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 |
|---|---|---|---|---|---|
| Sandler Capital Management | 35,000 | $1,035 萬 | 1.34% | +35,000 | 新進 |
| Welch Group, LLC | 34,760 | $1,028 萬 | 0.55% | −10.0% | 減碼 |
| CSM Advisors, LLC | 34,699 | $1,026 萬 | 0.74% | +34,699 | 新進 |
| Meridian Wealth Management, LLC | 34,680 | $1,025 萬 | 0.65% | −11,072−24.2% | 減碼 |
| Lyell Wealth Management, LP | 34,465 | $1,019 萬 | 1.16% | +1,271+3.8% | 加碼 |
| Hartford Investment Management Co | 34,369 | $1,016 萬 | 0.38% | −615−1.8% | 減碼 |
| James Investment Research Inc | 34,153 | $1,010 萬 | 1.27% | −1,639−4.6% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 34,112 | $1,009 萬 | 0.04% | +1,867+5.8% | 加碼 |
| Groupama Asset Managment | 34,076 | $1,008 萬 | 0.26% | +34,076 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 34,070 | $1,007 萬 | 1.10% | −780−2.2% | 減碼 |
| Bokf, NA | 33,886 | $1,002 萬 | 0.20% | +326+1.0% | 加碼 |
| Quantinno Capital Management LP | 33,520 | $991.1 萬 | 0.35% | +2,611+8.4% | 加碼 |
| Cornerstone Advisors, LLC | 33,500 | $990.5 萬 | 0.44% | −10,400−23.7% | 減碼 |
| Verition Fund Management LLC | 33,407 | $987.7 萬 | 0.10% | −304−0.9% | 減碼 |
| Federation des caisses Desjardins du Quebec | 33,365 | $986.5 萬 | 0.09% | −10,988−24.8% | 減碼 |
| LMCG Investments, LLC | 33,233 | $982.6 萬 | 0.61% | +653+2.0% | 加碼 |
| Jamison Private Wealth Management, Inc. | 33,083 | $978.2 萬 | 1.83% | −314−0.9% | 減碼 |
| Kestra Private Wealth Services, LLC | 32,874 | $972.0 萬 | 0.25% | +2,459+8.1% | 加碼 |
| Securian Asset Management, Inc | 32,333 | $956.0 萬 | 0.27% | −4,275−11.7% | 減碼 |
| First National Trust Co | 32,139 | $950.3 萬 | 0.42% | −4,072−11.2% | 減碼 |
| Baader Bank INC | 32,106 | $949.1 萬 | 0.81% | −9,067−22.0% | 減碼 |
| Norinchukin Bank, The | 31,309 | $925.7 萬 | 0.22% | −3,639−10.4% | 減碼 |
| Avantax Advisory Services, Inc. | 31,221 | $923.1 萬 | 0.09% | +3,474+12.5% | 加碼 |
| Toroso Investments, LLC | 31,189 | $922.2 萬 | 0.22% | +2,216+7.6% | 加碼 |
| Tufton Capital Management | 31,007 | $916.8 萬 | 1.92% | −1,325−4.1% | 減碼 |
| Empowered Funds, LLC | 30,988 | $916.2 萬 | 0.23% | +15,891+105.3% | 加碼 |
| Brookstone Capital Management | 30,863 | $912.5 萬 | 0.18% | +620+2.1% | 加碼 |
| Louisiana State Employees Retirement System | 30,800 | $910.7 萬 | 0.19% | −800−2.5% | 減碼 |
| Adviser Investments LLC | 30,780 | $910.1 萬 | 0.13% | +9,257+43.0% | 加碼 |
| Shelter Mutual Insurance Co | 30,780 | $910.1 萬 | 2.51% | −3,420−10.0% | 減碼 |
| Steel Peak Wealth Management LLC | 30,752 | $909.3 萬 | 0.53% | +16,725+119.2% | 加碼 |
| First American Trust, FSB | 30,685 | $907.2 萬 | 1.12% | +254+0.8% | 加碼 |
| Philadelphia Trust Co | 30,293 | $895.7 萬 | 0.84% | −729−2.3% | 減碼 |
| Snowden Capital Advisors LLC | 30,140 | $891.1 萬 | 0.34% | +403+1.4% | 加碼 |
| Illinois Municipal Retirement Fund | 29,985 | $886.6 萬 | 0.15% | 00.0% | 不變 |
| AIA Group Ltd | 29,837 | $882.2 萬 | 0.36% | +6,146+25.9% | 加碼 |
| Focus Financial Network Inc | 29,676 | $877.4 萬 | 0.33% | +29,676 | 新進 |
| German American Bancorp, Inc. | 29,226 | $864.1 萬 | 1.14% | +639+2.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 29,101 | $860.4 萬 | 1.02% | −3,116−9.7% | 減碼 |
| Paradiem, LLC | 29,061 | $859.2 萬 | 2.39% | +7,666+35.8% | 加碼 |
| Central Bank & Trust Co | 29,014 | $857.8 萬 | 1.33% | +78+0.3% | 加碼 |
| Oppenheimer Asset Management Inc. | 29,001 | $857.5 萬 | 0.12% | −7,168−19.8% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 28,699 | $848.6 萬 | 0.19% | +443+1.6% | 加碼 |
| Exchange Traded Concepts, LLC | 28,660 | $847.4 萬 | 0.23% | +3,905+15.8% | 加碼 |
| Prime Capital Investment Advisors, LLC | 28,341 | $838.0 萬 | 0.13% | +2,889+11.4% | 加碼 |
| Eagle Global Advisors LLC | 28,270 | $835.9 萬 | 0.51% | +927+3.4% | 加碼 |
| Hodges Capital Management Inc. | 28,066 | $829.8 萬 | 0.44% | +12,108+75.9% | 加碼 |
| Kanawha Capital Management LLC | 27,934 | $825.9 萬 | 0.76% | −1,548−5.3% | 減碼 |
| Natixis | 27,870 | $824.0 萬 | 0.06% | +27,647+12,397.8% | 加碼 |
| Drexel Morgan & Co. | 27,746 | $820.4 萬 | 1.90% | +10,000+56.4% | 加碼 |
| United Capital Management of KS, Inc. | 27,693 | $818.8 萬 | 2.48% | +1,301+4.9% | 加碼 |
| Alps Advisors Inc | 27,489 | $812.8 萬 | 0.06% | +105+0.4% | 加碼 |
| Venture Visionary Partners LLC | 27,365 | $809.1 萬 | 0.43% | +18,409+205.5% | 加碼 |
| Financial Partners Group, LLC | 27,284 | $806.7 萬 | 3.65% | +2,285+9.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 27,278 | $806.5 萬 | 0.17% | −9,703−26.2% | 減碼 |
| Consolidated Planning Corp | 26,986 | $797.9 萬 | 1.49% | +243+0.9% | 加碼 |
| New Mexico Educational Retirement Board | 26,802 | $792.5 萬 | 0.30% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 26,603 | $786.6 萬 | 0.29% | −297−1.1% | 減碼 |
| Integris Wealth Management, LLC | 26,498 | $783.5 萬 | 2.32% | −1,401−5.0% | 減碼 |
| Independent Wealth Network Inc. | 26,490 | $783.2 萬 | 4.12% | +135+0.5% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 26,345 | $778.9 萬 | 2.49% | −454−1.7% | 減碼 |
| Banque Cantonale Vaudoise | 26,324 | $778.4 萬 | 0.34% | −6,337−19.4% | 減碼 |
| Addenda Capital Inc. | 26,308 | $777.8 萬 | 0.30% | −27−0.1% | 減碼 |
| Vestcor Inc | 26,092 | $771.5 萬 | 0.26% | −119−0.5% | 減碼 |
| Sigma Investment Counselors Inc | 25,991 | $768.5 萬 | 0.54% | +100.0% | 加碼 |
| Compagnie Lombard Odier SCmA | 25,758 | $761.6 萬 | 0.14% | +9,645+59.9% | 加碼 |
| Community Bank & Trust, Waco, Texas | 25,756 | $761.5 萬 | 2.07% | +2,905+12.7% | 加碼 |
| First Financial Bank - Trust Division | 25,552 | $755.5 萬 | 0.77% | −277−1.1% | 減碼 |
| Eagle Asset Management Inc | 25,455 | $752.7 萬 | 0.04% | −1,902−7.0% | 減碼 |
| Logan Capital Management Inc | 25,451 | $752.5 萬 | 0.35% | −110.0% | 減碼 |
| Signet Financial Management, LLC | 25,370 | $750.1 萬 | 1.12% | −137−0.5% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 25,339 | $749.2 萬 | 0.79% | +257+1.0% | 加碼 |
| Fusion Capital, LLC | 25,181 | $744.5 萬 | 3.81% | +440+1.8% | 加碼 |
| Hixon Zuercher, LLC | 25,147 | $743.5 萬 | 3.45% | +1,085+4.5% | 加碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $742.7 萬 | 3.88% | 00.0% | 不變 |
| Man Group plc | 25,094 | $742.0 萬 | 0.02% | – | – |
| ClariVest Asset Management LLC | 25,084 | $741.7 萬 | 0.41% | −4,307−14.7% | 減碼 |
| Shelton Capital Management | 24,970 | $738.3 萬 | 0.24% | −1,614−6.1% | 減碼 |
| Welch & Forbes LLC | 24,774 | $732.5 萬 | 0.11% | −511−2.0% | 減碼 |
| Strategic Global Advisors, LLC | 24,696 | $730.2 萬 | 1.67% | −17,291−41.2% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 24,578 | $726.7 萬 | 0.15% | +190+0.8% | 加碼 |
| American National Bank | 24,533 | $725.4 萬 | 1.14% | +671+2.8% | 加碼 |
| ExodusPoint Capital Management, LP | 24,201 | $715.6 萬 | 0.09% | −14,477−37.4% | 減碼 |
| Raymond James Trust N.A. | 24,200 | $715.5 萬 | 0.19% | +2,559+11.8% | 加碼 |
| Silver Oak Securities, Inc | 24,185 | $715.1 萬 | 0.96% | +1,419+6.2% | 加碼 |
| Aull & Monroe Investment Management Corp | 24,151 | $714.1 萬 | 3.52% | −83−0.3% | 減碼 |
| Ilmarinen Mutual Pension Insurance Co | 24,000 | $709.6 萬 | 0.10% | 00.0% | 不變 |
| Uniplan Investment Counsel, Inc. | 23,795 | $706.4 萬 | 0.52% | −2,029−7.9% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 23,676 | $700.0 萬 | 0.32% | −198−0.8% | 減碼 |
| Principle Wealth Partners LLC | 23,521 | $695.4 萬 | 0.60% | −58−0.2% | 減碼 |
| Sentry LLC | 23,490 | $694.5 萬 | 1.48% | +30.0% | 加碼 |
| Hartford Financial Management Inc. | 23,292 | $688.7 萬 | 1.56% | −193−0.8% | 減碼 |
| Spinnaker Trust | 23,210 | $686.3 萬 | 0.47% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 23,204 | $686.1 萬 | 0.22% | −5,133−18.1% | 減碼 |
| Perigon Wealth Management, LLC | 23,174 | $685.2 萬 | 0.22% | −284−1.2% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 23,002 | $680.1 萬 | 0.61% | −287−1.2% | 減碼 |
| Moors & Cabot, Inc. | 22,989 | $679.7 萬 | 0.42% | +2,587+12.7% | 加碼 |
| Narwhal Capital Management | 22,726 | $671.9 萬 | 0.73% | −990−4.2% | 減碼 |
| Dynamic Advisor Solutions LLC | 23,095 | $667.3 萬 | 0.25% | +18,589+412.5% | 加碼 |
| Brinker Capital Investments, LLC | 22,735 | $664.4 萬 | 0.08% | +574+2.6% | 加碼 |