,110 | $960.1 萬 | 0.75% | +1,072+3.8% | 加碼 |
| Sienna Gestion | 29,638 | $950.1 萬 | 0.78% | −1,773−5.6% | 減碼 |
| Simmons Bank | 28,420 | $937.3 萬 | 0.71% | −1,463−4.9% | 減碼 |
| LMCG Investments, LLC | 28,047 | $925.0 萬 | 0.61% | −3,131−10.0% | 減碼 |
| Drexel Morgan & Co. | 27,886 | $919.7 萬 | 1.93% | 00.0% | 不變 |
| Walleye Trading LLC | 27,609 | $910.5 萬 | 0.26% | +27,609 | 新進 |
| Panagora Asset Management Inc | 27,575 | $909.4 萬 | 0.05% | +18,376+199.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 27,546 | $908.4 萬 | 0.31% | −11,056−28.6% | 減碼 |
| MainStreet Investment Advisors LLC | 27,210 | $897.4 萬 | 1.31% | −1,318−4.6% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 27,159 | $895.7 萬 | 0.36% | −8,407−23.6% | 減碼 |
| Nan Shan Life Insurance Co., Ltd. | 27,093 | $893.5 萬 | 0.21% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 27,074 | $892.9 萬 | 0.61% | −335−1.2% | 減碼 |
| Brinker Capital Investments, LLC | 27,070 | $892.8 萬 | 0.09% | +497+1.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 27,070 | $892.8 萬 | 0.09% | +497+1.9% | 加碼 |
| Atria Wealth Solutions, Inc. | 26,911 | $887.5 萬 | 0.11% | −6,743−20.0% | 減碼 |
| Metis Global Partners, LLC | 26,605 | $877.4 萬 | 0.25% | +3,013+12.8% | 加碼 |
| Independent Wealth Network Inc. | 26,546 | $875.5 萬 | 3.49% | −61−0.2% | 減碼 |
| Farmers & Merchants Investments Inc | 26,463 | $872.7 萬 | 0.28% | −343−1.3% | 減碼 |
| Citizens Financial Group Inc | 26,420 | $871.3 萬 | 0.17% | +7,323+38.3% | 加碼 |
| Hantz Financial Services, Inc. | 26,326 | $868.2 萬 | 0.15% | −966−3.5% | 減碼 |
| American National Bank | 26,174 | $863.2 萬 | 0.96% | +1,381+5.6% | 加碼 |
| National Asset Management, Inc. | 26,167 | $863.0 萬 | 0.26% | −2,929−10.1% | 減碼 |
| Rothschild Investment LLC | 26,137 | $862.0 萬 | 0.58% | +16,832+180.9% | 加碼 |
| Addenda Capital Inc. | 26,113 | $861.2 萬 | 0.32% | −45−0.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 25,945 | $855.7 萬 | 1.28% | +5,650+27.8% | 加碼 |
| Apollon Wealth Management, LLC | 25,806 | $851.1 萬 | 0.19% | +202+0.8% | 加碼 |
| OneAscent Financial Services LLC | 25,710 | $849.4 萬 | 0.55% | +13,734+114.7% | 加碼 |
| Louisiana State Employees Retirement System | 25,700 | $847.6 萬 | 0.17% | −300−1.2% | 減碼 |
| CSM Advisors, LLC | 25,665 | $846.4 萬 | 0.46% | −8,175−24.2% | 減碼 |
| RSM US Wealth Management LLC | 25,641 | $845.6 萬 | 0.13% | −1,523−5.6% | 減碼 |
| Tufton Capital Management | 25,572 | $843.4 萬 | 1.62% | +108+0.4% | 加碼 |
| AIA Group Ltd | 25,562 | $843.0 萬 | 0.21% | −11,750−31.5% | 減碼 |
| BNP Paribas | 25,550 | $843.0 萬 | 0.35% | +19,935+355.0% | 加碼 |
| Union Bancaire Privee, UBP SA | 26,844 | $839.8 萬 | 0.16% | +5,384+25.1% | 加碼 |
| Bowen Hanes & Co Inc | 25,409 | $838.0 萬 | 0.23% | −13,370−34.5% | 減碼 |
| Coldstream Capital Management Inc | 25,387 | $837.3 萬 | 0.18% | −590−2.3% | 減碼 |
| Integris Wealth Management, LLC | 25,328 | $835.3 萬 | 2.38% | 00.0% | 不變 |
| Securian Asset Management, Inc | 25,318 | $835.0 萬 | 0.25% | −631−2.4% | 減碼 |
| Axxcess Wealth Management, LLC | 25,176 | $830.3 萬 | 0.23% | +4,470+21.6% | 加碼 |
| Americana Partners, LLC | 25,168 | $830.1 萬 | 0.32% | +1,362+5.7% | 加碼 |
| Temasek Holdings (Private) Ltd | 25,122 | $828.5 萬 | 0.03% | −14,325−36.3% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $828.4 萬 | 2.62% | 00.0% | 不變 |
| Sigma Planning Corp | 24,915 | $821.7 萬 | 0.26% | −1,438−5.5% | 減碼 |
| Community Bank & Trust, Waco, Texas | 24,875 | $820.4 萬 | 1.93% | −854−3.3% | 減碼 |
| First American Trust, FSB | 24,758 | $816.5 萬 | 0.75% | −6,432−20.6% | 減碼 |
| MAI Capital Management | 24,641 | $812.7 萬 | 0.06% | +354+1.5% | 加碼 |
| Balyasny Asset Management LLC | 24,641 | $812.7 萬 | 0.02% | +12,974+111.2% | 加碼 |
| Narwhal Capital Management | 24,602 | $811.4 萬 | 0.72% | −207−0.8% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 24,493 | $807.8 萬 | 0.38% | +1,973+8.8% | 加碼 |
| Park Avenue Securities LLC | 24,490 | $807.7 萬 | 0.10% | +1,964+8.7% | 加碼 |
| Goelzer Investment Management, Inc. | 24,485 | $807.5 萬 | 0.47% | +8,846+56.6% | 加碼 |
| Ronald Blue Trust, Inc. | 24,360 | $803.4 萬 | 0.10% | +8,574+54.3% | 加碼 |
| TruWealth Advisors, LLC | 24,135 | $796.0 萬 | 0.48% | +914+3.9% | 加碼 |
| Investment Management Corp of Ontario | 24,075 | $794.0 萬 | 0.16% | +24,075 | 新進 |
| Signet Financial Management, LLC | 24,059 | $793.5 萬 | 1.07% | +111+0.5% | 加碼 |