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 13F 持有人
Caterpillar Inc 在 2026/3/31 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
- 3,772
- 較 2025 年第 4 季 +277 家
- 持有股數
- 3.32 億
- 較 2025 年第 4 季 +4,848 萬 (+17.1%)
- 總市值
- $2,320 億
- 較 2025 年第 4 季 +$701.7 億 (+43.4%)
- 新進機構
- 392
- 另有 1,291 家加碼
- 清倉機構
- 115
- 另有 1,551 家減碼
另有 47 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $1,590 億 |
| 2025 年第 2 季 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 1,250 | $88.6 萬 | 0.05% | 00.0% | 不變 |
| J. Team Financial, Inc. | 1,252 | $88.7 萬 | 0.99% | −192−13.3% | 減碼 |
| Henson-Edgewater Management, LLC | 1,252 | $88.7 萬 | 0.56% | +52+4.3% | 加碼 |
| GLOBALT Investments LLC | 1,253 | $88.8 萬 | 0.03% | +1,253 | 新進 |
| Hudson Valley Investment Advisors Inc | 1,254 | $88.8 萬 | 0.12% | −175−12.2% | 減碼 |
| QTR Family Wealth, LLC | 1,119 | $88.9 萬 | 0.37% | +11+1.0% | 加碼 |
| Meridian Financial Partners LLC | 1,229 | $89.1 萬 | 0.34% | +14+1.2% | 加碼 |
| Keystone Wealth Services, LLC | 1,261 | $89.3 萬 | 0.19% | −220−14.9% | 減碼 |
| Oliver Luxxe Assets LLC | 1,262 | $89.4 萬 | 0.13% | −1−0.1% | 減碼 |
| Silver Coast Investments LLC | 1,265 | $89.6 萬 | 0.29% | −52−3.9% | 減碼 |
| Bay Capital Advisors, LLC | 1,266 | $89.7 萬 | 0.55% | −8−0.6% | 減碼 |
| GeoWealth Management, LLC | 1,266 | $89.7 萬 | 0.03% | +87+7.4% | 加碼 |
| Lazari Capital Management, Inc. | 1,267 | $89.8 萬 | 0.31% | −68−5.1% | 減碼 |
| Leigh Baldwin & Co., LLC | 1,267 | $89.8 萬 | 0.58% | +6+0.5% | 加碼 |
| Alpha Family Trust | 1,270 | $90.0 萬 | 0.44% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 1,271 | $90.0 萬 | 0.10% | −71−5.3% | 減碼 |
| First Nebraska Trust Co | 1,272 | $90.1 萬 | 0.08% | +16+1.3% | 加碼 |
| Bridgewealth Advisory Group, LLC | 1,275 | $90.3 萬 | 0.19% | +13+1.0% | 加碼 |
| Integrated Investment Consultants, LLC | 1,276 | $90.4 萬 | 0.19% | +77+6.4% | 加碼 |
| Warwick Investment Management, Inc. | 1,279 | $90.6 萬 | 0.13% | +32+2.6% | 加碼 |
| Tripletail Wealth Management, LLC | 1,266 | $90.8 萬 | 1.24% | −308−19.6% | 減碼 |
| Madison Wealth Partners, Inc | 1,286 | $91.1 萬 | 0.15% | +370+40.4% | 加碼 |
| Athena Investment Management | 1,287 | $91.2 萬 | 0.47% | −179−12.2% | 減碼 |
| Daner Wealth Management, LLC | 1,000 | $91.2 萬 | 0.54% | −370−27.0% | 減碼 |
| Birchcreek Wealth Management, LLC | 1,290 | $91.4 萬 | 0.44% | +151+13.3% | 加碼 |
| Insight Advisors, LLC | 1,291 | $91.4 萬 | 0.17% | −19−1.5% | 減碼 |
| Fund Advisors of America Inc | 1,294 | $91.7 萬 | 0.93% | +24+1.9% | 加碼 |
| S.A. Mason LLC | 1,295 | $91.7 萬 | 0.34% | 00.0% | 不變 |
| XY Planning Network, Inc. | 1,256 | $91.7 萬 | 0.15% | +188+17.6% | 加碼 |
| Blueshift Asset Management, LLC | 1,295 | $91.7 萬 | 0.28% | +332+34.5% | 加碼 |
| Sandy Cove Advisors, LLC | 1,296 | $91.8 萬 | 0.27% | +17+1.3% | 加碼 |
| Annex Advisory Services, LLC | 1,297 | $91.9 萬 | 0.02% | +165+14.6% | 加碼 |
| Elser Financial Planning, Inc | 1,279 | $92.0 萬 | 0.04% | 00.0% | 不變 |
| MFA Wealth Services | 1,298 | $92.0 萬 | 0.61% | −43−3.2% | 減碼 |
| Werba Rubin Papier Wealth Management | 1,299 | $92.0 萬 | 0.13% | +446+52.3% | 加碼 |
| Merrion Investment Management Co, LLC | 1,300 | $92.1 萬 | 0.49% | 00.0% | 不變 |
| Donoghue Forlines LLC | 1,301 | $92.2 萬 | 0.26% | −2,944−69.4% | 減碼 |
| Alchemi Wealth, LLC | 1,301 | $92.2 萬 | 0.51% | −1−0.1% | 減碼 |
| Axq Capital, LP | 1,302 | $92.2 萬 | 0.12% | +1,302 | 新進 |
| Sivia Capital Partners, LLC | 1,304 | $92.4 萬 | 0.18% | −419−24.3% | 減碼 |
| Second Line Capital, LLC | 1,038 | $92.4 萬 | 0.17% | +99+10.5% | 加碼 |
| Oakmont Investment Advisors, Inc. | 1,304 | $92.4 萬 | 0.85% | +1+0.1% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,306 | $92.5 萬 | 0.46% | −130−9.1% | 減碼 |
| Commonwealth Financial Services, LLC | 1,307 | $92.6 萬 | 0.15% | +218+20.0% | 加碼 |
| Symphony Financial, Ltd. Co. | 1,322 | $92.6 萬 | 0.12% | −281−17.5% | 減碼 |
| Balboa Wealth Partners | 1,308 | $92.7 萬 | 0.16% | −83−6.0% | 減碼 |
| Hanlon Investment Management, Inc. | 1,309 | $92.7 萬 | 0.51% | −73−5.3% | 減碼 |
| Meadowbrook Wealth Management, LLC | 1,310 | $92.8 萬 | 1.23% | −35−2.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 1,311 | $92.9 萬 | 0.29% | +89+7.3% | 加碼 |
| Orrstown Financial Services Inc | 1,312 | $93.0 萬 | 0.16% | −28−2.1% | 減碼 |
| Severin Investments, LLC | 1,316 | $93.2 萬 | 0.80% | −582−30.7% | 減碼 |
| YHB Investment Advisors, Inc. | 1,318 | $93.4 萬 | 0.07% | −368−21.8% | 減碼 |
| Rise Advisors, LLC | 1,280 | $93.5 萬 | 0.33% | +9+0.7% | 加碼 |
| Avantra Family Wealth, Inc. | 1,320 | $93.5 萬 | 0.70% | +415+45.9% | 加碼 |
| Peoples Bank | 1,323 | $93.7 萬 | 0.94% | −50−3.6% | 減碼 |
| Register Financial Advisors LLC | 1,324 | $93.8 萬 | 0.35% | 00.0% | 不變 |
| Onefund, LLC | 1,286 | $93.8 萬 | 0.61% | −137−9.6% | 減碼 |
| Destination Wealth Management | 1,326 | $93.9 萬 | 0.02% | +149+12.7% | 加碼 |
| Triad Wealth Partners, LLC | 1,329 | $94.2 萬 | 0.07% | +184+16.1% | 加碼 |
| GSB Wealth Management, LLC | 1,330 | $94.3 萬 | 0.21% | −250−15.8% | 減碼 |
| McMill Wealth Management | 1,331 | $94.3 萬 | 0.25% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 1,331 | $94.3 萬 | 0.24% | +81+6.5% | 加碼 |
| Grant Street Asset Management, Inc. | 1,332 | $94.4 萬 | 0.18% | −91−6.4% | 減碼 |
| 44 Wealth Management LLC | 1,332 | $94.4 萬 | 0.33% | −5−0.4% | 減碼 |
| China Universal Asset Management Co., Ltd. | 1,333 | $94.4 萬 | 0.07% | +112+9.2% | 加碼 |
| Hardin Capital Partners, LLC | 1,335 | $94.6 萬 | 0.44% | +25+1.9% | 加碼 |
| Palogic Value Management, L.P. | 1,336 | $94.7 萬 | 0.41% | −68−4.8% | 減碼 |
| Mengis Capital Management, Inc. | 1,336 | $94.7 萬 | 0.16% | −20−1.5% | 減碼 |
| Banque Pictet & Cie SA | 1,337 | $94.7 萬 | 0.01% | +937+234.2% | 加碼 |
| MJP Associates Inc | 1,338 | $94.8 萬 | 0.12% | +33+2.5% | 加碼 |
| First Growth Capital LLC | 1,299 | $94.9 萬 | 0.86% | +41+3.3% | 加碼 |
| Center For Asset Management LLC | 1,344 | $95.2 萬 | 0.47% | −5−0.4% | 減碼 |
| Traveka Wealth, LLC | 1,344 | $95.2 萬 | 0.36% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 1,346 | $95.3 萬 | 0.16% | +774+135.3% | 加碼 |
| Thomas Story & Son LLC | 1,350 | $95.6 萬 | 0.37% | 00.0% | 不變 |
| Uniting Wealth Partners, LLC | 1,351 | $95.7 萬 | 0.20% | −73−5.1% | 減碼 |
| Wescott Financial Advisory Group, LLC | 1,352 | $95.8 萬 | 0.08% | +4+0.3% | 加碼 |
| Stableford Capital II LLC | 1,353 | $95.9 萬 | 0.36% | −1,460−51.9% | 減碼 |
| First Pacific Financial | 1,356 | $96.1 萬 | 0.12% | −2−0.1% | 減碼 |
| Wendell David Associates Inc | 1,358 | $96.2 萬 | 0.10% | −85−5.9% | 減碼 |
| Kaizen Financial Strategies | 1,247 | $96.3 萬 | 0.41% | +42+3.5% | 加碼 |
| Elgethun Capital Management | 1,360 | $96.4 萬 | 0.16% | +247+22.2% | 加碼 |
| Smart Portfolios, LLC | 1,361 | $96.4 萬 | 0.96% | −6−0.4% | 減碼 |
| CacheTech Inc. | 1,361 | $96.4 萬 | 0.19% | +20+1.5% | 加碼 |
| Capula Management Ltd | 1,362 | $96.5 萬 | 0.01% | −168,638−99.2% | 減碼 |
| Planned Solutions, Inc. | 1,362 | $96.5 萬 | 0.32% | −253−15.7% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,364 | $96.6 萬 | 0.16% | −162−10.6% | 減碼 |
| Capital Planning Advisors, LLC | 1,365 | $96.7 萬 | 0.14% | −1,007−42.5% | 減碼 |
| Hollencrest Capital Management | 1,366 | $96.8 萬 | 0.04% | +88+6.9% | 加碼 |
| Polymer Capital Management (HK) LTD | 1,368 | $96.9 萬 | 0.14% | −3,855−73.8% | 減碼 |
| Henderson Brothers Financial Partners, LLC | 1,369 | $97.0 萬 | 0.25% | +1,369 | 新進 |
| Caliber Wealth Management, LLC | 1,371 | $97.1 萬 | 0.11% | −3−0.2% | 減碼 |
| Cane Capital Partners, LLC | 1,371 | $97.2 萬 | 0.43% | +18+1.3% | 加碼 |
| Petix & Botte Co | 687 | $97.3 萬 | 0.22% | −625−47.6% | 減碼 |
| Fca Corp | 1,375 | $97.4 萬 | 0.28% | −70−4.8% | 減碼 |
| David J Yvars Group | 1,377 | $97.5 萬 | 0.55% | +50+3.8% | 加碼 |
| VeraBank, N.A. | 1,378 | $97.6 萬 | 0.18% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 1,381 | $97.8 萬 | 0.04% | −2,478−64.2% | 減碼 |
| Excelsior Advisor Network LLC | 1,381 | $97.8 萬 | 0.37% | 00.0% | 不變 |
| Gillespie Robinson & Grimm Inc | 1,385 | $98.1 萬 | 0.07% | 00.0% | 不變 |