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 |
|---|---|---|---|---|---|
| Aspen Investment Management Inc | 3,478 | $102.8 萬 | 0.57% | +11+0.3% | 加碼 |
| Mango Five Family, Inc. | 3,465 | $102.4 萬 | 0.39% | +3,465 | 新進 |
| Rehmann Capital Advisory Group | 3,462 | $102.4 萬 | 0.08% | −51−1.5% | 減碼 |
| Telos Capital Management, Inc. | 3,461 | $102.3 萬 | 0.12% | −75−2.1% | 減碼 |
| Quantitative Investment Management, LLC | 3,458 | $102.2 萬 | 0.06% | −10,229−74.7% | 減碼 |
| Menard Financial Group LLC | 3,439 | $101.7 萬 | 1.26% | +207+6.4% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,427 | $101.3 萬 | 0.49% | −30−0.9% | 減碼 |
| Gleason Group, Inc. | 3,409 | $100.8 萬 | 0.23% | −36−1.0% | 減碼 |
| JFS Wealth Advisors, LLC | 3,408 | $100.8 萬 | 0.09% | +57+1.7% | 加碼 |
| Puzo Michael J | 3,400 | $100.5 萬 | 0.32% | 00.0% | 不變 |
| CIC Wealth, LLC | 3,398 | $100.5 萬 | 0.32% | +535+18.7% | 加碼 |
| Edge Capital Group, LLC | 3,390 | $100.2 萬 | 0.06% | −449−11.7% | 減碼 |
| Mainstay Capital Management LLC | 3,384 | $100.1 萬 | 0.19% | +3,384 | 新進 |
| Menora Mivtachim Holdings Ltd. | 3,382 | $100.0 萬 | 0.01% | +3,382 | 新進 |
| Missouri Trust & Investment Co | 3,379 | $99.9 萬 | 0.40% | −100−2.9% | 減碼 |
| High Net Worth Advisory Group LLC | 3,377 | $99.8 萬 | 0.37% | −219−6.1% | 減碼 |
| Benjamin Edwards Inc | 3,372 | $99.7 萬 | 0.22% | +60+1.8% | 加碼 |
| Atwood & Palmer Inc | 3,358 | $99.3 萬 | 0.08% | +200+6.3% | 加碼 |
| Summit Financial Group Inc | 3,352 | $99.1 萬 | 0.38% | +176+5.5% | 加碼 |
| WealthTrust Asset Management, LLC | 3,345 | $98.9 萬 | 0.83% | −337−9.2% | 減碼 |
| PFC Capital Group, Inc. | 3,332 | $98.5 萬 | 0.58% | +3,332 | 新進 |
| Sittner & Nelson, LLC | 3,329 | $98.4 萬 | 0.53% | +91+2.8% | 加碼 |
| First Heartland Consultants, Inc. | 3,327 | $98.4 萬 | 0.12% | +36+1.1% | 加碼 |
| Curated Wealth Partners LLC | 3,320 | $98.2 萬 | 0.16% | −118−3.4% | 減碼 |
| Titleist Asset Management, LLC | 3,315 | $98.0 萬 | 0.18% | −31−0.9% | 減碼 |
| Security Financial Services, INC. | 3,310 | $97.9 萬 | 0.24% | 00.0% | 不變 |
| Peoples Financial Services Corp. | 3,310 | $97.9 萬 | 0.42% | +71+2.2% | 加碼 |
| AdvisorNet Financial, Inc | 3,309 | $97.8 萬 | 0.09% | −275−7.7% | 減碼 |
| Visionary Wealth Advisors | 3,295 | $97.4 萬 | 0.07% | +101+3.2% | 加碼 |
| CNB Bank | 3,294 | $97.4 萬 | 0.52% | 00.0% | 不變 |
| Mitchell Capital Management Co | 3,291 | $97.3 萬 | 0.20% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 3,291 | $97.3 萬 | 0.26% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 3,284 | $97.1 萬 | 0.09% | +52+1.6% | 加碼 |
| Virtue Capital Management, LLC | 3,354 | $96.9 萬 | 0.20% | −967−22.4% | 減碼 |
| Mendel Money Management | 3,266 | $96.6 萬 | 0.46% | +333+11.4% | 加碼 |
| KG&L Capital Management,LLC | 3,268 | $96.5 萬 | 0.40% | +1,196+57.7% | 加碼 |
| Pitcairn Co | 3,260 | $96.4 萬 | 0.07% | −13−0.4% | 減碼 |
| Eudaimonia Partners, LLC | 3,250 | $96.1 萬 | 0.25% | −1,425−30.5% | 減碼 |
| Birinyi Associates Inc | 3,250 | $96.1 萬 | 0.34% | 00.0% | 不變 |
| Traphagen Investment Advisors LLC | 3,246 | $96.0 萬 | 0.11% | +3,246 | 新進 |
| CMG Global Holdings, LLC | 2,968 | $95.9 萬 | 0.70% | −24−0.8% | 減碼 |
| Fundamentun, LLC | 3,241 | $95.8 萬 | 0.11% | −125−3.7% | 減碼 |
| Cahill Financial Advisors Inc | 3,232 | $95.6 萬 | 0.14% | −187−5.5% | 減碼 |
| Auxier Asset Management | 3,230 | $95.5 萬 | 0.15% | −100−3.0% | 減碼 |
| Cyndeo Wealth Partners, LLC | 3,225 | $95.4 萬 | 0.09% | +46+1.4% | 加碼 |
| Vanguard Capital Wealth Advisors | 3,221 | $95.2 萬 | 0.77% | +95+3.0% | 加碼 |
| Marcum Wealth, LLC | 3,214 | $95.0 萬 | 0.10% | +832+34.9% | 加碼 |
| David Loasby | 3,283 | $94.8 萬 | 0.10% | +3+0.1% | 加碼 |
| Wealth Effects LLC | 3,208 | $94.8 萬 | 0.36% | −39−1.2% | 減碼 |
| Berkshire Asset Management LLC | 3,201 | $94.6 萬 | 0.05% | +63+2.0% | 加碼 |
| Evergreen Capital Management LLC | 3,194 | $94.4 萬 | 0.04% | +45+1.4% | 加碼 |
| Rossmore Private Capital | 3,191 | $94.3 萬 | 0.13% | 00.0% | 不變 |
| McGlone Suttner Wealth Management, Inc. | 3,182 | $94.1 萬 | 0.19% | +328+11.5% | 加碼 |
| Farmers National Bank | 3,175 | $93.9 萬 | 0.30% | −26−0.8% | 減碼 |
| SignalPoint Asset Management, LLC | 3,166 | $93.5 萬 | 0.28% | +3+0.1% | 加碼 |
| Magnus Financial Group LLC | 3,157 | $93.4 萬 | 0.12% | −15−0.5% | 減碼 |
| Colonial Trust Co | 3,153 | $93.2 萬 | 0.19% | −98−3.0% | 減碼 |
| Montecito Bank & Trust | 3,152 | $93.2 萬 | 0.20% | +7+0.2% | 加碼 |
| Sherbrooke Park Advisers LLC | 3,152 | $93.2 萬 | 0.44% | +1,283+68.6% | 加碼 |
| Concentric Wealth Management, LLC | 3,150 | $93.1 萬 | 0.27% | 00.0% | 不變 |
| Provenance Wealth Advisors, LLC | 3,143 | $92.9 萬 | 0.13% | +140+4.7% | 加碼 |
| King Wealth | 3,140 | $92.8 萬 | 0.18% | −4−0.1% | 減碼 |
| Gray Wealth Management Inc. | 3,136 | $92.7 萬 | 0.45% | +65+2.1% | 加碼 |
| ICA Group Wealth Management, LLC | 3,134 | $92.7 萬 | 0.21% | +263+9.2% | 加碼 |
| Abn Amro Investment Solutions | 3,128 | $92.5 萬 | 0.02% | +72+2.4% | 加碼 |
| Hudson Valley Investment Advisors Inc | 3,161 | $92.4 萬 | 0.13% | +250+8.6% | 加碼 |
| MPS Loria Financial Planners, LLC | 3,115 | $92.1 萬 | 0.32% | −342−9.9% | 減碼 |
| CCG Wealth Management, LLC | 3,113 | $92.0 萬 | 0.62% | −8−0.3% | 減碼 |
| Lion Street Advisors, LLC | 3,093 | $91.5 萬 | 0.37% | −28−0.9% | 減碼 |
| Grimes & Company, Inc. | 3,091 | $91.4 萬 | 0.03% | +710+29.8% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,090 | $91.4 萬 | 0.30% | −12−0.4% | 減碼 |
| Y.D. More Investments Ltd | 3,089 | $91.2 萬 | 0.19% | +211+7.3% | 加碼 |
| Bath Savings Trust Co | 3,082 | $91.1 萬 | 0.10% | +117+3.9% | 加碼 |
| Fortem Financial Group, LLC | 3,081 | $91.1 萬 | 0.45% | 00.0% | 不變 |
| Uncommon Cents Investing LLC | 3,070 | $90.8 萬 | 0.30% | +1,615+111.0% | 加碼 |
| Lakeview Capital Partners, LLC | 3,065 | $90.6 萬 | 0.16% | +910+42.2% | 加碼 |
| Ballast Advisors LLC | 3,059 | $90.4 萬 | 0.34% | −99−3.1% | 減碼 |
| Means Investment Co., Inc. | 3,055 | $90.3 萬 | 0.13% | +109+3.7% | 加碼 |
| Fiduciary Family Office, LLC | 3,054 | $90.3 萬 | 0.39% | +3,054 | 新進 |
| Vectors Research Management, LLC | 3,051 | $90.2 萬 | 0.25% | +3,051 | 新進 |
| KLCM Advisors, Inc. | 3,047 | $90.1 萬 | 0.14% | −42−1.4% | 減碼 |
| Geller Advisors LLC | 3,038 | $89.8 萬 | 0.09% | −25−0.8% | 減碼 |
| Transcend Wealth Collective, LLC | 3,033 | $89.7 萬 | 0.08% | −1,651−35.2% | 減碼 |
| Benin Management CORP | 3,029 | $89.6 萬 | 0.31% | +43+1.4% | 加碼 |
| WMS Partners, LLC | 3,021 | $89.3 萬 | 0.07% | +16+0.5% | 加碼 |
| Redwood Wealth Management Group, LLC | 3,019 | $89.3 萬 | 0.99% | +228+8.2% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,016 | $89.2 萬 | 0.03% | +52+1.8% | 加碼 |
| Mechanics Financial Corp | 3,016 | $89.2 萬 | 0.50% | +76+2.6% | 加碼 |
| Toth Financial Advisory Corp | 3,015 | $89.2 萬 | 0.12% | −2,951−49.5% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,001 | $88.9 萬 | 0.60% | +50+1.7% | 加碼 |
| Archer Investment Corp | 3,001 | $88.7 萬 | 0.29% | −93−3.0% | 減碼 |
| Sawgrass Asset Management LLC | 3,000 | $88.7 萬 | 0.10% | −385−11.4% | 減碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $88.7 萬 | 0.31% | 00.0% | 不變 |
| Rogco, LP | 2,998 | $88.6 萬 | 0.39% | +81+2.8% | 加碼 |
| Threadgill Financial, LLC | 2,982 | $88.2 萬 | 0.58% | +26+0.9% | 加碼 |
| NVWM, LLC | 2,973 | $87.9 萬 | 0.26% | −69−2.3% | 減碼 |
| Hancock Whitney Corp | 2,969 | $87.8 萬 | 0.03% | −74−2.4% | 減碼 |
| Harfst & Associates, Inc. | 2,954 | $87.3 萬 | 0.23% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 2,953 | $87.3 萬 | 0.04% | +22+0.8% | 加碼 |
| Astoria Portfolio Advisors LLC. | 2,691 | $86.9 萬 | 0.35% | +181+7.2% | 加碼 |