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 |
|---|---|---|---|---|---|
| Clearbridge Investments, LLC | 13,691 | $970.0 萬 | 0.01% | −168−1.2% | 減碼 |
| Blue Edge Capital, LLC | 13,657 | $967.5 萬 | 1.29% | +541+4.1% | 加碼 |
| Oak Ridge Investments LLC | 13,639 | $966.3 萬 | 0.64% | +13,639 | 新進 |
| Signaturefd, LLC | 13,529 | $958.5 萬 | 0.15% | +549+4.2% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 13,423 | $951.0 萬 | 0.22% | −62−0.5% | 減碼 |
| North Dakota State Investment Board | 13,417 | $950.5 萬 | 0.41% | −2,458−15.5% | 減碼 |
| Malaga Cove Capital, LLC | 13,397 | $949.1 萬 | 3.41% | −493−3.5% | 減碼 |
| SMA Capital LLC | 13,375 | $947.6 萬 | 4.09% | +13,375 | 新進 |
| Mathes Company, Inc. | 13,354 | $946.1 萬 | 3.46% | −60−0.4% | 減碼 |
| Eukles Asset Management | 13,341 | $945.1 萬 | 4.21% | −882−6.2% | 減碼 |
| Trust Co of Toledo NA | 13,320 | $943.7 萬 | 0.90% | −142−1.1% | 減碼 |
| Consolidated Capital Management, LLC | 13,306 | $942.7 萬 | 3.04% | −802−5.7% | 減碼 |
| Chilton Capital Management LLC | 13,258 | $939.3 萬 | 0.33% | −344−2.5% | 減碼 |
| Johnson Investment Counsel Inc | 13,165 | $932.7 萬 | 0.08% | −1,000−7.1% | 減碼 |
| Caisse des Depots Et Consignations | 13,150 | $931.6 萬 | 0.15% | +960+7.9% | 加碼 |
| Y.D. More Investments Ltd | 13,207 | $930.6 萬 | 0.36% | −451−3.3% | 減碼 |
| Parallel Advisors, LLC | 13,090 | $927.4 萬 | 0.17% | +798+6.5% | 加碼 |
| New Age Alpha Advisors, LLC | 13,037 | $923.6 萬 | 0.43% | −513−3.8% | 減碼 |
| Johnson Financial Group, Inc. | 13,032 | $923.3 萬 | 0.33% | −954−6.8% | 減碼 |
| RH Tailwind Management, LLC | 13,000 | $921.0 萬 | 4.77% | +10,000+333.3% | 加碼 |
| Ameritas Advisory Services, LLC | 12,998 | $920.9 萬 | 0.36% | −474−3.5% | 減碼 |
| FourThought Financial Partners, LLC | 12,877 | $912.3 萬 | 0.79% | −376−2.8% | 減碼 |
| MUFG Securities Americas Inc. | 12,872 | $911.9 萬 | 0.59% | +264+2.1% | 加碼 |
| WCG Wealth Advisors LLC | 12,871 | $911.9 萬 | 0.26% | −509−3.8% | 減碼 |
| Viewpoint Capital Management LLC | 12,801 | $906.9 萬 | 4.24% | −50.0% | 減碼 |
| Resolute Wealth Strategies, LLC | 12,772 | $904.8 萬 | 3.90% | −51−0.4% | 減碼 |
| Kingsview Wealth Management, LLC | 12,767 | $904.5 萬 | 0.12% | +1,180+10.2% | 加碼 |
| HBK Sorce Advisory LLC | 10,078 | $904.4 萬 | 0.18% | −62−0.6% | 減碼 |
| Palmer Knight Co | 12,761 | $904.1 萬 | 4.41% | +136+1.1% | 加碼 |
| Essex Financial Services, Inc. | 12,727 | $901.7 萬 | 0.51% | −63−0.5% | 減碼 |
| Ambassador Advisors, LLC | 12,678 | $898.2 萬 | 1.36% | +45+0.4% | 加碼 |
| Seascape Capital Management | 12,644 | $895.8 萬 | 2.58% | −160−1.2% | 減碼 |
| Heritage Trust Co | 12,641 | $895.6 萬 | 0.90% | +706+5.9% | 加碼 |
| Securian Asset Management, Inc | 12,623 | $894.3 萬 | 0.35% | −102−0.8% | 減碼 |
| Vivaldi Capital Management, LLC | 12,551 | $889.2 萬 | 1.23% | −446−3.4% | 減碼 |
| BNP Paribas | 13,556 | $887.4 萬 | 0.28% | +3,757+38.3% | 加碼 |
| Barbara Oil Co. | 12,500 | $885.6 萬 | 3.41% | 00.0% | 不變 |
| Jag Capital Management, LLC | 12,491 | $884.9 萬 | 1.00% | +11,466+1,118.6% | 加碼 |
| Nomura Holdings Inc | 12,461 | $882.8 萬 | 0.07% | −11,547−48.1% | 減碼 |
| JPL Wealth Management, LLC | 12,410 | $879.2 萬 | 2.02% | −504−3.9% | 減碼 |
| Highland Capital Management, LLC | 12,386 | $877.5 萬 | 0.46% | −7,018−36.2% | 減碼 |
| Montag A & Associates Inc | 12,368 | $876.2 萬 | 0.41% | −3,107−20.1% | 減碼 |
| CoreCap Advisors, LLC | 12,363 | $875.9 萬 | 0.30% | +7,435+150.9% | 加碼 |
| BNC Wealth Management, LLC | 12,294 | $871.0 萬 | 2.42% | −283−2.3% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 12,186 | $863.3 萬 | 0.59% | 00.0% | 不變 |
| Webster Bank, N. A. | 12,176 | $862.6 萬 | 0.82% | −278−2.2% | 減碼 |
| Gilliland Jeter Wealth Management LLC | 12,148 | $860.7 萬 | 2.55% | −48−0.4% | 減碼 |
| Advisors Asset Management, Inc. | 12,133 | $859.6 萬 | 0.14% | +2,632+27.7% | 加碼 |
| Hodges Capital Management Inc. | 12,125 | $859.0 萬 | 0.71% | −1,209−9.1% | 減碼 |
| Anchor Investment Management, LLC | 12,099 | $857.2 萬 | 0.72% | −336−2.7% | 減碼 |
| Aaron Wealth Advisors | 12,073 | $855.4 萬 | 0.49% | −247−2.0% | 減碼 |
| Quantitative Investment Management, LLC | 12,072 | $855.2 萬 | 0.89% | +12,072 | 新進 |
| PFG Advisors | 12,013 | $851.0 萬 | 0.41% | +329+2.8% | 加碼 |
| Pensionmark Financial Group, LLC | 11,957 | $847.1 萬 | 0.14% | −158−1.3% | 減碼 |
| Savvy Advisors, Inc. | 11,944 | $846.2 萬 | 0.23% | +2,969+33.1% | 加碼 |
| Hayek Kallen Investment Management | 11,891 | $842.4 萬 | 2.74% | −675−5.4% | 減碼 |
| Whitener Capital Management, Inc. | 11,878 | $841.6 萬 | 1.92% | +428+3.7% | 加碼 |
| North Star Investment Management Corp. | 11,792 | $835.4 萬 | 0.51% | +37+0.3% | 加碼 |
| Panagora Asset Management Inc | 11,785 | $834.9 萬 | 0.03% | +801+7.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 11,756 | $832.9 萬 | 0.42% | +98+0.8% | 加碼 |
| Diversified Trust Co | 11,739 | $831.7 萬 | 0.15% | +1,505+14.7% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 11,734 | $831.3 萬 | 1.18% | 00.0% | 不變 |
| Change Path, LLC | 11,668 | $826.6 萬 | 0.19% | +779+7.2% | 加碼 |
| Baader Bank INC | 11,725 | $825.6 萬 | 0.81% | −2,190−15.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 11,636 | $824.4 萬 | 0.06% | +682+6.2% | 加碼 |
| Providence Wealth Advisors, LLC | 11,190 | $820.0 萬 | 5.21% | +21+0.2% | 加碼 |
| Tribune Investment Group LP | 11,530 | $816.9 萬 | 5.48% | −1,470−11.3% | 減碼 |
| Jacobi Capital Management LLC | 11,519 | $816.1 萬 | 0.46% | −307−2.6% | 減碼 |
| Kinneret Advisory, LLC | 11,462 | $812.0 萬 | 0.77% | −508−4.2% | 減碼 |
| Asset Dedication, LLC | 11,452 | $811.3 萬 | 0.57% | −2,531−18.1% | 減碼 |
| New Hampshire Trust | 11,417 | $808.8 萬 | 1.63% | −120−1.0% | 減碼 |
| Raiffeisen Bank International AG | 12,056 | $808.5 萬 | 0.12% | −2,155−15.2% | 減碼 |
| Liberty One Investment Management, LLC | 11,356 | $804.5 萬 | 0.83% | +1,859+19.6% | 加碼 |
| Zhang Financial LLC | 11,341 | $803.5 萬 | 0.28% | +856+8.2% | 加碼 |
| Spartan Wealth Advisory Services LLC | 11,329 | $802.6 萬 | 0.70% | +11,329 | 新進 |
| Nilsine Partners, LLC | 9,673 | $801.7 萬 | 0.63% | +340+3.6% | 加碼 |
| Jones Kertz & Associates, Inc. | 11,300 | $800.6 萬 | 4.25% | −399−3.4% | 減碼 |
| Stokes Capital Advisors, LLC | 11,278 | $799.0 萬 | 1.79% | −175−1.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 11,265 | $798.1 萬 | 0.30% | +11,265 | 新進 |
| Eventide Asset Management, LLC | 11,799 | $795.9 萬 | 0.13% | −248−2.1% | 減碼 |
| RiverFront Investment Group, LLC | 11,214 | $794.5 萬 | 0.12% | +2,299+25.8% | 加碼 |
| Spirit of America Management Corp | 11,190 | $792.8 萬 | 1.56% | +100+0.9% | 加碼 |
| Stenger Family Office, LLC | 11,140 | $789.2 萬 | 1.43% | +1,063+10.5% | 加碼 |
| Modus Advisors, LLC | 11,124 | $788.1 萬 | 2.17% | −702−5.9% | 減碼 |
| Geneva Partners, LLC | 10,783 | $786.9 萬 | 3.78% | +10,067+1,406.0% | 加碼 |
| Ledyard National Bank | 11,099 | $786.3 萬 | 0.68% | −520−4.5% | 減碼 |
| J. Safra Sarasin Holding AG | 11,041 | $782.1 萬 | 0.13% | −62,816−85.1% | 減碼 |
| Pinnacle Holdings, LLC | 10,920 | $773.6 萬 | 2.50% | +1,263+13.1% | 加碼 |
| Ci Investments Inc. | 10,889 | $771.4 萬 | 0.04% | −30.0% | 減碼 |
| Capital Investment Counsel, Inc | 10,870 | $770.1 萬 | 0.94% | −992−8.4% | 減碼 |
| DMKC Advisory Services, LLC | 10,868 | $770.0 萬 | 3.21% | +37+0.3% | 加碼 |
| Sapient Capital LLC | 10,867 | $769.9 萬 | 0.12% | −1,520−12.3% | 減碼 |
| Natixis | 10,862 | $769.5 萬 | 0.03% | −78,186−87.8% | 減碼 |
| Gateway Wealth Partners, LLC | 10,852 | $768.8 萬 | 0.30% | +6,240+135.3% | 加碼 |
| Financial & Tax Architects, LLC | 10,812 | $766.0 萬 | 1.71% | −2,626−19.5% | 減碼 |
| Asset Management Group, Inc. | 10,801 | $765.2 萬 | 1.24% | −64−0.6% | 減碼 |
| First National Bank of Omaha | 11,464 | $765.1 萬 | 0.24% | −3,715−24.5% | 減碼 |
| Argent Trust Co | 10,778 | $763.6 萬 | 0.26% | −256−2.3% | 減碼 |
| Advisors Preferred, LLC | 10,745 | $761.2 萬 | 1.13% | +4,445+70.6% | 加碼 |
| Truvestments Capital LLC | 10,704 | $758.3 萬 | 1.37% | −1,110−9.4% | 減碼 |