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 |
|---|---|---|---|---|---|
| Frank, Rimerman Advisors LLC | 5,961 | $422.3 萬 | 0.28% | +570+10.6% | 加碼 |
| JFS Wealth Advisors, LLC | 5,955 | $421.9 萬 | 0.24% | −167−2.7% | 減碼 |
| Bridges Investment Management Inc | 5,951 | $421.6 萬 | 0.06% | +100+1.7% | 加碼 |
| Cornerstone Planning, LLC | 5,938 | $420.8 萬 | 0.95% | −1,922−24.5% | 減碼 |
| Westpac Banking Corp | 5,928 | $420.0 萬 | 0.29% | −1,300−18.0% | 減碼 |
| Arrow Financial Corp | 5,919 | $419.3 萬 | 0.42% | −910−13.3% | 減碼 |
| Florida Financial Advisors, LLC | 5,906 | $418.5 萬 | 1.00% | +5,093+626.4% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,911 | $418.5 萬 | 0.18% | +2,042+52.8% | 加碼 |
| Ar Asset Management Inc | 5,900 | $418.0 萬 | 0.81% | −800−11.9% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 5,852 | $414.6 萬 | 2.75% | −119−2.0% | 減碼 |
| Rollins Financial Advisors, LLC | 5,852 | $414.6 萬 | 0.66% | +507+9.5% | 加碼 |
| Nations Financial Group Inc, | 5,841 | $413.8 萬 | 0.21% | +125+2.2% | 加碼 |
| Roman Butler Fullerton & Co | 5,363 | $413.8 萬 | 1.14% | +4+0.1% | 加碼 |
| Family Management Corp | 5,838 | $413.6 萬 | 0.50% | −51−0.9% | 減碼 |
| Kentucky Trust Co | 5,824 | $412.6 萬 | 2.16% | −14−0.2% | 減碼 |
| Crown Oak Advisors, LLC | 5,821 | $412.4 萬 | 2.07% | 00.0% | 不變 |
| Investment House LLC | 5,808 | $411.5 萬 | 0.21% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 5,794 | $410.5 萬 | 0.02% | −18,206−75.9% | 減碼 |
| FLC Capital Advisors | 5,788 | $410.1 萬 | 0.74% | −317−5.2% | 減碼 |
| Wealth Architects, LLC | 5,788 | $410.0 萬 | 0.37% | −93−1.6% | 減碼 |
| Cordatus Wealth Management LLC | 5,780 | $409.5 萬 | 0.97% | −87−1.5% | 減碼 |
| Qtron Investments LLC | 5,757 | $407.9 萬 | 0.55% | +391+7.3% | 加碼 |
| Am Investment Strategies LLC | 5,741 | $406.7 萬 | 0.89% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 5,733 | $406.2 萬 | 1.81% | −50−0.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 5,726 | $405.7 萬 | 0.07% | −527−8.4% | 減碼 |
| BOS Asset Management, LLC | 5,703 | $404.1 萬 | 1.03% | −429−7.0% | 減碼 |
| NewEdge Wealth, LLC | 5,677 | $402.2 萬 | 0.05% | −3,032−34.8% | 減碼 |
| Modern Wealth Management, LLC | 5,507 | $402.2 萬 | 0.07% | +172+3.2% | 加碼 |
| Bragg Financial Advisors, Inc | 5,652 | $400.4 萬 | 0.13% | −124−2.1% | 減碼 |
| Wealth Group, Ltd. | 5,634 | $399.1 萬 | 3.72% | +10.0% | 加碼 |
| Gen-Wealth Partners Inc | 5,616 | $397.9 萬 | 1.25% | −202−3.5% | 減碼 |
| Trueblood Wealth Management, LLC | 5,595 | $396.4 萬 | 1.55% | +28+0.5% | 加碼 |
| Security National Bank | 5,591 | $396.1 萬 | 0.58% | −57−1.0% | 減碼 |
| Rexford Capital Inc | 5,589 | $396.0 萬 | 2.83% | −282−4.8% | 減碼 |
| Ocean Capital Management, LLC | 5,585 | $395.7 萬 | 0.81% | +3+0.1% | 加碼 |
| Monticello Wealth Management, LLC | 5,555 | $393.5 萬 | 0.25% | +38+0.7% | 加碼 |
| Sierra Summit Advisors LLC | 5,547 | $393.0 萬 | 0.57% | +2,620+89.5% | 加碼 |
| LOM Asset Management Ltd | 5,516 | $390.8 萬 | 1.12% | +93+1.7% | 加碼 |
| Financial Plan, Inc. | 5,511 | $390.4 萬 | 0.42% | 00.0% | 不變 |
| Precision Wealth Strategies, LLC | 5,504 | $389.9 萬 | 1.29% | +4,035+274.7% | 加碼 |
| RD Lewis Holdings, Inc. | 4,950 | $389.6 萬 | 3.37% | −342−6.5% | 減碼 |
| Bowen Hanes & Co Inc | 5,495 | $389.3 萬 | 0.09% | −534−8.9% | 減碼 |
| Nwam LLC | 5,493 | $389.2 萬 | 0.22% | +541+10.9% | 加碼 |
| Parkside Financial Bank & Trust | 5,492 | $389.1 萬 | 0.30% | −412−7.0% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,484 | $388.5 萬 | 0.28% | +11+0.2% | 加碼 |
| Silverlake Wealth Management LLC | 5,483 | $388.5 萬 | 0.82% | +3+0.1% | 加碼 |
| Leelyn Smith, LLC | 5,470 | $387.5 萬 | 0.54% | +5,470 | 新進 |
| Smithfield Trust Co | 5,463 | $387.0 萬 | 0.17% | 00.0% | 不變 |
| Garde Capital, Inc. | 5,462 | $386.9 萬 | 0.23% | +328+6.4% | 加碼 |
| Alaethes Wealth LLC | 5,435 | $385.0 萬 | 1.11% | −40−0.7% | 減碼 |
| Kerusso Capital Management LLC | 5,433 | $384.9 萬 | 1.93% | −386−6.6% | 減碼 |
| Woodmont Investment Counsel LLC | 5,428 | $384.6 萬 | 0.24% | +413+8.2% | 加碼 |
| Victrix Investment Advisors | 5,419 | $383.9 萬 | 1.39% | −210−3.7% | 減碼 |
| First Horizon Corp | 5,400 | $382.6 萬 | 0.16% | −56−1.0% | 減碼 |
| Redmond Asset Management, LLC | 5,381 | $381.2 萬 | 1.04% | −30−0.6% | 減碼 |
| Drive Wealth Management, LLC | 5,375 | $380.8 萬 | 0.80% | −557−9.4% | 減碼 |
| Pinkerton Retirement Specialists, LLC | 6,635 | $380.1 萬 | 0.35% | +537+8.8% | 加碼 |
| Norden Group LLC | 5,361 | $379.8 萬 | 0.36% | +1,410+35.7% | 加碼 |
| Hilltop Holdings Inc. | 5,357 | $379.5 萬 | 0.34% | −1,909−26.3% | 減碼 |
| Ti-Trust, Inc | 5,344 | $378.6 萬 | 2.25% | −12−0.2% | 減碼 |
| Perkins Coie Trust Co | 5,319 | $376.8 萬 | 0.72% | +17+0.3% | 加碼 |
| Everhart Financial Group, Inc. | 5,310 | $376.2 萬 | 0.32% | +755+16.6% | 加碼 |
| West Michigan Advisors, LLC | 5,308 | $376.1 萬 | 0.83% | +3,353+171.5% | 加碼 |
| Checchi Capital Advisers, LLC | 5,280 | $374.1 萬 | 0.26% | +238+4.7% | 加碼 |
| Watershed Private Wealth LLC | 5,274 | $373.6 萬 | 1.17% | −72−1.3% | 減碼 |
| Marvin & Palmer Associates Inc | 5,270 | $373.4 萬 | 4.47% | −1,215−18.7% | 減碼 |
| Connecticut Wealth Management, LLC | 5,267 | $373.2 萬 | 0.16% | +106+2.1% | 加碼 |
| WD Rutherford LLC | 5,251 | $372.0 萬 | 1.65% | −681−11.5% | 減碼 |
| MASTERINVEST Kapitalanlage GmbH | 5,248 | $371.8 萬 | 0.39% | +109+2.1% | 加碼 |
| Grimes & Company, Inc. | 5,229 | $370.5 萬 | 0.10% | +289+5.9% | 加碼 |
| Oxbow Advisors, LLC | 5,215 | $369.5 萬 | 0.31% | −1,405−21.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,211 | $369.2 萬 | 0.12% | +858+19.7% | 加碼 |
| Alliance Private Wealth, LLC | 5,193 | $367.9 萬 | 1.32% | +11+0.2% | 加碼 |
| XML Financial, LLC | 5,193 | $367.9 萬 | 0.30% | +116+2.3% | 加碼 |
| Krilogy Financial LLC | 4,742 | $366.4 萬 | 0.12% | +276+6.2% | 加碼 |
| Journey Strategic Wealth LLC | 5,170 | $366.3 萬 | 0.09% | +226+4.6% | 加碼 |
| True North Advisors, LLC | 5,165 | $365.9 萬 | 0.42% | −15−0.3% | 減碼 |
| Northern Financial Advisors Inc | 5,162 | $365.7 萬 | 2.67% | +2,491+93.3% | 加碼 |
| Compagnie Lombard Odier SCmA | 5,159 | $365.5 萬 | 0.04% | −4,651−47.4% | 減碼 |
| First Citizens Bank & Trust Co | 5,154 | $365.1 萬 | 0.08% | +153+3.1% | 加碼 |
| Core Wealth Advisors, Inc. | 5,153 | $365.1 萬 | 0.87% | −38−0.7% | 減碼 |
| Amussen Hunsaker Associates LLC | 5,145 | $364.5 萬 | 0.39% | +671+15.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,142 | $364.3 萬 | 0.11% | +145+2.9% | 加碼 |
| Eldridge Investment Advisors, Inc. | 5,131 | $363.5 萬 | 0.80% | −13−0.3% | 減碼 |
| Fox Hill Wealth Management | 5,131 | $363.5 萬 | 1.75% | +1,099+27.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 5,126 | $363.2 萬 | 1.60% | −389−7.1% | 減碼 |
| Cynosure Management, LLC | 5,462 | $362.6 萬 | 0.45% | −508,292−98.9% | 減碼 |
| Papp L Roy & Associates | 5,117 | $362.5 萬 | 0.42% | −10.0% | 減碼 |
| PCM Encore, LLC | 5,111 | $362.1 萬 | 0.74% | +176+3.6% | 加碼 |
| Mayflower Financial Advisors, LLC | 5,107 | $361.8 萬 | 0.44% | −240−4.5% | 減碼 |
| HHM Wealth Advisors, LLC | 5,097 | $361.1 萬 | 0.42% | −657−11.4% | 減碼 |
| Altshuler Shaham Ltd | 5,096 | $361.0 萬 | 0.07% | +1,924+60.7% | 加碼 |
| Beacon Investment Advisors LLC | 5,078 | $359.7 萬 | 1.36% | −53−1.0% | 減碼 |
| Xcel Wealth Management, LLC | 5,076 | $359.6 萬 | 1.00% | −1,500−22.8% | 減碼 |
| Itau Unibanco Holding S.A. | 5,062 | $358.6 萬 | 0.09% | +5,062 | 新進 |
| HCR Wealth Advisors | 5,060 | $358.5 萬 | 0.37% | +15+0.3% | 加碼 |
| JBR Co Financial Management Inc | 6,252 | $358.2 萬 | 1.50% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 5,046 | $357.5 萬 | 0.30% | +5+0.1% | 加碼 |
| Isthmus Partners, LLC | 5,045 | $357.4 萬 | 0.37% | −107−2.1% | 減碼 |
| Catalyst Financial Partners LLC | 5,039 | $357.0 萬 | 0.42% | +145+3.0% | 加碼 |