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 |
|---|---|---|---|---|---|
| U.S. Capital Wealth Advisors, LLC | 17,051 | $1,208 萬 | 0.30% | +1,637+10.6% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 16,979 | $1,203 萬 | 0.43% | +536+3.3% | 加碼 |
| Moors & Cabot, Inc. | 16,857 | $1,194 萬 | 0.51% | +239+1.4% | 加碼 |
| F/M Investments LLC | 16,856 | $1,194 萬 | 0.79% | −3,311−16.4% | 減碼 |
| Nicolet Bankshares Inc | 16,638 | $1,191 萬 | 0.44% | +12,268+280.7% | 加碼 |
| Community Bank of Raymore | 16,803 | $1,190 萬 | 7.97% | −632−3.6% | 減碼 |
| Cullinan Associates Inc | 16,793 | $1,190 萬 | 0.96% | −13,496−44.6% | 減碼 |
| Roundview Capital LLC | 16,756 | $1,187 萬 | 0.74% | −168−1.0% | 減碼 |
| Zimmer Partners, LP | 16,750 | $1,187 萬 | 0.29% | +3,550+26.9% | 加碼 |
| Atria Investments LLC | 16,674 | $1,181 萬 | 0.13% | +185+1.1% | 加碼 |
| IFP Advisors, Inc | 16,562 | $1,173 萬 | 0.24% | −555−3.2% | 減碼 |
| Barometer Capital Management Inc. | 16,532 | $1,169 萬 | 4.00% | −52,968−76.2% | 減碼 |
| Boit C F David | 16,500 | $1,169 萬 | 5.19% | −2,300−12.2% | 減碼 |
| Soros Capital Management LLC | 16,500 | $1,169 萬 | 5.08% | +8,140+97.4% | 加碼 |
| Aull & Monroe Investment Management Corp | 16,468 | $1,167 萬 | 5.42% | −678−4.0% | 減碼 |
| Anderson Hoagland & Co | 16,404 | $1,162 萬 | 1.00% | −2,783−14.5% | 減碼 |
| Ritholtz Wealth Management | 16,287 | $1,154 萬 | 0.20% | +781+5.0% | 加碼 |
| Bridgelight Financial Advisors, Inc. | 16,242 | $1,151 萬 | 9.75% | −274−1.7% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,237 | $1,150 萬 | 0.74% | −240−1.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16,237 | $1,150 萬 | 0.20% | −562−3.3% | 減碼 |
| Covington Investment Advisors Inc. | 16,195 | $1,147 萬 | 1.69% | −1,477−8.4% | 減碼 |
| Capital International Ltd | 16,168 | $1,145 萬 | 0.42% | +16,168 | 新進 |
| ExodusPoint Capital Management, LP | 16,154 | $1,144 萬 | 0.11% | −9,306−36.6% | 減碼 |
| Connors Investor Services Inc | 16,151 | $1,144 萬 | 1.06% | −9,307−36.6% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 16,135 | $1,143 萬 | 0.08% | +16,094+39,253.7% | 加碼 |
| Geneos Wealth Management Inc. | 16,134 | $1,143 萬 | 0.27% | −127−0.8% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 16,063 | $1,138 萬 | 2.66% | −1,586−9.0% | 減碼 |
| Greenleaf Trust | 15,961 | $1,131 萬 | 0.11% | +675+4.4% | 加碼 |
| Independent Financial Group, LLC | 15,957 | $1,130 萬 | 0.25% | −115−0.7% | 減碼 |
| Gouws Capital LLC | 15,942 | $1,129 萬 | 5.98% | −328−2.0% | 減碼 |
| Ascent Wealth Partners, LLC | 15,931 | $1,129 萬 | 1.31% | +412+2.7% | 加碼 |
| Equitable Trust Co | 15,856 | $1,123 萬 | 0.52% | −196−1.2% | 減碼 |
| Picton Mahoney Asset Management | 15,803 | $1,120 萬 | 0.12% | +15,803 | 新進 |
| Wealthcare Advisory Partners LLC | 15,800 | $1,119 萬 | 0.22% | −207−1.3% | 減碼 |
| Colonial Trust Advisors | 15,781 | $1,118 萬 | 0.87% | −469−2.9% | 減碼 |
| Ipswich Investment Management Co., Inc. | 15,769 | $1,117 萬 | 2.62% | −552−3.4% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,752 | $1,115 萬 | 0.45% | −7,700−32.8% | 減碼 |
| Level Four Advisory Services, LLC | 15,738 | $1,115 萬 | 0.37% | −2,976−15.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 15,629 | $1,107 萬 | 0.64% | −180−1.1% | 減碼 |
| Holderness Investments Co | 15,557 | $1,102 萬 | 2.21% | +110+0.7% | 加碼 |
| Squarepoint Ops LLC | 15,441 | $1,094 萬 | 0.02% | +2,969+23.8% | 加碼 |
| Gerald Baker Financial Group LLC | 15,428 | $1,093 萬 | 3.46% | +15,428 | 新進 |
| Siemens Fonds Invest GmbH | 15,425 | $1,093 萬 | 0.63% | −509−3.2% | 減碼 |
| Assenagon Asset Management S.A. | 15,377 | $1,089 萬 | 0.02% | −93−0.6% | 減碼 |
| Bryn Mawr Trust Co | 15,340 | $1,087 萬 | 0.26% | +58+0.4% | 加碼 |
| Neville Rodie & Shaw Inc | 15,312 | $1,085 萬 | 0.79% | −425−2.7% | 減碼 |
| SageGuard Financial Group, LLC | 15,307 | $1,084 萬 | 1.68% | −43−0.3% | 減碼 |
| Leavell Investment Management, Inc. | 15,236 | $1,079 萬 | 0.44% | +120+0.8% | 加碼 |
| Canandaigua National Corp | 15,203 | $1,077 萬 | 0.96% | +15,203 | 新進 |
| Community Bank, N.A. | 15,180 | $1,075 萬 | 1.28% | −121−0.8% | 減碼 |
| Bailard, Inc. | 15,167 | $1,075 萬 | 0.25% | −4,488−22.8% | 減碼 |
| Jackson Square Capital, LLC | 15,061 | $1,067 萬 | 2.24% | +5,629+59.7% | 加碼 |
| Columbia Asset Management | 15,058 | $1,067 萬 | 2.03% | −25−0.2% | 減碼 |
| Albar Capital Partners LLP | 15,054 | $1,067 萬 | 1.73% | −36,980−71.1% | 減碼 |
| RBF Capital, LLC | 15,000 | $1,063 萬 | 0.52% | 00.0% | 不變 |
| DKRT Investments Corp. | 15,000 | $1,063 萬 | 2.69% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $1,063 萬 | 3.23% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 14,956 | $1,060 萬 | 0.56% | −101−0.7% | 減碼 |
| Fidelis Capital Partners, LLC | 14,950 | $1,059 萬 | 0.75% | +1,268+9.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 14,888 | $1,055 萬 | 0.16% | −65−0.4% | 減碼 |
| Integrity Alliance, LLC. | 14,875 | $1,054 萬 | 0.40% | −2,179−12.8% | 減碼 |
| Meeder Advisory Services, Inc. | 14,849 | $1,052 萬 | 0.44% | +132+0.9% | 加碼 |
| Larson Financial Group LLC | 14,801 | $1,049 萬 | 0.34% | +1,886+14.6% | 加碼 |
| Signet Financial Management, LLC | 14,685 | $1,040 萬 | 1.17% | −549−3.6% | 減碼 |
| StoneX Group Inc. | 14,669 | $1,039 萬 | 0.56% | −9,596−39.5% | 減碼 |
| Hilton Capital Management, LLC | 14,663 | $1,039 萬 | 0.78% | +330+2.3% | 加碼 |
| L & S Advisors Inc | 14,617 | $1,036 萬 | 1.30% | +1,964+15.5% | 加碼 |
| Buckingham Strategic Partners | 14,560 | $1,032 萬 | 0.10% | +2,884+24.7% | 加碼 |
| Great Lakes Advisors, LLC | 14,550 | $1,031 萬 | 0.09% | −390−2.6% | 減碼 |
| Advocate Group LLC | 14,526 | $1,029 萬 | 1.61% | −883−5.7% | 減碼 |
| Franklin Street Advisors Inc | 14,513 | $1,028 萬 | 0.63% | +8,222+130.7% | 加碼 |
| Laurion Capital Management LP | 14,499 | $1,027 萬 | 0.96% | +14,499 | 新進 |
| Foster & Motley Inc | 14,481 | $1,026 萬 | 0.53% | −1,046−6.7% | 減碼 |
| Vestcor Inc | 14,462 | $1,025 萬 | 0.28% | +3,007+26.3% | 加碼 |
| Family Legacy, Inc. | 14,422 | $1,022 萬 | 3.07% | −1,254−8.0% | 減碼 |
| Reliant Investment Management, LLC | 14,420 | $1,022 萬 | 4.92% | −15−0.1% | 減碼 |
| Eastern Bank | 14,356 | $1,017 萬 | 0.17% | −493−3.3% | 減碼 |
| Montgomery Investment Management Inc | 14,327 | $1,015 萬 | 3.46% | 00.0% | 不變 |
| OpenArc Corporate Advisory, LLC | 14,266 | $1,011 萬 | 0.14% | +681+5.0% | 加碼 |
| Sandhill Capital Partners LLC | 14,251 | $1,010 萬 | 0.87% | −1,711−10.7% | 減碼 |
| Romano Brothers and Company | 14,235 | $1,009 萬 | 1.15% | −68−0.5% | 減碼 |
| Calamos Wealth Management LLC | 14,235 | $1,008 萬 | 0.35% | +9,384+193.4% | 加碼 |
| SevenBridge Financial Group, LLC | 12,396 | $1,003 萬 | 1.57% | −306−2.4% | 減碼 |
| Traynor Capital Management, Inc. | 14,965 | $998.8 萬 | 0.59% | +1,258+9.2% | 加碼 |
| Plato Investment Management Ltd | 14,070 | $997.4 萬 | 0.67% | +271+2.0% | 加碼 |
| CX Institutional | 14,044 | $995.0 萬 | 0.30% | −12,158−46.4% | 減碼 |
| OneAscent Financial Services LLC | 14,025 | $993.6 萬 | 0.54% | +10,906+349.7% | 加碼 |
| GAMMA Investing LLC | 14,016 | $993.0 萬 | 0.46% | +1,102+8.5% | 加碼 |
| CVFG LLC | 13,993 | $991.3 萬 | 1.23% | +13,993 | 新進 |
| Private Wealth Asset Management, LLC | 13,928 | $986.7 萬 | 1.05% | +272+2.0% | 加碼 |
| Castleark Management LLC | 13,920 | $986.2 萬 | 0.33% | 00.0% | 不變 |
| Pflug Koory, LLC | 13,841 | $980.6 萬 | 4.49% | −8−0.1% | 減碼 |
| Monument Capital Management | 13,806 | $978.1 萬 | 2.45% | −612−4.2% | 減碼 |
| HighPoint Advisor Group LLC | 13,801 | $977.7 萬 | 0.41% | −35,672−72.1% | 減碼 |
| WealthPlan Investment Management, LLC | 13,770 | $975.6 萬 | 0.54% | +3,849+38.8% | 加碼 |
| Financial Advisory Service, Inc. | 13,754 | $974.4 萬 | 0.61% | −2,146−13.5% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 13,720 | $972.0 萬 | 0.23% | −6,899−33.5% | 減碼 |
| FRG Family Wealth Advisors LLC | 13,717 | $971.8 萬 | 1.59% | −379−2.7% | 減碼 |
| Cadinha & Co LLC | 13,711 | $971.4 萬 | 1.81% | −11,426−45.5% | 減碼 |
| Quadrant Capital Group LLC | 13,697 | $970.4 萬 | 0.29% | +336+2.5% | 加碼 |