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 |
|---|---|---|---|---|---|
| Little House Capital LLC | 7,280 | $515.8 萬 | 1.33% | +203+2.9% | 加碼 |
| Argent Advisors, Inc. | 7,254 | $513.9 萬 | 1.40% | −715−9.0% | 減碼 |
| Gables Capital Management Inc. | 7,250 | $513.6 萬 | 2.18% | −315−4.2% | 減碼 |
| Capital Management Associates, Inc | 7,234 | $512.5 萬 | 1.16% | +136+1.9% | 加碼 |
| Fruth Investment Management | 7,230 | $512.2 萬 | 1.28% | −333−4.4% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 7,211 | $510.9 萬 | 2.37% | +7,211 | 新進 |
| Genus Capital Management Inc. | 7,200 | $510.1 萬 | 0.58% | +3,800+111.8% | 加碼 |
| Banque Transatlantique SA | 7,007 | $508.6 萬 | 0.12% | −667−8.7% | 減碼 |
| Compton Wealth Advisory Group, LLC | 6,941 | $506.9 萬 | 1.13% | +231+3.4% | 加碼 |
| Field & Main Bank | 7,155 | $506.9 萬 | 1.47% | −433−5.7% | 減碼 |
| Apella Capital, LLC | 6,367 | $506.0 萬 | 0.08% | +2,564+67.4% | 加碼 |
| Clear Trail Advisors, LLC | 7,110 | $503.7 萬 | 0.84% | −1,334−15.8% | 減碼 |
| DT Investment Partners, LLC | 7,103 | $503.2 萬 | 0.42% | −115−1.6% | 減碼 |
| Marathon Wealth Advisors LLC | 7,075 | $501.3 萬 | 2.06% | −27−0.4% | 減碼 |
| Permanent Capital Management, LP | 5,617 | $500.8 萬 | 0.78% | +31+0.6% | 加碼 |
| Deane Retirement Strategies, Inc. | 7,078 | $500.4 萬 | 2.01% | −45−0.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 7,038 | $498.6 萬 | 0.05% | +6,557+1,363.2% | 加碼 |
| World Equity Group, Inc. | 7,008 | $496.4 萬 | 1.29% | +3,389+93.6% | 加碼 |
| South Dakota Investment Council | 7,001 | $496.0 萬 | 0.09% | −153−2.1% | 減碼 |
| Parametrica Management Ltd | 7,000 | $495.9 萬 | 5.64% | +7,000 | 新進 |
| Next Century Growth Investors LLC | 6,994 | $495.5 萬 | 0.36% | +1,968+39.2% | 加碼 |
| Dorsey & Whitney Trust CO LLC | 6,979 | $494.4 萬 | 0.27% | −294−4.0% | 減碼 |
| Quest Investment Management LLC | 6,968 | $493.7 萬 | 0.58% | 00.0% | 不變 |
| Modera Wealth Management, LLC | 6,962 | $493.2 萬 | 0.06% | −114−1.6% | 減碼 |
| Capital & Planning, LLC | 6,947 | $492.2 萬 | 2.99% | +6,947 | 新進 |
| Milestone Asset Management, LLC | 6,911 | $489.6 萬 | 0.90% | +3,821+123.7% | 加碼 |
| Arvest Bank Trust Division | 6,897 | $488.6 萬 | 0.27% | +4,951+254.4% | 加碼 |
| Confluence Wealth Services, Inc. | 6,892 | $488.3 萬 | 0.19% | +820+13.5% | 加碼 |
| Legacy Financial Strategies, LLC | 6,875 | $487.1 萬 | 0.88% | +3,275+91.0% | 加碼 |
| Becker Capital Management Inc | 6,872 | $486.9 萬 | 0.14% | +10+0.1% | 加碼 |
| Ignite Planners, LLC | 6,862 | $486.5 萬 | 0.75% | +103+1.5% | 加碼 |
| Huntleigh Advisors, Inc. | 6,864 | $486.3 萬 | 0.83% | +609+9.7% | 加碼 |
| Avantax Planning Partners, Inc. | 6,850 | $485.3 萬 | 0.13% | +10.0% | 加碼 |
| Generali Investments CEE, investicni spolecnost, a.s. | 6,845 | $484.9 萬 | 0.25% | −1,529−18.3% | 減碼 |
| Western Financial Corp | 6,842 | $484.7 萬 | 1.90% | +6,842 | 新進 |
| Lee Johnson Capital Management, LLC | 6,825 | $483.5 萬 | 1.73% | +6,825 | 新進 |
| Staley Capital Advisers Inc | 6,800 | $481.8 萬 | 0.20% | 00.0% | 不變 |
| KLCM Advisors, Inc. | 6,784 | $480.6 萬 | 0.42% | −1,341−16.5% | 減碼 |
| Cross Staff Investments Inc | 6,781 | $480.4 萬 | 3.16% | −285−4.0% | 減碼 |
| Kentucky Retirement Systems | 52,539 | $477.1 萬 | 0.36% | +23,467+80.7% | 加碼 |
| Harbor Capital Advisors, Inc. | 6,725 | $476.4 萬 | 0.39% | −1,022−13.2% | 減碼 |
| LGT Fund Management Co Ltd. | 6,720 | $476.1 萬 | 0.21% | −1,309−16.3% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 6,701 | $474.7 萬 | 0.01% | +3,750+127.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 6,700 | $474.7 萬 | 0.69% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 6,688 | $473.8 萬 | 0.62% | −68−1.0% | 減碼 |
| Howland Capital Management LLC | 6,685 | $473.6 萬 | 0.19% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 5,398 | $473.0 萬 | 0.06% | −171−3.1% | 減碼 |
| Capital Group Private Client Services, Inc. | 6,668 | $472.4 萬 | 0.08% | +156+2.4% | 加碼 |
| Bellwether Advisors, LLC | 6,659 | $471.8 萬 | 0.80% | −442−6.2% | 減碼 |
| Wealthspire Advisors, LLC | 6,628 | $469.6 萬 | 0.04% | −1,429−17.7% | 減碼 |
| Leonteq Securities AG | 6,625 | $469.4 萬 | 0.28% | −16,228−71.0% | 減碼 |
| Quadrature Capital Ltd | 6,616 | $468.7 萬 | 0.06% | +6,616 | 新進 |
| Hillsdale Investment Management Inc. | 6,597 | $467.4 萬 | 0.13% | +2,110+47.0% | 加碼 |
| Nemes Rush Group LLC | 6,591 | $466.9 萬 | 0.44% | −286−4.2% | 減碼 |
| Cambridge Advisors Inc. | 6,577 | $466.0 萬 | 0.90% | −531−7.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 6,570 | $465.5 萬 | 0.11% | +2,731+71.1% | 加碼 |
| Schear Investment Advisers, LLC | 6,568 | $465.3 萬 | 2.05% | +14+0.2% | 加碼 |
| MB, Levis & Associates, LLC | 6,566 | $465.2 萬 | 1.94% | −28−0.4% | 減碼 |
| Strategic Advisors LLC | 6,540 | $463.4 萬 | 0.77% | +96+1.5% | 加碼 |
| Cottage Street Advisors LLC | 6,540 | $463.3 萬 | 2.00% | −4−0.1% | 減碼 |
| IFC Advisors LLC | 6,528 | $462.5 萬 | 0.66% | −140−2.1% | 減碼 |
| Guardian Wealth Management, Inc. | 6,512 | $461.4 萬 | 2.52% | −1,157−15.1% | 減碼 |
| Weaver Capital Management LLC | 6,491 | $459.9 萬 | 1.00% | −236−3.5% | 減碼 |
| TCG Advisory Services, LLC | 6,483 | $459.3 萬 | 0.11% | +2,921+82.0% | 加碼 |
| Greenfield Savings Bank | 6,459 | $457.6 萬 | 1.95% | −109−1.7% | 減碼 |
| Shepherd Financial Partners LLC | 6,425 | $455.2 萬 | 0.43% | −14−0.2% | 減碼 |
| AdvisorNet Financial, Inc | 6,415 | $454.5 萬 | 0.24% | −300−4.5% | 減碼 |
| Ascent Group, LLC | 6,363 | $450.8 萬 | 0.16% | −1,075−14.5% | 減碼 |
| National Asset Management, Inc. | 6,751 | $450.6 萬 | 0.29% | −2,092−23.7% | 減碼 |
| Courier Capital LLC | 6,354 | $450.2 萬 | 0.25% | −326−4.9% | 減碼 |
| Triangle Securities Wealth Management | 6,353 | $450.1 萬 | 1.02% | −7,247−53.3% | 減碼 |
| Berkshire Bank | 6,332 | $448.6 萬 | 0.92% | −315−4.7% | 減碼 |
| Allegheny Financial Group LTD | 6,322 | $448.0 萬 | 0.60% | +29+0.5% | 加碼 |
| Graham Capital Management, L.P. | 6,300 | $446.3 萬 | 0.15% | −3,700−37.0% | 減碼 |
| MONECO Advisors, LLC | 6,292 | $445.7 萬 | 0.35% | +262+4.3% | 加碼 |
| Southeast Asset Advisors Inc. | 6,268 | $444.1 萬 | 0.49% | −698−10.0% | 減碼 |
| Diversify Wealth Management, LLC | 5,481 | $444.0 萬 | 0.08% | +4,097+296.0% | 加碼 |
| Private Trust Co NA | 6,267 | $444.0 萬 | 0.40% | −208−3.2% | 減碼 |
| Bernard Wealth Management Corp. | 6,246 | $442.5 萬 | 1.89% | +279+4.7% | 加碼 |
| Umpqua Bank | 6,242 | $442.2 萬 | 1.26% | −387−5.8% | 減碼 |
| Chapin Davis, Inc. | 6,225 | $441.0 萬 | 0.98% | −756−10.8% | 減碼 |
| Vantage Point Financial LLC | 6,194 | $438.8 萬 | 1.54% | +19+0.3% | 加碼 |
| Crawford Investment Counsel Inc | 6,178 | $437.6 萬 | 0.07% | −140−2.2% | 減碼 |
| Vectors Research Management, LLC | 6,169 | $437.1 萬 | 1.28% | −180−2.8% | 減碼 |
| First National Bank Sioux Falls | 5,651 | $436.6 萬 | 1.19% | −20.0% | 減碼 |
| CNB Bank | 6,153 | $435.9 萬 | 1.83% | −220−3.5% | 減碼 |
| Massachusetts Wealth Management | 6,146 | $435.4 萬 | 1.89% | −210−3.3% | 減碼 |
| Stone Point Wealth LLC | 6,145 | $435.3 萬 | 1.21% | −525−7.9% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,145 | $435.3 萬 | 0.23% | −100−1.6% | 減碼 |
| International Assets Investment Management, LLC | 5,904 | $431.2 萬 | 0.30% | −270−4.4% | 減碼 |
| Brady Family Wealth, LLC | 6,069 | $430.0 萬 | 1.34% | +256+4.4% | 加碼 |
| Kinloch Capital, LLC | 6,068 | $429.9 萬 | 1.75% | −3,911−39.2% | 減碼 |
| Advisory Alpha, LLC | 6,044 | $428.3 萬 | 0.12% | +258+4.5% | 加碼 |
| Ellis Investment Partners, LLC | 6,025 | $426.9 萬 | 0.74% | −17−0.3% | 減碼 |
| Seizert Capital Partners, LLC | 6,023 | $426.7 萬 | 0.20% | −1,524−20.2% | 減碼 |
| Trust Investment Advisors | 5,987 | $424.2 萬 | 2.48% | −752−11.2% | 減碼 |
| Biltmore Family Office, LLC | 5,986 | $424.1 萬 | 0.59% | −25−0.4% | 減碼 |
| Myriad Asset Management Advisors LLC | 5,978 | $423.5 萬 | 1.25% | +36+0.6% | 加碼 |
| Weatherly Asset Management L. P. | 5,971 | $423.1 萬 | 0.34% | −57−0.9% | 減碼 |
| First Manhattan Co | 5,968 | $422.8 萬 | 0.01% | +1,383+30.2% | 加碼 |