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 |
|---|---|---|---|---|---|
| Hudson Capital Management LLC | 10,694 | $757.6 萬 | 1.96% | −1,091−9.3% | 減碼 |
| Plimoth Trust Co LLC | 10,694 | $757.6 萬 | 1.69% | −341−3.1% | 減碼 |
| Ogorek Anthony Joseph | 10,660 | $755.2 萬 | 2.07% | −2,175−16.9% | 減碼 |
| Slow Capital, Inc. | 10,647 | $754.3 萬 | 0.98% | −294−2.7% | 減碼 |
| Close Asset Management Ltd | 10,623 | $752.3 萬 | 0.20% | +8,910+520.1% | 加碼 |
| Smith, Moore & Co. | 10,611 | $751.7 萬 | 0.55% | −150−1.4% | 減碼 |
| Lowe Brockenbrough & Co Inc | 10,564 | $748.4 萬 | 0.37% | +354+3.5% | 加碼 |
| Meiji Yasuda America Inc | 10,545 | $747.1 萬 | 1.85% | −1,902−15.3% | 減碼 |
| Cyndeo Wealth Partners, LLC | 10,540 | $746.7 萬 | 0.39% | −2,771−20.8% | 減碼 |
| Boothbay Fund Management, LLC | 10,529 | $745.9 萬 | 0.18% | +6,426+156.6% | 加碼 |
| Rice Partnership, LLC | 10,528 | $745.9 萬 | 1.02% | +6,638+170.6% | 加碼 |
| Indiana Trust & Investment Management CO | 10,515 | $744.9 萬 | 2.30% | +996+10.5% | 加碼 |
| Creative Financial Designs Inc | 10,510 | $744.6 萬 | 0.45% | +240+2.3% | 加碼 |
| Mission Creek Capital Partners, Inc. | 10,499 | $743.8 萬 | 1.48% | −1,737−14.2% | 減碼 |
| Brighton Jones LLC | 10,428 | $738.8 萬 | 0.16% | +10,428 | 新進 |
| Nikko Asset Management Americas, Inc. | 10,416 | $737.5 萬 | 0.10% | +1,110+11.9% | 加碼 |
| Perryman Financial Advisory Inc | 10,387 | $735.9 萬 | 1.10% | −225−2.1% | 減碼 |
| Alps Advisors Inc | 10,384 | $735.7 萬 | 0.03% | −1,890−15.4% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,377 | $735.1 萬 | 1.08% | −216−2.0% | 減碼 |
| Argyle Capital Management Inc. | 10,359 | $733.9 萬 | 2.38% | −845−7.5% | 減碼 |
| Groupama Asset Managment | 10,356 | $733.7 萬 | 0.11% | −1,881−15.4% | 減碼 |
| MWA Asset Management | 10,337 | $732.4 萬 | 4.01% | −924−8.2% | 減碼 |
| Perigon Wealth Management, LLC | 10,318 | $731.0 萬 | 0.13% | −699−6.3% | 減碼 |
| Boyd Watterson Asset Management LLC | 10,305 | $730.1 萬 | 2.24% | −461−4.3% | 減碼 |
| IHT Wealth Management, LLC | 10,248 | $726.1 萬 | 0.17% | +749+7.9% | 加碼 |
| CPA Asset Management LLC | 10,244 | $725.7 萬 | 2.43% | −783−7.1% | 減碼 |
| Procyon Private Wealth Partners, LLC | 10,242 | $725.6 萬 | 0.36% | +79+0.8% | 加碼 |
| Azimuth Capital Investment Management LLC | 10,195 | $722.3 萬 | 0.27% | −45−0.4% | 減碼 |
| Whalerock Point Partners, LLC | 10,172 | $720.6 萬 | 1.39% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,132 | $717.8 萬 | 0.20% | +6,524+180.8% | 加碼 |
| Ramirez Asset Management, Inc. | 10,110 | $716.3 萬 | 0.86% | +260+2.6% | 加碼 |
| Occidental Asset Management, LLC | 10,090 | $714.8 萬 | 0.85% | −2,791−21.7% | 減碼 |
| NorthRock Partners, LLC | 10,086 | $714.6 萬 | 0.12% | +1,342+15.3% | 加碼 |
| Mission Wealth Management, LP | 10,077 | $713.9 萬 | 0.15% | +526+5.5% | 加碼 |
| Fisher Funds Management LTD | 10,023 | $710.0 萬 | 0.21% | 00.0% | 不變 |
| Terry L. Blaker | 10,019 | $709.8 萬 | 0.27% | −556−5.3% | 減碼 |
| Alight Capital Management LP | 10,000 | $708.5 萬 | 2.06% | 00.0% | 不變 |
| Walleye Capital LLC | 9,988 | $707.6 萬 | 0.04% | −44,547−81.7% | 減碼 |
| Indivisible Partners | 9,960 | $705.6 萬 | 0.62% | +7,355+282.3% | 加碼 |
| Finer Wealth Management, Inc. | 9,959 | $705.5 萬 | 3.56% | −80−0.8% | 減碼 |
| Tritonpoint Wealth, LLC | 9,953 | $705.1 萬 | 0.75% | −674−6.3% | 減碼 |
| Mystic Asset Management, Inc. | 9,948 | $704.8 萬 | 1.63% | −255−2.5% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 9,934 | $703.8 萬 | 0.42% | +2,243+29.2% | 加碼 |
| Ibex Wealth Advisors | 9,917 | $702.6 萬 | 0.65% | +9,917 | 新進 |
| Focus Financial Network, Inc. | 9,883 | $700.2 萬 | 0.25% | −641−6.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,882 | $700.1 萬 | 0.48% | −141−1.4% | 減碼 |
| Studio Investment Management LLC | 9,824 | $696.0 萬 | 1.25% | −506−4.9% | 減碼 |
| MEMBERS Trust Co | 9,796 | $694.0 萬 | 0.23% | −190−1.9% | 減碼 |
| Old National Bancorp | 9,783 | $693.1 萬 | 0.12% | −664−6.4% | 減碼 |
| Symmetry Investments LP | 9,776 | $692.6 萬 | 1.68% | +1,726+21.4% | 加碼 |
| Mattern Wealth Management LLC | 9,768 | $692.1 萬 | 1.35% | −40−0.4% | 減碼 |
| Concord Wealth Partners | 9,764 | $691.8 萬 | 0.90% | +672+7.4% | 加碼 |
| Wright Investors Service Inc | 9,758 | $691.3 萬 | 2.18% | −1,110−10.2% | 減碼 |
| MV Capital Management, Inc. | 9,757 | $691.2 萬 | 0.68% | −660−6.3% | 減碼 |
| Thoroughbred Financial Services, LLC | 9,751 | $690.8 萬 | 0.41% | +76+0.8% | 加碼 |
| Denali Advisors LLC | 9,697 | $687.0 萬 | 0.76% | +30.0% | 加碼 |
| Titan Wealth (CI) Ltd | 9,695 | $686.8 萬 | 2.97% | −1,454−13.0% | 減碼 |
| RFG - Bristol Wealth Advisors, LLC | 9,687 | $686.3 萬 | 1.85% | −109−1.1% | 減碼 |
| Cornerstone Wealth Group, LLC | 8,565 | $685.6 萬 | 0.44% | −594−6.5% | 減碼 |
| Stonebridge Capital Management Inc | 9,672 | $685.2 萬 | 3.12% | +9,672 | 新進 |
| LMG Wealth Partners, LLC | 9,663 | $684.6 萬 | 1.25% | −40−0.4% | 減碼 |
| Tradewinds, LLC. | 7,689 | $684.1 萬 | 2.20% | +21+0.3% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 9,613 | $681.1 萬 | 0.39% | −296−3.0% | 減碼 |
| Robbins Farley LLC | 9,601 | $680.2 萬 | 3.01% | −2,146−18.3% | 減碼 |
| Snowden Capital Advisors LLC | 9,563 | $677.5 萬 | 0.18% | +257+2.8% | 加碼 |
| Jericho Financial, LLP | 9,553 | $676.8 萬 | 4.27% | −1,572−14.1% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 9,545 | $676.2 萬 | 2.07% | −192−2.0% | 減碼 |
| Hixon Zuercher, LLC | 9,524 | $674.7 萬 | 2.10% | −301−3.1% | 減碼 |
| RFG Advisory, LLC | 9,516 | $674.2 萬 | 0.12% | +145+1.5% | 加碼 |
| RMB Capital Management, LLC | 9,505 | $673.4 萬 | 0.12% | −115−1.2% | 減碼 |
| Lifeworks Advisors, LLC | 9,503 | $673.2 萬 | 0.86% | −1,208−11.3% | 減碼 |
| Cumberland Advisors Inc | 9,500 | $673.0 萬 | 2.63% | 00.0% | 不變 |
| River Wealth Advisors LLC | 9,494 | $672.6 萬 | 0.77% | +1,832+23.9% | 加碼 |
| Wellington Shields & Co., LLC | 9,483 | $671.8 萬 | 1.71% | +66+0.7% | 加碼 |
| Longbow Finance SA | 9,475 | $671.3 萬 | 1.22% | −4,678−33.1% | 減碼 |
| Gluskin Sheff & Assoc Inc | 9,475 | $671.3 萬 | 1.12% | −330−3.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 9,468 | $670.8 萬 | 0.34% | +4,335+84.5% | 加碼 |
| Twin Capital Management Inc | 9,468 | $670.8 萬 | 0.86% | +725+8.3% | 加碼 |
| Choate Investment Advisors | 9,446 | $669.2 萬 | 0.13% | +86+0.9% | 加碼 |
| Bank of Hawaii | 9,442 | $668.9 萬 | 0.35% | −1,870−16.5% | 減碼 |
| M&G Plc | 9,444 | $668.6 萬 | 0.03% | 00.0% | 不變 |
| Asset One Wealth Management LLC | 8,325 | $666.3 萬 | 0.74% | 00.0% | 不變 |
| 1st Source Bank | 9,376 | $664.3 萬 | 0.34% | −223−2.3% | 減碼 |
| RB Capital Management, LLC | 9,361 | $663.2 萬 | 1.41% | −921−9.0% | 減碼 |
| GAM Holding AG | 9,328 | $660.9 萬 | 0.58% | −4,582−32.9% | 減碼 |
| Oddo BHF Asset Management SAS | 9,311 | $659.6 萬 | 0.26% | +5,014+116.7% | 加碼 |
| Rockline Wealth Management, LLC | 9,279 | $657.4 萬 | 1.43% | +8,130+707.6% | 加碼 |
| Forty-three Eighteen Advisors, LLC | 9,273 | $657.0 萬 | 4.95% | −39−0.4% | 減碼 |
| Wedmont Private Capital | 8,512 | $656.8 萬 | 0.21% | +325+4.0% | 加碼 |
| Ballentine Partners, LLC | 9,262 | $656.2 萬 | 0.09% | +1,520+19.6% | 加碼 |
| Heartland Bank & Trust Co | 9,252 | $655.5 萬 | 1.48% | +3,032+48.7% | 加碼 |
| Schnieders Capital Management, LLC. | 9,250 | $655.3 萬 | 1.04% | −128−1.4% | 減碼 |
| PFG Investments, LLC | 9,212 | $652.6 萬 | 0.30% | +512+5.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 9,205 | $652.1 萬 | 0.04% | −2,446−21.0% | 減碼 |
| Naples Global Advisors, LLC | 9,176 | $650.1 萬 | 0.47% | −541−5.6% | 減碼 |
| Accurate Wealth Management, LLC | 8,202 | $648.4 萬 | 0.78% | +670+8.9% | 加碼 |
| Mitchell Capital Management Co | 9,150 | $648.2 萬 | 1.19% | +9,150 | 新進 |
| Great Valley Advisor Group, Inc. | 9,111 | $645.5 萬 | 0.12% | +122+1.4% | 加碼 |
| Soltis Investment Advisors LLC | 9,107 | $645.2 萬 | 0.42% | +6,934+319.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 9,087 | $643.8 萬 | 4.16% | +288+3.3% | 加碼 |