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
- 3,773
- 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 | 4,070 | $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 | 3,151 | $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 |
|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, LLC | 173,461 | $8,471 萬 | 0.19% | +16,171+10.3% | 加碼 |
| Blair William & Co | 118,501 | $8,395 萬 | 0.24% | +2,249+1.9% | 加碼 |
| Van Eck Associates Corp | 117,531 | $8,327 萬 | 0.06% | −3,201−2.7% | 減碼 |
| Gotham Asset Management, LLC | 117,096 | $8,296 萬 | 0.25% | −5,377−4.4% | 減碼 |
| Heritage Investors Management Corp | 116,396 | $8,246 萬 | 2.50% | −4,171−3.5% | 減碼 |
| Janus Henderson Group PLC | 115,517 | $8,183 萬 | 0.04% | −409−0.4% | 減碼 |
| Commerzbank Aktiengesellschaft | 113,089 | $8,012 萬 | 1.68% | −25,072−18.1% | 減碼 |
| Clark Capital Management Group, Inc. | 112,369 | $7,961 萬 | 0.49% | +105,223+1,472.5% | 加碼 |
| MetLife Investment Management | 111,257 | $7,882 萬 | 0.40% | −3,598−3.1% | 減碼 |
| Pinnacle Associates Ltd | 111,072 | $7,869 萬 | 1.01% | −1,018−0.9% | 減碼 |
| HM Payson & Co | 109,265 | $7,741 萬 | 1.12% | −15,180−12.2% | 減碼 |
| Capital International Inc | 108,406 | $7,680 萬 | 0.59% | +23,790+28.1% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 108,385 | $7,679 萬 | 0.39% | −470−0.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 108,243 | $7,673 萬 | 0.38% | +8,857+8.9% | 加碼 |
| Mediolanum International Funds Ltd | 113,532 | $7,577 萬 | 0.81% | +13,549+13.6% | 加碼 |
| Gabelli Funds LLC | 105,532 | $7,477 萬 | 0.50% | +7,392+7.5% | 加碼 |
| Meyer Handelman Co | 104,486 | $7,402 萬 | 2.30% | −11,235−9.7% | 減碼 |
| Warren Averett Asset Management, LLC | 104,253 | $7,386 萬 | 0.55% | +56,087+116.4% | 加碼 |
| Bradley Foster & Sargent Inc | 103,659 | $7,344 萬 | 1.14% | −3,527−3.3% | 減碼 |
| Fort Washington Investment Advisors Inc | 100,672 | $7,132 萬 | 0.39% | −14,494−12.6% | 減碼 |
| Wesleyan Assurance Society | 100,379 | $7,107 萬 | 4.20% | 00.0% | 不變 |
| Paralel Advisors LLC | 100,000 | $7,085 萬 | 2.94% | 00.0% | 不變 |
| Adviser Investments LLC | 99,266 | $7,033 萬 | 0.77% | −10,567−9.6% | 減碼 |
| S&CO Inc | 98,827 | $7,001 萬 | 4.34% | −6,569−6.2% | 減碼 |
| Capitolis Liquid Global Markets LLC | 98,608 | $6,986 萬 | 0.44% | +98,608 | 新進 |
| Millennium Management LLC | 98,218 | $6,958 萬 | 0.05% | −687−0.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 96,200 | $6,815 萬 | 0.35% | −7,573−7.3% | 減碼 |
| QRG Capital Management, Inc. | 95,917 | $6,795 萬 | 0.70% | +4,313+4.7% | 加碼 |
| Cresset Asset Management, LLC | 95,768 | $6,785 萬 | 0.29% | +724+0.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 95,639 | $6,776 萬 | 0.71% | +10,756+12.7% | 加碼 |
| Prospera Financial Services Inc | 95,444 | $6,764 萬 | 1.09% | +6,994+7.9% | 加碼 |
| CBOE Vest Financial, LLC | 95,392 | $6,758 萬 | 0.81% | −14,371−13.1% | 減碼 |
| IFM Investors Pty Ltd | 95,156 | $6,741 萬 | 0.56% | +3,269+3.6% | 加碼 |
| Beacon Pointe Advisors, LLC | 93,986 | $6,659 萬 | 0.35% | +20,444+27.8% | 加碼 |
| Clearstead Advisors, LLC | 92,194 | $6,532 萬 | 0.60% | −8,555−8.5% | 減碼 |
| Woodline Partners LP | 91,241 | $6,464 萬 | 0.24% | +11,386+14.3% | 加碼 |
| Freestone Grove Partners LP | 91,164 | $6,459 萬 | 0.47% | −67,110−42.4% | 減碼 |
| Busey Wealth Management | 90,325 | $6,399 萬 | 1.74% | −1,425−1.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 89,940 | $6,372 萬 | 1.03% | −1,180−1.3% | 減碼 |
| Amalgamated Bank | 89,501 | $6,341 萬 | 0.49% | −388−0.4% | 減碼 |
| Mirae Asset Global ETFs Holdings Ltd. | 88,927 | $6,223 萬 | 0.08% | +1,928+2.2% | 加碼 |
| Qube Research & Technologies Ltd | 87,621 | $6,208 萬 | 0.09% | +87,621 | 新進 |
| Brown Advisory Inc | 87,574 | $6,204 萬 | 0.10% | +6,095+7.5% | 加碼 |
| Old Republic International Corporation | 85,500 | $6,057 萬 | 2.41% | 00.0% | 不變 |
| Xponance, Inc. | 85,474 | $6,056 萬 | 0.43% | +10,532+14.1% | 加碼 |
| Private Advisor Group, LLC | 84,515 | $5,988 萬 | 0.28% | +1,241+1.5% | 加碼 |
| Allworth Financial LP | 84,401 | $5,979 萬 | 0.24% | −7,930−8.6% | 減碼 |
| Jefferies Financial Group Inc. | 83,728 | $5,932 萬 | 0.72% | +73,204+695.6% | 加碼 |
| Vontobel Holding Ltd. | 83,171 | $5,892 萬 | 0.20% | +3,878+4.9% | 加碼 |
| Bridgewater Associates, LP | 82,502 | $5,845 萬 | 0.26% | +20,345+32.7% | 加碼 |
| OP Asset Management Ltd | 81,960 | $5,807 萬 | 0.60% | +30,446+59.1% | 加碼 |
| Pinebridge Investments LLC | 81,347 | $5,763 萬 | 0.49% | +12,951+18.9% | 加碼 |
| JustInvest LLC | 81,130 | $5,748 萬 | 0.56% | +4,255+5.5% | 加碼 |
| Capital Fund Management S.A. | 80,448 | $5,699 萬 | 0.51% | +24,243+43.1% | 加碼 |
| D.A. Davidson & Co. | 80,366 | $5,694 萬 | 0.35% | −1,956−2.4% | 減碼 |
| Tocqueville Asset Management L.P. | 79,623 | $5,641 萬 | 0.84% | −1,740−2.1% | 減碼 |
| Aptus Capital Advisors, LLC | 78,785 | $5,582 萬 | 0.47% | −13,840−14.9% | 減碼 |
| Lido Advisors, LLC | 77,444 | $5,487 萬 | 0.22% | −15,415−16.6% | 減碼 |
| Aware Super Pty Ltd as trustee of Aware Super | 76,689 | $5,433 萬 | 0.82% | +76,689 | 新進 |
| Varma Mutual Pension Insurance Co | 76,416 | $5,414 萬 | 0.32% | 00.0% | 不變 |
| Utah Retirement Systems | 75,282 | $5,333 萬 | 0.55% | −1,221−1.6% | 減碼 |
| Empowered Funds, LLC | 75,281 | $5,333 萬 | 0.34% | +75,281 | 新進 |
| Wealthfront Advisers LLC | 74,764 | $5,297 萬 | 0.12% | +4,414+6.3% | 加碼 |
| Public Sector Pension Investment Board | 74,641 | $5,288 萬 | 0.16% | +13,914+22.9% | 加碼 |
| Advisors Capital Management, LLC | 72,626 | $5,145 萬 | 0.60% | −4,250−5.5% | 減碼 |
| Country Trust Bank | 72,426 | $5,131 萬 | 0.98% | −6,484−8.2% | 減碼 |
| Oppenheimer & Co Inc | 71,566 | $5,070 萬 | 0.62% | +1,040+1.5% | 加碼 |
| Police & Firemen's Retirement System of New Jersey | 71,278 | $5,050 萬 | 0.43% | +288+0.4% | 加碼 |
| CSM Advisors, LLC | 70,632 | $5,004 萬 | 1.23% | −2,220−3.0% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 70,224 | $4,975 萬 | 0.08% | −81,276−53.6% | 減碼 |
| Fred Alger Management, LLC | 70,030 | $4,961 萬 | 0.22% | −10,942−13.5% | 減碼 |
| Rheos Capital Works Inc. | 70,000 | $4,959 萬 | 3.31% | −27,000−27.8% | 減碼 |
| Marco Investment Management LLC | 69,625 | $4,933 萬 | 3.72% | −1,310−1.8% | 減碼 |
| Yousif Capital Management, LLC | 69,057 | $4,892 萬 | 0.57% | −6,556−8.7% | 減碼 |
| Umb Bank N A | 68,895 | $4,881 萬 | 0.68% | +4,252+6.6% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 68,800 | $4,874 萬 | 0.38% | −8,000−10.4% | 減碼 |
| Fayez Sarofim & Co | 68,191 | $4,831 萬 | 0.12% | −662−1.0% | 減碼 |
| Ausdal Financial Partners, Inc. | 68,020 | $4,819 萬 | 2.15% | −275−0.4% | 減碼 |
| Glenview Trust Co | 67,913 | $4,811 萬 | 0.76% | −1,402−2.0% | 減碼 |
| Regions Financial Corp | 67,529 | $4,784 萬 | 0.31% | +195+0.3% | 加碼 |
| NEOS Investment Management LLC | 67,383 | $4,774 萬 | 0.24% | −27,476−29.0% | 減碼 |
| Worldquant Millennium Advisors LLC | 66,882 | $4,738 萬 | 0.18% | +40,201+150.7% | 加碼 |
| Vaughan David Investments LLC | 66,042 | $4,679 萬 | 0.99% | −4,856−6.8% | 減碼 |
| CWM Advisors, LLC | 65,386 | $4,632 萬 | 2.70% | +18,071+38.2% | 加碼 |
| Peapack Gladstone Financial Corp | 65,268 | $4,624 萬 | 0.59% | −1,218−1.8% | 減碼 |
| Rakuten Investment Management, Inc. | 69,188 | $4,618 萬 | 0.09% | +7,605+12.3% | 加碼 |
| Pathstone Holdings, LLC | 64,753 | $4,587 萬 | 0.18% | +958+1.5% | 加碼 |
| New York Life Investment Management LLC | 64,619 | $4,578 萬 | 0.39% | +472+0.7% | 加碼 |
| British Columbia Investment Management Corp | 64,498 | $4,569 萬 | 0.27% | −18,633−22.4% | 減碼 |
| Levin Capital Strategies, L.P. | 64,400 | $4,562 萬 | 3.47% | −10,845−14.4% | 減碼 |
| Scotia Capital Inc. | 64,338 | $4,558 萬 | 0.19% | +939+1.5% | 加碼 |
| Factory Mutual Insurance Co | 64,100 | $4,541 萬 | 0.51% | +500+0.8% | 加碼 |
| Lazard Asset Management LLC | 62,361 | $4,418 萬 | 0.07% | +43,046+222.9% | 加碼 |
| Nissay Asset Management Corp | 62,119 | $4,401 萬 | 0.23% | +968+1.6% | 加碼 |
| Employees Retirement System of Texas | 61,448 | $4,353 萬 | 0.38% | +61,448 | 新進 |
| Federation des caisses Desjardins du Quebec | 61,329 | $4,345 萬 | 0.16% | +8,305+15.7% | 加碼 |
| Fiduciary Trust Co | 61,312 | $4,344 萬 | 0.51% | −559−0.9% | 減碼 |
| Main Street Research LLC | 61,110 | $4,329 萬 | 2.52% | +1,551+2.6% | 加碼 |
| Brookstone Capital Management | 60,620 | $4,295 萬 | 0.49% | −411−0.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 60,596 | $4,293 萬 | 0.85% | −11,001−15.4% | 減碼 |