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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 17,546 | $578.7 萬 | 0.05% | +2,251+14.7% | 加碼 |
| Bridge Creek Capital Management LLC | 17,436 | $575.0 萬 | 1.81% | +75+0.4% | 加碼 |
| EP Wealth Advisors, LLC | 17,319 | $571.2 萬 | 0.05% | −294−1.7% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,247 | $568.8 萬 | 1.41% | −444−2.5% | 減碼 |
| Country Club Bank | 17,246 | $568.6 萬 | 0.38% | +185+1.1% | 加碼 |
| Romano Brothers and Company | 17,224 | $568.1 萬 | 0.73% | 00.0% | 不變 |
| Advocate Group LLC | 17,189 | $566.9 萬 | 1.03% | −253−1.5% | 減碼 |
| Colonial Trust Advisors | 17,145 | $565.5 萬 | 0.50% | +71+0.4% | 加碼 |
| Griffin Asset Management, Inc. | 17,129 | $564.9 萬 | 0.69% | +31+0.2% | 加碼 |
| Stratos Wealth Partners, LTD. | 17,041 | $562.0 萬 | 0.09% | −4,222−19.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 16,696 | $550.6 萬 | 0.29% | +982+6.2% | 加碼 |
| Cary Street Partners Financial LLC | 16,694 | $550.6 萬 | 0.17% | +1,031+6.6% | 加碼 |
| Family Legacy, Inc. | 16,669 | $549.8 萬 | 1.89% | +40.0% | 加碼 |
| Vivaldi Capital Management, LLC | 16,601 | $547.5 萬 | 0.88% | −735−4.2% | 減碼 |
| Wells Trecaso Financial Group, LLC | 16,586 | $547.0 萬 | 1.82% | +375+2.3% | 加碼 |
| Roundview Capital LLC | 16,582 | $546.9 萬 | 0.39% | +396+2.4% | 加碼 |
| Mairs & Power Inc | 16,553 | $545.9 萬 | 0.06% | −140−0.8% | 減碼 |
| Flputnam Investment Management Co | 16,523 | $544.9 萬 | 0.10% | +195+1.2% | 加碼 |
| Montag A & Associates Inc | 16,470 | $543.2 萬 | 0.27% | +37+0.2% | 加碼 |
| CAPROCK Group, Inc. | 16,417 | $541.5 萬 | 0.17% | +1,503+10.1% | 加碼 |
| Greenleaf Trust | 16,411 | $541.2 萬 | 0.05% | −1,330−7.5% | 減碼 |
| Pallas Capital Advisors LLC | 16,382 | $540.3 萬 | 0.22% | +461+2.9% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 16,367 | $539.8 萬 | 0.50% | −133−0.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 16,358 | $539.5 萬 | 0.16% | −15,420−48.5% | 減碼 |
| Williams Jones Wealth Management, LLC. | 16,313 | $538.0 萬 | 0.07% | −826−4.8% | 減碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 16,300 | $537.6 萬 | 0.50% | +3,000+22.6% | 加碼 |
| Groupe la Francaise | 15,968 | $536.4 萬 | 0.11% | +1,046+7.0% | 加碼 |
| Ascent Wealth Partners, LLC | 16,239 | $535.6 萬 | 0.72% | +102+0.6% | 加碼 |
| Beese Fulmer Investment Management, Inc. | 16,204 | $534.4 萬 | 0.46% | −50.0% | 減碼 |
| Holderness Investments Co | 16,177 | $533.5 萬 | 1.24% | +28+0.2% | 加碼 |
| Siemens Fonds Invest GmbH | 16,144 | $532.4 萬 | 0.37% | +225+1.4% | 加碼 |
| Nomura Holdings Inc | 16,081 | $530.4 萬 | 0.03% | −41,269−72.0% | 減碼 |
| Sandhill Capital Partners LLC | 16,071 | $530.0 萬 | 0.44% | +93+0.6% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 16,053 | $529.4 萬 | 0.20% | −1,487−8.5% | 減碼 |
| Wright Investors Service Inc | 16,031 | $528.7 萬 | 1.75% | −1,542−8.8% | 減碼 |
| Community Bank, N.A. | 16,018 | $528.3 萬 | 0.71% | −617−3.7% | 減碼 |
| Columbia Asset Management | 15,976 | $526.9 萬 | 1.07% | −970−5.7% | 減碼 |
| Anderson Hoagland & Co | 19,211 | $526.3 萬 | 0.62% | +29+0.2% | 加碼 |
| Chicago Capital, LLC | 15,934 | $525.5 萬 | 0.15% | +795+5.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 15,919 | $525.0 萬 | 0.34% | −259−1.6% | 減碼 |
| Legacy CG, LLC | 15,871 | $523.4 萬 | 1.69% | +417+2.7% | 加碼 |
| Eastern Bank | 15,776 | $520.3 萬 | 0.10% | +1,582+11.1% | 加碼 |
| Perigon Wealth Management, LLC | 15,719 | $518.4 萬 | 0.13% | −4,821−23.5% | 減碼 |
| Geneos Wealth Management Inc. | 15,684 | $517.2 萬 | 0.17% | +712+4.8% | 加碼 |
| Twin Capital Management Inc | 15,638 | $515.7 萬 | 0.60% | −378−2.4% | 減碼 |
| Atomi Financial Group, Inc. | 15,535 | $512.3 萬 | 0.23% | −7,658−33.0% | 減碼 |
| Illinois Municipal Retirement Fund | 15,496 | $511.1 萬 | 0.07% | −14,836−48.9% | 減碼 |
| iA Global Asset Management Inc. | 15,477 | $510.4 萬 | 0.09% | −3,359−17.8% | 減碼 |
| Edgar Lomax Co | 15,400 | $507.9 萬 | 0.32% | −62,693−80.3% | 減碼 |
| Covington Investment Advisors Inc. | 15,380 | $507.2 萬 | 0.79% | +13,905+942.7% | 加碼 |
| Trajan Wealth LLC | 15,207 | $501.5 萬 | 0.27% | +2,040+15.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 15,200 | $501.3 萬 | 0.08% | −129−0.8% | 減碼 |
| Alps Advisors Inc | 15,142 | $499.4 萬 | 0.03% | −489−3.1% | 減碼 |
| PFG Advisors | 15,127 | $498.9 萬 | 0.28% | +5,891+63.8% | 加碼 |
| We Are One Seven, LLC | 15,109 | $498.3 萬 | 0.19% | +1,099+7.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,090 | $497.7 萬 | 0.40% | −25−0.2% | 減碼 |
| Monument Capital Management | 15,077 | $497.2 萬 | 1.53% | +153+1.0% | 加碼 |
| RBF Capital, LLC | 15,000 | $494.7 萬 | 0.31% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $494.7 萬 | 1.16% | 00.0% | 不變 |
| Gouws Capital LLC | 14,990 | $494.4 萬 | 3.23% | +928+6.6% | 加碼 |
| Bell Asset Management Ltd | 14,981 | $494.1 萬 | 0.91% | +14,981 | 新進 |
| Sowell Financial Services LLC | 14,949 | $493.0 萬 | 0.22% | +2,525+20.3% | 加碼 |
| Spire Wealth Management | 14,916 | $491.9 萬 | 0.16% | +1,999+15.5% | 加碼 |
| Equitable Trust Co | 14,842 | $489.5 萬 | 0.27% | −429−2.8% | 減碼 |
| GAM Holding AG | 14,832 | $489.2 萬 | 0.38% | +589+4.1% | 加碼 |
| Independent Financial Group, LLC | 14,831 | $489.1 萬 | 0.17% | +758+5.4% | 加碼 |
| Verition Fund Management LLC | 14,732 | $485.9 萬 | 0.03% | +6,697+83.3% | 加碼 |
| Leavell Investment Management, Inc. | 14,708 | $485.1 萬 | 0.24% | +350+2.4% | 加碼 |
| Sandy Spring Bank | 14,679 | $484.1 萬 | 0.20% | +189+1.3% | 加碼 |
| First Business Financial Services, Inc. | 14,667 | $483.7 萬 | 0.48% | 00.0% | 不變 |
| Robbins Farley LLC | 14,667 | $483.7 萬 | 2.57% | +124+0.9% | 加碼 |
| Canandaigua National Bank & Trust Co | 14,657 | $483.4 萬 | 0.48% | −486−3.2% | 減碼 |
| Peregrine Asset Advisers, Inc. | 14,656 | $483.4 萬 | 1.81% | +6,525+80.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 14,585 | $481.0 萬 | 0.13% | −245−1.7% | 減碼 |
| Malaga Cove Capital, LLC | 14,565 | $480.4 萬 | 2.08% | −114−0.8% | 減碼 |
| Eukles Asset Management | 14,547 | $479.8 萬 | 2.11% | +153+1.1% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 14,515 | $478.7 萬 | 0.17% | +614+4.4% | 加碼 |
| Burney Co | 14,499 | $478.2 萬 | 0.17% | −358−2.4% | 減碼 |
| Richard Bernstein Advisors LLC | 14,484 | $477.7 萬 | 0.12% | −588−3.9% | 減碼 |
| Bailard, Inc. | 14,440 | $476.2 萬 | 0.12% | +143+1.0% | 加碼 |
| Montgomery Investment Management Inc | 14,373 | $474.0 萬 | 1.89% | 00.0% | 不變 |
| Mission Creek Capital Partners, Inc. | 14,361 | $473.6 萬 | 1.15% | −186−1.3% | 減碼 |
| FRG Family Wealth Advisors LLC | 14,324 | $472.4 萬 | 0.91% | 00.0% | 不變 |
| Terry L. Blaker | 14,268 | $470.6 萬 | 0.19% | −392−2.7% | 減碼 |
| Financial Advisory Service, Inc. | 14,209 | $468.6 萬 | 0.38% | +490+3.6% | 加碼 |
| Private Wealth Asset Management, LLC | 14,203 | $468.4 萬 | 0.67% | +14,203 | 新進 |
| Johnson Financial Group, Inc. | 14,184 | $467.8 萬 | 0.23% | +470+3.4% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 14,042 | $463.1 萬 | 0.33% | −8,493−37.7% | 減碼 |
| Liberty One Investment Management, LLC | 14,035 | $462.9 萬 | 0.47% | +771+5.8% | 加碼 |
| IFP Advisors, Inc | 14,018 | $462.3 萬 | 0.14% | +3,675+35.5% | 加碼 |
| Steel Peak Wealth Management LLC | 14,004 | $461.8 萬 | 0.20% | −909−6.1% | 減碼 |
| Seascape Capital Management | 14,003 | $461.8 萬 | 1.61% | +186+1.3% | 加碼 |
| Bank of Hawaii | 13,967 | $460.6 萬 | 0.26% | −527−3.6% | 減碼 |
| JPL Wealth Management, LLC | 13,960 | $460.4 萬 | 1.31% | +424+3.1% | 加碼 |
| Blue Edge Capital, LLC | 13,923 | $459.2 萬 | 0.74% | +42+0.3% | 加碼 |
| Mathes Company, Inc. | 13,902 | $458.5 萬 | 1.86% | −312−2.2% | 減碼 |
| Pflug Koory, LLC | 13,900 | $458.4 萬 | 2.55% | −50−0.4% | 減碼 |
| Reliant Investment Management, LLC | 13,830 | $456.1 萬 | 2.37% | −45−0.3% | 減碼 |
| Altrius Capital Management Inc | 13,785 | $454.7 萬 | 1.11% | +324+2.4% | 加碼 |
| Asset Dedication, LLC | 13,751 | $453.5 萬 | 0.37% | −340−2.4% | 減碼 |