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 |
|---|---|---|---|---|---|
| Granite Bay Wealth Management, LLC | 20,300 | $527.8 萬 | 0.05% | −3,362−14.2% | 減碼 |
| Stamos Capital Partners, L.P. | 17,910 | $529.5 萬 | 1.44% | −4,990−21.8% | 減碼 |
| Creekmur Asset Management LLC | 17,941 | $530.4 萬 | 1.65% | +17,941 | 新進 |
| GAM Holding AG | 17,980 | $531.6 萬 | 0.40% | +17,980 | 新進 |
| Chartwell Investment Partners, LLC | 18,000 | $532.2 萬 | 0.19% | −6,585−26.8% | 減碼 |
| Ipswich Investment Management Co., Inc. | 18,006 | $532.4 萬 | 1.35% | +77+0.4% | 加碼 |
| Hallmark Capital Management Inc | 18,011 | $532.5 萬 | 0.42% | −959−5.1% | 減碼 |
| Mizuho Markets Americas LLC | 18,124 | $535.9 萬 | 0.16% | +6,063+50.3% | 加碼 |
| Aries Wealth Management | 18,128 | $536.0 萬 | 1.91% | −500−2.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 18,174 | $537.4 萬 | 0.38% | −265−1.4% | 減碼 |
| Colonial Trust Advisors | 18,280 | $540.5 萬 | 0.57% | −102−0.6% | 減碼 |
| Empirical Finance, LLC | 18,281 | $540.5 萬 | 0.38% | +40+0.2% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 18,293 | $540.9 萬 | 2.97% | −13,029−41.6% | 減碼 |
| Physicians Financial Services, Inc. | 18,295 | $540.9 萬 | 2.05% | +100+0.5% | 加碼 |
| KMG Fiduciary Partners, LLC | 18,314 | $541.5 萬 | 0.63% | +30.0% | 加碼 |
| Kerrisdale Advisers, LLC | 18,323 | $541.8 萬 | 1.61% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 18,867 | $541.9 萬 | 0.23% | −1,588−7.8% | 減碼 |
| Trinity Legacy Partners, LLC | 18,334 | $542.1 萬 | 1.71% | −198−1.1% | 減碼 |
| Silvercrest Asset Management Group LLC | 18,352 | $542.6 萬 | 0.04% | +938+5.4% | 加碼 |
| Neville Rodie & Shaw Inc | 18,385 | $543.6 萬 | 0.44% | −501−2.7% | 減碼 |
| King Luther Capital Management Corp | 18,405 | $544.2 萬 | 0.03% | −1,113−5.7% | 減碼 |
| AustralianSuper Pty Ltd | 18,429 | $544.9 萬 | 0.03% | −1,597−8.0% | 減碼 |
| Bridge Creek Capital Management LLC | 18,430 | $544.9 萬 | 1.89% | −364−1.9% | 減碼 |
| Reliant Investment Management, LLC | 18,460 | $545.8 萬 | 2.78% | −120−0.6% | 減碼 |
| Bleakley Financial Group, LLC | 18,501 | $547.0 萬 | 0.17% | +103+0.6% | 加碼 |
| TownSquare Capital, LLC | 18,532 | $547.9 萬 | 0.09% | −16,042−46.4% | 減碼 |
| iA Global Asset Management Inc. | 18,543 | $548.3 萬 | 0.13% | +666+3.7% | 加碼 |
| Romano Brothers and Company | 18,578 | $549.3 萬 | 0.82% | −563−2.9% | 減碼 |
| Kingswood Wealth Advisors, LLC | 18,645 | $551.3 萬 | 0.63% | +4,293+29.9% | 加碼 |
| Burney Co | 18,696 | $552.8 萬 | 0.23% | −340−1.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 18,696 | $552.8 萬 | 0.24% | −1,482−7.3% | 減碼 |
| Columbia Asset Management | 18,759 | $554.6 萬 | 1.13% | −204−1.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 18,767 | $554.9 萬 | 0.95% | +18,767 | 新進 |
| Investment Management Corp of Ontario | 18,907 | $559.0 萬 | 0.14% | +11,955+172.0% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 18,962 | $560.6 萬 | 1.88% | +36+0.2% | 加碼 |
| Retirement Group, LLC | 19,011 | $562.1 萬 | 2.27% | +51+0.3% | 加碼 |
| Ieq Capital, LLC | 19,087 | $564.3 萬 | 0.09% | −1,740−8.4% | 減碼 |
| Metis Global Partners, LLC | 19,119 | $565.3 萬 | 0.23% | −2,035−9.6% | 減碼 |
| Family Legacy, Inc. | 19,391 | $573.3 萬 | 2.19% | +70.0% | 加碼 |
| Sawtooth Solutions, LLC | 19,488 | $576.2 萬 | 0.16% | +71+0.4% | 加碼 |
| Millennium Management LLC | 19,494 | $576.4 萬 | 0.01% | −190,413−90.7% | 減碼 |
| Old National Bancorp | 19,602 | $579.6 萬 | 0.15% | −2,222−10.2% | 減碼 |
| Crestwood Advisors Group LLC | 19,634 | $580.5 萬 | 0.14% | +1,367+7.5% | 加碼 |
| Northeast Investment Management | 19,636 | $580.6 萬 | 0.31% | −261−1.3% | 減碼 |
| Asset Dedication, LLC | 19,701 | $580.7 萬 | 0.47% | −54−0.3% | 減碼 |
| Ameritas Advisory Services, LLC | 18,694 | $581.5 萬 | 0.32% | +632+3.5% | 加碼 |
| Caldwell Trust Co | 19,790 | $585.1 萬 | 0.74% | −217−1.1% | 減碼 |
| Anderson Hoagland & Co | 20,380 | $585.4 萬 | 0.72% | −51−0.2% | 減碼 |
| Mutual Advisors, LLC | 20,039 | $592.5 萬 | 0.21% | +5,274+35.7% | 加碼 |
| Summitry LLC | 20,181 | $596.7 萬 | 0.35% | +668+3.4% | 加碼 |
| Valeo Financial Advisors, LLC | 20,330 | $601.1 萬 | 0.24% | +574+2.9% | 加碼 |
| Tiaa Trust, National Association | 20,351 | $601.7 萬 | 0.02% | −407−2.0% | 減碼 |
| Vident Advisory, LLC | 20,414 | $603.6 萬 | 0.15% | +1,447+7.6% | 加碼 |
| Searle & Co. | 20,423 | $603.8 萬 | 1.65% | +101+0.5% | 加碼 |
| Beach Investment Counsel Inc | 20,539 | $607.3 萬 | 0.75% | +18,841+1,109.6% | 加碼 |
| Financial & Tax Architects, LLC | 20,580 | $608.5 萬 | 1.80% | −246−1.2% | 減碼 |
| Twin Tree Management, LP | 20,624 | $609.8 萬 | 0.11% | +4,660+29.2% | 加碼 |
| Metropolitan Life Insurance Co | 20,765 | $614.0 萬 | 0.29% | −343−1.6% | 減碼 |
| Prudential PLC | 20,878 | $617.3 萬 | 0.07% | +552+2.7% | 加碼 |
| Churchill Management Corp | 20,997 | $620.8 萬 | 0.10% | −472−2.2% | 減碼 |
| GQG Partners LLC | 21,136 | $624.9 萬 | 0.01% | +9,936+88.7% | 加碼 |
| Knuff & Co LLC | 21,157 | $625.5 萬 | 2.28% | +150+0.7% | 加碼 |
| Nikko Asset Management Americas, Inc. | 21,218 | $627.5 萬 | 0.06% | −4,700−18.1% | 減碼 |
| Allworth Financial LP | 21,239 | $628.0 萬 | 0.05% | +272+1.3% | 加碼 |
| Employees Provident Fund Board | 21,311 | $630.1 萬 | 0.12% | +311+1.5% | 加碼 |
| Axxcess Wealth Management, LLC | 21,343 | $631.0 萬 | 0.19% | +3,558+20.0% | 加碼 |
| Highland Capital Management, LLC | 21,401 | $632.8 萬 | 0.39% | +2,130+11.1% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 21,424 | $633.4 萬 | 0.41% | +193+0.9% | 加碼 |
| Northwest Investment Counselors, LLC | 21,463 | $634.6 萬 | 1.70% | −758−3.4% | 減碼 |
| Boit C F David | 22,400 | $636.8 萬 | 3.61% | +2,000+9.8% | 加碼 |
| Meiji Yasuda Life Insurance Co | 21,568 | $637.7 萬 | 0.14% | +2,319+12.0% | 加碼 |
| Wolverine Trading, LLC | 21,658 | $640.4 萬 | 0.05% | +16,203+297.0% | 加碼 |
| BKD Wealth Advisors, LLC | 21,670 | $640.7 萬 | 0.18% | −631−2.8% | 減碼 |
| Apollon Wealth Management, LLC | 21,674 | $640.8 萬 | 0.22% | +7,565+53.6% | 加碼 |
| Citizens National Bank Trust Department | 21,684 | $641.1 萬 | 1.63% | −95−0.4% | 減碼 |
| SlateStone Wealth, LLC | 21,933 | $648.5 萬 | 0.84% | +1,662+8.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 22,030 | $651.4 萬 | 0.08% | −1,187−5.1% | 減碼 |
| City Holding Co | 22,042 | $651.7 萬 | 1.05% | +682+3.2% | 加碼 |
| Biechele Royce Advisors | 22,052 | $652.0 萬 | 2.13% | +37+0.2% | 加碼 |
| McGuire Investment Group, LLC | 22,209 | $656.7 萬 | 1.10% | +222+1.0% | 加碼 |
| Advisors Asset Management, Inc. | 22,335 | $660.4 萬 | 0.13% | −80.0% | 減碼 |
| Brinker Capital Investments, LLC | 22,735 | $664.4 萬 | 0.08% | +574+2.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 22,735 | $664.4 萬 | 0.08% | +574+2.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 23,095 | $667.3 萬 | 0.25% | +18,589+412.5% | 加碼 |
| Narwhal Capital Management | 22,726 | $671.9 萬 | 0.73% | −990−4.2% | 減碼 |
| Moors & Cabot, Inc. | 22,989 | $679.7 萬 | 0.42% | +2,587+12.7% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 23,002 | $680.1 萬 | 0.61% | −287−1.2% | 減碼 |
| Perigon Wealth Management, LLC | 23,174 | $685.2 萬 | 0.22% | −284−1.2% | 減碼 |
| Cannell Peter B & Co Inc | 23,204 | $686.1 萬 | 0.22% | −5,133−18.1% | 減碼 |
| Spinnaker Trust | 23,210 | $686.3 萬 | 0.47% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 23,292 | $688.7 萬 | 1.56% | −193−0.8% | 減碼 |
| Sentry LLC | 23,490 | $694.5 萬 | 1.48% | +30.0% | 加碼 |
| Principle Wealth Partners LLC | 23,521 | $695.4 萬 | 0.60% | −58−0.2% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 23,676 | $700.0 萬 | 0.32% | −198−0.8% | 減碼 |
| Uniplan Investment Counsel, Inc. | 23,795 | $706.4 萬 | 0.52% | −2,029−7.9% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $709.6 萬 | 0.10% | 00.0% | 不變 |
| Aull & Monroe Investment Management Corp | 24,151 | $714.1 萬 | 3.52% | −83−0.3% | 減碼 |
| Silver Oak Securities, Inc | 24,185 | $715.1 萬 | 0.96% | +1,419+6.2% | 加碼 |
| Raymond James Trust N.A. | 24,200 | $715.5 萬 | 0.19% | +2,559+11.8% | 加碼 |
| ExodusPoint Capital Management, LP | 24,201 | $715.6 萬 | 0.09% | −14,477−37.4% | 減碼 |