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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 6,227 | $184.1 萬 | 1.49% | +276+4.6% | 加碼 |
| Watershed Private Wealth LLC | 6,215 | $183.8 萬 | 1.02% | 00.0% | 不變 |
| Coastline Trust Co | 6,210 | $183.6 萬 | 0.24% | −90−1.4% | 減碼 |
| Symmetry Partners, LLC | 6,183 | $183.6 萬 | 0.10% | −815−11.6% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,197 | $183.2 萬 | 0.12% | −150−2.4% | 減碼 |
| Good Life Advisors, LLC | 6,166 | $182.3 萬 | 0.18% | +238+4.0% | 加碼 |
| Checchi Capital Advisers, LLC | 6,137 | $181.5 萬 | 0.15% | +172+2.9% | 加碼 |
| Modern Wealth Management, LLC | 6,122 | $181.0 萬 | 0.23% | +6,122 | 新進 |
| Intellectus Partners, LLC | 6,115 | $180.8 萬 | 0.52% | −244−3.8% | 減碼 |
| Haverford Trust Co | 6,108 | $180.6 萬 | 0.02% | −100−1.6% | 減碼 |
| Bragg Financial Advisors, Inc | 6,093 | $180.2 萬 | 0.09% | −366−5.7% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,090 | $180.1 萬 | 0.58% | +486+8.7% | 加碼 |
| Choate Investment Advisors | 6,071 | $179.5 萬 | 0.06% | +316+5.5% | 加碼 |
| Essex Savings Bank | 6,052 | $178.9 萬 | 0.52% | +281+4.9% | 加碼 |
| Lifeworks Advisors, LLC | 6,014 | $177.8 萬 | 0.61% | +127+2.2% | 加碼 |
| Naviter Wealth, LLC | 6,011 | $177.7 萬 | 0.36% | +937+18.5% | 加碼 |
| Crown Oak Advisors, LLC | 6,000 | $177.4 萬 | 1.04% | +6,000 | 新進 |
| Bridgewater Associates, LP | 5,997 | $177.3 萬 | 0.01% | +5,997 | 新進 |
| Stonegate Investment Group, LLC | 5,988 | $177.1 萬 | 0.06% | +6+0.1% | 加碼 |
| Keudell/Morrison Wealth Management | 5,987 | $177.0 萬 | 0.58% | 00.0% | 不變 |
| Pine Valley Investments Ltd Liability Co | 5,976 | $176.7 萬 | 0.15% | −861−12.6% | 減碼 |
| First National Bank Sioux Falls | 5,970 | $176.5 萬 | 0.90% | 00.0% | 不變 |
| Strategic Planning Group, LLC | 5,910 | $174.8 萬 | 0.58% | +5,910 | 新進 |
| Arkadios Wealth Advisors | 5,885 | $174.0 萬 | 0.15% | −160−2.6% | 減碼 |
| Washington Trust Bank | 5,879 | $173.8 萬 | 0.15% | −88−1.5% | 減碼 |
| Benedict Financial Advisors Inc | 5,837 | $172.6 萬 | 0.47% | −196−3.2% | 減碼 |
| Ballentine Partners, LLC | 5,813 | $171.9 萬 | 0.04% | +27+0.5% | 加碼 |
| Spreng Capital Management, Inc. | 5,803 | $171.6 萬 | 1.07% | −349−5.7% | 減碼 |
| Convergence Investment Partners, LLC | 5,797 | $171.4 萬 | 0.90% | −843−12.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,791 | $171.2 萬 | 0.17% | −196−3.3% | 減碼 |
| Wedmont Private Capital | 5,834 | $170.5 萬 | 0.14% | +1,316+29.1% | 加碼 |
| River Wealth Advisors LLC | 5,757 | $170.2 萬 | 0.27% | −284−4.7% | 減碼 |
| SevenBridge Financial Group, LLC | 5,755 | $170.2 萬 | 0.40% | +99+1.8% | 加碼 |
| Cottage Street Advisors LLC | 5,717 | $168.9 萬 | 1.14% | +205+3.7% | 加碼 |
| Worldquant Millennium Advisors LLC | 5,702 | $168.6 萬 | 0.02% | −52,244−90.2% | 減碼 |
| Mattern Wealth Management LLC | 5,699 | $168.5 萬 | 0.43% | −161−2.7% | 減碼 |
| WBH Advisory Inc | 5,688 | $168.2 萬 | 0.19% | −153−2.6% | 減碼 |
| CFM Wealth Partners LLC | 5,688 | $168.2 萬 | 0.38% | 00.0% | 不變 |
| Duality Advisers, LP | 5,674 | $167.8 萬 | 0.18% | +5,674 | 新進 |
| IFP Advisors, Inc | 5,666 | $167.5 萬 | 0.08% | −94−1.6% | 減碼 |
| Beaton Management Co. Inc. | 5,653 | $167.1 萬 | 1.00% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 5,645 | $166.9 萬 | 0.07% | +699+14.1% | 加碼 |
| Symphony Financial, Ltd. Co. | 5,776 | $166.9 萬 | 0.36% | +1,780+44.5% | 加碼 |
| Duff & Phelps Investment Management Co | 5,640 | $166.8 萬 | 0.02% | 00.0% | 不變 |
| Legacy Advisors, LLC | 5,637 | $166.7 萬 | 0.22% | +815+16.9% | 加碼 |
| Investment House LLC | 5,623 | $166.3 萬 | 0.12% | 00.0% | 不變 |
| Advisors Management Group Inc | 5,614 | $166.0 萬 | 0.45% | +442+8.5% | 加碼 |
| Brighton Jones LLC | 5,610 | $165.9 萬 | 0.07% | +1,387+32.8% | 加碼 |
| Shepherd Financial Partners LLC | 5,576 | $164.9 萬 | 0.23% | −23−0.4% | 減碼 |
| Allen Wealth Management, LLC | 5,558 | $164.3 萬 | 1.61% | +5,558 | 新進 |
| Lindbrook Capital, LLC | 5,540 | $163.8 萬 | 0.16% | −124−2.2% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 5,535 | $163.7 萬 | 1.56% | −382−6.5% | 減碼 |
| Prosperity Consulting Group, LLC | 5,509 | $162.9 萬 | 0.55% | +215+4.1% | 加碼 |
| Connecticut Wealth Management, LLC | 5,502 | $162.7 萬 | 0.09% | +4,062+282.1% | 加碼 |
| Indiana Trust & Investment Management CO | 5,501 | $162.6 萬 | 0.73% | +224+4.2% | 加碼 |
| True North Advisors, LLC | 5,497 | $162.5 萬 | 0.42% | +10.0% | 加碼 |
| RMB Capital Management, LLC | 5,495 | $162.5 萬 | 0.05% | +20+0.4% | 加碼 |
| Syon Capital LLC | 5,488 | $162.3 萬 | 0.17% | +1,529+38.6% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,470 | $161.7 萬 | 0.10% | −547−9.1% | 減碼 |
| CWA Asset Management Group, LLC | 5,461 | $161.5 萬 | 0.11% | +1,154+26.8% | 加碼 |
| Schechter Investment Advisors, LLC | 5,455 | $161.3 萬 | 0.14% | +132+2.5% | 加碼 |
| Alaethes Wealth LLC | 5,453 | $161.2 萬 | 0.76% | +86+1.6% | 加碼 |
| Cigna Investments Inc | 5,452 | $161.2 萬 | 0.33% | −70−1.3% | 減碼 |
| HM Payson & Co | 5,383 | $159.2 萬 | 0.03% | −9−0.2% | 減碼 |
| Sequent Asset Management, LLC | 5,375 | $158.9 萬 | 0.92% | 00.0% | 不變 |
| Princeton Capital Management LLC | 5,363 | $158.6 萬 | 0.64% | −285−5.0% | 減碼 |
| Proequities, Inc. | 5,362 | $158.6 萬 | 0.11% | +346+6.9% | 加碼 |
| Probity Advisors, Inc. | 5,346 | $158.1 萬 | 0.34% | −1,029−16.1% | 減碼 |
| Wealthspire Advisors, LLC | 5,336 | $157.8 萬 | 0.02% | +438+8.9% | 加碼 |
| Farther Finance Advisors, LLC | 5,336 | $157.8 萬 | 0.11% | +2,467+86.0% | 加碼 |
| Clearstead Advisors, LLC | 5,317 | $157.2 萬 | 0.08% | −182−3.3% | 減碼 |
| Accurate Wealth Management, LLC | 5,378 | $157.1 萬 | 0.49% | +204+3.9% | 加碼 |
| GYL Financial Synergies, LLC | 5,295 | $156.5 萬 | 0.13% | +173+3.4% | 加碼 |
| Courier Capital LLC | 5,294 | $156.5 萬 | 0.12% | +2,660+101.0% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,290 | $156.4 萬 | 0.23% | −1,591−23.1% | 減碼 |
| Guardian Investment Management | 5,287 | $156.3 萬 | 1.33% | −700−11.7% | 減碼 |
| Cookson Peirce & Co Inc | 5,257 | $155.4 萬 | 0.09% | +5+0.1% | 加碼 |
| Nations Financial Group Inc, | 5,243 | $155.0 萬 | 0.14% | +461+9.6% | 加碼 |
| Cladis Investment Advisory, LLC | 5,222 | $154.4 萬 | 1.21% | −50−0.9% | 減碼 |
| Douglas Lane & Associates, LLC | 5,222 | $154.4 萬 | 0.02% | −95−1.8% | 減碼 |
| Old Mission Investment Co LLC | 5,221 | $154.4 萬 | 0.54% | −39−0.7% | 減碼 |
| Clarius Group, LLC | 5,221 | $154.4 萬 | 0.13% | −244−4.5% | 減碼 |
| Northern Financial Advisors Inc | 5,196 | $153.6 萬 | 1.29% | +319+6.5% | 加碼 |
| Kovack Advisors, Inc. | 5,182 | $153.2 萬 | 0.18% | −118−2.2% | 減碼 |
| SOL Capital Management CO | 5,182 | $153.2 萬 | 0.21% | +5+0.1% | 加碼 |
| Eagle Rock Investment Company, LLC | 5,175 | $153.0 萬 | 0.31% | 00.0% | 不變 |
| Motiv8 Investments LLC | 5,154 | $152.4 萬 | 1.36% | +5,154 | 新進 |
| Trust Point Inc. | 5,141 | $152.0 萬 | 0.13% | +5,141 | 新進 |
| Horizon Investments, LLC | 5,153 | $151.7 萬 | 0.04% | −5,852−53.2% | 減碼 |
| Garde Capital, Inc. | 5,116 | $151.3 萬 | 0.12% | +270+5.6% | 加碼 |
| Wolff Financial Management LLC | 5,113 | $151.2 萬 | 0.47% | −17−0.3% | 減碼 |
| Garrison Point Advisors, LLC | 5,110 | $151.1 萬 | 1.07% | −45−0.9% | 減碼 |
| Sonora Investment Management Group, LLC | 5,087 | $150.4 萬 | 0.12% | −191−3.6% | 減碼 |
| Institute for Wealth Management, LLC. | 5,082 | $150.2 萬 | 0.25% | −55−1.1% | 減碼 |
| Glen Eagle Advisors, LLC | 5,072 | $150.0 萬 | 0.31% | −229−4.3% | 減碼 |
| Amarillo National Bank | 5,070 | $149.9 萬 | 0.29% | −66−1.3% | 減碼 |
| GTS Securities LLC | 5,061 | $149.6 萬 | 0.03% | +4,252+525.6% | 加碼 |
| Gilbert & Cook, Inc. | 5,059 | $149.6 萬 | 0.21% | +192+3.9% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,037 | $149.5 萬 | 0.02% | −466−8.5% | 減碼 |
| Bartlett & Co. LLC | 5,037 | $149.5 萬 | 0.02% | −466−8.5% | 減碼 |