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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 36,592 | $2,592 萬 | 0.30% | −1,289−3.4% | 減碼 |
| Lee Danner & Bass Inc | 36,284 | $2,571 萬 | 1.61% | −86−0.2% | 減碼 |
| Gulf International Bank (UK) Ltd | 36,186 | $2,564 萬 | 0.57% | +11,849+48.7% | 加碼 |
| Citizens Financial Group Inc | 36,156 | $2,561 萬 | 0.36% | +2,477+7.4% | 加碼 |
| Capital Investment Advisors, LLC | 35,632 | $2,524 萬 | 0.37% | −1,338−3.6% | 減碼 |
| Central Trust Co | 35,609 | $2,523 萬 | 0.50% | −899−2.5% | 減碼 |
| Capital International Sarl | 35,563 | $2,519 萬 | 0.41% | +28,350+393.0% | 加碼 |
| Farther Finance Advisors, LLC | 33,904 | $2,476 萬 | 0.23% | +2,220+7.0% | 加碼 |
| iA Global Asset Management Inc. | 34,847 | $2,469 萬 | 0.35% | −7,315−17.3% | 減碼 |
| SlateStone Wealth, LLC | 34,307 | $2,431 萬 | 2.00% | −5,644−14.1% | 減碼 |
| Quilter Plc | 34,082 | $2,415 萬 | 0.42% | −4,276−11.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 33,476 | $2,414 萬 | 0.50% | −280−0.8% | 減碼 |
| Covalis Capital LLP | 34,059 | $2,413 萬 | 1.49% | −21,015−38.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 33,009 | $2,411 萬 | 0.04% | −19,176−36.7% | 減碼 |
| Jacobs & Co | 33,976 | $2,407 萬 | 2.38% | −1,375−3.9% | 減碼 |
| Stockman Wealth Management, Inc. | 33,891 | $2,401 萬 | 2.65% | −2,715−7.4% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 33,847 | $2,398 萬 | 1.81% | +810+2.5% | 加碼 |
| Pittenger & Anderson Inc | 33,519 | $2,375 萬 | 0.95% | −3,546−9.6% | 減碼 |
| UniSuper Management Pty Ltd | 33,443 | $2,369 萬 | 0.15% | −56−0.2% | 減碼 |
| MUFG Securities EMEA plc | 33,075 | $2,343 萬 | 0.35% | +13,890+72.4% | 加碼 |
| Jamison Private Wealth Management, Inc. | 32,974 | $2,336 萬 | 2.84% | −796−2.4% | 減碼 |
| Meridian Wealth Management, LLC | 32,776 | $2,322 萬 | 0.82% | −3,502−9.7% | 減碼 |
| Jane Street Group, LLC | 32,639 | $2,312 萬 | 0.02% | −87,013−72.7% | 減碼 |
| Westfield Capital Management Co LP | 32,325 | $2,290 萬 | 0.10% | +32,325 | 新進 |
| Independent Advisor Alliance | 32,130 | $2,276 萬 | 0.24% | −17,460−35.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 32,090 | $2,273 萬 | 0.65% | +9,676+43.2% | 加碼 |
| Ieq Capital, LLC | 31,812 | $2,254 萬 | 0.10% | −773−2.4% | 減碼 |
| Eagle Global Advisors LLC | 31,594 | $2,238 萬 | 0.81% | +569+1.8% | 加碼 |
| Manning & Napier Advisors LLC | 31,261 | $2,215 萬 | 0.31% | −3,335−9.6% | 減碼 |
| Shelton Capital Management | 30,879 | $2,188 萬 | 0.48% | +2,527+8.9% | 加碼 |
| Kepler Cheuvreux (Suisse) SA | 30,630 | $2,169 萬 | 1.44% | −5,576−15.4% | 減碼 |
| Equitable Holdings, Inc. | 36,174 | $2,163 萬 | 0.14% | +13,752+61.3% | 加碼 |
| DRH Investments, Inc. | 30,299 | $2,147 萬 | 17.42% | −25−0.1% | 減碼 |
| Rafferty Asset Management, LLC | 30,296 | $2,146 萬 | 0.09% | −11,392−27.3% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 30,134 | $2,135 萬 | 1.91% | +1,496+5.2% | 加碼 |
| Park Avenue Securities LLC | 30,124 | $2,134 萬 | 0.17% | +4,336+16.8% | 加碼 |
| Telemark Asset Management, LLC | 30,000 | $2,125 萬 | 1.96% | +30,000 | 新進 |
| Oribel Capital Management, LP | 30,000 | $2,125 萬 | 3.23% | +30,000 | 新進 |
| Vantage Investment Partners, LLC | 29,952 | $2,122 萬 | 1.46% | −3,111−9.4% | 減碼 |
| LS Investment Advisors, LLC | 29,849 | $2,115 萬 | 3.16% | −3,181−9.6% | 減碼 |
| Freestone Capital Holdings, LLC | 29,741 | $2,107 萬 | 0.64% | −111−0.4% | 減碼 |
| Erste Asset Management GmbH | 31,427 | $2,100 萬 | 0.19% | −113,217−78.3% | 減碼 |
| Prime Capital Investment Advisors, LLC | 29,615 | $2,098 萬 | 0.24% | +2,271+8.3% | 加碼 |
| GFS Advisors, LLC | 500,940 | $2,086 萬 | 1.47% | +500,940 | 新進 |
| Bokf, NA | 28,763 | $2,038 萬 | 0.31% | +885+3.2% | 加碼 |
| Dearborn Partners LLC | 28,643 | $2,029 萬 | 1.10% | −20−0.1% | 減碼 |
| Pacer Advisors, Inc. | 28,626 | $2,028 萬 | 0.06% | −13,832−32.6% | 減碼 |
| Marshall Wace, LLP | 28,499 | $2,019 萬 | 0.02% | −8,053−22.0% | 減碼 |
| Atlantic Union Bankshares Corp | 28,417 | $2,013 萬 | 0.39% | +4,979+21.2% | 加碼 |
| AustralianSuper Pty Ltd | 28,242 | $2,001 萬 | 0.10% | +28,242 | 新進 |
| Mizuho Securities USA LLC | 28,129 | $1,993 萬 | 0.47% | −5,946−17.4% | 減碼 |
| Aventail Capital Group, LP | 27,908 | $1,977 萬 | 0.96% | −37,816−57.5% | 減碼 |
| Drexel Morgan & Co. | 27,886 | $1,976 萬 | 2.90% | 00.0% | 不變 |
| Banque Cantonale Vaudoise | 27,837 | $1,972 萬 | 0.74% | −2,486−8.2% | 減碼 |
| FORA Capital, LLC | 27,673 | $1,960 萬 | 1.44% | +4,908+21.6% | 加碼 |
| Coldstream Capital Management Inc | 27,522 | $1,950 萬 | 0.24% | −3,528−11.4% | 減碼 |
| Kanawha Capital Management LLC | 27,378 | $1,940 萬 | 1.37% | −268−1.0% | 減碼 |
| BLB&B Advisors, LLC | 27,373 | $1,939 萬 | 0.80% | −513−1.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 27,304 | $1,934 萬 | 0.06% | +27,047+10,524.1% | 加碼 |
| American National Bank | 27,189 | $1,926 萬 | 1.84% | −277−1.0% | 減碼 |
| Illinois Municipal Retirement Fund | 27,038 | $1,916 萬 | 0.24% | +2,025+8.1% | 加碼 |
| Crossmark Global Holdings, Inc. | 26,769 | $1,896 萬 | 0.28% | +104+0.4% | 加碼 |
| Hartford Investment Management Co | 26,509 | $1,878 萬 | 0.60% | −518−1.9% | 減碼 |
| Simmons Bank | 26,265 | $1,861 萬 | 1.25% | −1,132−4.1% | 減碼 |
| Independent Wealth Network Inc. | 26,118 | $1,850 萬 | 5.50% | +20+0.1% | 加碼 |
| MidFirst Bank | 26,111 | $1,850 萬 | 1.53% | −1,080−4.0% | 減碼 |
| Abn Amro Investment Solutions | 25,915 | $1,836 萬 | 0.24% | +2,187+9.2% | 加碼 |
| Farmers & Merchants Investments Inc | 25,697 | $1,821 萬 | 0.50% | +561+2.2% | 加碼 |
| AE Wealth Management LLC | 25,550 | $1,810 萬 | 0.10% | +1,036+4.2% | 加碼 |
| Exchange Traded Concepts, LLC | 25,400 | $1,799 萬 | 0.14% | −2,265−8.2% | 減碼 |
| Overbrook Management Corp | 25,382 | $1,798 萬 | 3.40% | +25,382 | 新進 |
| Liontrust Investment Partners LLP | 25,328 | $1,794 萬 | 0.31% | +25,328 | 新進 |
| Prudential PLC | 25,277 | $1,791 萬 | 0.14% | +4,202+19.9% | 加碼 |
| Trifecta Capital Advisors, LLC | 25,236 | $1,788 萬 | 2.77% | −210−0.8% | 減碼 |
| Hantz Financial Services, Inc. | 25,213 | $1,786 萬 | 0.27% | −445−1.7% | 減碼 |
| Canada Post Corp Registered Pension Plan | 25,182 | $1,784 萬 | 0.71% | −2,467−8.9% | 減碼 |
| Mirae Asset Securities (USA) Inc. | 25,056 | $1,775 萬 | 0.84% | −108−0.4% | 減碼 |
| Miracle Mile Advisors, LLC | 24,974 | $1,769 萬 | 0.24% | +917+3.8% | 加碼 |
| Regents Gate Capital LLP | 24,950 | $1,768 萬 | 3.77% | +24,950 | 新進 |
| Ronald Blue Trust, Inc. | 24,885 | $1,763 萬 | 0.20% | −984−3.8% | 減碼 |
| Vestor Capital, LLC | 24,799 | $1,757 萬 | 1.27% | −9,993−28.7% | 減碼 |
| Nomura Asset Management International Inc. | 24,651 | $1,746 萬 | 0.03% | −5,664−18.7% | 減碼 |
| James Investment Research Inc | 24,547 | $1,739 萬 | 1.95% | −2,784−10.2% | 減碼 |
| Bleakley Financial Group, LLC | 24,417 | $1,730 萬 | 0.27% | +993+4.2% | 加碼 |
| Apollon Wealth Management, LLC | 24,339 | $1,724 萬 | 0.28% | +1,151+5.0% | 加碼 |
| Integrated Wealth Concepts LLC | 24,323 | $1,723 萬 | 0.14% | +11,327+87.2% | 加碼 |
| Paradiem, LLC | 24,303 | $1,722 萬 | 3.79% | −6,717−21.7% | 減碼 |
| Venture Visionary Partners LLC | 24,243 | $1,718 萬 | 0.57% | −4,086−14.4% | 減碼 |
| Integris Wealth Management, LLC | 24,236 | $1,717 萬 | 3.95% | −108−0.4% | 減碼 |
| Crestwood Advisors Group LLC | 24,130 | $1,710 萬 | 0.29% | +1,007+4.4% | 加碼 |
| Fifth Third Wealth Advisors LLC | 24,035 | $1,703 萬 | 0.58% | +6,068+33.8% | 加碼 |
| Tufton Capital Management | 23,957 | $1,697 萬 | 3.09% | −744−3.0% | 減碼 |
| RSM US Wealth Management LLC | 23,920 | $1,695 萬 | 0.21% | −596−2.4% | 減碼 |
| Steel Peak Wealth Management LLC | 23,903 | $1,693 萬 | 0.53% | +447+1.9% | 加碼 |
| Louisiana State Employees Retirement System | 23,700 | $1,679 萬 | 0.29% | −200−0.8% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,609 | $1,673 萬 | 0.53% | +2,365+11.1% | 加碼 |
| Arkadios Wealth Advisors | 23,562 | $1,669 萬 | 0.28% | +43+0.2% | 加碼 |
| Community Bank & Trust, Waco, Texas | 23,421 | $1,659 萬 | 3.35% | −307−1.3% | 減碼 |
| Parallax Volatility Advisers, L.P. | 23,007 | $1,658 萬 | 0.73% | −6,170−21.1% | 減碼 |
| Maryland State Retirement & Pension System | 23,231 | $1,646 萬 | 0.33% | 00.0% | 不變 |