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 |
|---|---|---|---|---|---|
| Liberty Square Wealth Partners LLC | 1,585 | $112.3 萬 | 0.31% | −51−3.1% | 減碼 |
| Congress Park Capital LLC | 1,585 | $112.3 萬 | 0.34% | +255+19.2% | 加碼 |
| Acorns Advisers, LLC | 1,585 | $112.3 萬 | 0.01% | +133+9.2% | 加碼 |
| Purpose Unlimited Inc. | 1,586 | $112.4 萬 | 0.05% | −97−5.8% | 減碼 |
| Defiance ETFs, LLC | 1,586 | $112.4 萬 | 0.02% | +1,586 | 新進 |
| Raab & Moskowitz Asset Management LLC | 1,587 | $112.4 萬 | 0.25% | −75−4.5% | 減碼 |
| Wellington Grp LLC | 1,590 | $112.6 萬 | 0.35% | +269+20.4% | 加碼 |
| Frisch Financial Group, Inc. | 1,591 | $112.7 萬 | 0.24% | −45−2.8% | 減碼 |
| Thayer Partners, LLC | 1,596 | $113.0 萬 | 0.54% | −50−3.0% | 減碼 |
| Rosenberg Matthew Hamilton | 1,596 | $113.1 萬 | 0.23% | −4−0.3% | 減碼 |
| Valley National Advisers Inc | 1,598 | $113.1 萬 | 0.15% | +20+1.3% | 加碼 |
| Camden National Bank | 1,597 | $113.1 萬 | 0.15% | −38−2.3% | 減碼 |
| Grant Private Wealth Management Inc | 1,599 | $113.3 萬 | 0.60% | +242+17.8% | 加碼 |
| WESCAP Management Group, Inc. | 1,600 | $113.4 萬 | 0.22% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $113.4 萬 | 0.68% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,603 | $113.6 萬 | 0.39% | −42−2.6% | 減碼 |
| Main Street Financial Solutions, LLC | 1,604 | $113.6 萬 | 0.08% | +666+71.0% | 加碼 |
| FSM Wealth Advisors, LLC | 1,609 | $114.0 萬 | 0.15% | +1+0.1% | 加碼 |
| Hilton Head Capital Partners, LLC | 1,611 | $114.1 萬 | 0.64% | +16+1.0% | 加碼 |
| Pacitti Group Inc. | 1,611 | $114.2 萬 | 0.42% | −51−3.1% | 減碼 |
| Fagan Associates, Inc. | 1,612 | $114.2 萬 | 0.16% | −48−2.9% | 減碼 |
| Pacific Point Advisors, LLC | 1,613 | $114.3 萬 | 0.60% | +4+0.2% | 加碼 |
| Stokes Family Office, LLC | 1,614 | $114.3 萬 | 0.12% | −201−11.1% | 減碼 |
| Nikulski Financial, Inc. | 1,618 | $114.6 萬 | 0.28% | 00.0% | 不變 |
| Planning Center, Inc. | 1,618 | $114.6 萬 | 0.12% | +295+22.3% | 加碼 |
| Goldenstone Wealth Management LLC | 1,619 | $114.7 萬 | 0.83% | −62−3.7% | 減碼 |
| Barr E S & Co | 1,620 | $114.8 萬 | 0.07% | −15−0.9% | 減碼 |
| Accel Wealth Management | 1,621 | $114.8 萬 | 0.30% | +95+6.2% | 加碼 |
| Parisi Gray Wealth Management | 1,622 | $114.9 萬 | 0.27% | +855+111.5% | 加碼 |
| Silvia McColl Wealth Management, LLC | 1,622 | $114.9 萬 | 0.76% | 00.0% | 不變 |
| Stonebridge Financial Group, LLC | 1,624 | $115.1 萬 | 0.09% | −278−14.6% | 減碼 |
| Financial Partners Group, Inc | 1,625 | $115.1 萬 | 0.14% | −25−1.5% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,627 | $115.3 萬 | 0.54% | +48+3.0% | 加碼 |
| Merrithew & Thorsten Inc | 1,628 | $115.4 萬 | 1.09% | +3+0.2% | 加碼 |
| Crewe Advisors LLC | 1,630 | $115.5 萬 | 0.10% | +20+1.2% | 加碼 |
| Affinity Capital Advisors, LLC | 1,642 | $116.3 萬 | 0.16% | +19+1.2% | 加碼 |
| Advisory Resource Group | 1,642 | $116.3 萬 | 0.20% | +10+0.6% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,643 | $116.4 萬 | 0.39% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 1,647 | $116.7 萬 | 0.29% | +12+0.7% | 加碼 |
| Citizens Business Bank | 1,648 | $116.8 萬 | 0.19% | −15−0.9% | 減碼 |
| WSFS Capital Management, LLC | 1,649 | $116.8 萬 | 0.06% | −426−20.5% | 減碼 |
| Taylor Hoffman Capital Management LLC | 1,651 | $117.0 萬 | 0.36% | −29−1.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,651 | $117.0 萬 | 0.47% | −13−0.8% | 減碼 |
| McGowan Group Asset Management, Inc. | 1,653 | $117.1 萬 | 0.15% | +60+3.8% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,654 | $117.2 萬 | 0.24% | +57+3.6% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 1,656 | $117.3 萬 | 0.49% | +2+0.1% | 加碼 |
| Red Door Wealth Management, LLC | 1,658 | $117.5 萬 | 0.12% | +2+0.1% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 1,660 | $117.6 萬 | 0.65% | −10−0.6% | 減碼 |
| BlueSky Wealth Advisors, LLC | 1,662 | $117.8 萬 | 0.15% | +58+3.6% | 加碼 |
| Quantum Financial Advisors, LLC | 1,663 | $117.8 萬 | 0.13% | −1,290−43.7% | 減碼 |
| Novem Group | 1,665 | $117.9 萬 | 0.14% | −43−2.5% | 減碼 |
| Wealth Alliance | 1,668 | $118.2 萬 | 0.12% | −67−3.9% | 減碼 |
| Bogart Wealth, LLC | 1,670 | $118.3 萬 | 0.05% | +4+0.2% | 加碼 |
| Charis Legacy Partners, LLC | 1,670 | $118.3 萬 | 1.73% | 00.0% | 不變 |
| Mosaic Advisors LLC | 1,425 | $118.3 萬 | 1.78% | +1,425 | 新進 |
| Consilium Wealth Advisory, LLC | 1,672 | $118.5 萬 | 0.40% | +604+56.6% | 加碼 |
| Burton Enright Welch | 1,672 | $118.5 萬 | 0.16% | +32+2.0% | 加碼 |
| Nadler Financial Group, Inc. | 1,675 | $118.7 萬 | 0.11% | +50+3.1% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,676 | $118.7 萬 | 0.22% | +21+1.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,677 | $118.8 萬 | 0.19% | +225+15.5% | 加碼 |
| WealthPLAN Partners, LLC | 1,677 | $118.8 萬 | 0.23% | +53+3.3% | 加碼 |
| Carret Asset Management, LLC | 1,677 | $118.8 萬 | 0.12% | −200−10.7% | 減碼 |
| Ellevest, Inc. | 1,682 | $119.2 萬 | 0.17% | +20+1.2% | 加碼 |
| PSI Advisors, LLC | 1,685 | $119.4 萬 | 0.29% | +107+6.8% | 加碼 |
| KFA Private Wealth Group, LLC | 1,686 | $119.5 萬 | 0.29% | −237−12.3% | 減碼 |
| Ofc Financial Planning, LLC | 1,695 | $120.1 萬 | 1.18% | 00.0% | 不變 |
| Pettyjohn, Wood & White, Inc | 1,696 | $120.2 萬 | 0.19% | −50−2.9% | 減碼 |
| Garner Asset Management Corp | 1,698 | $120.3 萬 | 0.47% | −149−8.1% | 減碼 |
| Capital Square, LLC | 1,450 | $120.5 萬 | 0.56% | −151−9.4% | 減碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,702 | $120.6 萬 | 0.06% | −117−6.4% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,706 | $120.9 萬 | 0.12% | 00.0% | 不變 |
| Hall Laurie J Trustee | 1,707 | $120.9 萬 | 0.43% | 00.0% | 不變 |
| Grove Bank & Trust | 1,708 | $121.0 萬 | 0.14% | −68−3.8% | 減碼 |
| Vicus Capital | 1,709 | $121.0 萬 | 0.09% | +31+1.8% | 加碼 |
| Basecamp Wealth Advisors LLC | 1,710 | $121.1 萬 | 0.25% | 00.0% | 不變 |
| Zinnia Wealth Advisory, LLC | 1,716 | $121.6 萬 | 1.36% | −285−14.2% | 減碼 |
| Check Capital Management Inc | 1,717 | $121.6 萬 | 0.07% | 00.0% | 不變 |
| Wealth Quarterback LLC | 1,717 | $121.7 萬 | 0.48% | +2+0.1% | 加碼 |
| One Degree Advisors Inc | 1,722 | $121.9 萬 | 0.32% | +1+0.1% | 加碼 |
| Silphium Asset Management Ltd | 1,723 | $122.1 萬 | 0.46% | +1,723 | 新進 |
| Base Wealth Management LLC | 1,724 | $122.1 萬 | 0.68% | −266−13.4% | 減碼 |
| Orser Capital Management, LLC | 1,729 | $122.5 萬 | 0.85% | +240+16.1% | 加碼 |
| DSG Capital Advisors, LLC | 1,730 | $122.6 萬 | 0.20% | +1,730 | 新進 |
| Relyea Zuckerberg Hanson LLC | 1,731 | $122.6 萬 | 0.12% | +42+2.5% | 加碼 |
| LifeSteps Financial, Inc. | 1,732 | $122.7 萬 | 0.78% | −14−0.8% | 減碼 |
| Karani Asset Management LLC | 1,732 | $122.7 萬 | 1.07% | +1,732 | 新進 |
| Abel Hall, LLC | 1,733 | $122.8 萬 | 0.26% | +249+16.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,733 | $122.8 萬 | 0.04% | −163−8.6% | 減碼 |
| Lafayette Investments, Inc. | 1,736 | $123.0 萬 | 0.25% | 00.0% | 不變 |
| Fragasso Group Inc. | 1,706 | $123.1 萬 | 0.07% | +595+53.6% | 加碼 |
| Foster Group, Inc. | 1,739 | $123.2 萬 | 0.04% | +74+4.4% | 加碼 |
| Trust Co of Virginia | 1,741 | $123.3 萬 | 0.10% | −30−1.7% | 減碼 |
| Bayban | 1,742 | $123.4 萬 | 1.07% | +73+4.4% | 加碼 |
| Opal Wealth Advisors, LLC | 1,742 | $123.4 萬 | 0.28% | −18−1.0% | 減碼 |
| Townsend Asset Management Corp | 1,743 | $123.5 萬 | 0.45% | +493+39.4% | 加碼 |
| Wulff, Hansen & Co. | 1,745 | $123.6 萬 | 1.26% | −150−7.9% | 減碼 |
| SmartHarvest Portfolios, LLC | 1,748 | $123.9 萬 | 0.52% | −283−13.9% | 減碼 |
| Waycross Partners, LLC | 1,750 | $124.0 萬 | 0.12% | −600−25.5% | 減碼 |
| Future Fund LLC | 1,752 | $124.1 萬 | 0.44% | +508+40.8% | 加碼 |
| Transcend Wealth Collective, LLC | 1,753 | $124.2 萬 | 0.10% | −38−2.1% | 減碼 |