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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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Caterpillar Inc 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人2025 年第 4 季全部持有人

CAT 的 13F 持有人:2025 年第 4 季與 2026 年第 1 季比較
項目2025 年第 4 季其中尚未申報 2026 年第 1 季2026 年第 1 季變化
持有家數3,542473,772+277
股數3.30 億4,696 萬3.32 億+4,848 萬 (+17.1%)
市值$1,887 億$269.0 億$2,320 億+$701.7 億 (+43.4%)

47 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(392 家)

2026 年第 1 季季末持有 Caterpillar Inc、2025 年第 4 季季末沒有持有的機構。

依市值列出前 100 家,共 392 家。

2026 年第 1 季新進 CAT 的機構
機構股數市值佔組合 %
Vanguard Capital Management LLC30,234,453$214.2 億0.53%
Vanguard Portfolio Management LLC11,705,890$82.9 億0.43%
Vanguard Fiduciary Trust Co2,626,721$18.6 億0.47%
Vanguard Global Advisers, LLC1,017,138$7.21 億0.39%
Vanguard Asset Management, Ltd745,848$5.28 億0.45%
CIBC Bancorp USA Inc.482,797$3.42 億0.46%
Holocene Advisors, LP292,937$2.08 億0.50%
Vanguard Investments Australia, Ltd.218,048$1.54 億0.45%
Nearwater Capital Markets, Ltd152,000$1.08 億2.54%
Tredje AP-fonden129,533$9,177 萬0.50%
SEB Asset Management AB121,707$8,622 萬0.37%
Capitolis Liquid Global Markets LLC98,608$6,986 萬0.44%
Qube Research & Technologies Ltd87,621$6,208 萬0.09%
Aware Super Pty Ltd as trustee of Aware Super76,689$5,433 萬0.82%
Empowered Funds, LLC75,281$5,333 萬0.34%
Employees Retirement System of Texas61,448$4,353 萬0.38%
Westfield Capital Management Co LP32,325$2,290 萬0.10%
Telemark Asset Management, LLC30,000$2,125 萬1.96%
Oribel Capital Management, LP30,000$2,125 萬3.23%
GFS Advisors, LLC500,940$2,086 萬1.47%
AustralianSuper Pty Ltd28,242$2,001 萬0.10%
Overbrook Management Corp25,382$1,798 萬3.40%
Liontrust Investment Partners LLP25,328$1,794 萬0.31%
Regents Gate Capital LLP24,950$1,768 萬3.77%
Renaissance Technologies LLC21,507$1,524 萬0.02%
Night Squared LP19,615$1,390 萬2.04%
Triglav Skladi, D.O.O.19,250$1,364 萬0.95%
Tiaa-Cref Individual & Institutional Services, LLC18,926$1,341 萬0.05%
Capital International Ltd16,168$1,145 萬0.42%
Picton Mahoney Asset Management15,803$1,120 萬0.12%
Gerald Baker Financial Group LLC15,428$1,093 萬3.46%
Canandaigua National Corp15,203$1,077 萬0.96%
Laurion Capital Management LP14,499$1,027 萬0.96%
CVFG LLC13,993$991.3 萬1.23%
Oak Ridge Investments LLC13,639$966.3 萬0.64%
SMA Capital LLC13,375$947.6 萬4.09%
Quantitative Investment Management, LLC12,072$855.2 萬0.89%
Spartan Wealth Advisory Services LLC11,329$802.6 萬0.70%
Lombard Odier Asset Management (Switzerland) SA11,265$798.1 萬0.30%
Brighton Jones LLC10,428$738.8 萬0.16%
Ibex Wealth Advisors9,917$702.6 萬0.65%
Stonebridge Capital Management Inc9,672$685.2 萬3.12%
Mitchell Capital Management Co9,150$648.2 萬1.19%
DuPont Capital Management Corp9,052$641.3 萬0.73%
Murphy, Middleton, Hinkle & Parker, Inc.7,211$510.9 萬2.37%
Parametrica Management Ltd7,000$495.9 萬5.64%
Capital & Planning, LLC6,947$492.2 萬2.99%
Western Financial Corp6,842$484.7 萬1.90%
Lee Johnson Capital Management, LLC6,825$483.5 萬1.73%
Quadrature Capital Ltd6,616$468.7 萬0.06%
Leelyn Smith, LLC5,470$387.5 萬0.54%
Itau Unibanco Holding S.A.5,062$358.6 萬0.09%
E Fund Management Co., Ltd.4,916$348.3 萬0.10%
Left Brain Wealth Management, LLC4,710$333.7 萬1.31%
TIAA Wealth Investment Management LLC4,649$329.4 萬0.03%
Beck Capital Management, LLC4,445$314.9 萬0.72%
Northstar Advisory Group, LLC4,428$313.7 萬1.20%
SIR Capital Management, L.P.4,100$290.5 萬0.27%
HWG Holdings LP4,043$286.4 萬0.76%
Timothy G. Youngquist 2020 Irrevocable Trust3,843$272.3 萬1.33%
Mariner Investment Group LLC3,800$269.2 萬0.82%
CMH Wealth Management LLC3,660$259.3 萬0.45%
Bridgeway Capital Management, LLC3,640$257.9 萬0.05%
Investment Management Trust, LLC3,631$257.2 萬2.51%
Capital Group Investment Management Pte. Ltd.3,478$246.4 萬0.42%
LexAurum Advisors, LLC3,307$234.3 萬0.30%
Paragon Advisors, LLC3,282$232.5 萬0.63%
Mandatum Life Insurance Co Ltd3,238$229.4 萬0.52%
Summit Wealth Partners, LLC3,018$213.8 萬0.34%
Walleye Trading LLC2,946$208.7 萬0.04%
Legacy Financial Independent Advisors LLC2,945$208.6 萬1.09%
Occudo Quantitative Strategies LP2,304$205.1 萬0.11%
Elevation Advisory Partners LLC3,080$196.8 萬1.84%
Clare Market Investments LLC2,705$191.6 萬0.40%
SummitTX Capital, L.P.2,664$188.7 萬0.06%
Camarda Financial Advisors, LLC2,605$184.6 萬0.97%
Elite Wealth Management, Inc.2,572$182.2 萬0.59%
Retirement Guys Formula LLC2,522$178.7 萬0.82%
Bluebird Wealth Management LLC2,462$174.4 萬1.79%
Emerald Investment Advisers, LLC2,355$166.8 萬0.15%
Southern Michigan Bank & Trust2,320$164.4 萬0.63%
Hexagon Capital Partners LLC2,295$162.6 萬0.24%
Talon Private Wealth, LLC2,294$162.5 萬0.22%
Innovative Asset Advisors Group, LLC2,132$151.0 萬0.87%
Dymon Asia Capital (Singapore) Pte. Ltd.2,080$147.4 萬0.32%
Limestone Investment Advisors LP2,040$144.5 萬0.71%
TRB Wealth Management, LLC1,978$140.1 萬0.20%
Wolverine Asset Management LLC1,806$127.9 萬0.02%
Algebris (UK) Ltd1,805$127.7 萬0.09%
Aster Capital Management (DIFC) Ltd3,849$126.9 萬0.42%
Sanders Morris Harris LLC1,775$125.8 萬0.20%
Cpwa, LLC1,355$125.6 萬1.50%
Karani Asset Management LLC1,732$122.7 萬1.07%
DSG Capital Advisors, LLC1,730$122.6 萬0.20%
Silphium Asset Management Ltd1,723$122.1 萬0.46%
Mosaic Advisors LLC1,425$118.3 萬1.78%
Defiance ETFs, LLC1,586$112.4 萬0.02%
CenterStar Asset Management, LLC1,572$111.3 萬1.07%
Caitong International Asset Management Co., Ltd1,479$104.8 萬0.19%
Philadelphia Investment Partners, LLC1,459$103.4 萬0.70%

清倉機構(115 家)

2025 年第 4 季季末持有 Caterpillar Inc、2026 年第 1 季有申報但已經沒有持有的機構。

依市值列出前 100 家,共 115 家。

2026 年第 1 季清倉 CAT 的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Two Sigma Advisers, LP227,060$1.30 億
HRT Financial LP83,563$4,787 萬
Electron Capital Partners, LLC74,761$4,283 萬
Sherman Porfolios, LLC74,161$4,248 萬
Lord, Abbett & Co. LLC62,065$3,556 萬
Jupiter Asset Management Ltd61,335$3,514 萬
Trexquant Investment LP53,278$3,052 萬
Fullerton Fund Management Co Ltd.50,376$2,886 萬
Mizuho Markets Americas LLC47,281$2,709 萬
Yaupon Capital Management LP25,641$1,469 萬
Generali Powszechne Towarzystwo Emerytalne25,118$1,439 萬
Energy Income Partners, LLC23,071$1,322 萬
Cornerstone Advisors, LLC22,826$1,308 萬
J.W. Cole Advisors, Inc.23,560$1,283 萬
Logan Capital Management Inc21,573$1,236 萬
Aquatic Capital Management LLC16,291$933.3 萬
Edgar Lomax Co11,520$659.9 萬
Twinbeech Capital LP9,925$568.6 萬
Group One Trading, L.P.9,694$555.3 萬
Mercuria Capital Strategies, LLC9,410$539.1 萬
Alberta Investment Management Corp9,200$527.0 萬
Hel Ved Capital Management Ltd8,495$486.7 萬
Altrius Capital Management Inc8,492$486.5 萬
Sciencast Management LP8,079$462.8 萬
Surience Private Wealth LLC7,251$415.4 萬
Applied Capital LLC7,240$414.8 萬
Hennessy Advisors Inc6,900$395.3 萬
Q3 Asset Management6,889$395.1 萬
XTX Topco Ltd6,260$358.6 萬
Heritage Wealth Management, Inc.6,212$355.9 萬
SIH Partners, LLLP5,911$338.6 萬
Weiss Asset Management LP5,794$331.9 萬
Castellan Group, LLC5,364$307.3 萬
Applied Finance Capital Management, LLC5,081$291.1 萬
Quantbot Technologies LP4,844$277.5 萬
SOL Capital Management CO4,443$254.5 萬
Blue Sparrow, LLC4,000$229.1 萬
Capital Markets Trading UK LLP3,338$191.2 萬
Oak Thistle LLC3,109$178.1 萬
Virtu Financial LLC2,881$165.0 萬
Primoris Wealth Advisors, LLC2,266$129.8 萬
Lombard Odier Asset Management (USA) Corp2,250$128.9 萬
Quest Partners LLC2,001$114.6 萬
Two Sigma Securities, LLC1,836$105.2 萬
Opal Capital LLC1,400$103.9 萬
Worth Financial Advisory Group, LLC1,668$95.6 萬
KG&L Capital Management,LLC1,621$89.3 萬
Tectonic Advisors LLC1,541$88.3 萬
Hara Capital LLC1,465$83.9 萬
Aigen Investment Management, LP1,459$83.6 萬
Catalyst Funds Management Pty Ltd1,400$80.2 萬
Fox Run Management, L.L.C.1,212$69.4 萬
Guardian Partners Inc.1,000$69.2 萬
Sentry Investment Management LLC1,195$68.5 萬
Farringdon Capital, Ltd.1,160$66.5 萬
American Investment Services, Inc.1,043$59.8 萬
Connective Portfolio Management, LLC1,000$57.3 萬
Cullen Capital Management LLC869$49.8 萬
Milestones Private Investment Advisors LLC850$48.7 萬
Martingale Asset Management L P815$46.7 萬
Fiduciary Wealth Partners, LLC749$42.9 萬
Accuvest Global Advisors719$41.2 萬
QP Wealth Management, LLC706$40.4 萬
Clear Street Group Inc.705$40.4 萬
Alphadyne Asset Management LP702$40.2 萬
Rhodes Investment Advisors Inc669$38.3 萬
Hutchens & Kramer Investment Management Group, LLC640$36.7 萬
Keeler Thomas Management LLC639$36.6 萬
City National Bank of Florida619$35.5 萬
Leibman Financial Services, Inc.610$34.9 萬
Ariadne Wealth Management, LP457$34.7 萬
Ycg, LLC596$34.1 萬
PharVision Advisers, LLC572$32.8 萬
Coppell Advisory Solutions LLC541$31.2 萬
Kassira Wealth Management LLC462$26.5 萬
Davis-Rea Ltd.460$26.4 萬
Magnetar Financial LLC453$26.0 萬
GFG Capital, LLC445$25.5 萬
LeClair Wealth Partners LLC445$25.5 萬
DDFG, Inc435$24.9 萬
Berkshire Money Management, Inc.434$24.9 萬
Winton Group Ltd434$24.9 萬
CapWealth Advisors, LLC420$24.1 萬
WBI Investments412$23.6 萬
Bravias Capital Group, LLC406$23.3 萬
Diametric Capital, LP396$22.7 萬
Connable Office Inc381$21.8 萬
GK Wealth Management LLC375$21.5 萬
Shulman DeMeo Asset Management LLC369$21.2 萬
Gambit Capital Management, LLC357$20.5 萬
SLT Holdings LLC351$20.1 萬
Clarkston Capital Partners, LLC350$20.1 萬
Garton & Associates Financial Advisors LLC326$18.7 萬
TCTC Holdings, LLC292$16.7 萬
Hallmark Capital Management Inc290$16.6 萬
Vinland Capital Management Gestora de Recursos LTDA.275$15.8 萬
XY Capital Ltd237$13.6 萬
Commonwealth Retirement Investments LLC142$8.12 萬
Innovative Advisory Group, LLC110$6.30 萬
Howard Hughes Medical Institute101$5.79 萬

尚未申報 2026 年第 1 季的機構(47 家)

2025 年第 4 季季末持有 Caterpillar Inc、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 4 季持有 CAT、尚未申報 2026 年第 1 季的機構
機構2025 年第 4 季股數2025 年第 4 季市值
Vanguard Group Inc46,385,185$265.7 億
Alpha Cubed Investments, LLC125,238$7,175 萬
Comerica Bank88,491$5,069 萬
CIBC World Markets Corp65,318$3,742 萬
Capitolis Liquid Global Markets LLC44,600$2,555 萬
CIBC Private Wealth Group, LLC43,404$2,486 萬
FineMark National Bank & Trust37,612$2,155 萬
Janney Capital Management LLC37,449$2,145 萬
Global Retirement Partners, LLC22,306$1,278 萬
Canandaigua National Bank & Trust Co15,952$913.8 萬
Trust Co of Vermont11,684$669.3 萬
MidWestOne Financial Group, Inc.7,927$454.1 萬
Gifford Fong Associates7,800$446.8 萬
Forefront Wealth Management Inc.6,751$386.7 萬
David Loasby5,691$358.4 萬
High Falls Advisors, Inc5,344$306.1 萬
SS&H Financial Advisors, Inc.4,525$259.2 萬
Motiv8 Investments LLC3,926$224.9 萬
Creegan & Nassoura Financial Group, LLC3,705$212.2 萬
Thomasville National Bank3,497$200.3 萬
SG Trading Solutions, LLC3,049$174.7 萬
Elevated Private Wealth, LLC2,932$168.0 萬
Greenberg Financial Group2,865$164.1 萬
Cornercap Investment Counsel Inc2,756$157.9 萬
Clarius Group, LLC2,755$157.8 萬
O'Brien Wealth Partners LLC2,535$145.2 萬
Austin Private Wealth, LLC2,081$119.2 萬
BancorpSouth Bank1,620$92.8 萬
Vantus Wealth LLC1,346$77.1 萬
Maxele Advisors, LLC1,111$63.6 萬
Ransom Advisory, Ltd1,070$61.3 萬
GPS Wealth Strategies Group, LLC1,043$59.8 萬
ORG Partners LLC969$55.5 萬
Heritage Financial Services, LLC919$52.6 萬
Pure Portfolios Holdings LLC894$51.2 萬
Alongside, LLC836$47.9 萬
Meritage Portfolio Management792$45.4 萬
MGB Wealth Management, LLC761$43.6 萬
Yeomans Consulting Group, Inc.757$43.4 萬
Financial Advisory Corp751$43.0 萬
DV Equities, LLC654$37.5 萬
Sage Advisors, LLC584$33.4 萬
Stephens Consulting, LLC564$32.3 萬
Beddow Capital Management Inc550$31.5 萬
V. M. Manning & Co., Inc.485$27.8 萬
New Millennium Group LLC269$15.4 萬
Redmont Wealth Advisors LLC129$7.39 萬