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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 60,276 | $4,270 萬 | 0.49% | +1,578+2.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 60,141 | $4,261 萬 | 0.40% | −9,553−13.7% | 減碼 |
| Blackhill Capital Inc | 59,500 | $4,215 萬 | 2.17% | −500−0.8% | 減碼 |
| Westchester Capital Management, Inc. | 58,862 | $4,170 萬 | 8.40% | −240−0.4% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 58,578 | $4,150 萬 | 0.32% | +24,410+71.4% | 加碼 |
| USS Investment Management Ltd | 58,354 | $4,133 萬 | 0.18% | 00.0% | 不變 |
| MAI Capital Management | 57,834 | $4,097 萬 | 0.23% | +1,120+2.0% | 加碼 |
| Pinnacle Financial Partners, Inc. | 57,757 | $4,093 萬 | 0.31% | +2,507+4.5% | 加碼 |
| Nichols & Pratt Advisers LLP | 57,721 | $4,089 萬 | 2.65% | −2,671−4.4% | 減碼 |
| Dakota Wealth Management | 56,708 | $4,018 萬 | 0.87% | −2,882−4.8% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 56,600 | $4,010 萬 | 1.81% | −10,660−15.8% | 減碼 |
| ASR Vermogensbeheer N.V. | 56,575 | $4,008 萬 | 0.47% | +1,002+1.8% | 加碼 |
| Stephens Inc | 56,306 | $3,989 萬 | 0.50% | −1,937−3.3% | 減碼 |
| Ethic Inc. | 56,155 | $3,978 萬 | 0.62% | −3,051−5.2% | 減碼 |
| NorthCrest Asset Manangement, LLC | 55,349 | $3,970 萬 | 1.24% | −21,143−27.6% | 減碼 |
| Investment Management Corp of Ontario | 55,027 | $3,898 萬 | 0.50% | +11,172+25.5% | 加碼 |
| Mutual of America Capital Management LLC | 54,733 | $3,878 萬 | 0.44% | −1,260−2.3% | 減碼 |
| Ofi Invest Asset Management | 62,415 | $3,874 萬 | 0.51% | −15,543−19.9% | 減碼 |
| Delta Asset Management LLC | 54,464 | $3,859 萬 | 3.52% | −1,305−2.3% | 減碼 |
| Groupe la Francaise | 54,220 | $3,827 萬 | 0.53% | +21,185+64.1% | 加碼 |
| Intech Investment Management LLC | 53,865 | $3,816 萬 | 0.38% | +27,556+104.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 53,404 | $3,783 萬 | 0.03% | +150+0.3% | 加碼 |
| Oregon Public Employees Retirement Fund | 53,329 | $3,778 萬 | 0.50% | −208−0.4% | 減碼 |
| Conning Inc. | 53,028 | $3,757 萬 | 1.25% | −4,551−7.9% | 減碼 |
| Union Bancaire Privee, UBP SA | 53,048 | $3,729 萬 | 0.68% | +422+0.8% | 加碼 |
| Temasek Holdings (Private) Ltd | 52,553 | $3,723 萬 | 0.13% | +25,193+92.1% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 52,336 | $3,708 萬 | 1.54% | −4,784−8.4% | 減碼 |
| Kempen Capital Management N.V. | 51,430 | $3,643 萬 | 0.32% | −2,050−3.8% | 減碼 |
| Macquarie Group Ltd | 50,800 | $3,597 萬 | 0.21% | −21,594−29.8% | 減碼 |
| Richard C. Young & CO., LTD. | 50,515 | $3,579 萬 | 2.96% | −292−0.6% | 減碼 |
| Vident Advisory, LLC | 50,510 | $3,578 萬 | 0.30% | −287−0.6% | 減碼 |
| Minneapolis Portfolio Management Group, LLC | 49,754 | $3,525 萬 | 3.74% | −19,462−28.1% | 減碼 |
| Willis Investment Counsel | 49,686 | $3,520 萬 | 1.92% | −30,205−37.8% | 減碼 |
| KCM Investment Advisors LLC | 49,275 | $3,491 萬 | 1.16% | −344−0.7% | 減碼 |
| Savant Capital, LLC | 48,964 | $3,469 萬 | 0.17% | +3,494+7.7% | 加碼 |
| Salem Investment Counselors Inc | 48,922 | $3,466 萬 | 1.02% | −208−0.4% | 減碼 |
| CCM Investment Advisers LLC | 48,856 | $3,461 萬 | 3.31% | −2,509−4.9% | 減碼 |
| Hamilton Capital Partners Inc. | 48,749 | $3,454 萬 | 1.16% | +40,523+492.6% | 加碼 |
| Guggenheim Capital LLC | 48,439 | $3,432 萬 | 0.27% | −5,488−10.2% | 減碼 |
| Allstate Corp | 48,233 | $3,417 萬 | 0.37% | +12,501+35.0% | 加碼 |
| Massmutual Trust Co FSB | 48,186 | $3,414 萬 | 0.93% | −6,145−11.3% | 減碼 |
| Moran Wealth Management, LLC | 47,323 | $3,353 萬 | 1.03% | −8,307−14.9% | 減碼 |
| Wharton Business Group, LLC | 47,079 | $3,335 萬 | 1.26% | −1,394−2.9% | 減碼 |
| HB Wealth Management, LLC | 46,888 | $3,322 萬 | 0.22% | +1,479+3.3% | 加碼 |
| State of Alaska, Department of Revenue | 46,718 | $3,310 萬 | 0.36% | −70−0.1% | 減碼 |
| Whittier Trust Co | 45,686 | $3,295 萬 | 0.37% | +178+0.4% | 加碼 |
| Merit Financial Group, LLC | 46,270 | $3,278 萬 | 0.24% | +3,758+8.8% | 加碼 |
| Charter Trust Co | 46,135 | $3,268 萬 | 1.91% | −291−0.6% | 減碼 |
| LaFleur & Godfrey LLC | 46,081 | $3,265 萬 | 4.06% | −1,462−3.1% | 減碼 |
| TCW Group Inc | 46,057 | $3,263 萬 | 0.25% | +38,656+522.3% | 加碼 |
| Generali Asset Management SPA SGR | 45,933 | $3,254 萬 | 0.68% | −593−1.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 45,364 | $3,214 萬 | 0.23% | −567−1.2% | 減碼 |
| Americana Partners, LLC | 45,328 | $3,211 萬 | 0.83% | +10,110+28.7% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $3,188 萬 | 2.16% | 00.0% | 不變 |
| Virginia Retirement Systems Et Al | 44,772 | $3,172 萬 | 0.24% | −7,040−13.6% | 減碼 |
| Davenport & Co LLC | 44,516 | $3,154 萬 | 0.17% | −262−0.6% | 減碼 |
| Callahan Advisors, LLC | 44,440 | $3,148 萬 | 2.63% | −6,429−12.6% | 減碼 |
| United Capital Financial Advisers, LLC | 44,369 | $3,143 萬 | 0.19% | +179+0.4% | 加碼 |
| Henshaw Capital LLC | 44,335 | $3,141 萬 | 1.16% | 00.0% | 不變 |
| TruWealth Advisors, LLC | 43,814 | $3,104 萬 | 1.49% | −412−0.9% | 減碼 |
| Congress Asset Management Co | 43,188 | $3,060 萬 | 0.22% | −9,683−18.3% | 減碼 |
| Integrated Advisors Network LLC | 42,672 | $3,023 萬 | 1.59% | −2,990−6.5% | 減碼 |
| Park National Corp | 41,696 | $2,954 萬 | 0.90% | +2,768+7.1% | 加碼 |
| Glenmede Trust Co NA | 41,490 | $2,939 萬 | 0.14% | −3,388−7.5% | 減碼 |
| Tema ETFs LLC | 41,486 | $2,939 萬 | 1.97% | +3,265+8.5% | 加碼 |
| Baker Avenue Asset Management, LP | 41,441 | $2,936 萬 | 0.67% | −10,672−20.5% | 減碼 |
| Segment Wealth Management, LLC | 41,290 | $2,925 萬 | 1.72% | −876−2.1% | 減碼 |
| Summit Trail Advisors, LLC | 41,247 | $2,922 萬 | 0.42% | −160−0.4% | 減碼 |
| Benjamin Edwards Inc | 41,059 | $2,909 萬 | 0.29% | −1,297−3.1% | 減碼 |
| First National Trust Co | 40,983 | $2,903 萬 | 0.99% | −2,465−5.7% | 減碼 |
| Harvest Portfolios Group Inc. | 40,901 | $2,898 萬 | 0.48% | −4,937−10.8% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,858 | $2,895 萬 | 3.30% | −692−1.7% | 減碼 |
| Advisory Services Network, LLC | 40,820 | $2,892 萬 | 0.38% | +2,971+7.8% | 加碼 |
| Noesis Capital Mangement Corp | 40,816 | $2,892 萬 | 4.28% | −426−1.0% | 減碼 |
| BLI - Banque de Luxembourg Investments | 50,895 | $2,891 萬 | 0.87% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 40,732 | $2,886 萬 | 0.32% | +2,991+7.9% | 加碼 |
| Brinker Capital Investments, LLC | 40,286 | $2,854 萬 | 0.24% | +2,284+6.0% | 加碼 |
| NBT Bank N A | 40,077 | $2,839 萬 | 1.86% | +9,124+29.5% | 加碼 |
| Dodge & Cox | 39,994 | $2,833 萬 | 0.02% | −730−1.8% | 減碼 |
| Associated Banc-Corp | 39,982 | $2,833 萬 | 0.75% | −1,178−2.9% | 減碼 |
| Culbertson A N & Co Inc | 39,682 | $2,811 萬 | 3.65% | −1,213−3.0% | 減碼 |
| Omers Administration Corp | 39,497 | $2,798 萬 | 0.18% | +9,236+30.5% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 39,177 | $2,776 萬 | 0.78% | +1,246+3.3% | 加碼 |
| Birmingham Capital Management Co Inc | 39,123 | $2,772 萬 | 11.69% | −707−1.8% | 減碼 |
| Welch Group, LLC | 39,108 | $2,771 萬 | 1.04% | −1,519−3.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 39,023 | $2,765 萬 | 0.34% | −2,297−5.6% | 減碼 |
| Candriam Luxembourg S.C.A. | 38,971 | $2,761 萬 | 0.14% | +2,474+6.8% | 加碼 |
| Braun Stacey Associates Inc | 38,829 | $2,751 萬 | 0.91% | +1,924+5.2% | 加碼 |
| Allied Investment Advisors, LLC | 38,736 | $2,744 萬 | 3.93% | −2,334−5.7% | 減碼 |
| Atwater Malick LLC | 38,021 | $2,694 萬 | 7.28% | −1,645−4.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 38,010 | $2,693 萬 | 1.87% | −533−1.4% | 減碼 |
| King Luther Capital Management Corp | 37,895 | $2,685 萬 | 0.12% | +5,264+16.1% | 加碼 |
| Cutler Investment Counsel LLC | 37,823 | $2,680 萬 | 2.76% | −9,331−19.8% | 減碼 |
| Clifford Swan Investment Counsel LLC | 37,800 | $2,678 萬 | 0.91% | +140+0.4% | 加碼 |
| Parsons Capital Management Inc | 37,655 | $2,668 萬 | 1.22% | −756−2.0% | 減碼 |
| Harbour Investments, Inc. | 37,468 | $2,654 萬 | 0.41% | +26,766+250.1% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 37,044 | $2,624 萬 | 0.20% | −21,836−37.1% | 減碼 |
| Lyell Wealth Management, LP | 36,994 | $2,621 萬 | 1.93% | −251−0.7% | 減碼 |
| Summit Financial, LLC | 36,865 | $2,612 萬 | 0.33% | +23,931+185.0% | 加碼 |
| Allianz SE | 36,793 | $2,607 萬 | 0.29% | −10,971−23.0% | 減碼 |