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 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 316,234 | $2.24 億 | 1.81% | +8,829+2.9% | 加碼 |
| Manufacturers Life Insurance Company, The | 315,208 | $2.23 億 | 0.19% | −44,320−12.3% | 減碼 |
| Citadel Advisors LLC | 309,529 | $2.19 億 | 0.16% | −16,526−5.1% | 減碼 |
| Quantinno Capital Management LP | 308,530 | $2.19 億 | 0.37% | +47,865+18.4% | 加碼 |
| Baird Financial Group, Inc. | 306,859 | $2.17 億 | 0.34% | −14,643−4.6% | 減碼 |
| SG Americas Securities, LLC | 305,431 | $2.16 億 | 0.24% | −127,580−29.5% | 減碼 |
| Cetera Investment Advisers | 295,811 | $2.10 億 | 0.22% | +7,889+2.7% | 加碼 |
| Advisor Group Holdings, Inc. | 295,166 | $2.09 億 | 0.31% | −8,000−2.6% | 減碼 |
| Rockefeller Capital Management L.P. | 294,176 | $2.08 億 | 0.37% | −52,216−15.1% | 減碼 |
| Holocene Advisors, LP | 292,937 | $2.08 億 | 0.50% | +292,937 | 新進 |
| Janney Montgomery Scott LLC | 289,401 | $2.05 億 | 0.51% | +42,850+17.4% | 加碼 |
| Agf Management Ltd | 285,596 | $2.02 億 | 0.91% | +282,945+10,673.1% | 加碼 |
| National Bank of Canada | 280,245 | $1.99 億 | 0.20% | −121,413−30.2% | 減碼 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 282,491 | $1.97 億 | 0.34% | +15,158+5.7% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 275,591 | $1.95 億 | 0.23% | +54,591+24.7% | 加碼 |
| Cerity Partners LLC | 275,414 | $1.95 億 | 0.28% | +4,488+1.7% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 268,238 | $1.90 億 | 0.47% | +10,552+4.1% | 加碼 |
| Nordea Investment Management AB | 273,116 | $1.88 億 | 0.18% | +2,078+0.8% | 加碼 |
| AQR Capital Management LLC | 266,964 | $1.84 億 | 0.08% | −19,545−6.8% | 減碼 |
| Commerce Bank | 259,482 | $1.84 億 | 0.89% | +48,480+23.0% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 258,026 | $1.83 億 | 0.40% | −1,680−0.6% | 減碼 |
| FIL Ltd | 255,705 | $1.81 億 | 0.14% | −45,504−15.1% | 減碼 |
| State of Wisconsin Investment Board | 253,869 | $1.80 億 | 0.41% | +8,211+3.3% | 加碼 |
| Royal London Asset Management Ltd | 248,917 | $1.76 億 | 0.37% | −3,192−1.3% | 減碼 |
| Alecta Pensionsforsakring, Omsesidigt | 248,500 | $1.76 億 | 0.86% | 00.0% | 不變 |
| Keybank National Association | 241,629 | $1.71 億 | 0.63% | +4,256+1.8% | 加碼 |
| Susquehanna International Group, LLP | 241,242 | $1.71 億 | 0.22% | −90,409−27.3% | 減碼 |
| Balyasny Asset Management LLC | 236,149 | $1.67 億 | 0.33% | +29,971+14.5% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 233,073 | $1.65 億 | 0.48% | −9,452−3.9% | 減碼 |
| Retirement Systems of Alabama | 232,928 | $1.65 億 | 0.55% | −749−0.3% | 減碼 |
| Rathbone Brothers plc | 231,639 | $1.64 億 | 0.66% | +58,930+34.1% | 加碼 |
| Ensign Peak Advisors, Inc | 231,444 | $1.64 億 | 0.31% | +52,569+29.4% | 加碼 |
| KBC Group NV | 229,297 | $1.62 億 | 0.41% | +74,070+47.7% | 加碼 |
| Bollard Group LLC | 229,052 | $1.62 億 | 4.96% | +28,562+14.2% | 加碼 |
| Jones Financial Companies LLLP | 229,707 | $1.60 億 | 0.08% | +110,743+93.1% | 加碼 |
| Kestra Advisory Services, LLC | 219,586 | $1.56 億 | 0.59% | +17,496+8.7% | 加碼 |
| Vanguard Investments Australia, Ltd. | 218,048 | $1.54 億 | 0.45% | +218,048 | 新進 |
| GWM Advisors LLC | 215,064 | $1.52 億 | 0.55% | −18,595−8.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 210,622 | $1.49 億 | 0.38% | −3,301−1.5% | 減碼 |
| Captrust Financial Advisors | 209,300 | $1.48 億 | 0.26% | +67,718+47.8% | 加碼 |
| SEI Investments Co | 209,230 | $1.48 億 | 0.14% | +34,517+19.8% | 加碼 |
| Truist Financial Corp | 209,163 | $1.48 億 | 0.20% | −2,286−1.1% | 減碼 |
| Danske Bank A/S | 209,100 | $1.48 億 | 0.36% | +5,041+2.5% | 加碼 |
| Menora Mivtachim Holdings Ltd. | 207,500 | $1.47 億 | 0.70% | 00.0% | 不變 |
| Swedbank AB | 206,903 | $1.47 億 | 0.15% | −6,573−3.1% | 減碼 |
| Allianz Asset Management GmbH | 202,788 | $1.44 億 | 0.17% | +25,210+14.2% | 加碼 |
| Two Sigma Investments, LP | 201,870 | $1.43 億 | 0.12% | +188,670+1,429.3% | 加碼 |
| Russell Investments Group, Ltd. | 201,489 | $1.41 億 | 0.15% | +24,598+13.9% | 加碼 |
| Treasurer of the State of North Carolina | 198,238 | $1.40 億 | 0.44% | +4,220+2.2% | 加碼 |
| Toroso Investments, LLC | 197,991 | $1.40 億 | 0.44% | −4,616−2.3% | 減碼 |
| 1832 Asset Management L.P. | 194,231 | $1.38 億 | 0.18% | +193,286+20,453.5% | 加碼 |
| Public Employees Retirement System of Ohio | 193,151 | $1.37 億 | 0.44% | +97+0.1% | 加碼 |
| M&T Bank Corp | 191,944 | $1.36 億 | 0.45% | −7,659−3.8% | 減碼 |
| Swiss Life Asset Management Ltd | 190,983 | $1.35 億 | 0.67% | +12,186+6.8% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 187,564 | $1.33 億 | 0.72% | +69,640+59.1% | 加碼 |
| TD Waterhouse Canada Inc. | 179,054 | $1.31 億 | 0.39% | +77,989+77.2% | 加碼 |
| Teacher Retirement System of Texas | 178,829 | $1.27 億 | 0.53% | +8,211+4.8% | 加碼 |
| Sequoia Financial Advisors, LLC | 178,760 | $1.27 億 | 0.71% | +1,519+0.9% | 加碼 |
| Northwestern Mutual Wealth Management Co | 176,916 | $1.25 億 | 0.08% | −17,970−9.2% | 減碼 |
| Daiwa Securities Group Inc. | 174,585 | $1.24 億 | 0.36% | +3,118+1.8% | 加碼 |
| Empower Advisory Group, LLC | 171,890 | $1.22 億 | 0.32% | −80,826−32.0% | 減碼 |
| Credit Agricole S A | 170,169 | $1.21 億 | 0.39% | −30,666−15.3% | 減碼 |
| CIBC World Markets Inc. | 168,312 | $1.19 億 | 0.21% | −1,006−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 167,614 | $1.19 億 | 0.44% | −11,623−6.5% | 減碼 |
| STRS Ohio | 166,712 | $1.18 億 | 0.47% | −8,116−4.6% | 減碼 |
| State of Tennessee, Treasury Department | 165,199 | $1.17 億 | 0.39% | −595−0.4% | 減碼 |
| Acadian Asset Management LLC | 163,869 | $1.16 億 | 0.16% | +142,741+675.6% | 加碼 |
| State of New Jersey Common Pension Fund D | 160,968 | $1.14 億 | 0.44% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 156,746 | $1.11 億 | 0.16% | +211+0.1% | 加碼 |
| Midwest Trust Co | 155,806 | $1.10 億 | 1.38% | −6,553−4.0% | 減碼 |
| First Trust Advisors LP | 153,069 | $1.08 億 | 0.08% | −103,684−40.4% | 減碼 |
| Nearwater Capital Markets, Ltd | 152,000 | $1.08 億 | 2.54% | +152,000 | 新進 |
| Resona Asset Management Co.,Ltd. | 153,506 | $1.07 億 | 0.54% | +2,172+1.4% | 加碼 |
| Artisan Partners Limited Partnership | 149,683 | $1.06 億 | 0.17% | +113,204+310.3% | 加碼 |
| Toronto Dominion Bank | 148,718 | $1.05 億 | 0.20% | −344,972−69.9% | 減碼 |
| Lansforsakringar Fondforvaltning AB (publ) | 147,920 | $1.05 億 | 0.55% | −784−0.5% | 減碼 |
| Polar Capital Holdings Plc | 145,356 | $1.03 億 | 0.45% | +27,741+23.6% | 加碼 |
| Atalanta Sosnoff Capital, LLC | 142,241 | $1.01 億 | 2.16% | +11,791+9.0% | 加碼 |
| ING Groep NV | 142,046 | $1.01 億 | 0.62% | +75,605+113.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 137,539 | $9,744 萬 | 0.49% | −48,555−26.1% | 減碼 |
| Huntington National Bank | 136,140 | $9,645 萬 | 0.53% | −1,430−1.0% | 減碼 |
| Calamos Advisors LLC | 134,683 | $9,542 萬 | 0.37% | +38,978+40.7% | 加碼 |
| Gateway Investment Advisers LLC | 132,148 | $9,362 萬 | 1.04% | −24,748−15.8% | 減碼 |
| Robeco Institutional Asset Management B.V. | 130,991 | $9,280 萬 | 0.13% | +85,095+185.4% | 加碼 |
| CWM, LLC | 130,235 | $9,227 萬 | 0.24% | +12,879+11.0% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 130,043 | $9,213 萬 | 0.26% | +12,540+10.7% | 加碼 |
| Jennison Associates LLC | 129,906 | $9,203 萬 | 0.06% | +6,970+5.7% | 加碼 |
| State of Michigan Retirement System | 129,572 | $9,180 萬 | 0.48% | −900−0.7% | 減碼 |
| Tredje AP-fonden | 129,533 | $9,177 萬 | 0.50% | +129,533 | 新進 |
| Handelsbanken Fonder AB | 128,511 | $9,105 萬 | 0.30% | +3,127+2.5% | 加碼 |
| Arizona State Retirement System | 128,252 | $9,086 萬 | 0.53% | −4,171−3.1% | 減碼 |
| Sanctuary Advisors, LLC | 127,231 | $9,014 萬 | 0.49% | +1,064+0.8% | 加碼 |
| Czech National Bank | 126,719 | $8,978 萬 | 0.59% | +3,319+2.7% | 加碼 |
| MML Investors Services, LLC | 123,525 | $8,751 萬 | 0.24% | −25,384−17.0% | 減碼 |
| SEB Asset Management AB | 121,707 | $8,622 萬 | 0.37% | +121,707 | 新進 |
| Public Employees Retirement Association of Colorado | 121,547 | $8,611 萬 | 0.34% | +61,391+102.1% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 121,318 | $8,595 萬 | 0.20% | −61,135−33.5% | 減碼 |
| Banco Santander, S.A. | 120,995 | $8,572 萬 | 0.69% | +17,254+16.6% | 加碼 |
| CIBC Asset Management Inc | 120,980 | $8,571 萬 | 0.21% | +7,100+6.2% | 加碼 |
| Zurich Insurance Group Ltd | 119,852 | $8,491 萬 | 0.67% | −58,215−32.7% | 減碼 |