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 4,069 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。
2023 年第 4 季 13F 持有人
Caterpillar Inc 在 2023/12/31 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
- 2,583
- 較 2023 年第 3 季 +211 家
- 持有股數
- 3.54 億
- 較 2023 年第 3 季 −108.3 萬 (−0.3%)
- 總市值
- $1,046 億
- 較 2023 年第 3 季 +$74.8 億 (+7.7%)
- 新進機構
- 318
- 另有 924 家加碼
- 清倉機構
- 107
- 另有 955 家減碼
另有 37 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 | 4,069 | $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 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $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 |
2023 年第 4 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 48,353,370 | $143.0 億 | 0.31% | +129,216+0.3% | 加碼 |
| State Street Corp | 37,722,884 | $111.5 億 | 0.54% | +98,375+0.3% | 加碼 |
| BlackRock Inc. | 33,510,465 | $99.1 億 | 0.25% | +308,875+0.9% | 加碼 |
| Capital World Investors | 29,029,953 | $85.8 億 | 1.53% | +96,479+0.3% | 加碼 |
| State Farm Mutual Automobile Insurance Co | 17,761,276 | $52.5 億 | 5.05% | 00.0% | 不變 |
| Geode Capital Management, LLC | 9,872,982 | $29.1 億 | 0.30% | +218,775+2.3% | 加碼 |
| Fisher Asset Management, LLC | 8,139,040 | $24.1 億 | 1.27% | +173,108+2.2% | 加碼 |
| Gates Foundation Trust大師蓋茲基金會信託 | 7,353,614 | $21.7 億 | 5.14% | 00.0% | 不變 |
| Morgan Stanley | 7,199,614 | $21.3 億 | 0.19% | +368,765+5.4% | 加碼 |
| Northern Trust Corp | 6,653,373 | $19.7 億 | 0.36% | −309,436−4.4% | 減碼 |
| Norges Bank | 5,616,260 | $16.6 億 | 0.29% | +220,617+4.1% | 加碼 |
| FMR LLC | 5,518,127 | $16.3 億 | 0.13% | −520,080−8.6% | 減碼 |
| Bank of America Corp | 4,696,180 | $13.9 億 | 0.16% | −460,167−8.9% | 減碼 |
| Bank of New York Mellon Corp | 3,781,110 | $11.2 億 | 0.23% | −528,496−12.3% | 減碼 |
| Charles Schwab Investment Management Inc | 3,264,635 | $9.48 億 | 0.24% | +529,420+19.4% | 加碼 |
| Amundi | 3,203,591 | $9.36 億 | 0.42% | +328,117+11.4% | 加碼 |
| Goldman Sachs Group Inc | 3,110,506 | $9.20 億 | 0.20% | −484,479−13.5% | 減碼 |
| Legal & General Group Plc | 3,072,982 | $9.09 億 | 0.28% | +125,041+4.2% | 加碼 |
| Invesco Ltd. | 3,044,540 | $9.00 億 | 0.21% | −21,932−0.7% | 減碼 |
| Dimensional Fund Advisors LP | 2,833,681 | $8.38 億 | 0.24% | +131,755+4.9% | 加碼 |
| Nuveen Asset Management, LLC | 2,722,274 | $8.05 億 | 0.26% | −203,191−6.9% | 減碼 |
| UBS Asset Management Americas Inc | 2,358,927 | $6.97 億 | 0.27% | −29,939−1.3% | 減碼 |
| Royal Bank of Canada | 2,235,057 | $6.61 億 | 0.16% | −288,600−11.4% | 減碼 |
| JPMorgan Chase & Co | 2,007,020 | $5.93 億 | 0.06% | +331,327+19.8% | 加碼 |
| Ameriprise Financial Inc | 1,963,604 | $5.80 億 | 0.17% | −109,173−5.3% | 減碼 |
| Capital Research Global Investors | 1,900,774 | $5.62 億 | 0.14% | +5370.0% | 加碼 |
| Wells Fargo & Company | 1,836,664 | $5.43 億 | 0.15% | +100,125+5.8% | 加碼 |
| Primecap Management Co | 1,804,480 | $5.34 億 | 0.42% | −46,490−2.5% | 減碼 |
| UBS Group AG | 1,761,391 | $5.21 億 | 0.21% | +467,337+36.1% | 加碼 |
| Swiss National Bank | 1,595,200 | $4.72 億 | 0.35% | −62,400−3.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,552,782 | $4.59 億 | 0.34% | −35,578−2.2% | 減碼 |
| Diamond Hill Capital Management Inc | 1,536,626 | $4.54 億 | 2.00% | +42,621+2.9% | 加碼 |
| Deutsche Bank AG | 1,446,701 | $4.28 億 | 0.22% | +324,179+28.9% | 加碼 |
| Barclays PLC | 1,421,528 | $4.20 億 | 0.22% | +32,797+2.4% | 加碼 |
| HSBC Holdings PLC | 1,386,882 | $4.10 億 | 0.38% | +358,994+34.9% | 加碼 |
| California Public Employees Retirement System | 1,208,816 | $3.57 億 | 0.27% | +202,154+20.1% | 加碼 |
| Capital Wealth Planning, LLC | 1,182,453 | $3.50 億 | 4.00% | +1,178,168+27,495.2% | 加碼 |
| Bank of Montreal | 1,120,830 | $3.34 億 | 0.18% | +43,106+4.0% | 加碼 |
| Price T Rowe Associates Inc | 1,124,920 | $3.33 億 | 0.04% | −654,583−36.8% | 減碼 |
| Credit Suisse AG | 1,118,068 | $3.31 億 | 0.32% | +13,888+1.3% | 加碼 |
| Lazard Asset Management LLC | 1,109,581 | $3.28 億 | 0.42% | −290,307−20.7% | 減碼 |
| Jane Street Group, LLC | 1,082,581 | $3.20 億 | 0.39% | +442,320+69.1% | 加碼 |
| Nordea Investment Management AB | 1,016,464 | $2.99 億 | 0.38% | +160,670+18.8% | 加碼 |
| Rhumbline Advisers | 925,155 | $2.74 億 | 0.29% | −4,873−0.5% | 減碼 |
| National Pension Service | 903,806 | $2.67 億 | 0.37% | +20,516+2.3% | 加碼 |
| ProShare Advisors LLC | 835,719 | $2.47 億 | 0.76% | −67,786−7.5% | 減碼 |
| California State Teachers Retirement System | 819,362 | $2.42 億 | 0.33% | +2930.0% | 加碼 |
| LPL Financial LLC | 785,746 | $2.32 億 | 0.14% | +25,380+3.3% | 加碼 |
| Voya Investment Management LLC | 776,975 | $2.30 億 | 0.24% | +450,989+138.3% | 加碼 |
| Los Angeles Capital Management LLC | 756,235 | $2.24 億 | 0.84% | −215,413−22.2% | 減碼 |
| CI Private Wealth, LLC | 743,632 | $2.20 億 | 0.40% | +33,072+4.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 767,208 | $2.18 億 | 0.38% | +29,073+3.9% | 加碼 |
| Principal Financial Group Inc | 727,853 | $2.15 億 | 0.14% | +65,635+9.9% | 加碼 |
| Citigroup Inc | 710,231 | $2.10 億 | 0.28% | −26,325−3.6% | 減碼 |
| New York State Common Retirement Fund | 706,755 | $2.09 億 | 0.29% | −80,098−10.2% | 減碼 |
| Envestnet Asset Management Inc | 680,074 | $2.01 億 | 0.08% | +15,766+2.4% | 加碼 |
| Stifel Financial Corp | 662,759 | $1.96 億 | 0.25% | +19,506+3.0% | 加碼 |
| Raymond James & Associates | 641,610 | $1.90 億 | 0.14% | −8,738−1.3% | 減碼 |
| US Bancorp | 641,494 | $1.90 億 | 0.28% | −8,023−1.2% | 減碼 |
| Renaissance Technologies LLC | 634,200 | $1.88 億 | 0.29% | −272,258−30.0% | 減碼 |
| Alliancebernstein L.P. | 602,339 | $1.78 億 | 0.07% | −16,673−2.7% | 減碼 |
| Bank Julius Baer & Co. Ltd, Zurich | 600,734 | $1.78 億 | 0.79% | +591,790+6,616.6% | 加碼 |
| DekaBank Deutsche Girozentrale | 592,712 | $1.75 億 | 0.36% | +62,848+11.9% | 加碼 |
| Neuberger Berman Group LLC | 549,698 | $1.63 億 | 0.14% | −7,559−1.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 549,291 | $1.62 億 | 0.34% | +6,887+1.3% | 加碼 |
| New York State Teachers Retirement System | 540,667 | $1.60 億 | 0.36% | −17,206−3.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 529,884 | $1.57 億 | 0.09% | +59,815+12.7% | 加碼 |
| HighTower Advisors, LLC | 504,780 | $1.49 億 | 0.25% | +8,840+1.8% | 加碼 |
| Victory Capital Management Inc | 502,267 | $1.49 億 | 0.16% | +292,710+139.7% | 加碼 |
| Zacks Investment Management | 500,890 | $1.48 億 | 1.82% | −21,568−4.1% | 減碼 |
| Fifth Third Bancorp | 485,869 | $1.44 億 | 0.61% | +13,325+2.8% | 加碼 |
| National Bank of Canada | 464,813 | $1.36 億 | 0.25% | +67,615+17.0% | 加碼 |
| Boston Partners | 456,245 | $1.35 億 | 0.18% | −37,359−7.6% | 減碼 |
| Commonwealth Equity Services, LLC | 437,702 | $1.29 億 | 0.24% | −6,369−1.4% | 減碼 |
| Baird Financial Group, Inc. | 433,752 | $1.28 億 | 0.29% | −55,082−11.3% | 減碼 |
| Korea Investment CORP | 433,036 | $1.28 億 | 0.34% | −13,432−3.0% | 減碼 |
| Citadel Advisors LLC | 430,286 | $1.27 億 | 0.13% | +403,092+1,482.3% | 加碼 |
| Panagora Asset Management Inc | 423,047 | $1.25 億 | 0.70% | +55,392+15.1% | 加碼 |
| American Century Companies Inc | 415,505 | $1.23 億 | 0.08% | +196,284+89.5% | 加碼 |
| Penserra Capital Management LLC | 401,795 | $1.19 億 | 2.23% | +398,938+13,963.5% | 加碼 |
| Thrivent Financial for Lutherans | 399,120 | $1.18 億 | 0.26% | +325,487+442.0% | 加碼 |
| Prudential Financial Inc | 408,536 | $1.17 億 | 0.18% | −349,481−46.1% | 減碼 |
| First Trust Advisors LP | 392,114 | $1.16 億 | 0.13% | +8,934+2.3% | 加碼 |
| Franklin Resources Inc | 391,765 | $1.16 億 | 0.05% | +60,554+18.3% | 加碼 |
| D. E. Shaw & Co., Inc. | 375,976 | $1.11 億 | 0.16% | +203,139+117.5% | 加碼 |
| APG Asset Management N.V. | 407,955 | $1.09 億 | 0.21% | −44,149−9.8% | 減碼 |
| Standard Life Aberdeen plc | 368,391 | $1.09 億 | 0.24% | +89,447+32.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 363,995 | $1.08 億 | 0.08% | +4,077+1.1% | 加碼 |
| Toronto Dominion Bank | 361,403 | $1.07 億 | 0.16% | +62,573+20.9% | 加碼 |
| Schroder Investment Management Group | 352,812 | $1.04 億 | 0.14% | −33,168−8.6% | 減碼 |
| SG Americas Securities, LLC | 351,064 | $1.04 億 | 1.15% | +158,604+82.4% | 加碼 |
| BNP Paribas Arbitrage, SA | 345,531 | $1.02 億 | 0.19% | +16,006+4.9% | 加碼 |
| Great Lakes Advisors, LLC | 345,185 | $1.02 億 | 0.97% | −98,385−22.2% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 344,417 | $1.02 億 | 0.24% | +11,292+3.4% | 加碼 |
| Susquehanna International Group, LLP | 341,313 | $1.01 億 | 0.17% | +1,645+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 337,996 | $9,991 萬 | 0.17% | −72,491−17.7% | 減碼 |
| Asset Management One Co.,Ltd. | 326,391 | $9,690 萬 | 0.39% | +21,738+7.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 325,990 | $9,639 萬 | 0.16% | +9,419+3.0% | 加碼 |
| Rockefeller Capital Management L.P. | 324,681 | $9,600 萬 | 0.32% | +44,184+15.8% | 加碼 |
| AQR Capital Management LLC | 307,091 | $9,080 萬 | 0.17% | −75,238−19.7% | 減碼 |