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 |
|---|---|---|---|---|---|
| Aspiriant, LLC | 2,930 | $86.7 萬 | 0.04% | +8+0.3% | 加碼 |
| Shell Asset Management Co | 2,927 | $86.5 萬 | 0.04% | −696−19.2% | 減碼 |
| Girard Partners Ltd. | 2,911 | $86.1 萬 | 0.09% | +72+2.5% | 加碼 |
| Adell Harriman & Carpenter Inc | 2,909 | $86.0 萬 | 0.08% | −200−6.4% | 減碼 |
| Sciencast Management LP | 2,906 | $85.9 萬 | 0.47% | +2,906 | 新進 |
| EHP Funds Inc. | 2,900 | $85.7 萬 | 0.43% | −900−23.7% | 減碼 |
| Accredited Investors Inc. | 2,890 | $85.4 萬 | 0.06% | +520+21.9% | 加碼 |
| Manchester Capital Management LLC | 2,886 | $85.3 萬 | 0.11% | +82+2.9% | 加碼 |
| First Command Advisory Services, Inc. | 2,891 | $85.3 萬 | 0.01% | +75+2.7% | 加碼 |
| CVA Family Office, LLC | 2,881 | $85.2 萬 | 0.17% | −141−4.7% | 減碼 |
| Belpointe Asset Management LLC | 2,878 | $85.1 萬 | 0.07% | −231−7.4% | 減碼 |
| Granite Investment Partners, LLC | 2,872 | $84.9 萬 | 0.03% | +330+13.0% | 加碼 |
| Ironwood Investment Counsel, LLC | 2,867 | $84.8 萬 | 0.16% | −25−0.9% | 減碼 |
| Clarus Wealth Advisors | 3,001 | $84.6 萬 | 0.50% | +3,001 | 新進 |
| CX Institutional | 2,861 | $84.6 萬 | 0.05% | −98−3.3% | 減碼 |
| Somerville Kurt F | 2,860 | $84.6 萬 | 0.16% | −30−1.0% | 減碼 |
| Allegheny Financial Group LTD | 2,855 | $84.4 萬 | 0.27% | +6+0.2% | 加碼 |
| Abacus Planning Group, Inc. | 2,855 | $84.4 萬 | 0.18% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 2,852 | $84.3 萬 | 0.22% | +2,852 | 新進 |
| Kaizen Financial Strategies | 2,850 | $84.3 萬 | 0.64% | +400+16.3% | 加碼 |
| Carson Advisory Inc. | 2,850 | $84.3 萬 | 0.66% | 00.0% | 不變 |
| Morse Asset Management, Inc | 2,849 | $84.2 萬 | 0.25% | −920−24.4% | 減碼 |
| Compass Ion Advisors, LLC | 2,838 | $83.9 萬 | 0.13% | −112−3.8% | 減碼 |
| Prosperitas Financial LLC | 2,829 | $83.7 萬 | 0.62% | −323−10.2% | 減碼 |
| Ballast, Inc. | 2,825 | $83.5 萬 | 0.29% | 00.0% | 不變 |
| Clarus Group, Inc. | 2,823 | $83.5 萬 | 0.63% | +397+16.4% | 加碼 |
| Disciplined Equity Management, Inc. | 2,810 | $83.1 萬 | 0.57% | 00.0% | 不變 |
| Plato Investment Management Ltd | 2,805 | $82.9 萬 | 1.02% | +2,805 | 新進 |
| Financial Management Network Inc | 2,867 | $82.8 萬 | 0.24% | +3+0.1% | 加碼 |
| Peavine Capital, LLC | 2,800 | $82.8 萬 | 0.21% | 00.0% | 不變 |
| Epoch Investment Partners, Inc. | 2,799 | $82.8 萬 | 0.00% | −170−5.7% | 減碼 |
| MONECO Advisors, LLC | 2,798 | $82.7 萬 | 0.16% | −394−12.3% | 減碼 |
| Inscription Capital, LLC | 2,797 | $82.7 萬 | 0.23% | −637−18.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,789 | $82.5 萬 | 0.16% | +10.0% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,789 | $82.5 萬 | 0.06% | +12+0.4% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 2,785 | $82.3 萬 | 0.02% | −1,455−34.3% | 減碼 |
| United Asset Strategies, Inc. | 2,780 | $82.2 萬 | 0.09% | +218+8.5% | 加碼 |
| Patriot Investment Management Inc. | 2,777 | $82.1 萬 | 0.07% | +13+0.5% | 加碼 |
| Connectus Wealth, LLC | 2,763 | $81.8 萬 | 0.02% | −86−3.0% | 減碼 |
| Washburn Capital Management, Inc. | 2,765 | $81.8 萬 | 0.61% | +75+2.8% | 加碼 |
| StrategIQ Financial Group, LLC | 2,745 | $81.2 萬 | 0.09% | −275−9.1% | 減碼 |
| Key Financial Inc | 2,742 | $81.1 萬 | 0.22% | 00.0% | 不變 |
| DCM Advisors, LLC | 2,739 | $81.0 萬 | 0.29% | +2,739 | 新進 |
| Eagle Bluffs Wealth Management LLC | 2,734 | $80.8 萬 | 0.55% | 00.0% | 不變 |
| Joel Isaacson & Co., LLC | 2,732 | $80.8 萬 | 0.05% | +4+0.1% | 加碼 |
| Buckingham Strategic Partners | 2,730 | $80.7 萬 | 0.04% | −2,447−47.3% | 減碼 |
| Wealthspan Partners, LLC | 2,730 | $80.7 萬 | 0.57% | −72−2.6% | 減碼 |
| Fort Sheridan Advisors LLC | 2,730 | $80.7 萬 | 0.16% | 00.0% | 不變 |
| Lakewood Asset Management LLC | 2,712 | $80.2 萬 | 0.62% | +8+0.3% | 加碼 |
| Heartwood Wealth Advisors LLC | 2,704 | $79.9 萬 | 0.11% | 00.0% | 不變 |
| Klingenstein Fields & Co LP | 2,703 | $79.9 萬 | 0.04% | +64+2.4% | 加碼 |
| Waycross Partners, LLC | 2,700 | $79.8 萬 | 0.15% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 2,699 | $79.8 萬 | 0.03% | +2,699 | 新進 |
| Cidel Asset Management Inc | 2,689 | $79.5 萬 | 0.03% | +2,689 | 新進 |
| Well Done, LLC | 2,685 | $79.4 萬 | 0.16% | +8+0.3% | 加碼 |
| Marietta Investment Partners LLC | 2,681 | $79.3 萬 | 0.20% | +122+4.8% | 加碼 |
| Live Oak Investment Partners | – | $79.2 萬 | 0.72% | – | – |
| Sentry Investment Management LLC | 2,675 | $79.1 萬 | 0.34% | −287−9.7% | 減碼 |
| Windsor Capital Management, LLC | 2,675 | $79.1 萬 | 0.26% | +10.0% | 加碼 |
| Horizon Wealth Management, LLC | 2,673 | $79.0 萬 | 0.22% | −401−13.0% | 減碼 |
| Aspire Private Capital, LLC | 2,669 | $78.9 萬 | 0.23% | +158+6.3% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 2,669 | $78.9 萬 | 0.33% | +1,704+176.6% | 加碼 |
| Wayfinding Financial, LLC | 2,666 | $78.8 萬 | 0.54% | −35−1.3% | 減碼 |
| Stiles Financial Services Inc | 2,665 | $78.8 萬 | 0.36% | −106−3.8% | 減碼 |
| PSI Advisors, LLC | 2,664 | $78.7 萬 | 0.29% | +303+12.8% | 加碼 |
| Ancora Advisors, LLC | 2,660 | $78.7 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,653 | $78.4 萬 | 0.19% | +174+7.0% | 加碼 |
| Appleton Partners Inc | 2,652 | $78.4 萬 | 0.06% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 2,651 | $78.4 萬 | 0.75% | +2,651 | 新進 |
| Ted Buchan & Co | 2,649 | $78.3 萬 | 0.57% | −137−4.9% | 減碼 |
| Northstar Group, Inc. | 2,646 | $78.2 萬 | 0.17% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 2,644 | $78.2 萬 | 0.98% | −3−0.1% | 減碼 |
| Jones Financial Companies LLLP | 2,637 | $78.0 萬 | 0.00% | +89+3.5% | 加碼 |
| Prestige Wealth Management Group LLC | 2,634 | $77.9 萬 | 0.18% | +231+9.6% | 加碼 |
| Palumbo Wealth Management LLC | 2,631 | $77.8 萬 | 0.40% | −10−0.4% | 減碼 |
| Westmount Partners, LLC | 2,623 | $77.6 萬 | 0.32% | −39−1.5% | 減碼 |
| Desjardins Global Asset Management Inc. | 2,616 | $77.4 萬 | 0.08% | +35+1.4% | 加碼 |
| Pine Haven Investment Counsel, Inc | 2,615 | $77.3 萬 | 0.72% | +15+0.6% | 加碼 |
| Centaurus Financial, Inc. | 2,616 | $77.3 萬 | 0.06% | −886−25.3% | 減碼 |
| Fernwood Investment Management, LLC | 2,608 | $77.1 萬 | 0.25% | 00.0% | 不變 |
| Skopos Labs, Inc. | 2,605 | $77.0 萬 | 0.37% | +2,605 | 新進 |
| RDA Financial Network | 2,604 | $77.0 萬 | 0.29% | +2,604 | 新進 |
| Verus Capital Partners, LLC | 2,603 | $77.0 萬 | 0.09% | +10+0.4% | 加碼 |
| Drive Wealth Management, LLC | 2,601 | $76.9 萬 | 0.25% | +99+4.0% | 加碼 |
| Quadrant Private Wealth Management, LLC | 2,600 | $76.9 萬 | 0.21% | +633+32.2% | 加碼 |
| Capital Advisors Inc | 2,578 | $76.2 萬 | 0.02% | −478−15.6% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $76.0 萬 | 0.17% | 00.0% | 不變 |
| InTrack Investment Management Inc | 2,570 | $76.0 萬 | 0.57% | +1,734+207.4% | 加碼 |
| Nabity-Jensen Investment Management Inc | 2,564 | $75.8 萬 | 0.68% | +2,564 | 新進 |
| BOS Asset Management, LLC | 2,563 | $75.8 萬 | 0.52% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 2,560 | $75.7 萬 | 0.12% | −141−5.2% | 減碼 |
| Heritage Wealth Advisors | 2,556 | $75.6 萬 | 0.04% | 00.0% | 不變 |
| Woodstock Corp | 2,555 | $75.5 萬 | 0.09% | −425−14.3% | 減碼 |
| Close Asset Management Ltd | 2,553 | $75.5 萬 | 0.03% | −88−3.3% | 減碼 |
| IFG Advisory, LLC | 2,551 | $75.4 萬 | 0.06% | +71+2.9% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,549 | $75.4 萬 | 0.08% | −2,599−50.5% | 減碼 |
| Bill Few Associates, Inc. | 2,547 | $75.3 萬 | 0.34% | +10.0% | 加碼 |
| Armstrong Advisory Group, Inc | 2,538 | $75.0 萬 | 0.07% | 00.0% | 不變 |
| Keel Point, LLC | 2,526 | $74.7 萬 | 0.09% | +67+2.7% | 加碼 |
| Tompkins Financial Corp | 2,504 | $74.0 萬 | 0.09% | +200+8.7% | 加碼 |