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 |
|---|---|---|---|---|---|
| Leo Wealth, LLC | 3,646 | $121.1 萬 | 0.13% | +3,646 | 新進 |
| Kowal Investment Group, LLC | 4,088 | $120.9 萬 | 0.28% | −10.0% | 減碼 |
| LexAurum Advisors, LLC | 4,086 | $120.8 萬 | 0.32% | −693−14.5% | 減碼 |
| Live Oak Private Wealth LLC | 4,081 | $120.7 萬 | 0.23% | 00.0% | 不變 |
| Lantz Financial LLC | 4,077 | $120.5 萬 | 0.44% | −132−3.1% | 減碼 |
| Rooted Wealth Advisors, Inc. | 3,719 | $120.0 萬 | 0.63% | −219−5.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,073 | $120.0 萬 | 0.29% | +430+11.8% | 加碼 |
| UniSuper Management Pty Ltd | 4,056 | $119.9 萬 | 0.01% | +256+6.7% | 加碼 |
| First Manhattan Co | 4,021 | $119.8 萬 | 0.00% | +391+10.8% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,047 | $119.7 萬 | 0.17% | +134+3.4% | 加碼 |
| SNS Financial Group, LLC | 4,045 | $119.6 萬 | 0.14% | +11+0.3% | 加碼 |
| Mitchell Sinkler & Starr | 4,040 | $119.5 萬 | 0.22% | +4,040 | 新進 |
| JW Asset Management, LLC | 4,024 | $119.0 萬 | 0.68% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 4,019 | $118.8 萬 | 0.55% | +10.0% | 加碼 |
| Lake Street Financial LLC | 4,014 | $118.7 萬 | 0.19% | +2,896+259.0% | 加碼 |
| FCG Investment Co | 4,009 | $118.5 萬 | 1.16% | +4,009 | 新進 |
| IVC Wealth Advisors LLC | 4,004 | $118.4 萬 | 0.74% | +49+1.2% | 加碼 |
| Saybrook Capital | 4,000 | $118.3 萬 | 0.33% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 4,000 | $118.3 萬 | 0.20% | +4,000 | 新進 |
| TD Private Client Wealth LLC | 3,994 | $118.1 萬 | 0.04% | −1,795−31.0% | 減碼 |
| Journey Advisory Group, LLC | 3,983 | $117.8 萬 | 0.16% | −29−0.7% | 減碼 |
| ZWJ Investment Counsel Inc | 3,983 | $117.8 萬 | 0.06% | −35−0.9% | 減碼 |
| Cim Investment Mangement Inc | 3,978 | $117.6 萬 | 0.38% | 00.0% | 不變 |
| City State Bank | 3,979 | $117.6 萬 | 0.59% | −26−0.6% | 減碼 |
| Caxton Associates LP | 3,976 | $117.6 萬 | 0.06% | +1,133+39.9% | 加碼 |
| Acorn Wealth Advisors, LLC | 3,963 | $117.2 萬 | 0.69% | −57−1.4% | 減碼 |
| Texas Capital Bancshares Inc | 3,957 | $117.0 萬 | 0.62% | +10.0% | 加碼 |
| IAM Advisory, LLC | 3,939 | $116.5 萬 | 0.37% | −91−2.3% | 減碼 |
| Creegan & Nassoura Financial Group, LLC | 3,930 | $116.2 萬 | 0.84% | −10−0.3% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,915 | $115.8 萬 | 0.08% | +93+2.4% | 加碼 |
| Quad-Cities Investment Group, LLC | 3,954 | $115.5 萬 | 0.71% | +4+0.1% | 加碼 |
| Change Path, LLC | 3,903 | $115.4 萬 | 0.07% | +671+20.8% | 加碼 |
| Zega Financial, LLC | 3,902 | $115.4 萬 | 0.48% | +3,902 | 新進 |
| Advisory Alpha, LLC | 3,885 | $114.9 萬 | 0.05% | +70+1.8% | 加碼 |
| Security National Bank | 3,882 | $114.8 萬 | 0.26% | 00.0% | 不變 |
| Merit Financial Group, LLC | 3,875 | $114.6 萬 | 0.03% | −7,417−65.7% | 減碼 |
| JT Stratford LLC | 3,875 | $114.6 萬 | 0.26% | +3,067+379.6% | 加碼 |
| CRA Financial Services, LLC | 3,868 | $114.4 萬 | 0.28% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 3,861 | $114.2 萬 | 0.18% | −77−2.0% | 減碼 |
| 9258 Wealth Management, LLC | 3,839 | $113.5 萬 | 0.20% | +55+1.5% | 加碼 |
| Evernest Financial Advisors, LLC | 3,837 | $113.4 萬 | 0.58% | +3,837 | 新進 |
| Qsemble Capital Management, LP | 3,836 | $113.4 萬 | 0.28% | +3,836 | 新進 |
| Retirement Guys Formula LLC | 3,825 | $113.1 萬 | 0.61% | +521+15.8% | 加碼 |
| Regal Investment Advisors LLC | 3,824 | $113.1 萬 | 0.09% | +179+4.9% | 加碼 |
| Oak Harvest Investment Services | 3,817 | $112.9 萬 | 0.23% | −25,342−86.9% | 減碼 |
| First Citizens Financial Corp | 3,795 | $112.2 萬 | 0.72% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 3,784 | $111.9 萬 | 0.21% | −2,265−37.4% | 減碼 |
| US Asset Management LLC | 3,767 | $111.4 萬 | 1.10% | +3,767 | 新進 |
| Summit Trail Advisors, LLC | 3,766 | $111.3 萬 | 0.04% | −396−9.5% | 減碼 |
| Martingale Asset Management L P | 3,760 | $111.2 萬 | 0.02% | +2,697+253.7% | 加碼 |
| Delta Financial Group, Inc. | 3,749 | $110.8 萬 | 0.35% | +202+5.7% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,746 | $110.8 萬 | 0.22% | +240+6.8% | 加碼 |
| Crawford Investment Counsel Inc | 3,743 | $110.7 萬 | 0.02% | −10−0.3% | 減碼 |
| Sunbelt Securities, Inc. | 3,723 | $110.1 萬 | 0.14% | +15+0.4% | 加碼 |
| Circle Wealth Management, LLC | 3,715 | $109.9 萬 | 0.03% | −59−1.6% | 減碼 |
| Trustmark National Bank Trust Department | 3,710 | $109.7 萬 | 0.10% | −274−6.9% | 減碼 |
| Rodgers Brothers Inc. | 3,710 | $109.7 萬 | 0.17% | 00.0% | 不變 |
| Lantern Wealth Advisors, LLC | 3,701 | $109.4 萬 | 0.86% | +3,701 | 新進 |
| Paradigm Asset Management Co LLC | 3,700 | $109.4 萬 | 0.29% | −100−2.6% | 減碼 |
| Monticello Wealth Management, LLC | 3,695 | $109.3 萬 | 0.10% | −410−10.0% | 減碼 |
| First Foundation Advisors | 3,684 | $108.9 萬 | 0.05% | −990−21.2% | 減碼 |
| Marble Harbor Investment Counsel, LLC | 3,682 | $108.9 萬 | 0.13% | 00.0% | 不變 |
| HCR Wealth Advisors | 3,678 | $108.8 萬 | 0.17% | +92+2.6% | 加碼 |
| Fort Pitt Capital Group, LLC | 3,674 | $108.6 萬 | 0.04% | −79−2.1% | 減碼 |
| Ostrum Asset Management | 3,671 | $108.5 萬 | 0.09% | +14+0.4% | 加碼 |
| Penobscot Wealth Management | 3,671 | $108.5 萬 | 0.73% | +6+0.2% | 加碼 |
| Legacy Capital Group California, Inc. | 3,668 | $108.5 萬 | 0.42% | −10−0.3% | 減碼 |
| Intrua Financial, LLC | 3,652 | $108.0 萬 | 0.17% | −463−11.3% | 減碼 |
| Investment Partners, Ltd. | 3,644 | $107.7 萬 | 0.53% | −7−0.2% | 減碼 |
| Gateway Wealth Partners, LLC | 3,631 | $107.4 萬 | 0.43% | −8,354−69.7% | 減碼 |
| Fairview Capital Investment Management, LLC | 3,628 | $107.3 萬 | 0.06% | −40−1.1% | 減碼 |
| South State Corp. | 3,615 | $106.9 萬 | 0.09% | −169−4.5% | 減碼 |
| McKinley Capital Management LLC /Delaware | 3,609 | $106.7 萬 | 0.14% | −4,383−54.8% | 減碼 |
| Patrick M Sweeney & Associates, Inc | 3,607 | $106.7 萬 | 0.98% | +3,607 | 新進 |
| RFP Financial Group LLC | 3,593 | $106.3 萬 | 0.44% | −247−6.4% | 減碼 |
| Thomasville National Bank | 3,587 | $106.1 萬 | 0.09% | +157+4.6% | 加碼 |
| Costello Asset Management, INC | 3,583 | $105.9 萬 | 0.88% | −1,457−28.9% | 減碼 |
| J. W. Coons Advisors, LLC | 3,580 | $105.8 萬 | 0.29% | 00.0% | 不變 |
| Wealth Management Partners, LLC | 3,578 | $105.8 萬 | 0.59% | +560+18.6% | 加碼 |
| Veracity Capital LLC | 3,573 | $105.7 萬 | 0.42% | −703−16.4% | 減碼 |
| Founders Financial Securities LLC | 3,571 | $105.6 萬 | 0.12% | +37+1.0% | 加碼 |
| Taurus Asset Management, LLC | 3,558 | $105.2 萬 | 0.11% | 00.0% | 不變 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,553 | $105.1 萬 | 0.12% | −184−4.9% | 減碼 |
| Boston Research & Management Inc | 3,542 | $104.7 萬 | 0.28% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,538 | $104.6 萬 | 0.18% | −15−0.4% | 減碼 |
| Everett Harris & Co | 3,533 | $104.5 萬 | 0.01% | 00.0% | 不變 |
| Souders Financial Advisors | 3,529 | $104.3 萬 | 0.18% | +3,529 | 新進 |
| SS&H Financial Advisors, Inc. | 3,525 | $104.2 萬 | 0.44% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 3,523 | $104.2 萬 | 0.30% | +350+11.0% | 加碼 |
| Eqis Capital Management, Inc. | 3,520 | $104.1 萬 | 0.08% | +277+8.5% | 加碼 |
| Wealth Quarterback LLC | 3,518 | $104.0 萬 | 0.64% | +1,637+87.0% | 加碼 |
| Wealth Architects, LLC | 3,513 | $103.9 萬 | 0.15% | +30+0.9% | 加碼 |
| Cornerstone Wealth Management, LLC | 3,507 | $103.7 萬 | 0.09% | +36+1.0% | 加碼 |
| Steigerwald, Gordon & Koch Inc. | 3,503 | $103.6 萬 | 0.14% | −9−0.3% | 減碼 |
| Hilltop Holdings Inc. | 3,503 | $103.6 萬 | 0.12% | +442+14.4% | 加碼 |
| DMG Group, LLC | 3,501 | $103.5 萬 | 0.98% | −16−0.5% | 減碼 |
| Dumont & Blake Investment Advisors LLC | 3,499 | $103.5 萬 | 0.32% | −115−3.2% | 減碼 |
| Covenant Asset Management, LLC | 3,500 | $103.5 萬 | 0.29% | +2,194+168.0% | 加碼 |
| 1858 Wealth Management, LLC | 3,498 | $103.4 萬 | 0.98% | +3,498 | 新進 |
| Davis R M Inc | 3,489 | $103.2 萬 | 0.02% | −110−3.1% | 減碼 |