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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 |
|---|---|---|---|---|---|
| Factory Mutual Insurance Co | 116,700 | $3,450 萬 | 0.43% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 116,484 | $3,444 萬 | 0.43% | +23,615+25.4% | 加碼 |
| Bradley Foster & Sargent Inc | 115,205 | $3,406 萬 | 0.66% | +711+0.6% | 加碼 |
| Vontobel Holding Ltd. | 114,266 | $3,379 萬 | 0.28% | +19,344+20.4% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,715 | $3,303 萬 | 0.24% | +9,142+8.9% | 加碼 |
| Railway Pension Investments Ltd | 110,100 | $3,255 萬 | 0.34% | +14,000+14.6% | 加碼 |
| CBOE Vest Financial, LLC | 108,386 | $3,205 萬 | 1.19% | +21,423+24.6% | 加碼 |
| Levin Capital Strategies, L.P. | 108,069 | $3,195 萬 | 3.55% | +2,485+2.4% | 加碼 |
| Minneapolis Portfolio Management Group, LLC | 108,066 | $3,195 萬 | 4.19% | −3,520−3.2% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 107,602 | $3,182 萬 | 0.09% | +1,958+1.9% | 加碼 |
| USS Investment Management Ltd | 105,870 | $3,131 萬 | 0.28% | −7,642−6.7% | 減碼 |
| Yousif Capital Management, LLC | 105,741 | $3,126 萬 | 0.37% | −3,985−3.6% | 減碼 |
| Texas Permanent School Fund | 105,329 | $3,114 萬 | 0.27% | −79−0.1% | 減碼 |
| AE Wealth Management LLC | 103,700 | $3,105 萬 | 0.16% | +12,999+14.3% | 加碼 |
| Cresset Asset Management, LLC | 104,928 | $3,102 萬 | 0.19% | +9,155+9.6% | 加碼 |
| Edgar Lomax Co | 104,385 | $3,086 萬 | 2.02% | −4,025−3.7% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 104,384 | $3,086 萬 | 0.94% | +501+0.5% | 加碼 |
| IFM Investors Pty Ltd | 102,533 | $3,032 萬 | 0.37% | −1,754−1.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 101,657 | $3,006 萬 | 0.21% | +37,052+57.4% | 加碼 |
| Wesleyan Assurance Society | 101,079 | $2,989 萬 | 2.96% | −769−0.8% | 減碼 |
| SEI Investments Co | 100,216 | $2,963 萬 | 0.05% | −206,798−67.4% | 減碼 |
| Canada Pension Plan Investment Board | 100,198 | $2,963 萬 | 0.04% | −62,790−38.5% | 減碼 |
| Paralel Advisors LLC | 100,000 | $2,957 萬 | 1.51% | 00.0% | 不變 |
| Xponance, Inc. | 99,207 | $2,933 萬 | 0.35% | −3,593−3.5% | 減碼 |
| KBC Group NV | 98,754 | $2,920 萬 | 0.10% | +5,977+6.4% | 加碼 |
| Alpha Cubed Investments, LLC | 98,386 | $2,909 萬 | 1.63% | +9,460+10.6% | 加碼 |
| Pinnacle Associates Ltd | 96,006 | $2,839 萬 | 0.48% | +5,237+5.8% | 加碼 |
| Nichols & Pratt Advisers LLP | 95,214 | $2,815 萬 | 2.00% | −8,659−8.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 94,747 | $2,801 萬 | 0.37% | −16,643−14.9% | 減碼 |
| Willis Investment Counsel | 93,942 | $2,778 萬 | 1.96% | +15,530+19.8% | 加碼 |
| Erste Asset Management GmbH | 93,309 | $2,769 萬 | 0.41% | +3,939+4.4% | 加碼 |
| Regions Financial Corp | 92,574 | $2,737 萬 | 0.23% | −2,803−2.9% | 減碼 |
| QRG Capital Management, Inc. | 91,006 | $2,691 萬 | 0.40% | +2,182+2.5% | 加碼 |
| Macquarie Group Ltd | 90,814 | $2,685 萬 | 0.03% | −35,836−28.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 90,128 | $2,665 萬 | 0.08% | −33,308−27.0% | 減碼 |
| Stock Yards Bank & Trust Co | 89,503 | $2,646 萬 | 0.94% | −2,459−2.7% | 減碼 |
| Czech National Bank | 89,363 | $2,642 萬 | 0.38% | +203+0.2% | 加碼 |
| Mercer Global Advisors Inc | 89,285 | $2,640 萬 | 0.08% | +2,386+2.7% | 加碼 |
| Stephens Inc | 88,941 | $2,630 萬 | 0.45% | +5,004+6.0% | 加碼 |
| Swiss Life Asset Management Ltd | 88,760 | $2,626 萬 | 0.32% | +16,688+23.2% | 加碼 |
| Utah Retirement Systems | 88,505 | $2,617 萬 | 0.33% | −600−0.7% | 減碼 |
| United Services Automobile Association | 86,715 | $2,564 萬 | 0.57% | +63,245+269.5% | 加碼 |
| Main Street Research LLC | 86,303 | $2,552 萬 | 2.05% | +1,464+1.7% | 加碼 |
| Brown Advisory Inc | 85,363 | $2,524 萬 | 0.04% | +12,490+17.1% | 加碼 |
| Vaughan David Investments LLC | 85,158 | $2,518 萬 | 0.69% | −2,530−2.9% | 減碼 |
| ING Groep NV | 83,665 | $2,474 萬 | 0.20% | +29,496+54.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 83,525 | $2,470 萬 | 0.31% | +54,095+183.8% | 加碼 |
| Chilton Capital Management LLC | 83,049 | $2,456 萬 | 1.25% | −2,043−2.4% | 減碼 |
| Wellington Management Group LLP | 82,154 | $2,429 萬 | 0.00% | −93,652−53.3% | 減碼 |
| Peapack Gladstone Financial Corp | 81,623 | $2,413 萬 | 0.41% | −340.0% | 減碼 |
| Jacobs Levy Equity Management, Inc | 81,025 | $2,396 萬 | 0.12% | +4,734+6.2% | 加碼 |
| Cutler Investment Counsel LLC | 79,051 | $2,337 萬 | 3.34% | −1,379−1.7% | 減碼 |
| Badgley Phelps Wealth Managers, LLC | 78,751 | $2,328 萬 | 0.63% | +6,634+9.2% | 加碼 |
| Busey Wealth Management | 78,134 | $2,310 萬 | 0.89% | −3,765−4.6% | 減碼 |
| Janney Capital Management LLC | 77,468 | $2,291 萬 | 1.54% | −3,786−4.7% | 減碼 |
| Cetera Investment Advisers | 77,355 | $2,287 萬 | 0.19% | +2,375+3.2% | 加碼 |
| Kadensa Capital Ltd | 77,189 | $2,282 萬 | 5.75% | +16,238+26.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 76,821 | $2,271 萬 | 0.10% | −2,399−3.0% | 減碼 |
| Guggenheim Capital LLC | 75,640 | $2,236 萬 | 0.17% | −6,090−7.5% | 減碼 |
| CIBC World Markets Corp | 75,552 | $2,234 萬 | 0.12% | +7,867+11.6% | 加碼 |
| D.A. Davidson & Co. | 75,130 | $2,221 萬 | 0.22% | +2,994+4.2% | 加碼 |
| Van Eck Associates Corp | 75,101 | $2,221 萬 | 0.04% | +75,101 | 新進 |
| Marco Investment Management LLC | 73,583 | $2,176 萬 | 2.23% | −535−0.7% | 減碼 |
| CIBC Asset Management Inc | 73,315 | $2,168 萬 | 0.08% | −2,992−3.9% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 73,245 | $2,166 萬 | 0.46% | +35,004+91.5% | 加碼 |
| FineMark National Bank & Trust | 73,023 | $2,159 萬 | 0.88% | −320−0.4% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 73,128 | $2,159 萬 | 0.03% | −1,081,338−93.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 72,884 | $2,155 萬 | 0.26% | −1,331−1.8% | 減碼 |
| New York Life Investment Management LLC | 72,568 | $2,146 萬 | 0.22% | −536−0.7% | 減碼 |
| Jupiter Asset Management Ltd | 72,436 | $2,142 萬 | 0.21% | −18,157−20.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 72,430 | $2,142 萬 | 0.29% | +653+0.9% | 加碼 |
| Janus Henderson Group PLC | 72,313 | $2,139 萬 | 0.01% | −60,380−45.5% | 減碼 |
| Mutual of America Capital Management LLC | 71,866 | $2,125 萬 | 0.24% | −3,363−4.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 71,758 | $2,122 萬 | 0.80% | +210.0% | 加碼 |
| Glenview Trust Co | 71,302 | $2,108 萬 | 0.52% | −2,873−3.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 70,788 | $2,093 萬 | 0.37% | +70,788 | 新進 |
| United Capital Financial Advisers, LLC | 70,289 | $2,078 萬 | 0.17% | −81,626−53.7% | 減碼 |
| Private Advisor Group, LLC | 70,208 | $2,076 萬 | 0.16% | +16,078+29.7% | 加碼 |
| Foundry Partners, LLC | 69,973 | $2,069 萬 | 1.25% | −8,495−10.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 69,935 | $2,068 萬 | 2.56% | +1,170+1.7% | 加碼 |
| Banco Santander, S.A. | 69,669 | $2,060 萬 | 0.24% | −443−0.6% | 減碼 |
| Grassi Investment Management | 68,854 | $2,036 萬 | 2.13% | −150−0.2% | 減碼 |
| Pathstone Holdings, LLC | 68,373 | $2,023 萬 | 0.11% | +68,373 | 新進 |
| Advisors Capital Management, LLC | 67,938 | $2,009 萬 | 0.41% | +1,619+2.4% | 加碼 |
| Westchester Capital Management, Inc. | 67,829 | $2,006 萬 | 5.40% | −65−0.1% | 減碼 |
| Oppenheimer & Co Inc | 67,390 | $1,993 萬 | 0.37% | −807−1.2% | 減碼 |
| CCM Investment Advisers LLC | 66,893 | $1,978 萬 | 2.43% | +210+0.3% | 加碼 |
| Harvest Portfolios Group Inc. | 66,772 | $1,974 萬 | 0.84% | +3,498+5.5% | 加碼 |
| Umb Bank N A | 66,632 | $1,970 萬 | 0.29% | −4,588−6.4% | 減碼 |
| ARK Investment Management LLC大師方舟投資 | 65,864 | $1,947 萬 | 0.12% | −3,245−4.7% | 減碼 |
| Baker Avenue Asset Management, LP | 64,943 | $1,920 萬 | 0.84% | +2,503+4.0% | 加碼 |
| Fiduciary Trust Co | 64,435 | $1,905 萬 | 0.32% | +201+0.3% | 加碼 |
| Callahan Advisors, LLC | 64,158 | $1,897 萬 | 2.20% | −1,125−1.7% | 減碼 |
| State of Alaska, Department of Revenue | 63,216 | $1,869 萬 | 0.22% | −4,500−6.6% | 減碼 |
| Delta Asset Management LLC | 63,042 | $1,864 萬 | 1.78% | −1,171−1.8% | 減碼 |
| Madison Asset Management, LLC | 62,845 | $1,858 萬 | 0.25% | −30,650−32.8% | 減碼 |
| Associated Banc-Corp | 61,588 | $1,821 萬 | 0.63% | −10,415−14.5% | 減碼 |
| Nissay Asset Management Corp | 60,459 | $1,788 萬 | 0.14% | +2,196+3.8% | 加碼 |
| RiverFront Investment Group, LLC | 60,433 | $1,787 萬 | 0.56% | +3,129+5.5% | 加碼 |
| Blackhill Capital Inc | 60,000 | $1,774 萬 | 1.42% | 00.0% | 不變 |