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 |
|---|---|---|---|---|---|
| Traynor Capital Management, Inc. | 10,558 | $312.2 萬 | 0.36% | +479+4.8% | 加碼 |
| Hennessy Advisors Inc | 10,600 | $313.4 萬 | 0.16% | 00.0% | 不變 |
| Private Trust Co NA | 10,665 | $315.3 萬 | 0.37% | −164−1.5% | 減碼 |
| Trust Co of Toledo NA | 10,676 | $315.7 萬 | 0.54% | +223+2.1% | 加碼 |
| IHT Wealth Management, LLC | 10,683 | $315.9 萬 | 0.14% | +39+0.4% | 加碼 |
| Evercore Wealth Management, LLC | 10,726 | $317.1 萬 | 0.05% | −10−0.1% | 減碼 |
| Whalerock Point Partners, LLC | 10,742 | $317.6 萬 | 0.98% | +170+1.6% | 加碼 |
| Altshuler Shaham Ltd | 10,756 | $318.0 萬 | 0.18% | +1,508+16.3% | 加碼 |
| Ellis Investment Partners, LLC | 10,778 | $318.7 萬 | 0.74% | +23+0.2% | 加碼 |
| Boyd Watterson Asset Management LLC | 10,812 | $319.7 萬 | 1.26% | −50.0% | 減碼 |
| Midland Wealth Advisors LLC | 10,827 | $320.1 萬 | 0.22% | +10,827 | 新進 |
| Brown Brothers Harriman & Co | 10,875 | $321.5 萬 | 0.03% | −214−1.9% | 減碼 |
| G&S Capital LLC | 10,922 | $322.9 萬 | 1.53% | +5,308+94.5% | 加碼 |
| Gouws Capital LLC | 10,942 | $323.5 萬 | 2.64% | +880+8.7% | 加碼 |
| Asset Management Group, Inc. | 10,955 | $323.9 萬 | 0.65% | +49+0.4% | 加碼 |
| Summit Financial, LLC | 10,963 | $324.2 萬 | 0.21% | +2,288+26.4% | 加碼 |
| CPA Asset Management LLC | 11,009 | $325.5 萬 | 1.98% | 00.0% | 不變 |
| Graypoint LLC | 11,015 | $325.7 萬 | 0.26% | −116−1.0% | 減碼 |
| Gould Capital, LLC | 11,021 | $325.9 萬 | 2.38% | +71+0.6% | 加碼 |
| Strategic Advisors LLC | 11,033 | $326.2 萬 | 0.62% | +30.0% | 加碼 |
| Modus Advisors, LLC | 11,060 | $327.0 萬 | 1.33% | −107−1.0% | 減碼 |
| Graphene Investments SAS | 11,100 | $328.2 萬 | 2.13% | 00.0% | 不變 |
| Regency Capital Management Inc. | 11,106 | $328.4 萬 | 2.21% | −769−6.5% | 減碼 |
| Capital Investment Counsel, Inc | 11,135 | $329.2 萬 | 0.58% | +350+3.2% | 加碼 |
| Heritage Trust Co | 11,208 | $331.4 萬 | 0.47% | −31−0.3% | 減碼 |
| Gladstone Institutional Advisory LLC | 11,210 | $331.4 萬 | 0.19% | +3,021+36.9% | 加碼 |
| Gluskin Sheff & Assoc Inc | 11,239 | $332.3 萬 | 0.33% | −3,426−23.4% | 減碼 |
| Johnson Investment Counsel Inc | 11,408 | $337.3 萬 | 0.04% | +279+2.5% | 加碼 |
| Essex Financial Services, Inc. | 11,441 | $338.3 萬 | 0.35% | +278+2.5% | 加碼 |
| Profund Advisors LLC | 11,451 | $338.6 萬 | 0.15% | +1,258+12.3% | 加碼 |
| MWA Asset Management | 11,478 | $339.4 萬 | 2.80% | +144+1.3% | 加碼 |
| Money Concepts Capital Corp | 11,477 | $339.4 萬 | 0.32% | −80−0.7% | 減碼 |
| Spirit of America Management Corp | 11,490 | $339.7 萬 | 0.75% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 11,497 | $339.9 萬 | 0.20% | +6+0.1% | 加碼 |
| Signaturefd, LLC | 11,507 | $340.2 萬 | 0.08% | +299+2.7% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,535 | $341.1 萬 | 0.88% | +368+3.3% | 加碼 |
| Occudo Quantitative Strategies LP | 11,574 | $342.2 萬 | 0.46% | +11,574 | 新進 |
| Atomi Financial Group, Inc. | 11,583 | $342.5 萬 | 0.47% | +881+8.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,589 | $342.7 萬 | 0.19% | +417+3.7% | 加碼 |
| Kames Capital plc | 11,592 | $342.8 萬 | 0.05% | +11,592 | 新進 |
| Coldstream Capital Management Inc | 11,604 | $343.1 萬 | 0.10% | −162−1.4% | 減碼 |
| BLB&B Advisors, LLC | 11,624 | $343.7 萬 | 0.22% | −130−1.1% | 減碼 |
| Public Sector Pension Investment Board | 11,640 | $344.2 萬 | 0.03% | −43,005−78.7% | 減碼 |
| MV Capital Management, Inc. | 11,680 | $345.3 萬 | 0.44% | +79+0.7% | 加碼 |
| Leavell Investment Management, Inc. | 11,709 | $346.2 萬 | 0.22% | −1,251−9.7% | 減碼 |
| Wesbanco Bank Inc | 11,761 | $347.7 萬 | 0.20% | −11,736−49.9% | 減碼 |
| Whitener Capital Management, Inc. | 11,790 | $348.6 萬 | 1.26% | +316+2.8% | 加碼 |
| Cullen/Frost Bankers, Inc. | 11,846 | $350.2 萬 | 0.06% | −1,060−8.2% | 減碼 |
| New Hampshire Trust | 11,888 | $351.5 萬 | 0.85% | −56−0.5% | 減碼 |
| SeaCrest Wealth Management, LLC | 12,170 | $351.6 萬 | 0.43% | −610−4.8% | 減碼 |
| Procyon Private Wealth Partners, LLC | 11,908 | $352.1 萬 | 0.30% | +444+3.9% | 加碼 |
| Financial Advisory Service, Inc. | 12,104 | $357.9 萬 | 0.34% | +770+6.8% | 加碼 |
| Vista Investment Partners LLC | 12,122 | $358.4 萬 | 1.32% | +12,122 | 新進 |
| Caldwell Sutter Capital, Inc. | 12,130 | $358.6 萬 | 1.82% | +46+0.4% | 加碼 |
| Trust Co of Vermont | 12,130 | $358.6 萬 | 0.24% | −2,015−14.2% | 減碼 |
| Geneva Partners, LLC | 12,150 | $359.3 萬 | 1.99% | −8,126−40.1% | 減碼 |
| Jacobi Capital Management LLC | 12,157 | $359.4 萬 | 0.37% | +28+0.2% | 加碼 |
| J.P. Marvel Investment Advisors, LLC | 12,169 | $359.8 萬 | 0.71% | −155−1.3% | 減碼 |
| Slow Capital, Inc. | 12,179 | $360.1 萬 | 0.63% | −50.0% | 減碼 |
| Kingsview Wealth Management, LLC | 12,185 | $360.3 萬 | 0.11% | −1,483−10.9% | 減碼 |
| Applied Capital LLC | 12,248 | $362.1 萬 | 3.33% | −284−2.3% | 減碼 |
| Montag A & Associates Inc | 12,275 | $362.9 萬 | 0.20% | +939+8.3% | 加碼 |
| Ledyard National Bank | 12,360 | $365.4 萬 | 0.38% | +10,913+754.2% | 加碼 |
| RSM US Wealth Management LLC | 12,390 | $366.3 萬 | 0.10% | +1,924+18.4% | 加碼 |
| StoneX Group Inc. | 12,474 | $368.1 萬 | 0.37% | +1,845+17.4% | 加碼 |
| Thoroughbred Financial Services, LLC | 12,464 | $368.5 萬 | 0.30% | +500+4.2% | 加碼 |
| Barbara Oil Co. | 12,500 | $369.6 萬 | 1.66% | 00.0% | 不變 |
| Tritonpoint Wealth, LLC | 12,535 | $370.6 萬 | 0.36% | +12,535 | 新進 |
| Ogorek Anthony Joseph | 12,560 | $371.3 萬 | 1.35% | −18−0.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,560 | $371.4 萬 | 0.17% | −125−1.0% | 減碼 |
| Jackson Square Capital, LLC | 12,592 | $372.3 萬 | 1.20% | −7,356−36.9% | 減碼 |
| First Citizens Bank & Trust Co | 12,615 | $373.0 萬 | 0.07% | −882−6.5% | 減碼 |
| NEOS Investment Management LLC | 12,683 | $375.0 萬 | 0.36% | +1,598+14.4% | 加碼 |
| Sapient Capital LLC | 12,700 | $375.5 萬 | 0.10% | +12,700 | 新進 |
| Stonebridge Capital Management Inc | 12,722 | $376.2 萬 | 1.83% | −100−0.8% | 減碼 |
| Liberty One Investment Management, LLC | 12,738 | $376.6 萬 | 0.46% | +519+4.2% | 加碼 |
| Viewpoint Capital Management LLC | 12,748 | $376.9 萬 | 2.64% | −15−0.1% | 減碼 |
| Hayek Kallen Investment Management | 12,861 | $380.3 萬 | 1.59% | −126−1.0% | 減碼 |
| Intact Investment Management Inc. | 12,940 | $382.6 萬 | 0.15% | +2,100+19.4% | 加碼 |
| TCW Group Inc | 12,907 | $383.1 萬 | 0.04% | +12,907 | 新進 |
| Principal Securities, Inc. | 12,958 | $383.1 萬 | 0.14% | +12,958 | 新進 |
| Blue Edge Capital, LLC | 13,011 | $384.7 萬 | 0.72% | −664−4.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 13,079 | $386.7 萬 | 0.14% | −280−2.1% | 減碼 |
| FourThought Financial Partners, LLC | 13,220 | $390.9 萬 | 0.49% | +16+0.1% | 加碼 |
| NewSquare Capital LLC | 13,228 | $391.1 萬 | 0.37% | +13,203+52,812.0% | 加碼 |
| Spire Wealth Management | 13,721 | $391.4 萬 | 0.13% | +1,068+8.4% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 13,277 | $392.6 萬 | 0.16% | −597−4.3% | 減碼 |
| FJ Investments, LLC | 13,300 | $393.2 萬 | 0.19% | +13,300 | 新進 |
| Plimoth Trust Co LLC | 13,301 | $393.3 萬 | 1.13% | −96−0.7% | 減碼 |
| Bridgeway Capital Management, LLC | 13,340 | $394.4 萬 | 0.08% | 00.0% | 不變 |
| Seascape Capital Management | 13,341 | $394.5 萬 | 1.66% | +13,341 | 新進 |
| Wetherby Asset Management Inc | 13,364 | $395.1 萬 | 0.21% | −349−2.5% | 減碼 |
| Wakefield Asset Management LLLP | 13,365 | $395.2 萬 | 1.46% | +1,797+15.5% | 加碼 |
| Bailard, Inc. | 13,378 | $395.5 萬 | 0.12% | −3,196−19.3% | 減碼 |
| Veriti Management LLC | 13,455 | $397.8 萬 | 0.36% | +1,930+16.7% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 13,474 | $398.4 萬 | 1.65% | +13,474 | 新進 |
| Sowell Financial Services LLC | 13,524 | $399.9 萬 | 0.22% | +208+1.6% | 加碼 |
| Sigma Planning Corp | 13,647 | $403.5 萬 | 0.32% | −17,509−56.2% | 減碼 |
| Chicago Capital, LLC | 13,767 | $407.0 萬 | 0.15% | +9,732+241.2% | 加碼 |
| Anchor Investment Management, LLC | 13,872 | $410.1 萬 | 0.47% | +186+1.4% | 加碼 |