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。
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
- 2,582
- 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 923 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 | 4,070 | $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 |
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 |
|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 6,556 | $193.8 萬 | 0.03% | −470−6.7% | 減碼 |
| Orleans Capital Management Corp | 6,585 | $194.7 萬 | 1.31% | +340+5.4% | 加碼 |
| Concord Wealth Partners | 6,587 | $194.8 萬 | 0.39% | +905+15.9% | 加碼 |
| Zhang Financial LLC | 6,593 | $194.9 萬 | 0.17% | +456+7.4% | 加碼 |
| Parallel Advisors, LLC | 6,595 | $195.0 萬 | 0.06% | −406−5.8% | 減碼 |
| Two Sigma Investments, LP | 6,600 | $195.1 萬 | 0.00% | −53,059−88.9% | 減碼 |
| Argus Investors' Counsel, Inc. | 6,600 | $195.1 萬 | 1.25% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 6,606 | $195.3 萬 | 0.07% | −1,313−16.6% | 減碼 |
| Temasek Holdings (Private) Ltd | 6,615 | $195.6 萬 | 0.01% | +6,615 | 新進 |
| Western Wealth Management, LLC | 6,626 | $195.9 萬 | 0.14% | −184−2.7% | 減碼 |
| Imprint Wealth LLC | 6,636 | $196.2 萬 | 1.58% | −54−0.8% | 減碼 |
| CoreCap Advisors, LLC | 6,649 | $196.6 萬 | 0.13% | +2,618+64.9% | 加碼 |
| Greenfield Savings Bank | 6,667 | $197.1 萬 | 1.14% | −10−0.1% | 減碼 |
| St Germain D J Co Inc | 6,682 | $197.6 萬 | 0.10% | +54+0.8% | 加碼 |
| Nemes Rush Group LLC | 6,688 | $197.8 萬 | 0.32% | −152−2.2% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,695 | $198.0 萬 | 0.07% | −951−12.4% | 減碼 |
| Ar Asset Management Inc | 6,700 | $198.1 萬 | 0.52% | 00.0% | 不變 |
| Csenge Advisory Group | 6,703 | $198.2 萬 | 0.12% | +360+5.7% | 加碼 |
| Oak Asset Management, LLC | 6,705 | $198.2 萬 | 0.79% | −101−1.5% | 減碼 |
| Tyche Wealth Partners LLC | 6,712 | $198.5 萬 | 0.48% | +6,712 | 新進 |
| Avantax Planning Partners, Inc. | 6,718 | $198.6 萬 | 0.08% | −100−1.5% | 減碼 |
| Quadrant Capital Group LLC | 6,722 | $198.7 萬 | 0.17% | +1,914+39.8% | 加碼 |
| NBC Securities, Inc. | 6,735 | $199.1 萬 | 0.20% | +12+0.2% | 加碼 |
| AlTi Global, Inc. | 6,736 | $199.2 萬 | 0.06% | +6,736 | 新進 |
| Arbor Trust Wealth Advisors, LLC | 6,743 | $199.4 萬 | 1.19% | −272−3.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 6,743 | $199.4 萬 | 0.90% | +324+5.0% | 加碼 |
| Trueblood Wealth Management, LLC | 6,765 | $200.0 萬 | 1.25% | +6,765 | 新進 |
| Hilton Capital Management, LLC | 6,783 | $200.6 萬 | 0.21% | 00.0% | 不變 |
| Staley Capital Advisers Inc | 6,814 | $201.5 萬 | 0.10% | 00.0% | 不變 |
| XML Financial, LLC | 6,858 | $202.8 萬 | 0.21% | +53+0.8% | 加碼 |
| LGT Group Foundation | 6,850 | $203.4 萬 | 0.04% | +1,000+17.1% | 加碼 |
| Resources Management Corp | 6,894 | $203.8 萬 | 0.30% | +1,004+17.0% | 加碼 |
| Wintrust Investments LLC | 6,959 | $205.7 萬 | 0.20% | +206+3.1% | 加碼 |
| AMG National Trust Bank | 6,958 | $205.7 萬 | 0.06% | +28+0.4% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,959 | $205.8 萬 | 0.04% | −40−0.6% | 減碼 |
| Weatherly Asset Management L. P. | 6,968 | $206.0 萬 | 0.22% | −75−1.1% | 減碼 |
| Quest Investment Management LLC | 6,968 | $206.0 萬 | 0.26% | −225−3.1% | 減碼 |
| Wilson & Boucher Capital Management, LLC | 6,981 | $206.4 萬 | 1.74% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 7,005 | $207.1 萬 | 0.17% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 7,010 | $207.3 萬 | 1.48% | −45−0.6% | 減碼 |
| Garrett Investment Advisors LLC | 7,052 | $208.5 萬 | 0.29% | −109−1.5% | 減碼 |
| Little House Capital LLC | 7,068 | $209.0 萬 | 0.76% | +851+13.7% | 加碼 |
| Gables Capital Management Inc. | 7,070 | $209.0 萬 | 1.30% | 00.0% | 不變 |
| Rockland Trust Co | 7,072 | $209.1 萬 | 0.11% | +22+0.3% | 加碼 |
| Ramirez Asset Management, Inc. | 7,078 | $209.3 萬 | 0.42% | +450+6.8% | 加碼 |
| BNC Wealth Management, LLC | 7,103 | $210.0 萬 | 0.99% | +5,533+352.4% | 加碼 |
| Cross Staff Investments Inc | 7,104 | $210.0 萬 | 1.86% | −59−0.8% | 減碼 |
| Legacy Bridge, LLC | 7,130 | $210.8 萬 | 1.37% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 7,175 | $212.1 萬 | 0.10% | +4,222+143.0% | 加碼 |
| Triangle Securities Wealth Management | 7,192 | $212.7 萬 | 0.66% | −22−0.3% | 減碼 |
| Valley Brook Capital Group | 7,200 | $212.9 萬 | 1.85% | −135−1.8% | 減碼 |
| BCM Advisors, LLC | 7,000 | $213.3 萬 | 0.56% | 00.0% | 不變 |
| Fort Point Capital Partners LLC | 7,237 | $214.0 萬 | 0.33% | +359+5.2% | 加碼 |
| AXS Investments LLC | 7,264 | $214.8 萬 | 0.52% | +835+13.0% | 加碼 |
| Marshall Wace, LLP | 7,292 | $215.6 萬 | 0.00% | +3,993+121.0% | 加碼 |
| Qtron Investments LLC | 7,371 | $217.9 萬 | 0.36% | −260−3.4% | 減碼 |
| Sargent Investment Group, LLC | 7,394 | $218.6 萬 | 0.48% | +923+14.3% | 加碼 |
| Focused Wealth Management, Inc | 7,412 | $219.1 萬 | 0.36% | +10.0% | 加碼 |
| Truepoint, Inc. | 7,420 | $219.4 萬 | 0.06% | −632−7.8% | 減碼 |
| Cambridge Trust Co | 7,428 | $219.6 萬 | 0.09% | +30.0% | 加碼 |
| Papp L Roy & Associates | 7,432 | $219.7 萬 | 0.27% | 00.0% | 不變 |
| Westwood Holdings Group Inc. | 7,445 | $220.1 萬 | 0.02% | 00.0% | 不變 |
| Stoneridge Investment Partners LLC | 7,476 | $221.0 萬 | 0.93% | −13−0.2% | 減碼 |
| Colony Group, LLC | 7,478 | $221.1 萬 | 0.03% | +7,478 | 新進 |
| Atlas Brown,Inc. | 7,529 | $222.6 萬 | 0.92% | −35−0.5% | 減碼 |
| Ritholtz Wealth Management | 7,536 | $222.8 萬 | 0.09% | +139+1.9% | 加碼 |
| Columbia Trust Co 01012016 | 7,542 | $223.0 萬 | 1.01% | +283+3.9% | 加碼 |
| D. Scott Neal, Inc. | 7,549 | $223.2 萬 | 1.99% | 00.0% | 不變 |
| Verdence Capital Advisors LLC | 7,553 | $223.3 萬 | 0.22% | −154−2.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,555 | $223.4 萬 | 0.26% | +1,200+18.9% | 加碼 |
| Stone Point Wealth LLC | 7,561 | $223.6 萬 | 0.86% | −70−0.9% | 減碼 |
| Exchange Bank | 7,578 | $224.1 萬 | 1.94% | −49−0.6% | 減碼 |
| Secured Retirement Advisors, LLC | 7,609 | $225.0 萬 | 2.16% | +7,609 | 新進 |
| JBR Co Financial Management Inc | 7,622 | $225.4 萬 | 2.12% | +7,622 | 新進 |
| Diversified Trust Co | 7,681 | $227.1 萬 | 0.08% | −1,734−18.4% | 減碼 |
| Acadian Asset Management LLC | 7,710 | $227.7 萬 | 0.01% | −29,330−79.2% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,709 | $227.9 萬 | 0.17% | +131+1.7% | 加碼 |
| Independent Financial Group, LLC | 7,728 | $228.5 萬 | 0.12% | +1,150+17.5% | 加碼 |
| Trust Investment Advisors | 7,735 | $228.7 萬 | 1.78% | +12+0.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 95,753 | $228.7 萬 | 0.08% | +95,753 | 新進 |
| Daymark Wealth Partners, LLC | 127,341 | $229.1 萬 | 0.14% | −331−0.3% | 減碼 |
| Field & Main Bank | 7,758 | $229.4 萬 | 0.97% | −31−0.4% | 減碼 |
| Oarsman Capital, Inc. | 7,765 | $229.6 萬 | 0.61% | +237+3.1% | 加碼 |
| Gifford Fong Associates | 7,800 | $230.6 萬 | 0.49% | 00.0% | 不變 |
| Howland Capital Management LLC | 7,830 | $231.5 萬 | 0.12% | −4−0.1% | 減碼 |
| Lowe Brockenbrough & Co Inc | 7,870 | $232.7 萬 | 0.18% | −1,565−16.6% | 減碼 |
| Mirabaud & Cie SA | 7,893 | $233.4 萬 | 0.78% | +7,893 | 新進 |
| MidWestOne Financial Group, Inc. | 7,958 | $235.3 萬 | 0.45% | −25−0.3% | 減碼 |
| Cynosure Management, LLC | 7,981 | $236.0 萬 | 0.42% | +30.0% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $236.5 萬 | 0.10% | 00.0% | 不變 |
| Fruth Investment Management | 8,033 | $237.5 萬 | 0.67% | 00.0% | 不變 |
| Brevan Howard Capital Management LP | 8,043 | $237.8 萬 | 0.24% | +8,043 | 新進 |
| Bowen Hanes & Co Inc | 8,059 | $238.3 萬 | 0.07% | −20−0.2% | 減碼 |
| JPL Wealth Management, LLC | 8,093 | $239.3 萬 | 1.72% | +8,093 | 新進 |
| MB, Levis & Associates, LLC | 8,100 | $239.5 萬 | 1.37% | +21+0.3% | 加碼 |
| Argent Advisors, Inc. | 8,127 | $240.3 萬 | 1.05% | −36−0.4% | 減碼 |
| United Community Bank | 8,184 | $242.0 萬 | 1.02% | +459+5.9% | 加碼 |
| TKG Advisors, LLC | 8,185 | $242.0 萬 | 1.44% | +4,309+111.2% | 加碼 |
| Citizens Financial Group Inc | 8,199 | $242.4 萬 | 0.08% | +2,500+43.9% | 加碼 |
| Oxbow Advisors, LLC | 8,206 | $242.6 萬 | 0.37% | −94−1.1% | 減碼 |