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
- 2,583
- 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 | 4,070 | $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 | 3,023 | $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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,384 | $40.9 萬 | 0.13% | +23+1.7% | 加碼 |
| Benedetti & Gucer, Inc. | 1,391 | $41.1 萬 | 0.22% | +50+3.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 1,397 | $41.3 萬 | 0.03% | 00.0% | 不變 |
| Gunn & Co Investment Management, Inc. | 1,397 | $41.3 萬 | 0.03% | +1,397 | 新進 |
| First Community Trust NA | 1,400 | $41.4 萬 | 0.45% | −50−3.4% | 減碼 |
| Ironwood Investment Management LLC | 1,400 | $41.4 萬 | 0.22% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 1,400 | $41.4 萬 | 0.87% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,400 | $41.4 萬 | 0.22% | 00.0% | 不變 |
| Laurel Wealth Advisors LLC | 1,401 | $41.4 萬 | 0.08% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 1,403 | $41.5 萬 | 0.24% | −195−12.2% | 減碼 |
| Quent Capital, LLC | 1,403 | $41.5 萬 | 0.06% | −45−3.1% | 減碼 |
| Apollon Financial, LLC | 1,407 | $41.6 萬 | 0.16% | +1,407 | 新進 |
| Apexium Financial, LP | 1,414 | $41.8 萬 | 0.03% | +240+20.4% | 加碼 |
| Bender Robert & Associates | 1,414 | $41.8 萬 | 0.11% | −8−0.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 1,414 | $41.8 萬 | 0.20% | −479−25.3% | 減碼 |
| Sound Income Strategies, LLC | 1,415 | $41.8 萬 | 0.03% | +175+14.1% | 加碼 |
| Kozak & Associates, Inc. | 1,457 | $41.9 萬 | 0.13% | −924−38.8% | 減碼 |
| Abacus Wealth Partners, LLC | 1,416 | $41.9 萬 | 0.07% | −96−6.3% | 減碼 |
| Wealth Alliance | 1,418 | $41.9 萬 | 0.06% | −186−11.6% | 減碼 |
| WestHill Financial Advisors, Inc. | 1,419 | $42.0 萬 | 0.11% | +8+0.6% | 加碼 |
| Personal Cfo Solutions, LLC | 1,419 | $42.0 萬 | 0.07% | +164+13.1% | 加碼 |
| Gryphon Financial Partners LLC | 1,496 | $42.0 萬 | 0.07% | +92+6.6% | 加碼 |
| Eaton Financial Holdings Company, LLC | 1,420 | $42.0 萬 | 0.10% | −11,787−89.2% | 減碼 |
| Enterprise Financial Services Corp | 1,422 | $42.0 萬 | 0.26% | −52−3.5% | 減碼 |
| CoreFirst Bank & Trust | 1,422 | $42.0 萬 | 0.28% | −2,530−64.0% | 減碼 |
| Braun Stacey Associates Inc | 1,425 | $42.1 萬 | 0.02% | −900−38.7% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,427 | $42.2 萬 | 0.10% | 00.0% | 不變 |
| Acas, LLC | 1,429 | $42.3 萬 | 0.48% | 00.0% | 不變 |
| Schulhoff & Co Inc | 1,430 | $42.3 萬 | 0.20% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 1,430 | $42.3 萬 | 0.25% | −10−0.7% | 減碼 |
| Nadler Financial Group, Inc. | 1,433 | $42.4 萬 | 0.06% | 00.0% | 不變 |
| Fagan Associates, Inc. | 1,435 | $42.4 萬 | 0.09% | +100+7.5% | 加碼 |
| Mengis Capital Management, Inc. | 1,437 | $42.5 萬 | 0.08% | 00.0% | 不變 |
| Fairfield Financial Advisors, LTD | 1,438 | $42.5 萬 | 0.16% | +1,029+251.6% | 加碼 |
| Excalibur Management Corp | 1,440 | $42.6 萬 | 0.20% | −38−2.6% | 減碼 |
| South Street Advisors LLC | 1,440 | $42.6 萬 | 0.08% | 00.0% | 不變 |
| Valley National Advisers Inc | 1,441 | $42.6 萬 | 0.07% | +61+4.4% | 加碼 |
| Garden State Investment Advisory Services LLC | 1,444 | $42.7 萬 | 0.17% | +51+3.7% | 加碼 |
| Frisch Financial Group, Inc. | 1,443 | $42.7 萬 | 0.16% | −11−0.8% | 減碼 |
| HTLF Bank | 1,446 | $42.8 萬 | 0.05% | +1,446 | 新進 |
| Alan B. Lancz & Associates, Inc. | 1,450 | $42.9 萬 | 0.45% | −322−18.2% | 減碼 |
| Financial Partners Group, Inc | 1,451 | $42.9 萬 | 0.08% | +2+0.1% | 加碼 |
| RKL Wealth Management LLC | 1,455 | $43.0 萬 | 0.05% | −58−3.8% | 減碼 |
| Objective Capital Management, LLC | 1,459 | $43.1 萬 | 0.33% | +252+20.9% | 加碼 |
| Castle Rock Wealth Management, LLC | 1,499 | $43.2 萬 | 0.13% | −50−3.2% | 減碼 |
| Planning Center, Inc. | 1,463 | $43.3 萬 | 0.10% | −4−0.3% | 減碼 |
| Channel Wealth LLC | 1,463 | $43.3 萬 | 0.20% | +692+89.8% | 加碼 |
| Hara Capital LLC | 1,465 | $43.3 萬 | 0.30% | +1,465 | 新進 |
| Sandy Cove Advisors, LLC | 1,469 | $43.4 萬 | 0.22% | −48−3.2% | 減碼 |
| Weil Company, Inc. | 1,469 | $43.4 萬 | 0.19% | −1,077−42.3% | 減碼 |
| Austin Private Wealth, LLC | 1,473 | $43.5 萬 | 0.06% | +305+26.1% | 加碼 |
| Acima Private Wealth, LLC | 1,473 | $43.6 萬 | 0.17% | 00.0% | 不變 |
| IMS Capital Management | 1,475 | $43.6 萬 | 0.21% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 1,481 | $43.8 萬 | 0.10% | +465+45.8% | 加碼 |
| N.E.W. Advisory Services LLC | 1,483 | $43.8 萬 | 0.05% | −55−3.6% | 減碼 |
| TrinityPoint Wealth, LLC | 1,486 | $43.9 萬 | 0.08% | +2+0.1% | 加碼 |
| SageView Advisory Group, LLC | 1,444 | $44.0 萬 | 0.02% | −1,947−57.4% | 減碼 |
| Gould Asset Management LLC | 1,490 | $44.1 萬 | 0.11% | +260+21.1% | 加碼 |
| Longfellow Investment Management Co LLC | 1,490 | $44.1 萬 | 0.11% | +1,490 | 新進 |
| Center For Asset Management LLC | 1,494 | $44.2 萬 | 0.40% | +1+0.1% | 加碼 |
| Strategic Equity Management | 1,498 | $44.3 萬 | 0.50% | +7+0.5% | 加碼 |
| Stokes Family Office, LLC | 1,500 | $44.4 萬 | 0.06% | −523−25.9% | 減碼 |
| Bell Bank | 1,500 | $44.4 萬 | 0.04% | 00.0% | 不變 |
| Rbo & Co LLC | 1,500 | $44.4 萬 | 0.08% | 00.0% | 不變 |
| Jupiter Wealth Management LLC | 1,500 | $44.4 萬 | 0.26% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $44.4 萬 | 0.02% | 00.0% | 不變 |
| Tectonic Advisors LLC | 1,502 | $44.4 萬 | 0.04% | +8+0.5% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 1,503 | $44.5 萬 | 0.20% | +953+173.3% | 加碼 |
| Mizuho Securities Co. Ltd. | 1,510 | $44.6 萬 | 1.60% | +1,510 | 新進 |
| Integrated Investment Consultants, LLC | 1,511 | $44.7 萬 | 0.14% | +11+0.7% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,511 | $44.7 萬 | 0.21% | −7−0.5% | 減碼 |
| Peoples Bank | 1,517 | $44.9 萬 | 0.36% | −27−1.7% | 減碼 |
| West Michigan Advisors, LLC | 1,519 | $44.9 萬 | 0.17% | +669+78.7% | 加碼 |
| Doliver Advisors, LP | 1,520 | $44.9 萬 | 0.14% | −116−7.1% | 減碼 |
| Allstate Corp | 1,524 | $45.1 萬 | 0.03% | −308−16.8% | 減碼 |
| Grove Bank & Trust | 1,525 | $45.1 萬 | 0.08% | −1−0.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,527 | $45.1 萬 | 0.24% | +27+1.8% | 加碼 |
| Van Cleef Asset Management,Inc | 1,530 | $45.2 萬 | 0.06% | +600+64.5% | 加碼 |
| Soltis Investment Advisors LLC | 1,530 | $45.2 萬 | 0.05% | +214+16.3% | 加碼 |
| Burton Enright Welch | 1,535 | $45.4 萬 | 0.12% | +3+0.2% | 加碼 |
| Warren Street Wealth Advisors, LLC | 1,535 | $45.4 萬 | 0.26% | +53+3.6% | 加碼 |
| West Family Investments, Inc. | 1,539 | $45.5 萬 | 0.15% | 00.0% | 不變 |
| SAM Advisors, LLC | 1,540 | $45.5 萬 | 0.18% | 00.0% | 不變 |
| VisionPoint Advisory Group, LLC | 1,542 | $45.6 萬 | 0.17% | −492−24.2% | 減碼 |
| CapWealth Advisors, LLC | 1,542 | $45.6 萬 | 0.06% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,542 | $45.6 萬 | 0.17% | +8+0.5% | 加碼 |
| Charter Oak Capital Management, LLC | 1,549 | $45.8 萬 | 0.05% | +2+0.1% | 加碼 |
| Smith Shellnut Wilson LLC | 1,550 | $45.8 萬 | 0.26% | 00.0% | 不變 |
| Bridgeworth, LLC | 1,550 | $45.8 萬 | 0.05% | −3−0.2% | 減碼 |
| Quantum Financial Advisors, LLC | 1,552 | $45.9 萬 | 0.11% | 00.0% | 不變 |
| Braun-Bostich & Associates Inc. | 1,556 | $46.0 萬 | 0.42% | +1,556 | 新進 |
| Tradition Wealth Management, LLC | 1,559 | $46.1 萬 | 0.05% | −323−17.2% | 減碼 |
| Trust Co of Virginia | 1,563 | $46.2 萬 | 0.05% | −10−0.6% | 減碼 |
| Vertex Planning Partners, LLC | 1,565 | $46.3 萬 | 0.14% | −72−4.4% | 減碼 |
| BCS Wealth Management | 1,566 | $46.3 萬 | 0.17% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 1,568 | $46.4 萬 | 0.13% | +7+0.4% | 加碼 |
| Davidson Investment Advisors | 1,570 | $46.4 萬 | 0.03% | 00.0% | 不變 |
| First Hawaiian Bank | 1,571 | $46.4 萬 | 0.01% | −2,608−62.4% | 減碼 |
| Sage Mountain Advisors LLC | 1,571 | $46.4 萬 | 0.05% | −22−1.4% | 減碼 |
| Jump Financial, LLC | 1,573 | $46.5 萬 | 0.02% | −2,355−60.0% | 減碼 |