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 |
|---|---|---|---|---|---|
| DuPont Capital Management Corp | 9,052 | $641.3 萬 | 0.73% | +9,052 | 新進 |
| Daymark Wealth Partners, LLC | 9,030 | $639.8 萬 | 0.20% | +399+4.6% | 加碼 |
| Burney Co | 9,016 | $638.8 萬 | 0.20% | −3,769−29.5% | 減碼 |
| Financial Synergies Wealth Advisors, Inc. | 9,008 | $638.2 萬 | 0.61% | +1,281+16.6% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 8,968 | $635.3 萬 | 0.36% | +6,994+354.3% | 加碼 |
| Buckley Wealth Management, LLC | 8,945 | $633.7 萬 | 1.62% | −50−0.6% | 減碼 |
| Hartford Financial Management Inc. | 8,940 | $633.4 萬 | 1.61% | −553−5.8% | 減碼 |
| Coastline Trust Co | 8,937 | $633.2 萬 | 0.63% | −140−1.5% | 減碼 |
| Douglass Winthrop Advisors, LLC | 8,911 | $631.3 萬 | 0.12% | −138−1.5% | 減碼 |
| Capital Asset Advisory Services LLC | 7,899 | $630.7 萬 | 0.24% | −701−8.2% | 減碼 |
| Evercore Wealth Management, LLC | 8,889 | $629.8 萬 | 0.10% | −67−0.7% | 減碼 |
| Iowa State Bank | 8,885 | $629.5 萬 | 1.16% | −165−1.8% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,857 | $627.5 萬 | 0.49% | +125+1.4% | 加碼 |
| Delta Capital Management LLC | 8,850 | $627.0 萬 | 3.45% | −20−0.2% | 減碼 |
| AlTi Global, Inc. | 8,792 | $622.9 萬 | 0.14% | +95+1.1% | 加碼 |
| Churchill Financial Advisors, LLC | 8,768 | $621.2 萬 | 1.31% | +5,355+156.9% | 加碼 |
| Cullen/Frost Bankers, Inc. | 8,753 | $620.1 萬 | 0.07% | −1,442−14.1% | 減碼 |
| BCM Advisors, LLC | 7,048 | $616.5 萬 | 1.22% | +14+0.2% | 加碼 |
| Profund Advisors LLC | 8,692 | $615.8 萬 | 0.23% | −129−1.5% | 減碼 |
| Brendel Financial Advisors LLC | 8,670 | $614.2 萬 | 3.04% | −522−5.7% | 減碼 |
| Alerus Financial NA | 8,662 | $613.7 萬 | 0.30% | −1,139−11.6% | 減碼 |
| First Dallas Securities Inc. | 8,652 | $613.0 萬 | 2.27% | −1,038−10.7% | 減碼 |
| Nordwand Advisors, LLC | 8,645 | $612.5 萬 | 1.07% | −2,180−20.1% | 減碼 |
| V-Square Quantitative Management LLC | 8,606 | $609.7 萬 | 0.64% | +164+1.9% | 加碼 |
| Cullen Investment Group, Ltd. | 8,591 | $608.6 萬 | 0.80% | −21−0.2% | 減碼 |
| Scopus Asset Management, L.P. | 8,582 | $608.0 萬 | 0.19% | −662−7.2% | 減碼 |
| Palisade Asset Management, LLC | 8,558 | $606.3 萬 | 0.61% | −25−0.3% | 減碼 |
| Concord Asset Management, LLC | 8,550 | $605.7 萬 | 1.02% | +1,036+13.8% | 加碼 |
| Platinum Investment Management Ltd | 8,500 | $602.2 萬 | 1.52% | +3,000+54.5% | 加碼 |
| Mill Capital Management, LLC | 8,458 | $599.2 萬 | 0.46% | −341−3.9% | 減碼 |
| LGT Group Foundation | 8,455 | $599.0 萬 | 0.07% | +6,251+283.6% | 加碼 |
| United Capital Management of KS, Inc. | 8,438 | $597.8 萬 | 0.91% | −313−3.6% | 減碼 |
| Clune & Associates, Ltd. | 8,395 | $594.7 萬 | 1.12% | −63−0.7% | 減碼 |
| Brevan Howard Capital Management LP | 8,633 | $593.8 萬 | 0.06% | +3,434+66.1% | 加碼 |
| AMG National Trust Bank | 8,376 | $593.4 萬 | 0.13% | +1,651+24.6% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,370 | $593.0 萬 | 0.15% | −10,049−54.6% | 減碼 |
| Radnor Capital Management, LLC | 8,366 | $592.7 萬 | 0.88% | +104+1.3% | 加碼 |
| Parcion Private Wealth LLC | 8,339 | $590.8 萬 | 0.37% | −11,475−57.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 8,337 | $590.7 萬 | 0.18% | −534−6.0% | 減碼 |
| Hudock, Inc. | 8,279 | $586.6 萬 | 0.86% | +27+0.3% | 加碼 |
| River Street Advisors LLC | 8,260 | $585.2 萬 | 1.98% | +50+0.6% | 加碼 |
| Fideuram Asset Management (Ireland) dac | 8,819 | $584.4 萬 | 0.75% | −1,157−11.6% | 減碼 |
| B & T Capital Management DBA Alpha Capital Management | 8,235 | $583.5 萬 | 0.85% | −4,467−35.2% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 8,230 | $583.0 萬 | 0.91% | −2,830−25.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,202 | $581.1 萬 | 1.71% | −56−0.7% | 減碼 |
| Evolve Private Wealth, LLC | 8,202 | $581.1 萬 | 0.31% | −3,213−28.1% | 減碼 |
| Caldwell Sutter Capital, Inc. | 8,180 | $579.5 萬 | 2.36% | −419−4.9% | 減碼 |
| Financial Enhancement Group LLC | 7,274 | $578.1 萬 | 0.72% | −597−7.6% | 減碼 |
| Sterling Capital Management LLC | 8,111 | $574.6 萬 | 0.11% | +2,383+41.6% | 加碼 |
| Fairfield Financial Advisors, LTD | 8,104 | $574.1 萬 | 1.98% | +219+2.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 8,098 | $573.7 萬 | 0.42% | −101−1.2% | 減碼 |
| CWA Asset Management Group, LLC | 8,082 | $572.6 萬 | 0.20% | −312−3.7% | 減碼 |
| Golden State Equity Partners | 8,054 | $570.6 萬 | 0.43% | +3,531+78.1% | 加碼 |
| Baldwin Investment Management, LLC | 8,040 | $569.6 萬 | 0.67% | −159−1.9% | 減碼 |
| Great Lakes Retirement, Inc. | 8,025 | $568.6 萬 | 0.59% | +238+3.1% | 加碼 |
| Gladstone Institutional Advisory LLC | 8,008 | $567.4 萬 | 0.21% | +697+9.5% | 加碼 |
| Cozad Asset Management Inc | 8,006 | $567.2 萬 | 0.45% | −270−3.3% | 減碼 |
| St Germain D J Co Inc | 7,909 | $560.3 萬 | 0.22% | −129−1.6% | 減碼 |
| Chicago Capital, LLC | 7,893 | $559.2 萬 | 0.15% | +120+1.5% | 加碼 |
| Westerkirk Capital Inc. | 7,877 | $558.1 萬 | 0.60% | −3,955−33.4% | 減碼 |
| Money Concepts Capital Corp | 7,855 | $556.5 萬 | 0.31% | −3,311−29.7% | 減碼 |
| Evergreen Capital Management LLC | 7,844 | $555.7 萬 | 0.12% | +57+0.7% | 加碼 |
| Phoenix Holdings Ltd. | 7,816 | $553.7 萬 | 0.05% | +640+8.9% | 加碼 |
| Osmosis Investment Management UK Ltd | 7,811 | $553.4 萬 | 0.15% | −3,171−28.9% | 減碼 |
| Kovack Advisors, Inc. | 7,677 | $553.3 萬 | 0.30% | +689+9.9% | 加碼 |
| Inspire Advisors, LLC | 7,781 | $551.2 萬 | 0.45% | −157−2.0% | 減碼 |
| Syon Capital LLC | 7,739 | $548.3 萬 | 0.28% | −24−0.3% | 減碼 |
| Monetary Management Group Inc | 7,737 | $548.1 萬 | 1.31% | −50−0.6% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 7,735 | $548.0 萬 | 0.37% | −381−4.7% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,730 | $547.7 萬 | 0.06% | +3,068+65.8% | 加碼 |
| Petredis Investment Advisors LLC | 7,729 | $547.6 萬 | 0.45% | −71−0.9% | 減碼 |
| Oarsman Capital, Inc. | 7,726 | $547.4 萬 | 0.68% | +200+2.7% | 加碼 |
| Global Trust Asset Management, LLC | 7,718 | $546.8 萬 | 2.09% | +373+5.1% | 加碼 |
| Naviter Wealth, LLC | 7,708 | $546.1 萬 | 0.68% | +29+0.4% | 加碼 |
| Foundations Investment Advisors, LLC | 7,692 | $545.0 萬 | 0.07% | −178−2.3% | 減碼 |
| Cannon Advisors, Inc. | 7,692 | $544.9 萬 | 4.04% | +41+0.5% | 加碼 |
| Verdence Capital Advisors LLC | 7,690 | $544.8 萬 | 0.32% | −1,998−20.6% | 減碼 |
| Granite Investment Partners, LLC | 7,685 | $544.5 萬 | 0.33% | +747+10.8% | 加碼 |
| Legacy Bridge, LLC | 7,669 | $543.3 萬 | 2.07% | +304+4.1% | 加碼 |
| Investors Asset Management of Georgia Inc | 7,664 | $543.0 萬 | 2.22% | +132+1.8% | 加碼 |
| Valley Brook Capital Group | 7,591 | $537.8 萬 | 3.61% | +80+1.1% | 加碼 |
| Hanson & Doremus Investment Management | 7,586 | $537.4 萬 | 0.62% | −344−4.3% | 減碼 |
| Boltwood Capital Management | 7,571 | $536.4 萬 | 1.37% | −275−3.5% | 減碼 |
| K.J. Harrison & Partners Inc | 7,565 | $536.0 萬 | 0.88% | −4,000−34.6% | 減碼 |
| Adirondack Trust Co | 7,556 | $535.3 萬 | 1.80% | −273−3.5% | 減碼 |
| Sumitomo Life Insurance Co | 7,548 | $534.7 萬 | 0.13% | +1,100+17.1% | 加碼 |
| Focused Wealth Management, Inc | 7,518 | $532.6 萬 | 0.56% | −783−9.4% | 減碼 |
| SeaCrest Wealth Management, LLC | 7,481 | $530.0 萬 | 0.57% | −398−5.1% | 減碼 |
| Exchange Bank | 7,472 | $529.4 萬 | 3.67% | −815−9.8% | 減碼 |
| Loudon Investment Management, LLC | 7,441 | $527.2 萬 | 2.84% | −15−0.2% | 減碼 |
| Tenere Capital LLC | 7,429 | $526.3 萬 | 3.86% | +978+15.2% | 加碼 |
| Old Port Advisors | 7,420 | $525.7 萬 | 1.21% | +39+0.5% | 加碼 |
| Wilkerson Advisory Group LLC | 7,380 | $522.8 萬 | 1.80% | +291+4.1% | 加碼 |
| Western Wealth Management, LLC | 7,366 | $521.8 萬 | 0.20% | +2,931+66.1% | 加碼 |
| Tyche Wealth Partners LLC | 7,363 | $521.6 萬 | 0.80% | −17−0.2% | 減碼 |
| ABN AMRO Bank N.V. | 7,296 | $519.4 萬 | 0.06% | −993−12.0% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 7,327 | $519.1 萬 | 0.25% | −483−6.2% | 減碼 |
| First National Bank & Trust Co of Newtown | 7,321 | $518.7 萬 | 1.12% | −1,646−18.4% | 減碼 |
| Smartleaf Asset Management LLC | 7,750 | $517.3 萬 | 0.19% | +773+11.1% | 加碼 |
| Old Mission Investment Co LLC | 7,298 | $517.0 萬 | 1.21% | −275−3.6% | 減碼 |