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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Optiver Holding B.V. | 17,079 | $505.0 萬 | 0.15% | +17,079 | 新進 |
| Griffin Asset Management, Inc. | 17,076 | $504.9 萬 | 0.64% | +219+1.3% | 加碼 |
| Terry L. Blaker | 17,054 | $504.2 萬 | 0.41% | +208+1.2% | 加碼 |
| Foster & Motley Inc | 16,946 | $501.0 萬 | 0.37% | +50+0.3% | 加碼 |
| Altrius Capital Management Inc | 16,935 | $500.7 萬 | 1.39% | −334−1.9% | 減碼 |
| Ascent Wealth Partners, LLC | 16,874 | $498.9 萬 | 0.81% | +264+1.6% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 16,839 | $497.9 萬 | 0.24% | +1,466+9.5% | 加碼 |
| Mathes Company, Inc. | 16,838 | $497.8 萬 | 2.05% | −50.0% | 減碼 |
| Consolidated Capital Management, LLC | 16,830 | $497.6 萬 | 2.65% | −4,858−22.4% | 減碼 |
| Smith Group Asset Management, LLC | 16,645 | $492.1 萬 | 0.29% | +16,645 | 新進 |
| Siemens Fonds Invest GmbH | 16,617 | $491.3 萬 | 0.40% | +855+5.4% | 加碼 |
| Twin Capital Management Inc | 16,585 | $490.4 萬 | 0.64% | −302−1.8% | 減碼 |
| Sandhill Capital Partners LLC | 16,577 | $490.1 萬 | 0.41% | −1,678−9.2% | 減碼 |
| Kinneret Advisory, LLC | 16,576 | $490.1 萬 | 0.54% | −106−0.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 16,563 | $489.7 萬 | 0.07% | −660−3.8% | 減碼 |
| Longbow Finance SA | 16,500 | $487.9 萬 | 0.50% | +764+4.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 16,489 | $487.5 萬 | 0.23% | +16,489 | 新進 |
| Keeler Thomas Management LLC | 16,457 | $486.6 萬 | 1.92% | +297+1.8% | 加碼 |
| Pallas Capital Advisors LLC | 16,328 | $482.8 萬 | 0.26% | +293+1.8% | 加碼 |
| Studio Investment Management LLC | 16,153 | $477.6 萬 | 1.22% | +2,973+22.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,148 | $477.4 萬 | 0.12% | +46+0.3% | 加碼 |
| Geneos Wealth Management Inc. | 16,140 | $477.2 萬 | 0.24% | −715−4.2% | 減碼 |
| Holderness Investments Co | 16,124 | $476.8 萬 | 1.31% | +6,120+61.2% | 加碼 |
| Financial Advocates Investment Management | 16,058 | $474.8 萬 | 0.31% | −4,400−21.5% | 減碼 |
| River & Mercantile Asset Management LLP | 16,000 | $473.2 萬 | 0.90% | +16,000 | 新進 |
| Bank of Hawaii | 15,996 | $473.0 萬 | 0.25% | −5,116−24.2% | 減碼 |
| Greenleaf Trust | 15,972 | $472.2 萬 | 0.05% | −372−2.3% | 減碼 |
| Resolute Wealth Strategies, LLC | 15,961 | $471.9 萬 | 3.20% | −591−3.6% | 減碼 |
| MAI Capital Management | 15,889 | $469.8 萬 | 0.06% | +1,327+9.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 15,866 | $469.1 萬 | 1.38% | +15,866 | 新進 |
| Great Valley Advisor Group, Inc. | 15,752 | $465.7 萬 | 0.16% | −1,569−9.1% | 減碼 |
| Monte Financial Group, LLC | 15,714 | $464.6 萬 | 2.17% | −2,316−12.8% | 減碼 |
| Monument Capital Management | 15,674 | $463.4 萬 | 1.49% | −37−0.2% | 減碼 |
| Roundview Capital LLC | 15,641 | $462.5 萬 | 0.43% | +144+0.9% | 加碼 |
| Goelzer Investment Management, Inc. | 15,602 | $461.3 萬 | 0.30% | +492+3.3% | 加碼 |
| Lake Street Advisors Group, LLC | 15,564 | $460.2 萬 | 0.23% | −18−0.1% | 減碼 |
| Arrow Financial Corp | 15,553 | $459.9 萬 | 0.48% | −518−3.2% | 減碼 |
| EagleClaw Capital Managment, LLC | 15,545 | $459.6 萬 | 0.96% | −150−1.0% | 減碼 |
| Canandaigua National Bank & Trust Co | 15,480 | $457.7 萬 | 0.71% | −2,074−11.8% | 減碼 |
| Edmond de Rothschild Holding S.A. | 15,455 | $457.0 萬 | 0.08% | −878−5.4% | 減碼 |
| Assenagon Asset Management S.A. | 15,454 | $456.9 萬 | 0.01% | −115,435−88.2% | 減碼 |
| Lincoln National Corp | 15,370 | $454.4 萬 | 0.08% | +145+1.0% | 加碼 |
| Sandy Spring Bank | 15,356 | $454.0 萬 | 0.23% | +1,358+9.7% | 加碼 |
| Ronald Blue Trust, Inc. | 16,572 | $452.4 萬 | 0.07% | −54−0.3% | 減碼 |
| Eukles Asset Management | 15,273 | $451.6 萬 | 2.13% | +22+0.1% | 加碼 |
| Koshinski Asset Management, Inc. | 15,268 | $451.4 萬 | 0.69% | −5,513−26.5% | 減碼 |
| Robbins Farley LLC | 15,223 | $450.1 萬 | 2.83% | +205+1.4% | 加碼 |
| TCI Wealth Advisors, Inc. | 15,187 | $449.0 萬 | 0.48% | −168−1.1% | 減碼 |
| Park Avenue Securities LLC | 15,140 | $447.7 萬 | 0.06% | +757+5.3% | 加碼 |
| Wells Trecaso Financial Group, LLC | 15,084 | $446.0 萬 | 1.80% | +1,474+10.8% | 加碼 |
| Richard Bernstein Advisors LLC | 15,070 | $445.6 萬 | 0.10% | +9+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 15,010 | $443.8 萬 | 0.08% | +1,265+9.2% | 加碼 |
| RBF Capital, LLC | 15,000 | $443.5 萬 | 0.28% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $443.5 萬 | 1.14% | 00.0% | 不變 |
| Equitable Trust Co | 14,960 | $442.3 萬 | 0.33% | −222−1.5% | 減碼 |
| Tower View Investment Management & Research LLC | 14,951 | $442.0 萬 | 2.74% | +817+5.8% | 加碼 |
| Iowa State Bank | 14,943 | $441.8 萬 | 1.06% | +338+2.3% | 加碼 |
| Legacy CG, LLC | 14,814 | $438.0 萬 | 1.66% | +14,814 | 新進 |
| North Star Investment Management Corp. | 14,802 | $437.6 萬 | 0.34% | +10+0.1% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,791 | $437.3 萬 | 0.89% | −2,010−12.0% | 減碼 |
| Castellan Group, LLC | 14,791 | $437.3 萬 | 2.72% | +2,885+24.2% | 加碼 |
| Argyle Capital Management Inc. | 14,767 | $436.6 萬 | 1.81% | −2,573−14.8% | 減碼 |
| Creative Financial Designs Inc | 14,722 | $435.3 萬 | 0.44% | +143+1.0% | 加碼 |
| Integrated Wealth Concepts LLC | 14,722 | $435.3 萬 | 0.07% | −1,665−10.2% | 減碼 |
| Capital Investment Counsel, LLC | 14,720 | $435.2 萬 | 1.64% | +14,720 | 新進 |
| Robertson Stephens Wealth Management, LLC | 14,707 | $434.8 萬 | 0.27% | −177−1.2% | 減碼 |
| MEMBERS Trust Co | 14,630 | $434.3 萬 | 0.12% | −1,960−11.8% | 減碼 |
| Malaga Cove Capital, LLC | 14,663 | $433.5 萬 | 1.83% | −1,093−6.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 14,612 | $432.0 萬 | 0.31% | −50−0.3% | 減碼 |
| Webster Bank, N. A. | 14,563 | $430.6 萬 | 0.53% | −76−0.5% | 減碼 |
| Putnam Investments LLC | 14,436 | $426.8 萬 | 0.01% | −19,602−57.6% | 減碼 |
| Freestone Capital Holdings, LLC | 14,275 | $422.1 萬 | 0.19% | +70+0.5% | 加碼 |
| IronBridge Private Wealth, LLC | 14,252 | $421.4 萬 | 2.05% | −189−1.3% | 減碼 |
| Alberta Investment Management Corp | 14,200 | $419.9 萬 | 0.04% | 00.0% | 不變 |
| Transform Wealth, LLC | 14,139 | $418.1 萬 | 0.41% | +133+0.9% | 加碼 |
| Wright Investors Service Inc | 14,135 | $417.9 萬 | 1.18% | +2,553+22.0% | 加碼 |
| Equitable Holdings, Inc. | 14,119 | $417.5 萬 | 0.05% | +3,041+27.5% | 加碼 |
| DT Investment Partners, LLC | 13,696 | $417.4 萬 | 0.45% | −699−4.9% | 減碼 |
| Pflug Koory, LLC | 14,093 | $416.7 萬 | 2.21% | +25+0.2% | 加碼 |
| Clearbridge Investments, LLC | 13,965 | $412.9 萬 | 0.00% | −242−1.7% | 減碼 |
| Nomura Holdings Inc | 13,955 | $412.6 萬 | 0.04% | +11,081+385.6% | 加碼 |
| Leuthold Group, LLC | 13,888 | $410.6 萬 | 0.51% | −10−0.1% | 減碼 |
| Anchor Investment Management, LLC | 13,872 | $410.1 萬 | 0.47% | +186+1.4% | 加碼 |
| Chicago Capital, LLC | 13,767 | $407.0 萬 | 0.15% | +9,732+241.2% | 加碼 |
| Sigma Planning Corp | 13,647 | $403.5 萬 | 0.32% | −17,509−56.2% | 減碼 |
| Sowell Financial Services LLC | 13,524 | $399.9 萬 | 0.22% | +208+1.6% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 13,474 | $398.4 萬 | 1.65% | +13,474 | 新進 |
| Veriti Management LLC | 13,455 | $397.8 萬 | 0.36% | +1,930+16.7% | 加碼 |
| Bailard, Inc. | 13,378 | $395.5 萬 | 0.12% | −3,196−19.3% | 減碼 |
| Wakefield Asset Management LLLP | 13,365 | $395.2 萬 | 1.46% | +1,797+15.5% | 加碼 |
| Wetherby Asset Management Inc | 13,364 | $395.1 萬 | 0.21% | −349−2.5% | 減碼 |
| Seascape Capital Management | 13,341 | $394.5 萬 | 1.66% | +13,341 | 新進 |
| Bridgeway Capital Management, LLC | 13,340 | $394.4 萬 | 0.08% | 00.0% | 不變 |
| Plimoth Trust Co LLC | 13,301 | $393.3 萬 | 1.13% | −96−0.7% | 減碼 |
| FJ Investments, LLC | 13,300 | $393.2 萬 | 0.19% | +13,300 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 13,277 | $392.6 萬 | 0.16% | −597−4.3% | 減碼 |
| Spire Wealth Management | 13,721 | $391.4 萬 | 0.13% | +1,068+8.4% | 加碼 |
| NewSquare Capital LLC | 13,228 | $391.1 萬 | 0.37% | +13,203+52,812.0% | 加碼 |
| FourThought Financial Partners, LLC | 13,220 | $390.9 萬 | 0.49% | +16+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,079 | $386.7 萬 | 0.14% | −280−2.1% | 減碼 |