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 |
|---|---|---|---|---|---|
| Narwhal Capital Management | 23,186 | $1,643 萬 | 1.21% | +1,479+6.8% | 加碼 |
| Rothschild Investment LLC | 22,845 | $1,618 萬 | 0.85% | +492+2.2% | 加碼 |
| Horizon Investments, LLC | 22,860 | $1,616 萬 | 0.18% | +681+3.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 22,816 | $1,616 萬 | 0.91% | +699+3.2% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 22,728 | $1,610 萬 | 0.45% | +253+1.1% | 加碼 |
| Kavar Capital Partners Group, LLC | 22,651 | $1,605 萬 | 2.01% | −726−3.1% | 減碼 |
| Elo Mutual Pension Insurance Co | 22,470 | $1,592 萬 | 0.26% | +740+3.4% | 加碼 |
| Sigma Planning Corp | 22,456 | $1,591 萬 | 0.44% | −2,355−9.5% | 減碼 |
| EP Wealth Advisors, LLC | 22,409 | $1,588 萬 | 0.08% | +152+0.7% | 加碼 |
| Wedbush Securities Inc | 22,218 | $1,574 萬 | 0.46% | +896+4.2% | 加碼 |
| Valeo Financial Advisors, LLC | 22,104 | $1,565 萬 | 0.37% | −2,291−9.4% | 減碼 |
| New Mexico Educational Retirement Board | 21,902 | $1,552 萬 | 0.48% | 00.0% | 不變 |
| Fusion Capital, LLC | 21,794 | $1,544 萬 | 4.17% | −1,446−6.2% | 減碼 |
| Spire Wealth Management | 21,701 | $1,537 萬 | 0.52% | −24−0.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 21,699 | $1,537 萬 | 0.17% | +421+2.0% | 加碼 |
| Greenwood Gearhart Inc | 21,509 | $1,524 萬 | 0.82% | −12,627−37.0% | 減碼 |
| Renaissance Technologies LLC | 21,507 | $1,524 萬 | 0.02% | +21,507 | 新進 |
| VestGen Advisors, LLC | 16,645 | $1,518 萬 | 0.43% | +3,579+27.4% | 加碼 |
| Cary Street Partners Financial LLC | 21,382 | $1,515 萬 | 0.38% | +1,265+6.3% | 加碼 |
| Kingswood Wealth Advisors, LLC | 21,351 | $1,513 萬 | 0.72% | −1,189−5.3% | 減碼 |
| NLB Skladi, upravljanje premozenja, d.o.o. | 21,241 | $1,505 萬 | 0.72% | −1,982−8.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 21,226 | $1,499 萬 | 0.10% | −2,485−10.5% | 減碼 |
| McGuire Investment Group, LLC | 21,097 | $1,495 萬 | 1.69% | −2,428−10.3% | 減碼 |
| Principle Wealth Partners LLC | 21,051 | $1,491 萬 | 0.85% | −682−3.1% | 減碼 |
| LMCG Investments, LLC | 20,829 | $1,476 萬 | 0.88% | −3,657−14.9% | 減碼 |
| Laird Norton Trust Company, LLC | 20,820 | $1,475 萬 | 0.32% | −156−0.7% | 減碼 |
| Knuff & Co LLC | 20,782 | $1,472 萬 | 4.44% | +213+1.0% | 加碼 |
| Voleon Capital Management LP | 20,766 | $1,471 萬 | 0.32% | +19,637+1,739.3% | 加碼 |
| Shelter Mutual Insurance Co | 20,730 | $1,469 萬 | 3.27% | 00.0% | 不變 |
| Howe & Rusling Inc | 20,560 | $1,457 萬 | 0.95% | +72+0.4% | 加碼 |
| Los Angeles Capital Management LLC | 20,533 | $1,455 萬 | 0.06% | +10,806+111.1% | 加碼 |
| Assetmark, Inc | 20,514 | $1,453 萬 | 0.03% | −8,820−30.1% | 減碼 |
| Metis Global Partners, LLC | 20,478 | $1,451 萬 | 0.36% | −891−4.2% | 減碼 |
| Capital Investment Counsel, LLC | 20,359 | $1,442 萬 | 1.98% | −1,181−5.5% | 減碼 |
| Summitry LLC | 20,310 | $1,439 萬 | 0.51% | −2,198−9.8% | 減碼 |
| Citizens National Bank Trust Department | 20,308 | $1,439 萬 | 2.40% | −210−1.0% | 減碼 |
| Goelzer Investment Management, Inc. | 20,216 | $1,432 萬 | 0.69% | −1,900−8.6% | 減碼 |
| Axxcess Wealth Management, LLC | 20,164 | $1,429 萬 | 0.46% | −2,256−10.1% | 減碼 |
| Griffin Asset Management, Inc. | 20,044 | $1,420 萬 | 1.60% | −434−2.1% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 19,972 | $1,415 萬 | 0.19% | −646−3.1% | 減碼 |
| City Holding Co | 19,913 | $1,411 萬 | 1.76% | −891−4.3% | 減碼 |
| Wesbanco Bank Inc | 19,857 | $1,407 萬 | 0.39% | −1,044−5.0% | 減碼 |
| Sigma Investment Counselors Inc | 19,856 | $1,407 萬 | 0.74% | −1,994−9.1% | 減碼 |
| Central Bank & Trust Co | 19,753 | $1,399 萬 | 2.20% | −332−1.7% | 減碼 |
| Westend Capital Management, LLC | 19,684 | $1,395 萬 | 4.19% | +435+2.3% | 加碼 |
| Searle & Co. | 19,675 | $1,394 萬 | 3.50% | −700−3.4% | 減碼 |
| Night Squared LP | 19,615 | $1,390 萬 | 2.04% | +19,615 | 新進 |
| German American Bancorp, Inc. | 19,525 | $1,383 萬 | 1.19% | −67−0.3% | 減碼 |
| Principal Securities, Inc. | 19,442 | $1,377 萬 | 0.20% | −1,749−8.3% | 減碼 |
| La Banque Postale Asset Management SA | 19,434 | $1,377 萬 | 0.19% | +14,620+303.7% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 19,363 | $1,372 萬 | 0.26% | +18,760+3,111.1% | 加碼 |
| Hudson Bay Capital Management LP | 19,356 | $1,371 萬 | 0.08% | −42,144−68.5% | 減碼 |
| Mutual Advisors, LLC | 19,321 | $1,369 萬 | 0.29% | +1,367+7.6% | 加碼 |
| Callan Family Office, LLC | 19,259 | $1,364 萬 | 0.31% | −332−1.7% | 減碼 |
| Triglav Skladi, D.O.O. | 19,250 | $1,364 萬 | 0.95% | +19,250 | 新進 |
| Vise Technologies, Inc. | 23,788 | $1,363 萬 | 0.27% | 00.0% | 不變 |
| Physicians Financial Services, Inc. | 19,159 | $1,357 萬 | 3.72% | +210+1.1% | 加碼 |
| Compass Capital Management, Inc | 19,127 | $1,355 萬 | 0.82% | −1,433−7.0% | 減碼 |
| Davis R M Inc | 19,121 | $1,355 萬 | 0.24% | +2,039+11.9% | 加碼 |
| We Are One Seven, LLC | 19,082 | $1,352 萬 | 0.27% | +2,088+12.3% | 加碼 |
| Empirical Finance, LLC | 19,081 | $1,352 萬 | 0.64% | −47−0.2% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 19,056 | $1,350 萬 | 0.80% | −4,682−19.7% | 減碼 |
| Welch & Forbes LLC | 19,031 | $1,348 萬 | 0.17% | −374−1.9% | 減碼 |
| CAPROCK Group, Inc. | 18,953 | $1,343 萬 | 0.33% | +364+2.0% | 加碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 18,926 | $1,341 萬 | 0.05% | +18,926 | 新進 |
| Flputnam Investment Management Co | 18,894 | $1,339 萬 | 0.20% | +648+3.6% | 加碼 |
| Spears Abacus Advisors LLC | 18,885 | $1,338 萬 | 0.26% | +28+0.1% | 加碼 |
| Skopos Labs, Inc. | 18,861 | $1,336 萬 | 0.42% | +2,960+18.6% | 加碼 |
| Addenda Capital Inc. | 18,800 | $1,332 萬 | 0.38% | 00.0% | 不變 |
| AG2R la Mondiale Gestion D'Actifs | 18,784 | $1,331 萬 | 0.60% | +155+0.8% | 加碼 |
| Sowell Financial Services LLC | 18,780 | $1,330 萬 | 0.49% | +161+0.9% | 加碼 |
| BKD Wealth Advisors, LLC | 18,770 | $1,330 萬 | 0.25% | −1,540−7.6% | 減碼 |
| EagleClaw Capital Managment, LLC | 18,695 | $1,324 萬 | 1.85% | −1,395−6.9% | 減碼 |
| Sentry LLC | 18,692 | $1,324 萬 | 4.21% | −1,086−5.5% | 減碼 |
| Koshinski Asset Management, Inc. | 18,663 | $1,322 萬 | 0.82% | −39−0.2% | 減碼 |
| MainStreet Investment Advisors LLC | 18,570 | $1,316 萬 | 1.98% | −3,417−15.5% | 減碼 |
| First Financial Bank - Trust Division | 18,527 | $1,313 萬 | 1.06% | −572−3.0% | 減碼 |
| Vinva Investment Management Ltd | 19,656 | $1,312 萬 | 0.16% | +9,191+87.8% | 加碼 |
| Mairs & Power Inc | 18,450 | $1,307 萬 | 0.13% | −50.0% | 減碼 |
| Meeder Asset Management Inc | 18,365 | $1,301 萬 | 0.75% | +16,608+945.2% | 加碼 |
| Spinnaker Trust | 18,360 | $1,301 萬 | 0.72% | −1,155−5.9% | 減碼 |
| Caldwell Trust Co | 18,354 | $1,300 萬 | 1.16% | −357−1.9% | 減碼 |
| Sagespring Wealth Partners, LLC | 18,250 | $1,293 萬 | 0.24% | −1,511−7.6% | 減碼 |
| Mather Group, LLC. | 18,154 | $1,286 萬 | 0.13% | −447−2.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 18,127 | $1,284 萬 | 0.16% | −593−3.2% | 減碼 |
| Pure Financial Advisors, Inc. | 18,072 | $1,280 萬 | 0.18% | −203−1.1% | 減碼 |
| Atomi Financial Group, Inc. | 18,042 | $1,278 萬 | 0.39% | −135−0.7% | 減碼 |
| Silver Oak Securities, Inc | 18,034 | $1,278 萬 | 0.93% | −231−1.3% | 減碼 |
| Resources Investment Advisors, LLC. | 17,825 | $1,263 萬 | 0.12% | +596+3.5% | 加碼 |
| Northeast Investment Management | 17,752 | $1,258 萬 | 0.52% | −248−1.4% | 減碼 |
| Man Group plc | 17,730 | $1,256 萬 | 0.03% | −44,177−71.4% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 17,616 | $1,248 萬 | 2.20% | −153−0.9% | 減碼 |
| Aries Wealth Management | 17,590 | $1,246 萬 | 2.74% | −163−0.9% | 減碼 |
| First American Trust, FSB | 17,515 | $1,241 萬 | 0.83% | −7,034−28.7% | 減碼 |
| Smith, Salley & Associates | 17,377 | $1,231 萬 | 0.62% | +1,509+9.5% | 加碼 |
| Reuter James Wealth Management, LLC | 17,375 | $1,231 萬 | 1.77% | −198−1.1% | 減碼 |
| Brown Brothers Harriman & Co | 17,264 | $1,223 萬 | 0.07% | +2,956+20.7% | 加碼 |
| Stock Yards Bank & Trust Co | 17,249 | $1,222 萬 | 0.38% | +480+2.9% | 加碼 |
| Trajan Wealth LLC | 17,186 | $1,218 萬 | 0.51% | −419−2.4% | 減碼 |
| Teamwork Financial Advisors, LLC | 17,149 | $1,215 萬 | 1.35% | −7,679−30.9% | 減碼 |