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 |
|---|---|---|---|---|---|
| Beck Capital Management, LLC | 10,185 | $301.1 萬 | 1.03% | −86−0.8% | 減碼 |
| Truvestments Capital LLC | 10,166 | $300.6 萬 | 1.36% | −463−4.4% | 減碼 |
| OneAscent Financial Services LLC | 10,139 | $299.8 萬 | 0.37% | +9,370+1,218.5% | 加碼 |
| 1st Source Bank | 10,129 | $299.5 萬 | 0.18% | −300−2.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 10,115 | $299.1 萬 | 0.19% | −1,422−12.3% | 減碼 |
| Americana Partners, LLC | 13,151 | $298.0 萬 | 0.28% | −4,987−27.5% | 減碼 |
| Adirondack Trust Co | 8,924 | $298.0 萬 | 1.29% | −380−4.1% | 減碼 |
| Schnieders Capital Management LLC | 10,009 | $295.9 萬 | 0.65% | −1,500−13.0% | 減碼 |
| Scopus Asset Management, L.P. | 10,000 | $295.7 萬 | 0.13% | −18,700−65.2% | 減碼 |
| Baldwin Investment Management, LLC | 9,993 | $295.5 萬 | 0.46% | +10+0.1% | 加碼 |
| Point72 Europe (London) LLP | 9,962 | $294.5 萬 | 0.37% | +9,962 | 新進 |
| AAFMAA Wealth Management & Trust LLC | 9,924 | $293.4 萬 | 1.66% | +610+6.5% | 加碼 |
| We Are One Seven, LLC | 9,907 | $292.9 萬 | 0.17% | +552+5.9% | 加碼 |
| Pinnacle Wealth Management, LLC | 9,898 | $292.7 萬 | 3.35% | +9,898 | 新進 |
| Cumberland Advisors Inc | 9,850 | $291.2 萬 | 1.25% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 9,833 | $290.7 萬 | 0.19% | −58−0.6% | 減碼 |
| Hoylecohen, LLC | 9,833 | $290.7 萬 | 0.24% | +155+1.6% | 加碼 |
| Finer Wealth Management, Inc. | 9,775 | $289.0 萬 | 2.15% | +46+0.5% | 加碼 |
| Hudock, Inc. | 9,767 | $288.8 萬 | 0.62% | +9+0.1% | 加碼 |
| Legacy Financial Strategies, LLC | 9,764 | $288.7 萬 | 0.82% | +28+0.3% | 加碼 |
| Mill Capital Management, LLC | 9,737 | $287.9 萬 | 0.26% | −129−1.3% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 9,625 | $284.6 萬 | 0.21% | +153+1.6% | 加碼 |
| Wellington Shields & Co., LLC | 9,608 | $284.1 萬 | 1.05% | +8+0.1% | 加碼 |
| Core Wealth Advisors, Inc. | 9,529 | $281.7 萬 | 1.04% | −105−1.1% | 減碼 |
| Argent Trust Co | 9,504 | $281.0 萬 | 0.14% | +364+4.0% | 加碼 |
| First National Bank & Trust Co of Newtown | 9,489 | $280.6 萬 | 0.60% | −154−1.6% | 減碼 |
| Palisade Asset Management, LLC | 9,472 | $280.1 萬 | 0.31% | −48−0.5% | 減碼 |
| Richelieu Gestion PLC | 9,450 | $279.4 萬 | 2.50% | +2,534+36.6% | 加碼 |
| World Equity Group, Inc. | 9,826 | $278.7 萬 | 0.56% | +1,370+16.2% | 加碼 |
| Buckley Wealth Management, LLC | 9,372 | $277.1 萬 | 0.96% | 00.0% | 不變 |
| Aire Advisors, LLC | 9,340 | $276.2 萬 | 0.68% | −349−3.6% | 減碼 |
| Ignite Planners, LLC | 9,427 | $276.0 萬 | 0.82% | +306+3.4% | 加碼 |
| Mather Group, LLC. | 9,288 | $274.6 萬 | 0.04% | +1,120+13.7% | 加碼 |
| RB Capital Management, LLC | 9,286 | $274.6 萬 | 0.80% | +110+1.2% | 加碼 |
| NorthRock Partners, LLC | 9,259 | $273.8 萬 | 0.11% | +4,081+78.8% | 加碼 |
| South Dakota Investment Council | 9,224 | $272.7 萬 | 0.06% | 00.0% | 不變 |
| Avitas Wealth Management LLC | 9,123 | $269.7 萬 | 0.45% | +331+3.8% | 加碼 |
| Ti-Trust, Inc | 9,097 | $269.0 萬 | 2.37% | −150−1.6% | 減碼 |
| Atlantic Union Bankshares Corp | 9,067 | $268.1 萬 | 0.25% | −596−6.2% | 減碼 |
| Loudon Investment Management, LLC | 9,043 | $267.4 萬 | 1.65% | 00.0% | 不變 |
| LMG Wealth Partners, LLC | 9,038 | $267.2 萬 | 0.74% | +162+1.8% | 加碼 |
| River Street Advisors LLC | 8,962 | $265.0 萬 | 2.11% | −17−0.2% | 減碼 |
| Berkshire Bank | 8,934 | $264.2 萬 | 0.70% | −624−6.5% | 減碼 |
| Park National Corp | 8,916 | $263.6 萬 | 0.11% | −33−0.4% | 減碼 |
| Boston Private Wealth LLC | 8,891 | $262.9 萬 | 0.06% | −91−1.0% | 減碼 |
| EP Wealth Advisors, LLC | 8,878 | $262.5 萬 | 0.03% | +404+4.8% | 加碼 |
| HBK Sorce Advisory LLC | 8,878 | $262.5 萬 | 0.10% | +76+0.9% | 加碼 |
| Occidental Asset Management, LLC | 8,874 | $262.4 萬 | 0.54% | +1,175+15.3% | 加碼 |
| Level Four Advisory Services, LLC | 8,874 | $262.4 萬 | 0.15% | +913+11.5% | 加碼 |
| Becker Capital Management Inc | 8,851 | $261.7 萬 | 0.09% | −314−3.4% | 減碼 |
| Hanson & Doremus Investment Management | 8,823 | $260.9 萬 | 0.49% | −126−1.4% | 減碼 |
| Capital Asset Advisory Services LLC | 8,814 | $260.6 萬 | 0.16% | −903−9.3% | 減碼 |
| Wade G W & Inc | 8,782 | $259.7 萬 | 0.08% | +2,637+42.9% | 加碼 |
| Arete Wealth Advisors, LLC | 8,747 | $258.6 萬 | 0.20% | +2,269+35.0% | 加碼 |
| Nilsine Partners, LLC | 8,724 | $257.9 萬 | 0.40% | +101+1.2% | 加碼 |
| Pure Financial Advisors, Inc. | 8,678 | $256.6 萬 | 0.09% | +192+2.3% | 加碼 |
| Smith, Salley & Associates | 8,672 | $256.4 萬 | 0.17% | −1,084−11.1% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,647 | $255.7 萬 | 1.06% | +373+4.5% | 加碼 |
| Cullen Investment Group, Ltd. | 8,627 | $255.1 萬 | 0.45% | +8,627 | 新進 |
| Moneta Group Investment Advisors LLC | 8,614 | $254.7 萬 | 0.05% | −321−3.6% | 減碼 |
| Meeder Advisory Services, Inc. | 8,579 | $253.7 萬 | 0.29% | −246−2.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 8,573 | $253.5 萬 | 0.15% | +958+12.6% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,570 | $253.4 萬 | 0.06% | 00.0% | 不變 |
| Slagle Financial, LLC | 17,010 | $253.2 萬 | 1.45% | +8,319+95.7% | 加碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,527 | $252.1 萬 | 1.56% | −27−0.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 8,493 | $250.4 萬 | 1.27% | +675+8.6% | 加碼 |
| HRT Financial LP | 8,453 | $249.9 萬 | 0.02% | −2,798−24.9% | 減碼 |
| Boltwood Capital Management | 8,428 | $249.2 萬 | 0.83% | +42+0.5% | 加碼 |
| Cornercap Investment Counsel Inc | 8,423 | $249.0 萬 | 0.41% | +352+4.4% | 加碼 |
| Global Trust Asset Management, LLC | 8,409 | $248.6 萬 | 1.09% | +52+0.6% | 加碼 |
| Symmetry Investments LP | 8,400 | $248.4 萬 | 0.45% | +8,400 | 新進 |
| Radnor Capital Management, LLC | 8,352 | $246.9 萬 | 0.46% | −310−3.6% | 減碼 |
| Rothschild Investment LLC | 8,347 | $246.8 萬 | 0.21% | +8,347 | 新進 |
| Court Place Advisors, LLC | 8,339 | $246.5 萬 | 0.81% | −10−0.1% | 減碼 |
| Sumitomo Life Insurance Co | 8,325 | $246.1 萬 | 0.08% | −431−4.9% | 減碼 |
| FLC Capital Advisors | 8,287 | $245.0 萬 | 0.66% | −439−5.0% | 減碼 |
| First Horizon Advisors, Inc. | 8,270 | $244.5 萬 | 0.08% | +86+1.1% | 加碼 |
| Chapin Davis, Inc. | 8,255 | $244.1 萬 | 1.03% | +29+0.4% | 加碼 |
| Greater Midwest Financial Group, LLC | 8,218 | $243.0 萬 | 1.65% | +8,218 | 新進 |
| Westpac Banking Corp | 8,215 | $242.9 萬 | 0.20% | +563+7.4% | 加碼 |
| Old Port Advisors | 8,212 | $242.8 萬 | 0.81% | −181−2.2% | 減碼 |
| Vise Technologies, Inc. | 8,209 | $242.7 萬 | 0.52% | +1,992+32.0% | 加碼 |
| Oxbow Advisors, LLC | 8,206 | $242.6 萬 | 0.37% | −94−1.1% | 減碼 |
| Citizens Financial Group Inc | 8,199 | $242.4 萬 | 0.08% | +2,500+43.9% | 加碼 |
| TKG Advisors, LLC | 8,185 | $242.0 萬 | 1.44% | +4,309+111.2% | 加碼 |
| United Community Bank | 8,184 | $242.0 萬 | 1.02% | +459+5.9% | 加碼 |
| Argent Advisors, Inc. | 8,127 | $240.3 萬 | 1.05% | −36−0.4% | 減碼 |
| MB, Levis & Associates, LLC | 8,100 | $239.5 萬 | 1.37% | +21+0.3% | 加碼 |
| JPL Wealth Management, LLC | 8,093 | $239.3 萬 | 1.72% | +8,093 | 新進 |
| Bowen Hanes & Co Inc | 8,059 | $238.3 萬 | 0.07% | −20−0.2% | 減碼 |
| Brevan Howard Capital Management LP | 8,043 | $237.8 萬 | 0.24% | +8,043 | 新進 |
| Fruth Investment Management | 8,033 | $237.5 萬 | 0.67% | 00.0% | 不變 |
| Cohen Klingenstein LLC | 8,000 | $236.5 萬 | 0.10% | 00.0% | 不變 |
| Cynosure Management, LLC | 7,981 | $236.0 萬 | 0.42% | +30.0% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,958 | $235.3 萬 | 0.45% | −25−0.3% | 減碼 |
| Mirabaud & Cie SA | 7,893 | $233.4 萬 | 0.78% | +7,893 | 新進 |
| Lowe Brockenbrough & Co Inc | 7,870 | $232.7 萬 | 0.18% | −1,565−16.6% | 減碼 |
| Howland Capital Management LLC | 7,830 | $231.5 萬 | 0.12% | −4−0.1% | 減碼 |
| Gifford Fong Associates | 7,800 | $230.6 萬 | 0.49% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 7,765 | $229.6 萬 | 0.61% | +237+3.1% | 加碼 |