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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 59,655 | $1,764 萬 | 0.59% | −2,510−4.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 59,234 | $1,751 萬 | 0.22% | +48,362+444.8% | 加碼 |
| British Columbia Investment Management Corp | 58,728 | $1,736 萬 | 0.14% | +11,871+25.3% | 加碼 |
| Kovitz Investment Group Partners, LLC | 58,682 | $1,735 萬 | 0.29% | −1,547−2.6% | 減碼 |
| Gotham Asset Management, LLC | 58,642 | $1,734 萬 | 0.32% | −24,217−29.2% | 減碼 |
| Congress Asset Management Co | 57,695 | $1,706 萬 | 0.13% | −680−1.2% | 減碼 |
| Independent Advisor Alliance | 57,224 | $1,692 萬 | 0.61% | −1,149−2.0% | 減碼 |
| Richard C. Young & CO., LTD. | 57,058 | $1,687 萬 | 2.26% | +1,537+2.8% | 加碼 |
| LaFleur & Godfrey LLC | 56,842 | $1,681 萬 | 2.51% | +3,912+7.4% | 加碼 |
| TD Waterhouse Canada Inc. | 57,827 | $1,677 萬 | 0.16% | +8,257+16.7% | 加碼 |
| Wharton Business Group, LLC | 56,322 | $1,665 萬 | 0.84% | +2,294+4.2% | 加碼 |
| Cetera Advisors LLC | 55,930 | $1,654 萬 | 0.23% | −2,769−4.7% | 減碼 |
| KCM Investment Advisors LLC | 55,645 | $1,645 萬 | 0.66% | −2,757−4.7% | 減碼 |
| Walleye Trading LLC | 55,075 | $1,628 萬 | 0.24% | +54,413+8,219.5% | 加碼 |
| Intech Investment Management LLC | 54,953 | $1,625 萬 | 0.24% | −24,078−30.5% | 減碼 |
| PGGM Investments | 54,825 | $1,621 萬 | 0.25% | −1,801−3.2% | 減碼 |
| Moran Wealth Management, LLC | 54,649 | $1,616 萬 | 0.57% | −1,421−2.5% | 減碼 |
| Wealthfront Advisers LLC | 54,105 | $1,600 萬 | 0.06% | +1,391+2.6% | 加碼 |
| Dakota Wealth Management | 53,518 | $1,582 萬 | 0.62% | +15,950+42.5% | 加碼 |
| Birmingham Capital Management Co Inc | 53,420 | $1,579 萬 | 6.25% | −1,715−3.1% | 減碼 |
| Squarepoint Ops LLC | 53,030 | $1,568 萬 | 0.06% | −171,146−76.3% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 52,570 | $1,554 萬 | 0.70% | +9,864+23.1% | 加碼 |
| Charter Trust Co | 52,174 | $1,543 萬 | 1.15% | +809+1.6% | 加碼 |
| Whittier Trust Co | 52,094 | $1,540 萬 | 0.25% | +82+0.2% | 加碼 |
| Howe & Rusling Inc | 50,603 | $1,496 萬 | 1.59% | −282−0.6% | 減碼 |
| CWM Advisors, LLC | 49,788 | $1,472 萬 | 1.62% | −1,244−2.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 49,397 | $1,461 萬 | 1.40% | −953−1.9% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 48,930 | $1,447 萬 | 0.18% | −6,169−11.2% | 減碼 |
| Greenwood Gearhart Inc | 48,319 | $1,429 萬 | 1.52% | −6,186−11.3% | 減碼 |
| CWM, LLC | 48,288 | $1,428 萬 | 0.08% | +12,324+34.3% | 加碼 |
| Congress Wealth Management LLC | 47,428 | $1,402 萬 | 0.26% | +482+1.0% | 加碼 |
| NBT Bank N A | 47,408 | $1,402 萬 | 1.10% | +12,465+35.7% | 加碼 |
| Aptus Capital Advisors, LLC | 47,362 | $1,400 萬 | 0.41% | −2,347−4.7% | 減碼 |
| Integrated Advisors Network LLC | 46,663 | $1,380 萬 | 0.78% | −14,969−24.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 46,544 | $1,376 萬 | 0.51% | +46,544 | 新進 |
| Kavar Capital Partners Group, LLC | 46,424 | $1,373 萬 | 1.53% | +24,289+109.7% | 加碼 |
| Bogart Wealth, LLC | 45,165 | $1,335 萬 | 0.75% | −1,326−2.9% | 減碼 |
| CIBC Private Wealth Group, LLC | 45,077 | $1,333 萬 | 0.03% | +1,521+3.5% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $1,331 萬 | 1.37% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 44,539 | $1,317 萬 | 0.35% | +1,421+3.3% | 加碼 |
| Community Bank of Raymore | 44,305 | $1,310 萬 | 5.77% | −310−0.7% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 44,292 | $1,310 萬 | 0.12% | −2,780−5.9% | 減碼 |
| Quilter Plc | 44,026 | $1,307 萬 | 0.44% | −500−1.1% | 減碼 |
| Dana Investment Advisors, Inc. | 44,066 | $1,303 萬 | 0.63% | −3,391−7.1% | 減碼 |
| La Banque Postale Asset Management SA | 43,667 | $1,291 萬 | 0.28% | −6,207−12.4% | 減碼 |
| Central Trust Co | 43,641 | $1,290 萬 | 0.34% | −1,327−3.0% | 減碼 |
| Pacer Advisors, Inc. | 43,636 | $1,290 萬 | 0.04% | +8,767+25.1% | 加碼 |
| Allied Investment Advisors, LLC | 43,570 | $1,288 萬 | 3.50% | −185−0.4% | 減碼 |
| Ethic Inc. | 43,515 | $1,287 萬 | 0.38% | +2,204+5.3% | 加碼 |
| Fayez Sarofim & Co | 40,524 | $1,285 萬 | 0.04% | −2,021−4.8% | 減碼 |
| Lido Advisors, LLC | 43,375 | $1,282 萬 | 0.13% | +5,351+14.1% | 加碼 |
| Scotia Capital Inc. | 43,374 | $1,282 萬 | 0.08% | −1,875−4.1% | 減碼 |
| HighPoint Advisor Group LLC | 35,886 | $1,277 萬 | 0.92% | +35,886 | 新進 |
| Culbertson A N & Co Inc | 43,095 | $1,274 萬 | 2.37% | −420−1.0% | 減碼 |
| Savant Capital, LLC | 42,885 | $1,268 萬 | 0.16% | +238+0.6% | 加碼 |
| Rafferty Asset Management, LLC | 42,781 | $1,265 萬 | 0.05% | +2,205+5.4% | 加碼 |
| Davenport & Co LLC | 42,501 | $1,257 萬 | 0.09% | +766+1.8% | 加碼 |
| Atwater Malick LLC | 42,466 | $1,256 萬 | 4.92% | +451+1.1% | 加碼 |
| Atria Investments LLC | 42,430 | $1,254 萬 | 0.19% | −1,131−2.6% | 減碼 |
| Dodge & Cox | 42,379 | $1,253 萬 | 0.01% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 42,353 | $1,252 萬 | 0.35% | −4,878−10.3% | 減碼 |
| Degroof Petercam Asset Management | 42,300 | $1,251 萬 | 0.16% | +42,300 | 新進 |
| Clifford Swan Investment Counsel LLC | 42,273 | $1,250 萬 | 0.49% | −721−1.7% | 減碼 |
| Jefferies Financial Group Inc. | 42,200 | $1,248 萬 | 0.20% | +16,531+64.4% | 加碼 |
| Salem Investment Counselors Inc | 42,155 | $1,246 萬 | 0.43% | −4,321−9.3% | 減碼 |
| Wafra Inc. | 41,881 | $1,238 萬 | 0.73% | −49,511−54.2% | 減碼 |
| Eisler Capital (UK) Ltd. | 41,221 | $1,219 萬 | 1.11% | −14,717−26.3% | 減碼 |
| Jacobs & Co | 41,123 | $1,216 萬 | 1.38% | −27−0.1% | 減碼 |
| Stillwater Capital Advisors, LLC | 40,880 | $1,209 萬 | 1.94% | +277+0.7% | 加碼 |
| Kentucky Retirement Systems | 40,817 | $1,207 萬 | 0.38% | −483−1.2% | 減碼 |
| M&G Investment Management Ltd | 40,592 | $1,202 萬 | 0.07% | −7,139−15.0% | 減碼 |
| JustInvest LLC | 40,515 | $1,198 萬 | 0.31% | +519+1.3% | 加碼 |
| Dearborn Partners LLC | 40,477 | $1,197 萬 | 0.44% | −10,399−20.4% | 減碼 |
| Pittenger & Anderson Inc | 40,285 | $1,191 萬 | 0.53% | 00.0% | 不變 |
| Lee Danner & Bass Inc | 40,244 | $1,190 萬 | 1.02% | −4,681−10.4% | 減碼 |
| Noesis Capital Mangement Corp | 39,924 | $1,180 萬 | 2.78% | +1,172+3.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 39,784 | $1,176 萬 | 0.21% | +387+1.0% | 加碼 |
| Maryland State Retirement & Pension System | 39,779 | $1,176 萬 | 0.24% | 00.0% | 不變 |
| Varma Mutual Pension Insurance Co | 39,496 | $1,168 萬 | 0.13% | −56,296−58.8% | 減碼 |
| Parsons Capital Management Inc | 39,237 | $1,160 萬 | 0.83% | +2,143+5.8% | 加碼 |
| Hantz Financial Services, Inc. | 39,231 | $1,160 萬 | 0.25% | −3,032−7.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 39,070 | $1,155 萬 | 0.24% | −8,197−17.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 38,945 | $1,151 萬 | 0.14% | −5,293−12.0% | 減碼 |
| LS Investment Advisors, LLC | 38,856 | $1,149 萬 | 1.99% | −271−0.7% | 減碼 |
| Stockman Wealth Management, Inc. | 38,766 | $1,146 萬 | 2.29% | −29−0.1% | 減碼 |
| Prio Wealth Limited Partnership | 38,749 | $1,146 萬 | 0.39% | −190−0.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 38,715 | $1,145 萬 | 0.14% | −767−1.9% | 減碼 |
| National Asset Management, Inc. | 38,678 | $1,144 萬 | 0.31% | −870−2.2% | 減碼 |
| Capital Investment Advisors, LLC | 38,172 | $1,129 萬 | 0.28% | −894−2.3% | 減碼 |
| Advisory Services Network, LLC | 37,800 | $1,118 萬 | 0.27% | −5,662−13.0% | 減碼 |
| Simmons Bank | 37,687 | $1,114 萬 | 0.91% | +1,196+3.3% | 加碼 |
| Synovus Financial Corp | 37,444 | $1,108 萬 | 0.16% | +395+1.1% | 加碼 |
| Prospera Financial Services Inc | 37,200 | $1,100 萬 | 0.36% | +2,411+6.9% | 加碼 |
| Cullinan Associates Inc | 36,836 | $1,089 萬 | 0.61% | −8,431−18.6% | 減碼 |
| MainStreet Investment Advisors LLC | 36,100 | $1,067 萬 | 1.21% | −1,333−3.6% | 減碼 |
| Ellsworth Advisors, LLC | 35,904 | $1,062 萬 | 3.36% | +14,424+67.2% | 加碼 |
| Achmea Investment Management B.V. | 35,795 | $1,058 萬 | 0.22% | −1,951−5.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 35,709 | $1,056 萬 | 0.34% | +66+0.2% | 加碼 |
| Ziegler Capital Management, LLC | 35,211 | $1,041 萬 | 0.47% | −2,351−6.3% | 減碼 |
| HB Wealth Management, LLC | 35,082 | $1,037 萬 | 0.15% | +532+1.5% | 加碼 |