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 4,071 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
- 3,773
- 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 | 4,071 | $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 | 3,150 | $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 |
|---|---|---|---|---|---|
| Gillespie Robinson & Grimm Inc | 1,385 | $98.1 萬 | 0.07% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,388 | $98.3 萬 | 0.12% | −986−41.5% | 減碼 |
| Davidson Investment Advisors | 1,389 | $98.4 萬 | 0.04% | −40−2.8% | 減碼 |
| Forbes J M & Co LLP | 1,390 | $98.5 萬 | 0.08% | 00.0% | 不變 |
| WJ Financial Advisors LLC | 1,390 | $98.5 萬 | 0.80% | +3+0.2% | 加碼 |
| 49 Wealth Management, LLC | 1,390 | $98.5 萬 | 0.07% | −93−6.3% | 減碼 |
| Moss Adams Wealth Advisors LLC | 1,393 | $98.7 萬 | 0.07% | +85+6.5% | 加碼 |
| apricus wealth, LLC | 1,394 | $98.8 萬 | 0.48% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 1,394 | $98.8 萬 | 0.21% | +25+1.8% | 加碼 |
| West Paces Advisors Inc. | 1,396 | $98.9 萬 | 0.19% | −75−5.1% | 減碼 |
| Convergence Financial, LLC | 1,357 | $99.0 萬 | 0.10% | +102+8.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 1,398 | $99.1 萬 | 0.13% | +20+1.5% | 加碼 |
| Penn Davis McFarland Inc | 1,400 | $99.2 萬 | 0.10% | −200−12.5% | 減碼 |
| Acima Private Wealth, LLC | 1,400 | $99.2 萬 | 0.31% | 00.0% | 不變 |
| Monetta Financial Services Inc | 1,400 | $99.2 萬 | 0.77% | +1,400 | 新進 |
| Meadow Creek Wealth Advisors LLC | 1,409 | $99.8 萬 | 0.65% | −85−5.7% | 減碼 |
| Income Insurance Ltd | 1,409 | $99.8 萬 | 0.68% | 00.0% | 不變 |
| WestHill Financial Advisors, Inc. | 1,411 | $100.0 萬 | 0.19% | −25−1.7% | 減碼 |
| Clark Asset Management, LLC | 1,414 | $100.2 萬 | 0.09% | −4−0.3% | 減碼 |
| Charter Oak Capital Management, LLC | 1,414 | $100.2 萬 | 0.08% | −19−1.3% | 減碼 |
| Laurel Wealth Advisors LLC | 1,117 | $100.2 萬 | 0.10% | 00.0% | 不變 |
| Tumwater Wealth Management, LLC | 1,415 | $100.3 萬 | 0.40% | +46+3.4% | 加碼 |
| Foster Dykema Cabot & Partners, LLC | 1,418 | $100.5 萬 | 0.06% | 00.0% | 不變 |
| Tempo Wealth, LLC | 1,423 | $100.8 萬 | 0.18% | +132+10.2% | 加碼 |
| Blankinship & Foster, LLC | 1,426 | $101.0 萬 | 0.22% | 00.0% | 不變 |
| Diversify Advisory Services, LLC | 1,250 | $101.2 萬 | 0.15% | −2,861−69.6% | 減碼 |
| Momentum Wealth Planning, LLC | 1,429 | $101.2 萬 | 0.92% | +1,429 | 新進 |
| Wellington-Altus USA Inc. | 953 | $101.5 萬 | 0.60% | +687+258.3% | 加碼 |
| FCG Investment Co | 1,437 | $101.8 萬 | 0.45% | +1,437 | 新進 |
| Northside Capital Management, LLC | 1,437 | $101.9 萬 | 0.09% | −358−19.9% | 減碼 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,438 | $101.9 萬 | 0.42% | −185−11.4% | 減碼 |
| Sanchez Levi Garrett | 1,439 | $101.9 萬 | 0.64% | +1,439 | 新進 |
| Sanchez Wealth Management Group | 1,439 | $102.0 萬 | 0.22% | −8−0.6% | 減碼 |
| Bouchey Financial Group Ltd | 1,298 | $102.1 萬 | 0.07% | +318+32.4% | 加碼 |
| Chase Investment Counsel Corp | 1,443 | $102.2 萬 | 0.27% | +524+57.0% | 加碼 |
| Carrera Capital Advisors | 1,443 | $102.2 萬 | 0.16% | −1−0.1% | 減碼 |
| Verity Asset Management, Inc. | 1,444 | $102.3 萬 | 0.43% | +17+1.2% | 加碼 |
| Vann Equity Management LLC | 1,446 | $102.5 萬 | 0.73% | +1,446 | 新進 |
| Next Level Private LLC | 1,448 | $102.6 萬 | 0.23% | +66+4.8% | 加碼 |
| AF Advisors, Inc. | 1,449 | $102.7 萬 | 0.57% | −614−29.8% | 減碼 |
| Transcendent Capital Group LLC | 1,450 | $102.7 萬 | 0.47% | −123−7.8% | 減碼 |
| McCollum Christoferson Group LLC | 1,450 | $102.7 萬 | 0.31% | +50+3.6% | 加碼 |
| Range Financial Group LLC | 1,451 | $102.8 萬 | 0.34% | −15−1.0% | 減碼 |
| Paulson Wealth Management Inc. | 1,452 | $102.9 萬 | 0.24% | −299−17.1% | 減碼 |
| Seeds Investor LLC | 1,300 | $103.2 萬 | 0.14% | +565+76.9% | 加碼 |
| Philadelphia Investment Partners, LLC | 1,459 | $103.4 萬 | 0.70% | +1,459 | 新進 |
| Baron Wealth Management LLC | 1,460 | $103.4 萬 | 0.31% | +30+2.1% | 加碼 |
| Goepper Burkhardt LLC | 1,467 | $103.9 萬 | 0.35% | −800−35.3% | 減碼 |
| Jump Financial, LLC | 1,470 | $104.1 萬 | 0.02% | −5,009−77.3% | 減碼 |
| Teucrium Investment Advisors, LLC | 1,473 | $104.4 萬 | 0.81% | −1,317−47.2% | 減碼 |
| OneAscent Wealth Management LLC | 1,473 | $104.4 萬 | 0.35% | −2−0.1% | 減碼 |
| Cromwell Holdings LLC | 1,476 | $104.6 萬 | 0.59% | 00.0% | 不變 |
| Bravera Wealth | 1,476 | $104.6 萬 | 0.47% | 00.0% | 不變 |
| 55 North Private Wealth, LLC | 1,476 | $104.6 萬 | 0.27% | +110+8.1% | 加碼 |
| Caitong International Asset Management Co., Ltd | 1,479 | $104.8 萬 | 0.19% | +1,479 | 新進 |
| Paradigm Financial Partners, LLC | 1,482 | $105.0 萬 | 0.19% | −1,738−54.0% | 減碼 |
| Three Seasons Wealth, LLC | 1,485 | $105.2 萬 | 0.40% | +295+24.8% | 加碼 |
| Expressive Wealth LLC | 1,136 | $105.3 萬 | 1.00% | +35+3.2% | 加碼 |
| FSA Advisors, Inc. | 1,487 | $105.4 萬 | 0.69% | +1,087+271.8% | 加碼 |
| Trustco Bank Corp N Y | 1,488 | $105.4 萬 | 0.94% | 00.0% | 不變 |
| Waters Parkerson & Co., LLC | 1,488 | $105.4 萬 | 0.05% | 00.0% | 不變 |
| Legacy Trust | 1,491 | $105.6 萬 | 0.20% | −215−12.6% | 減碼 |
| Morris Retirement Advisors, LLC | 1,491 | $105.7 萬 | 0.43% | −65−4.2% | 減碼 |
| Focused Alpha, LLC | 1,493 | $105.8 萬 | 0.33% | +474+46.5% | 加碼 |
| Slocum, Gordon & Co LLP | 1,500 | $106.3 萬 | 0.72% | −1,000−40.0% | 減碼 |
| Rbo & Co LLC | 1,500 | $106.3 萬 | 0.17% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $106.3 萬 | 0.04% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 1,501 | $106.3 萬 | 0.33% | −50−3.2% | 減碼 |
| NVWM, LLC | 1,510 | $107.0 萬 | 0.24% | −566−27.3% | 減碼 |
| Union Savings Bank | 1,511 | $107.0 萬 | 0.47% | 00.0% | 不變 |
| Rossby Financial, LCC | 1,469 | $107.3 萬 | 0.22% | +144+10.9% | 加碼 |
| Millington Financial Advisors, LLC | 1,295 | $107.3 萬 | 0.45% | +2+0.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,516 | $107.4 萬 | 0.08% | −209−12.1% | 減碼 |
| Hickory Point Bank & Trust | 1,526 | $108.1 萬 | 0.71% | −1,169−43.4% | 減碼 |
| Pitcairn Wealth Advisors LLC | 1,890 | $108.3 萬 | 0.10% | 00.0% | 不變 |
| Leo Wealth, LLC | 1,531 | $108.5 萬 | 0.08% | +27+1.8% | 加碼 |
| Juno Financial Group LLC | 1,533 | $108.6 萬 | 0.43% | +1+0.1% | 加碼 |
| Magnolia Capital Advisors LLC | 1,535 | $108.8 萬 | 0.21% | +150+10.8% | 加碼 |
| Harbour Trust & Investment Management Co | 1,539 | $109.0 萬 | 0.12% | −35−2.2% | 減碼 |
| Stonebridge Capital Advisors LLC | 1,539 | $109.0 萬 | 0.08% | −94−5.8% | 減碼 |
| SAM Advisors, LLC | 1,540 | $109.1 萬 | 0.34% | 00.0% | 不變 |
| Strategic Equity Management | 1,542 | $109.2 萬 | 0.41% | +3+0.2% | 加碼 |
| Gould Asset Management LLC | 1,545 | $109.5 萬 | 0.19% | −10−0.6% | 減碼 |
| Sendero Wealth Management, LLC | 1,549 | $109.7 萬 | 0.12% | −17−1.1% | 減碼 |
| Trinity Financial Advisors LLC | 1,550 | $109.8 萬 | 0.31% | 00.0% | 不變 |
| Contravisory Investment Management, Inc. | 1,555 | $110.2 萬 | 0.23% | −44−2.8% | 減碼 |
| Empirical Asset Management, LLC | 1,556 | $110.3 萬 | 0.29% | −1,108−41.6% | 減碼 |
| Woodstock Corp | 1,557 | $110.3 萬 | 0.10% | 00.0% | 不變 |
| Fortress Private Ledger, LLC | 1,559 | $110.4 萬 | 0.35% | +71+4.8% | 加碼 |
| Revisor Wealth Management LLC | 1,587 | $110.7 萬 | 0.31% | −154−8.8% | 減碼 |
| Brady Martz Wealth Solutions, LLC | 1,563 | $110.7 萬 | 0.19% | +444+39.7% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $110.9 萬 | 0.19% | 00.0% | 不變 |
| Investment Advisory Services Inc | 1,565 | $110.9 萬 | 0.35% | +17+1.1% | 加碼 |
| Mindset Wealth Management, LLC | 1,566 | $110.9 萬 | 0.30% | +352+29.0% | 加碼 |
| CenterStar Asset Management, LLC | 1,572 | $111.3 萬 | 1.07% | +1,572 | 新進 |
| Hartford Funds Management Co LLC | 1,569 | $111.3 萬 | 0.10% | −1,393−47.0% | 減碼 |
| Mirador Capital Partners LP | 1,573 | $111.4 萬 | 0.16% | +117+8.0% | 加碼 |
| Gradient Investments LLC | 1,575 | $111.6 萬 | 0.02% | −176−10.1% | 減碼 |
| Alpine Bank Wealth Management | 1,580 | $111.9 萬 | 0.16% | −6−0.4% | 減碼 |
| JB Capital LLC | 1,584 | $112.2 萬 | 0.05% | +200+14.5% | 加碼 |