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 |
|---|---|---|---|---|---|
| Capital Investment Counsel, Inc | 13,736 | $453.0 萬 | 0.68% | +3,256+31.1% | 加碼 |
| Thoroughbred Financial Services, LLC | 13,730 | $452.8 萬 | 0.28% | +266+2.0% | 加碼 |
| CWA Asset Management Group, LLC | 13,725 | $452.6 萬 | 0.22% | +1,695+14.1% | 加碼 |
| Snowden Capital Advisors LLC | 13,718 | $452.4 萬 | 0.14% | −2,807−17.0% | 減碼 |
| Studio Investment Management LLC | 13,671 | $450.9 萬 | 0.93% | −1,119−7.6% | 減碼 |
| Financial Advocates Investment Management | 13,653 | $450.3 萬 | 0.32% | −542−3.8% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 13,616 | $449.1 萬 | 0.85% | +488+3.7% | 加碼 |
| Truvestments Capital LLC | 13,607 | $448.8 萬 | 0.97% | +3,411+33.5% | 加碼 |
| Resolute Wealth Strategies, LLC | 13,536 | $446.4 萬 | 2.49% | +22+0.2% | 加碼 |
| Capital Asset Advisory Services LLC | 13,320 | $445.8 萬 | 0.23% | +5,682+74.4% | 加碼 |
| Viewpoint Capital Management LLC | 13,505 | $445.4 萬 | 2.40% | +200+1.5% | 加碼 |
| United Capital Management of KS, Inc. | 13,450 | $443.6 萬 | 0.92% | −17,618−56.7% | 減碼 |
| Brown Brothers Harriman & Co | 13,306 | $438.8 萬 | 0.03% | −20.0% | 減碼 |
| Webster Bank, N. A. | 13,298 | $438.6 萬 | 0.48% | +235+1.8% | 加碼 |
| Jericho Financial, LLP | 13,276 | $437.9 萬 | 3.18% | +877+7.1% | 加碼 |
| FourThought Financial Partners, LLC | 13,201 | $435.4 萬 | 0.46% | −52−0.4% | 減碼 |
| Traynor Capital Management, Inc. | 13,123 | $432.8 萬 | 0.37% | −137−1.0% | 減碼 |
| Plato Investment Management Ltd | 12,929 | $431.0 萬 | 0.36% | −1,665−11.4% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 13,052 | $430.5 萬 | 0.86% | +450+3.6% | 加碼 |
| Buckingham Strategic Partners | 13,036 | $430.0 萬 | 0.07% | +1,413+12.2% | 加碼 |
| Tudor Investment Corp Et Al | 12,902 | $425.5 萬 | 0.04% | −33,028−71.9% | 減碼 |
| Capstone Investment Advisors, LLC | 12,877 | $424.7 萬 | 0.04% | +12,449+2,908.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12,875 | $424.6 萬 | 0.11% | +2,383+22.7% | 加碼 |
| Anchor Investment Management, LLC | 12,872 | $424.5 萬 | 0.40% | −980−7.1% | 減碼 |
| Ledyard National Bank | 12,822 | $422.9 萬 | 0.42% | +148+1.2% | 加碼 |
| Hodges Capital Management Inc. | 12,801 | $422.2 萬 | 0.42% | −9,169−41.7% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 12,779 | $421.5 萬 | 1.49% | −375−2.9% | 減碼 |
| Ogorek Anthony Joseph | 12,778 | $421.4 萬 | 1.39% | +216+1.7% | 加碼 |
| Occidental Asset Management, LLC | 12,769 | $421.1 萬 | 0.64% | +1,234+10.7% | 加碼 |
| Allstate Corp | 12,700 | $418.8 萬 | 0.12% | −1,693−11.8% | 減碼 |
| IronBridge Private Wealth, LLC | 12,665 | $417.7 萬 | 1.65% | −437−3.3% | 減碼 |
| Ambassador Advisors, LLC | 12,626 | $416.4 萬 | 0.73% | −252−2.0% | 減碼 |
| Arkadios Wealth Advisors | 12,621 | $416.2 萬 | 0.16% | +6,187+96.2% | 加碼 |
| Smith, Salley & Associates | 12,617 | $416.1 萬 | 0.27% | +4,093+48.0% | 加碼 |
| Hayek Kallen Investment Management | 12,589 | $415.2 萬 | 1.53% | −50.0% | 減碼 |
| Johnson Investment Counsel Inc | 12,554 | $414.0 萬 | 0.04% | −105−0.8% | 減碼 |
| Barbara Oil Co. | 12,500 | $412.3 萬 | 1.67% | 00.0% | 不變 |
| Mather Group, LLC. | 12,474 | $411.4 萬 | 0.05% | +518+4.3% | 加碼 |
| L & S Advisors Inc | 12,473 | $411.3 萬 | 0.51% | +12,473 | 新進 |
| Essex Financial Services, Inc. | 12,435 | $410.1 萬 | 0.30% | −777−5.9% | 減碼 |
| Stonebridge Capital Management Inc | 12,422 | $409.7 萬 | 1.77% | −275−2.2% | 減碼 |
| Jacobi Capital Management LLC | 12,416 | $409.5 萬 | 0.30% | +149+1.2% | 加碼 |
| Kinneret Advisory, LLC | 12,370 | $408.0 萬 | 0.41% | −42−0.3% | 減碼 |
| Alberta Investment Management Corp | 12,300 | $405.7 萬 | 0.03% | 00.0% | 不變 |
| Hallmark Capital Management Inc | 12,271 | $404.7 萬 | 0.31% | −49−0.4% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 12,236 | $403.5 萬 | 0.01% | +8,634+239.7% | 加碼 |
| Iowa State Bank | 12,220 | $403.0 萬 | 0.86% | −377−3.0% | 減碼 |
| Meeder Advisory Services, Inc. | 12,208 | $402.6 萬 | 0.24% | −137−1.1% | 減碼 |
| Sapient Capital LLC | 12,207 | $402.6 萬 | 0.08% | −100−0.8% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 12,205 | $402.5 萬 | 0.15% | +915+8.1% | 加碼 |
| Modus Advisors, LLC | 12,077 | $398.3 萬 | 1.30% | −59−0.5% | 減碼 |
| Vista Investment Partners LLC | 12,071 | $398.1 萬 | 1.21% | −135−1.1% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 11,986 | $395.3 萬 | 0.02% | −2,733−18.6% | 減碼 |
| New Hampshire Trust | 11,962 | $394.5 萬 | 0.90% | −86−0.7% | 減碼 |
| Trust Co of Vermont | 11,953 | $394.2 萬 | 0.20% | −338−2.7% | 減碼 |
| Signaturefd, LLC | 11,936 | $393.7 萬 | 0.07% | +245+2.1% | 加碼 |
| Applied Capital LLC | 11,928 | $393.4 萬 | 3.16% | −438−3.5% | 減碼 |
| Farther Finance Advisors, LLC | 11,843 | $391.5 萬 | 0.10% | +3,481+41.6% | 加碼 |
| Teamwork Financial Advisors, LLC | 11,823 | $389.9 萬 | 0.54% | −2,045−14.7% | 減碼 |
| Azimuth Capital Investment Management LLC | 11,810 | $389.5 萬 | 0.16% | −515−4.2% | 減碼 |
| Argyle Capital Management Inc. | 11,769 | $388.1 萬 | 1.44% | +210+1.8% | 加碼 |
| North Star Investment Management Corp. | 11,766 | $388.0 萬 | 0.28% | −547−4.4% | 減碼 |
| Regency Capital Management Inc. | 11,757 | $387.7 萬 | 2.32% | +101+0.9% | 加碼 |
| Quadrant Capital Group LLC | 11,739 | $387.1 萬 | 0.14% | +5,065+75.9% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 11,734 | $387.0 萬 | 0.67% | −613−5.0% | 減碼 |
| Raiffeisen Bank International AG | 11,735 | $386.9 萬 | 0.06% | +2,808+31.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 11,715 | $386.4 萬 | 0.32% | −212−1.8% | 減碼 |
| MV Capital Management, Inc. | 11,703 | $386.0 萬 | 0.41% | +713+6.5% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,636 | $383.8 萬 | 0.23% | +167+1.5% | 加碼 |
| IHT Wealth Management, LLC | 11,636 | $383.7 萬 | 0.12% | +1,699+17.1% | 加碼 |
| Plimoth Trust Co LLC | 11,574 | $381.7 萬 | 0.99% | −934−7.5% | 減碼 |
| Hudson Capital Management LLC | 11,547 | $380.8 萬 | 1.16% | +652+6.0% | 加碼 |
| Nikko Asset Management Americas, Inc. | 11,540 | $380.6 萬 | 0.05% | −796−6.5% | 減碼 |
| Trust Co of Toledo NA | 11,491 | $379.0 萬 | 0.50% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 11,401 | $376.0 萬 | 0.17% | −143−1.2% | 減碼 |
| Jackson Square Capital, LLC | 11,361 | $374.7 萬 | 1.22% | −5,528−32.7% | 減碼 |
| Ameritas Investment Partners, Inc. | 11,358 | $374.6 萬 | 0.13% | −558−4.7% | 減碼 |
| MEMBERS Trust Co | 11,340 | $374.0 萬 | 0.13% | −53−0.5% | 減碼 |
| GAMMA Investing LLC | 11,311 | $373.0 萬 | 0.28% | +2,745+32.0% | 加碼 |
| MWA Asset Management | 11,265 | $371.5 萬 | 2.58% | +222+2.0% | 加碼 |
| Pure Financial Advisors, Inc. | 11,187 | $368.9 萬 | 0.08% | +488+4.6% | 加碼 |
| Providence Wealth Advisors, LLC | 11,178 | $368.3 萬 | 2.79% | −111−1.0% | 減碼 |
| Money Concepts Capital Corp | 11,150 | $367.7 萬 | 0.28% | +39+0.4% | 加碼 |
| Whitener Capital Management, Inc. | 11,103 | $366.2 萬 | 1.04% | −251−2.2% | 減碼 |
| Spirit of America Management Corp | 11,090 | $365.7 萬 | 0.74% | −300−2.6% | 減碼 |
| Kingsview Wealth Management, LLC | 11,073 | $365.2 萬 | 0.07% | −86−0.8% | 減碼 |
| CPA Asset Management LLC | 11,009 | $363.1 萬 | 1.60% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 10,943 | $360.9 萬 | 0.05% | −128−1.2% | 減碼 |
| Stokes Capital Advisors, LLC | 10,933 | $360.6 萬 | 0.92% | +10,933 | 新進 |
| Creative Financial Designs Inc | 10,919 | $360.1 萬 | 0.29% | −701−6.0% | 減碼 |
| Focus Financial Network, Inc. | 10,863 | $358.3 萬 | 0.15% | −68−0.6% | 減碼 |
| Slow Capital, Inc. | 10,834 | $357.3 萬 | 0.48% | +142+1.3% | 加碼 |
| Smith, Moore & Co. | 10,830 | $357.2 萬 | 0.33% | −454−4.0% | 減碼 |
| Asset Management Group, Inc. | 10,806 | $356.4 萬 | 0.66% | +35+0.3% | 加碼 |
| BNC Wealth Management, LLC | 10,782 | $355.6 萬 | 1.28% | +208+2.0% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,729 | $353.9 萬 | 1.13% | 00.0% | 不變 |
| Jaffetilchin Investment Partners, LLC | 10,716 | $353.4 萬 | 0.26% | +584+5.8% | 加碼 |
| Old National Bancorp | 10,678 | $352.2 萬 | 0.09% | −1,404−11.6% | 減碼 |
| Tritonpoint Wealth, LLC | 10,659 | $351.5 萬 | 0.33% | +90+0.9% | 加碼 |
| Lifeworks Advisors, LLC | 10,625 | $350.4 萬 | 0.58% | +1,245+13.3% | 加碼 |