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 |
|---|---|---|---|---|---|
| Mission Wealth Management, LP | 10,612 | $350.0 萬 | 0.09% | +2,593+32.3% | 加碼 |
| Mystic Asset Management, Inc. | 10,605 | $349.8 萬 | 0.92% | 00.0% | 不變 |
| Heritage Trust Co | 10,599 | $349.6 萬 | 0.42% | +763+7.8% | 加碼 |
| Advisors Asset Management, Inc. | 10,584 | $349.1 萬 | 0.07% | −6,124−36.7% | 減碼 |
| Rokos Capital Management LLP | 10,558 | $348.3 萬 | 0.09% | +10,558 | 新進 |
| Great Valley Advisor Group, Inc. | 10,552 | $348.0 萬 | 0.07% | +444+4.4% | 加碼 |
| Diversified Trust Co | 10,542 | $347.7 萬 | 0.09% | +2,915+38.2% | 加碼 |
| BLB&B Advisors, LLC | 10,521 | $347.0 萬 | 0.18% | +15+0.1% | 加碼 |
| PEAK6 LLC | 10,520 | $346.9 萬 | 0.14% | +10,518+525,900.0% | 加碼 |
| Zhang Financial LLC | 10,485 | $345.8 萬 | 0.18% | +1,327+14.5% | 加碼 |
| DT Investment Partners, LLC | 10,448 | $344.6 萬 | 0.33% | −2,026−16.2% | 減碼 |
| Verdence Capital Advisors LLC | 10,415 | $343.5 萬 | 0.26% | −188−1.8% | 減碼 |
| NorthRock Partners, LLC | 10,348 | $341.3 萬 | 0.11% | +277+2.8% | 加碼 |
| Whalerock Point Partners, LLC | 10,342 | $341.1 萬 | 0.81% | −450−4.2% | 減碼 |
| Naples Global Advisors, LLC | 10,257 | $338.3 萬 | 0.32% | +408+4.1% | 加碼 |
| Argent Trust Co | 10,246 | $337.9 萬 | 0.14% | −542−5.0% | 減碼 |
| Consolidated Capital Management, LLC | 10,246 | $337.9 萬 | 1.40% | +626+6.5% | 加碼 |
| Parallel Advisors, LLC | 10,230 | $337.4 萬 | 0.08% | +134+1.3% | 加碼 |
| Modern Wealth Management, LLC | 10,217 | $337.0 萬 | 0.11% | +310+3.1% | 加碼 |
| VestGen Advisors, LLC | 10,214 | $336.8 萬 | 0.15% | +10,214 | 新進 |
| Concord Wealth Partners | 10,209 | $336.7 萬 | 0.55% | +973+10.5% | 加碼 |
| Gluskin Sheff & Assoc Inc | 10,125 | $333.9 萬 | 0.43% | −28−0.3% | 減碼 |
| Mattern Wealth Management LLC | 10,103 | $333.2 萬 | 0.74% | +625+6.6% | 加碼 |
| Fisher Funds Management LTD | 10,023 | $330.6 萬 | 0.08% | 00.0% | 不變 |
| Kinloch Capital, LLC | 9,992 | $329.5 萬 | 1.58% | −605−5.7% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,967 | $328.7 萬 | 1.10% | +842+9.2% | 加碼 |
| LMG Wealth Partners, LLC | 9,959 | $328.4 萬 | 0.73% | +67+0.7% | 加碼 |
| Family Management Corp | 9,944 | $328.0 萬 | 0.54% | +406+4.3% | 加碼 |
| Delta Capital Management LLC | 9,880 | $325.8 萬 | 1.89% | +8,880+888.0% | 加碼 |
| First Dallas Securities Inc. | 9,854 | $325.0 萬 | 1.36% | −14−0.1% | 減碼 |
| SeaCrest Wealth Management, LLC | 9,755 | $321.7 萬 | 0.36% | +123+1.3% | 加碼 |
| Nilsine Partners, LLC | 9,713 | $320.3 萬 | 0.35% | −85−0.9% | 減碼 |
| RB Capital Management, LLC | 9,702 | $320.0 萬 | 0.78% | −44−0.5% | 減碼 |
| Finer Wealth Management, Inc. | 9,680 | $319.3 萬 | 1.91% | +251+2.7% | 加碼 |
| Wellington Shields & Co., LLC | 9,637 | $317.8 萬 | 0.99% | +29+0.3% | 加碼 |
| Cullen/Frost Bankers, Inc. | 9,609 | $316.9 萬 | 0.04% | −742−7.2% | 減碼 |
| Credit Industriel Et Commercial | 9,604 | $316.7 萬 | 0.57% | +9,604 | 新進 |
| Ritholtz Wealth Management | 9,587 | $316.2 萬 | 0.09% | +40.0% | 加碼 |
| Cumberland Advisors Inc | 9,553 | $315.1 萬 | 1.43% | −297−3.0% | 減碼 |
| Evercore Wealth Management, LLC | 9,484 | $312.8 萬 | 0.05% | −683−6.7% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 9,478 | $312.6 萬 | 0.65% | +10.0% | 加碼 |
| V-Square Quantitative Management LLC | 9,467 | $312.2 萬 | 0.46% | +459+5.1% | 加碼 |
| Compagnie Lombard Odier SCmA | 9,447 | $311.6 萬 | 0.04% | −11,304−54.5% | 減碼 |
| HBK Sorce Advisory LLC | 9,409 | $310.3 萬 | 0.09% | +93+1.0% | 加碼 |
| Profund Advisors LLC | 9,395 | $309.8 萬 | 0.13% | −763−7.5% | 減碼 |
| Cambridge Advisors Inc. | 9,364 | $308.8 萬 | 0.68% | 00.0% | 不變 |
| Palisade Asset Management, LLC | 9,347 | $308.3 萬 | 0.32% | −35−0.4% | 減碼 |
| 1st Source Bank | 9,303 | $306.8 萬 | 0.18% | +44+0.5% | 加碼 |
| SevenBridge Financial Group, LLC | 8,954 | $306.7 萬 | 0.60% | +2,550+39.8% | 加碼 |
| Fidelis Capital Partners, LLC | 9,970 | $305.5 萬 | 0.32% | −35−0.3% | 減碼 |
| Caldwell Sutter Capital, Inc. | 9,262 | $305.4 萬 | 1.45% | +40.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,222 | $304.1 萬 | 0.64% | −10−0.1% | 減碼 |
| Change Path, LLC | 9,192 | $303.2 萬 | 0.09% | +1,022+12.5% | 加碼 |
| Buckley Wealth Management, LLC | 9,190 | $303.1 萬 | 0.94% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 9,089 | $299.8 萬 | 0.08% | −1,238−12.0% | 減碼 |
| Arete Wealth Advisors, LLC | 9,063 | $298.9 萬 | 0.23% | +1,916+26.8% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,060 | $298.8 萬 | 0.18% | −94−1.0% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 9,025 | $297.6 萬 | 0.20% | +662+7.9% | 加碼 |
| Aire Advisors, LLC | 9,017 | $297.4 萬 | 0.63% | −200−2.2% | 減碼 |
| Mill Capital Management, LLC | 8,999 | $296.8 萬 | 0.24% | −738−7.6% | 減碼 |
| Baldwin Investment Management, LLC | 8,990 | $296.5 萬 | 0.36% | +1,195+15.3% | 加碼 |
| South Dakota Investment Council | 8,964 | $295.6 萬 | 0.06% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 8,959 | $295.5 萬 | 1.11% | +1,686+23.2% | 加碼 |
| Cannon Advisors, Inc. | 8,932 | $294.6 萬 | 2.71% | −283−3.1% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,915 | $294.0 萬 | 0.28% | −60−0.7% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,885 | $293.0 萬 | 0.06% | −17−0.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 8,884 | $293.0 萬 | 0.24% | +4,794+117.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,878 | $292.8 萬 | 1.90% | −38−0.4% | 減碼 |
| Quest Partners LLC | 8,859 | $292.2 萬 | 0.32% | +7,126+411.2% | 加碼 |
| Foundations Investment Advisors, LLC | 8,844 | $291.7 萬 | 0.05% | +1,157+15.1% | 加碼 |
| HITE Hedge Asset Management LLC | 8,817 | $290.8 萬 | 0.18% | −2,360−21.1% | 減碼 |
| Schnieders Capital Management LLC | 8,800 | $290.2 萬 | 0.62% | −1,000−10.2% | 減碼 |
| Westpac Banking Corp | 8,767 | $289.1 萬 | 0.21% | 00.0% | 不變 |
| AlTi Global, Inc. | 8,749 | $288.6 萬 | 0.08% | −406−4.4% | 減碼 |
| Cullen Investment Group, Ltd. | 8,690 | $286.6 萬 | 0.43% | −73−0.8% | 減碼 |
| Worldquant Millennium Advisors LLC | 8,676 | $286.1 萬 | 0.02% | +4,404+103.1% | 加碼 |
| Prudential PLC | 8,629 | $284.6 萬 | 0.01% | −3,329−27.8% | 減碼 |
| Naviter Wealth, LLC | 8,577 | $282.8 萬 | 0.34% | +40+0.5% | 加碼 |
| Abn Amro Investment Solutions | 8,565 | $282.5 萬 | 0.06% | +66+0.8% | 加碼 |
| Pinnacle Holdings, LLC | 8,536 | $281.5 萬 | 1.07% | −415−4.6% | 減碼 |
| River Street Advisors LLC | 8,522 | $281.1 萬 | 1.39% | 00.0% | 不變 |
| Clune & Associates, Ltd. | 8,506 | $280.5 萬 | 0.86% | +9+0.1% | 加碼 |
| Davidson Capital Management Inc. | 8,500 | $280.3 萬 | 0.76% | −1,167−12.1% | 減碼 |
| MUFG Securities Americas Inc. | 8,460 | $279.0 萬 | 0.32% | +1,332+18.7% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,458 | $279.0 萬 | 0.98% | +41+0.5% | 加碼 |
| Daymark Wealth Partners, LLC | 8,450 | $278.7 萬 | 0.12% | −119,968−93.4% | 減碼 |
| Horizon Investments, LLC | 8,478 | $278.3 萬 | 0.08% | +211+2.6% | 加碼 |
| Gould Capital, LLC | 8,400 | $277.0 萬 | 1.94% | −121−1.4% | 減碼 |
| Bernard Wealth Management Corp. | 8,390 | $276.7 萬 | 1.35% | +54+0.6% | 加碼 |
| Inspire Advisors, LLC | 8,350 | $275.4 萬 | 0.32% | +1,507+22.0% | 加碼 |
| Hanson & Doremus Investment Management | 8,342 | $275.1 萬 | 0.40% | −35−0.4% | 減碼 |
| Keeler Thomas Management LLC | 8,323 | $274.5 萬 | 1.34% | −7,124−46.1% | 減碼 |
| Radnor Capital Management, LLC | 8,312 | $274.1 萬 | 0.46% | 00.0% | 不變 |
| Ballentine Partners, LLC | 8,291 | $273.4 萬 | 0.05% | −195−2.3% | 減碼 |
| Graypoint LLC | 8,258 | $272.3 萬 | 0.17% | −2,408−22.6% | 減碼 |
| Tradewinds, LLC. | 8,252 | $272.2 萬 | 0.77% | +16+0.2% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 8,246 | $272.0 萬 | 0.56% | −8,793−51.6% | 減碼 |
| Park National Corp | 8,222 | $271.2 萬 | 0.10% | −76−0.9% | 減碼 |
| Qtron Investments LLC | 8,216 | $271.0 萬 | 0.41% | −371−4.3% | 減碼 |
| Hudock, Inc. | 8,213 | $270.9 萬 | 0.47% | −1,098−11.8% | 減碼 |