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 |
|---|---|---|---|---|---|
| Sigma Investment Counselors Inc | 24,056 | $793.4 萬 | 0.49% | −1,496−5.9% | 減碼 |
| StoneX Group Inc. | 23,913 | $788.6 萬 | 0.43% | +627+2.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 23,875 | $787.4 萬 | 0.26% | +352+1.5% | 加碼 |
| Ameritas Advisory Services, LLC | 22,911 | $786.8 萬 | 0.32% | +4,722+26.0% | 加碼 |
| Warren Averett Asset Management, LLC | 23,798 | $784.9 萬 | 0.10% | +2,269+10.5% | 加碼 |
| Logan Capital Management Inc | 23,656 | $780.2 萬 | 0.35% | −268−1.1% | 減碼 |
| Consolidated Planning Corp | 23,644 | $779.8 萬 | 1.07% | −11,528−32.8% | 減碼 |
| Silver Oak Securities, Inc | 23,548 | $776.4 萬 | 0.73% | −856−3.5% | 減碼 |
| Baader Bank INC | 23,641 | $776.1 萬 | 0.78% | +804+3.5% | 加碼 |
| Vinva Investment Management Ltd | 23,515 | $775.3 萬 | 0.32% | +4,452+23.4% | 加碼 |
| Cartenna Capital, LP | 23,500 | $775.0 萬 | 0.62% | +23,500 | 新進 |
| Hixon Zuercher, LLC | 23,435 | $772.9 萬 | 2.72% | +567+2.5% | 加碼 |
| Fusion Capital, LLC | 23,332 | $769.5 萬 | 2.93% | +100.0% | 加碼 |
| McGuire Investment Group, LLC | 23,097 | $761.7 萬 | 1.13% | +137+0.6% | 加碼 |
| Financial Partners Group, LLC | 23,088 | $761.4 萬 | 3.30% | −1,048−4.3% | 減碼 |
| Ieq Capital, LLC | 22,992 | $758.2 萬 | 0.06% | +4,462+24.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 22,865 | $754.1 萬 | 1.26% | −79−0.3% | 減碼 |
| Stock Yards Bank & Trust Co | 22,821 | $752.6 萬 | 0.27% | −51,806−69.4% | 減碼 |
| Crestwood Advisors Group LLC | 22,689 | $748.3 萬 | 0.14% | +743+3.4% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 22,680 | $748.0 萬 | 0.76% | −3,463−13.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 22,616 | $745.9 萬 | 0.23% | +12,960+134.2% | 加碼 |
| Maryland State Retirement & Pension System | 22,609 | $745.6 萬 | 0.18% | −3,795−14.4% | 減碼 |
| New Mexico Educational Retirement Board | 22,602 | $745.4 萬 | 0.27% | −500−2.2% | 減碼 |
| Miracle Mile Advisors, LLC | 22,562 | $744.1 萬 | 0.15% | −325−1.4% | 減碼 |
| Capital Investment Counsel, LLC | 22,555 | $743.9 萬 | 1.23% | −136−0.6% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 22,552 | $743.8 萬 | 0.42% | −4,500−16.6% | 減碼 |
| Tiaa Trust, National Association | 22,257 | $734.0 萬 | 0.02% | −611−2.7% | 減碼 |
| Madison Asset Management, LLC | 22,176 | $731.4 萬 | 0.08% | −1,300−5.5% | 減碼 |
| Entropy Technologies, LP | 22,173 | $731.3 萬 | 0.71% | +22,173 | 新進 |
| Hartford Financial Management Inc. | 21,931 | $723.3 萬 | 1.49% | −356−1.6% | 減碼 |
| Concurrent Investment Advisors, LLC | 21,799 | $718.9 萬 | 0.18% | −3,948−15.3% | 減碼 |
| City Holding Co | 21,689 | $715.3 萬 | 1.01% | +123+0.6% | 加碼 |
| Groupama Asset Managment | 21,678 | $714.7 萬 | 0.14% | +1,287+6.3% | 加碼 |
| Trifecta Capital Advisors, LLC | 21,647 | $713.9 萬 | 1.50% | +314+1.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 21,604 | $712.5 萬 | 0.14% | −526−2.4% | 減碼 |
| Principle Wealth Partners LLC | 21,547 | $710.7 萬 | 0.51% | −149−0.7% | 減碼 |
| Wesbanco Bank Inc | 21,478 | $708.3 萬 | 0.25% | −587−2.7% | 減碼 |
| Central Bank & Trust Co | 21,449 | $707.4 萬 | 1.18% | −2,100−8.9% | 減碼 |
| Merit Financial Group, LLC | 21,373 | $704.9 萬 | 0.11% | +1,195+5.9% | 加碼 |
| Citizens National Bank Trust Department | 21,243 | $700.6 萬 | 1.50% | +18+0.1% | 加碼 |
| Principal Securities, Inc. | 19,310 | $700.5 萬 | 0.16% | +68+0.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 21,115 | $696.4 萬 | 3.46% | −349−1.6% | 減碼 |
| Knuff & Co LLC | 21,069 | $694.9 萬 | 2.33% | 00.0% | 不變 |
| Andra AP-fonden | 20,900 | $689.3 萬 | 0.11% | −45,800−68.7% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 20,857 | $687.9 萬 | 0.07% | +10.0% | 加碼 |
| GWN Securities Inc. | 19,855 | $686.8 萬 | 0.39% | +16,999+595.2% | 加碼 |
| BKD Wealth Advisors, LLC | 20,724 | $683.5 萬 | 0.16% | −1,255−5.7% | 減碼 |
| Welch & Forbes LLC | 20,721 | $683.4 萬 | 0.09% | −868−4.0% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 20,540 | $677.4 萬 | 0.20% | 00.0% | 不變 |
| Sagespring Wealth Partners, LLC | 20,495 | $675.9 萬 | 0.17% | +956+4.9% | 加碼 |
| New Age Alpha Advisors, LLC | 20,474 | $675.2 萬 | 0.30% | −7,279−26.2% | 減碼 |
| Howe & Rusling Inc | 20,468 | $675.0 萬 | 0.57% | −614−2.9% | 減碼 |
| Searle & Co. | 20,353 | $671.2 萬 | 1.91% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 20,280 | $668.9 萬 | 0.61% | −2,626−11.5% | 減碼 |
| Integrity Alliance, LLC. | 20,181 | $665.6 萬 | 0.26% | +18,658+1,225.1% | 加碼 |
| Integrated Wealth Concepts LLC | 20,064 | $661.7 萬 | 0.08% | +1,840+10.1% | 加碼 |
| First Financial Bank - Trust Division | 20,021 | $660.3 萬 | 0.64% | −2,093−9.5% | 減碼 |
| Tema ETFs LLC | 19,958 | $658.2 萬 | 1.97% | +6,630+49.7% | 加碼 |
| Parcion Private Wealth LLC | 19,924 | $657.1 萬 | 0.54% | +281+1.4% | 加碼 |
| Sentry LLC | 19,904 | $656.4 萬 | 1.28% | +1,623+8.9% | 加碼 |
| Bryn Mawr Trust Co | 19,868 | $655.2 萬 | 0.12% | −2,564−11.4% | 減碼 |
| Churchill Management Corp | 19,797 | $652.9 萬 | 0.08% | −219−1.1% | 減碼 |
| Valeo Financial Advisors, LLC | 19,760 | $651.7 萬 | 0.18% | −175−0.9% | 減碼 |
| Bleakley Financial Group, LLC | 19,748 | $651.3 萬 | 0.21% | +388+2.0% | 加碼 |
| Assetmark, Inc | 19,614 | $646.9 萬 | 0.02% | +812+4.3% | 加碼 |
| Spinnaker Trust | 19,560 | $645.1 萬 | 0.42% | −1,750−8.2% | 減碼 |
| Boit C F David | 19,500 | $643.1 萬 | 3.23% | 00.0% | 不變 |
| Community Bank of Raymore | 19,466 | $642.0 萬 | 5.19% | +355+1.9% | 加碼 |
| LMR Partners LLP | 19,402 | $639.9 萬 | 0.13% | +18,540+2,150.8% | 加碼 |
| Koshinski Asset Management, Inc. | 19,386 | $639.4 萬 | 0.54% | −199−1.0% | 減碼 |
| Physicians Financial Services, Inc. | 19,334 | $637.6 萬 | 2.07% | +951+5.2% | 加碼 |
| Creekmur Asset Management LLC | 19,258 | $635.1 萬 | 1.33% | −914−4.5% | 減碼 |
| Summitry LLC | 19,126 | $630.8 萬 | 0.32% | +1,636+9.4% | 加碼 |
| Spears Abacus Advisors LLC | 19,009 | $626.9 萬 | 0.13% | −216−1.1% | 減碼 |
| Pinnacle Financial Partners Inc | 17,975 | $625.1 萬 | 0.13% | −578−3.1% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 17,876 | $622.1 萬 | 0.34% | +17,876 | 新進 |
| Wedbush Securities Inc | 18,853 | $621.8 萬 | 0.23% | −468−2.4% | 減碼 |
| AE Wealth Management LLC | 18,801 | $620.1 萬 | 0.05% | −6,372−25.3% | 減碼 |
| Mutual Advisors, LLC | 20,090 | $615.7 萬 | 0.18% | +2,490+14.1% | 加碼 |
| Edgestream Partners, L.P. | 18,596 | $613.3 萬 | 0.21% | +15,864+580.7% | 加碼 |
| EagleClaw Capital Managment, LLC | 18,550 | $611.8 萬 | 0.96% | +1,400+8.2% | 加碼 |
| Sonora Investment Management Group, LLC | 18,451 | $608.5 萬 | 0.48% | +2,654+16.8% | 加碼 |
| Transform Wealth, LLC | 18,438 | $608.1 萬 | 0.37% | −305−1.6% | 減碼 |
| Caldwell Trust Co | 18,399 | $606.8 萬 | 0.65% | −206−1.1% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 18,326 | $604.4 萬 | 1.61% | −84−0.5% | 減碼 |
| Highland Capital Management, LLC | 18,268 | $602.5 萬 | 0.36% | +1,669+10.1% | 加碼 |
| Northeast Investment Management | 18,153 | $598.7 萬 | 0.28% | −2,001−9.9% | 減碼 |
| King Luther Capital Management Corp | 18,150 | $598.6 萬 | 0.03% | −520−2.8% | 減碼 |
| Neville Rodie & Shaw Inc | 18,145 | $598.4 萬 | 0.47% | −175−1.0% | 減碼 |
| Vestcor Inc | 18,124 | $597.7 萬 | 0.20% | +356+2.0% | 加碼 |
| Reuter James Wealth Management, LLC | 18,088 | $596.5 萬 | 1.04% | −20−0.1% | 減碼 |
| Aries Wealth Management | 17,992 | $593.4 萬 | 1.61% | 00.0% | 不變 |
| Moors & Cabot, Inc. | 17,965 | $592.5 萬 | 0.30% | −3,236−15.3% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 17,926 | $591.2 萬 | 0.23% | +8,369+87.6% | 加碼 |
| Resources Investment Advisors, LLC. | 17,871 | $589.4 萬 | 0.07% | −672−3.6% | 減碼 |
| Foster & Motley Inc | 17,818 | $587.7 萬 | 0.37% | +869+5.1% | 加碼 |
| CCM Investment Group, LLC | 17,751 | $585.2 萬 | 0.62% | +3,981+28.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 17,713 | $584.2 萬 | 1.67% | 00.0% | 不變 |
| Empirical Finance, LLC | 17,705 | $583.9 萬 | 0.35% | +219+1.3% | 加碼 |
| Level Four Advisory Services, LLC | 17,559 | $579.1 萬 | 0.24% | +1,498+9.3% | 加碼 |