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 | 3,773 | $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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 5,053 | $149.4 萬 | 0.19% | −152−2.9% | 減碼 |
| Parkside Financial Bank & Trust | 5,053 | $149.4 萬 | 0.27% | −503−9.1% | 減碼 |
| Woodmont Investment Counsel LLC | 5,050 | $149.3 萬 | 0.14% | +2,912+136.2% | 加碼 |
| Xcel Wealth Management, LLC | 5,047 | $149.2 萬 | 0.52% | −49−1.0% | 減碼 |
| DHJJ Financial Advisors, Ltd. | 5,011 | $148.2 萬 | 0.69% | 00.0% | 不變 |
| First County Bank | 4,996 | $147.7 萬 | 0.72% | −146−2.8% | 減碼 |
| Donoghue Forlines LLC | 4,989 | $147.5 萬 | 0.46% | +268+5.7% | 加碼 |
| Diamant Asset Management, Inc. | 4,935 | $145.9 萬 | 1.08% | +200+4.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,922 | $145.5 萬 | 0.27% | +100+2.1% | 加碼 |
| Great Lakes Retirement, Inc. | 4,903 | $145.0 萬 | 0.24% | +298+6.5% | 加碼 |
| Pinnacle West Asset Management, Inc. | 4,890 | $144.6 萬 | 1.24% | +130+2.7% | 加碼 |
| Schear Investment Advisers, LLC | 4,889 | $144.6 萬 | 1.39% | +22+0.5% | 加碼 |
| Boston Family Office LLC | 4,881 | $144.3 萬 | 0.11% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 4,847 | $143.3 萬 | 0.07% | 00.0% | 不變 |
| Manchester Financial Inc | 4,846 | $143.3 萬 | 0.40% | −138−2.8% | 減碼 |
| Tower Bridge Advisors | 4,845 | $143.3 萬 | 0.12% | +110+2.3% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $141.5 萬 | 0.77% | 00.0% | 不變 |
| Cypress Capital Group | 4,771 | $141.1 萬 | 0.18% | −1,270−21.0% | 減碼 |
| Johnson Financial Group, Inc. | 4,764 | $140.9 萬 | 0.08% | +1,084+29.5% | 加碼 |
| Moody National Bank Trust Division | 4,758 | $140.7 萬 | 0.11% | −5,466−53.5% | 減碼 |
| GeoWealth Management, LLC | 4,740 | $140.1 萬 | 0.12% | +3,357+242.7% | 加碼 |
| Optimum Investment Advisors | 4,736 | $140.0 萬 | 0.70% | −526−10.0% | 減碼 |
| Charter Research & Investment Group, Inc. | 4,733 | $139.9 萬 | 1.16% | 00.0% | 不變 |
| Eldridge Investment Advisors, Inc. | 4,730 | $139.9 萬 | 0.37% | 00.0% | 不變 |
| Silverlake Wealth Management LLC | 4,726 | $139.7 萬 | 0.77% | −1,796−27.5% | 減碼 |
| Diligent Investors, LLC | 4,717 | $139.5 萬 | 0.38% | −42−0.9% | 減碼 |
| Baker Tilly Wealth Management, LLC | 4,713 | $139.3 萬 | 0.23% | −182−3.7% | 減碼 |
| Flaharty Asset Management, LLC | 4,698 | $138.9 萬 | 0.22% | 00.0% | 不變 |
| M&G Investments (USA) Inc. | 4,679 | $138.5 萬 | 1.36% | +4,679 | 新進 |
| Blue Chip Partners, Inc. | 4,678 | $138.3 萬 | 0.14% | −37,306−88.9% | 減碼 |
| Opes Wealth Management LLC | 4,651 | $137.5 萬 | 0.33% | +10+0.2% | 加碼 |
| Widmann Financial Services, Inc. | 4,642 | $137.2 萬 | 1.24% | −34−0.7% | 減碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,633 | $137.0 萬 | 0.63% | −2,282−33.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,603 | $136.1 萬 | 0.31% | −1,048−18.5% | 減碼 |
| LVM Capital Management Ltd | 4,583 | $135.5 萬 | 0.17% | +25+0.5% | 加碼 |
| Bridges Investment Management Inc | 4,535 | $134.1 萬 | 0.04% | +2,000+78.9% | 加碼 |
| Beacon Investment Advisors LLC | 4,533 | $134.0 萬 | 0.86% | +22+0.5% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,532 | $134.0 萬 | 0.55% | −173−3.7% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,526 | $133.8 萬 | 0.09% | −1,150−20.3% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,512 | $133.4 萬 | 0.12% | +348+8.4% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $133.3 萬 | 0.79% | 00.0% | 不變 |
| Vivid Wealth Management, LLC | 4,509 | $133.3 萬 | 0.91% | +4,509 | 新進 |
| Viking Fund Management LLC | 4,500 | $133.1 萬 | 0.26% | −11,000−71.0% | 減碼 |
| Waldron Private Wealth LLC | 4,497 | $133.0 萬 | 0.06% | −66−1.4% | 減碼 |
| Farmers Trust Co | 4,490 | $132.8 萬 | 0.28% | +120+2.7% | 加碼 |
| ORG Partners LLC | 4,488 | $132.7 萬 | 0.22% | +1,606+55.7% | 加碼 |
| High Falls Advisors, Inc | 4,484 | $132.6 萬 | 0.35% | +78+1.8% | 加碼 |
| Norway Savings Bank | 4,480 | $132.5 萬 | 0.59% | +105+2.4% | 加碼 |
| Bahl & Gaynor Inc | 4,472 | $132.2 萬 | 0.01% | −65−1.4% | 減碼 |
| Byrne Asset Management LLC | 4,435 | $132.2 萬 | 1.01% | −208−4.5% | 減碼 |
| Concord Asset Management, LLC | 4,467 | $132.1 萬 | 0.39% | +1,289+40.6% | 加碼 |
| GAMMA Investing LLC | 4,383 | $131.6 萬 | 0.36% | +4,383 | 新進 |
| Aaron Wealth Advisors | 4,446 | $131.5 萬 | 0.22% | −6−0.1% | 減碼 |
| West Oak Capital, LLC | 4,522 | $131.3 萬 | 0.61% | +55+1.2% | 加碼 |
| RS Crum Inc. | 4,430 | $131.0 萬 | 0.40% | 00.0% | 不變 |
| Mission Wealth Management, LP | 4,418 | $130.6 萬 | 0.04% | +9+0.2% | 加碼 |
| Allen Capital Group, LLC | 4,409 | $130.4 萬 | 0.22% | −118−2.6% | 減碼 |
| Aureus Asset Management, LLC | 4,407 | $130.3 萬 | 0.10% | +20.0% | 加碼 |
| Biltmore Family Office, LLC | 4,398 | $130.0 萬 | 0.27% | 00.0% | 不變 |
| Am Investment Strategies LLC | 4,383 | $129.6 萬 | 0.37% | −199−4.3% | 減碼 |
| ABN AMRO Bank N.V. | 4,362 | $129.5 萬 | 0.02% | −670−13.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 4,378 | $129.5 萬 | 0.26% | +101+2.4% | 加碼 |
| Eastern Bank | 4,378 | $129.4 萬 | 0.06% | −81−1.8% | 減碼 |
| Northwest Quadrant Wealth Management, LLC | 4,376 | $129.4 萬 | 0.33% | +19+0.4% | 加碼 |
| Strategic Blueprint, LLC | 4,371 | $129.2 萬 | 0.11% | +21+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 4,370 | $129.2 萬 | 0.29% | +1,292+42.0% | 加碼 |
| Stratos Wealth Advisors, LLC | 4,363 | $129.0 萬 | 0.07% | −482−9.9% | 減碼 |
| Continuum Advisory, LLC | 4,359 | $128.9 萬 | 0.18% | −514−10.5% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,346 | $128.5 萬 | 0.26% | +135+3.2% | 加碼 |
| Miracle Mile Advisors, LLC | 4,333 | $128.1 萬 | 0.04% | −21,915−83.5% | 減碼 |
| Lecap Asset Management Ltd | 4,322 | $127.8 萬 | 0.47% | +4,322 | 新進 |
| Cooper Financial Group | 4,313 | $127.5 萬 | 0.23% | +420+10.8% | 加碼 |
| TRUE Private Wealth Advisors | 4,312 | $127.5 萬 | 0.16% | −30−0.7% | 減碼 |
| Patten & Patten Inc | 4,310 | $127.4 萬 | 0.10% | −268−5.9% | 減碼 |
| Camden Capital, LLC | 4,300 | $127.1 萬 | 0.13% | +2,211+105.8% | 加碼 |
| Confluence Wealth Services, Inc. | 4,299 | $127.1 萬 | 0.14% | −10−0.2% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $127.1 萬 | 0.03% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 4,295 | $127.0 萬 | 0.36% | +63+1.5% | 加碼 |
| Balentine LLC | 4,288 | $126.8 萬 | 0.04% | +163+4.0% | 加碼 |
| Washington Trust Co | 4,274 | $126.4 萬 | 0.05% | +797+22.9% | 加碼 |
| Delta Investment Management, LLC | 4,269 | $126.2 萬 | 0.31% | +459+12.0% | 加碼 |
| Roman Butler Fullerton & Co | 4,206 | $125.9 萬 | 0.49% | +82+2.0% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $125.7 萬 | 0.95% | −14−0.3% | 減碼 |
| Beech Hill Advisors, Inc. | 4,250 | $125.7 萬 | 0.61% | −200−4.5% | 減碼 |
| Smithfield Trust Co | 4,242 | $125.5 萬 | 0.07% | −310−6.8% | 減碼 |
| Princeton Global Asset Management LLC | 4,236 | $125.2 萬 | 0.31% | +51+1.2% | 加碼 |
| Nwam LLC | 4,225 | $124.9 萬 | 0.10% | +2,171+105.7% | 加碼 |
| Solstein Capital, LLC | 4,214 | $124.6 萬 | 0.92% | 00.0% | 不變 |
| Woodward Diversified Capital, LLC | 4,210 | $124.5 萬 | 0.78% | −68−1.6% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,209 | $124.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Cardiff Park Advisors, LLC | 4,193 | $124.0 萬 | 0.14% | +1,014+31.9% | 加碼 |
| Gradient Investments LLC | 4,180 | $123.6 萬 | 0.03% | +126+3.1% | 加碼 |
| Norwood Financial Corp | 4,145 | $122.5 萬 | 1.86% | +150+3.8% | 加碼 |
| Southeast Asset Advisors Inc. | 4,136 | $122.3 萬 | 0.16% | −14−0.3% | 減碼 |
| Elevate Wealth Advisory, Inc | 4,134 | $122.2 萬 | 1.12% | +4,134 | 新進 |
| Transamerica Financial Advisors, Inc. | 4,126 | $122.0 萬 | 0.17% | −1,555−27.4% | 減碼 |
| Flputnam Investment Management Co | 4,105 | $121.4 萬 | 0.03% | −508−11.0% | 減碼 |
| Woodard & Co Asset Management Group Inc | 4,100 | $121.2 萬 | 0.35% | +4,100 | 新進 |
| WD Rutherford LLC | 4,195 | $121.1 萬 | 0.70% | −70−1.6% | 減碼 |
| Montis Financial, LLC | 4,094 | $121.1 萬 | 0.72% | 00.0% | 不變 |