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。
2024 年第 1 季 13F 持有人
Caterpillar Inc 在 2024/3/31 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
- 2,714
- 較 2023 年第 4 季 +172 家
- 持有股數
- 3.49 億
- 較 2023 年第 4 季 −515.7 萬 (−1.5%)
- 總市值
- $1,276 億
- 較 2023 年第 4 季 +$231.5 億 (+22.2%)
- 新進機構
- 263
- 另有 951 家加碼
- 清倉機構
- 91
- 另有 1,085 家減碼
另有 41 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sanchez Wealth Management Group | 1,549 | $56.7 萬 | 0.19% | +7+0.5% | 加碼 |
| Smith Shellnut Wilson LLC | 1,550 | $56.8 萬 | 0.30% | 00.0% | 不變 |
| Callan Capital, LLC | 1,550 | $56.8 萬 | 0.05% | +320+26.0% | 加碼 |
| First Financial Corp | 1,551 | $56.8 萬 | 0.29% | −578−27.1% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,551 | $56.8 萬 | 0.28% | +24+1.6% | 加碼 |
| Quantum Financial Advisors, LLC | 1,552 | $56.9 萬 | 0.10% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 1,515 | $56.9 萬 | 0.07% | +42+2.9% | 加碼 |
| Castle Rock Wealth Management, LLC | 1,719 | $56.9 萬 | 0.16% | +220+14.7% | 加碼 |
| Quent Capital, LLC | 1,554 | $57.0 萬 | 0.07% | +151+10.8% | 加碼 |
| Sepio Capital, LP | 1,555 | $57.0 萬 | 0.05% | −272−14.9% | 減碼 |
| Fagan Associates, Inc. | 1,560 | $57.2 萬 | 0.11% | +125+8.7% | 加碼 |
| RKL Wealth Management LLC | 1,561 | $57.2 萬 | 0.06% | +106+7.3% | 加碼 |
| Trust Co of Virginia | 1,563 | $57.3 萬 | 0.05% | 00.0% | 不變 |
| Monte Financial Group, LLC | 1,564 | $57.3 萬 | 0.25% | −14,150−90.0% | 減碼 |
| BCS Wealth Management | 1,566 | $57.4 萬 | 0.18% | 00.0% | 不變 |
| Davidson Investment Advisors | 1,570 | $57.5 萬 | 0.03% | 00.0% | 不變 |
| Obsidian Personal Planning Solutions LLC | 1,720 | $57.5 萬 | 0.38% | −190−9.9% | 減碼 |
| Regent Peak Wealth Advisors LLC | 1,579 | $57.9 萬 | 0.15% | +11+0.7% | 加碼 |
| Householder Group Estate & Retirement Specialist, LLC | 1,581 | $58.0 萬 | 0.17% | +200+14.5% | 加碼 |
| Burford Brothers, Inc. | 1,586 | $58.1 萬 | 0.38% | +4+0.3% | 加碼 |
| Arvest Trust Co N A | 1,589 | $58.2 萬 | 0.03% | +1,589 | 新進 |
| Kozak & Associates, Inc. | 1,661 | $58.3 萬 | 0.16% | +204+14.0% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,593 | $58.4 萬 | 0.04% | +254+19.0% | 加碼 |
| Dudley Capital Management, LLC | 1,606 | $58.4 萬 | 0.34% | +420+35.4% | 加碼 |
| Tradition Wealth Management, LLC | 1,594 | $58.4 萬 | 0.06% | +35+2.2% | 加碼 |
| Morton Community Bank | 1,597 | $58.5 萬 | 0.17% | +800+100.4% | 加碼 |
| WESCAP Management Group, Inc. | 1,600 | $58.6 萬 | 0.17% | 00.0% | 不變 |
| Icapital Wealth LLC | 1,600 | $58.6 萬 | 0.35% | 00.0% | 不變 |
| Cooper/Haims Advisors, LLC | 1,601 | $58.7 萬 | 0.34% | −52−3.1% | 減碼 |
| Blueshift Asset Management, LLC | 1,602 | $58.7 萬 | 0.30% | −591−26.9% | 減碼 |
| Resonant Capital Advisors, LLC | 1,602 | $58.7 萬 | 0.05% | +279+21.1% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $58.8 萬 | 0.25% | 00.0% | 不變 |
| Steward Partners Investment Solutions, LLC | 1,609 | $59.0 萬 | 0.10% | +1,609 | 新進 |
| BSW Wealth Partners | 1,610 | $59.0 萬 | 0.10% | +461+40.1% | 加碼 |
| Bard Financial Services, Inc. | 1,610 | $59.0 萬 | 0.06% | −250−13.4% | 減碼 |
| Verity Asset Management, Inc. | 1,613 | $59.1 萬 | 0.33% | −59−3.5% | 減碼 |
| One Degree Advisors Inc | 1,615 | $59.2 萬 | 0.29% | 00.0% | 不變 |
| Claro Advisors LLC | 1,616 | $59.2 萬 | 0.10% | +312+23.9% | 加碼 |
| Check Capital Management Inc | 1,617 | $59.3 萬 | 0.04% | −100−5.8% | 減碼 |
| United Bank | 1,622 | $59.4 萬 | 0.07% | 00.0% | 不變 |
| Armstrong, Fleming & Moore, Inc | 1,622 | $59.4 萬 | 0.41% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 1,624 | $59.5 萬 | 0.05% | +6+0.4% | 加碼 |
| Sweet Financial Partners, LLC | 1,626 | $59.6 萬 | 0.14% | +2+0.1% | 加碼 |
| Operose Advisors LLC | 1,630 | $59.7 萬 | 0.20% | +5+0.3% | 加碼 |
| WealthTrust Axiom LLC | 1,631 | $59.7 萬 | 0.19% | +2+0.1% | 加碼 |
| Objective Capital Management, LLC | 1,634 | $59.9 萬 | 0.40% | +175+12.0% | 加碼 |
| MBL Wealth, LLC | 1,638 | $60.0 萬 | 0.07% | −170−9.4% | 減碼 |
| Fulton Bank, N.A. | 1,639 | $60.1 萬 | 0.02% | −554−25.3% | 減碼 |
| West Michigan Advisors, LLC | 1,640 | $60.1 萬 | 0.20% | +121+8.0% | 加碼 |
| Meadow Creek Wealth Advisors LLC | 1,644 | $60.2 萬 | 0.42% | −55−3.2% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,646 | $60.3 萬 | 0.25% | +135+8.9% | 加碼 |
| Fairfield, Bush & Co. | 1,647 | $60.3 萬 | 0.36% | −3−0.2% | 減碼 |
| Virtu Financial LLC | 1,648 | $60.4 萬 | 0.05% | +1,648 | 新進 |
| Tennessee Valley Asset Management Partners | 1,652 | $60.5 萬 | 0.15% | +5+0.3% | 加碼 |
| Wendell David Associates Inc | 1,653 | $60.6 萬 | 0.06% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,655 | $60.6 萬 | 0.07% | +1,655 | 新進 |
| Oxford Financial Group Ltd | 1,657 | $60.7 萬 | 0.04% | +597+56.3% | 加碼 |
| MBA Advisors LLC | 1,658 | $60.8 萬 | 0.31% | −119−6.7% | 減碼 |
| Arcataur Capital Management LLC | 1,659 | $60.8 萬 | 0.22% | 00.0% | 不變 |
| Jeppson Wealth Management, LLC | 1,665 | $61.0 萬 | 0.24% | −25−1.5% | 減碼 |
| Hollencrest Capital Management | 1,668 | $61.1 萬 | 0.03% | −9−0.5% | 減碼 |
| Kaydan Wealth Management, Inc. | 1,677 | $61.5 萬 | 0.21% | 00.0% | 不變 |
| Forte Capital LLC | 1,681 | $61.6 萬 | 0.08% | +1+0.1% | 加碼 |
| Summit Wealth Partners, LLC | 1,684 | $61.7 萬 | 0.13% | 00.0% | 不變 |
| Hamilton Wealth, LLC | 1,686 | $61.8 萬 | 0.19% | +1,686 | 新進 |
| Advisory Resource Group | 1,689 | $61.9 萬 | 0.14% | −50−2.9% | 減碼 |
| YHB Investment Advisors, Inc. | 1,694 | $62.1 萬 | 0.06% | +2+0.1% | 加碼 |
| EHP Funds Inc. | 1,700 | $62.3 萬 | 0.43% | −1,200−41.4% | 減碼 |
| Trinity Financial Advisors LLC | 1,700 | $62.3 萬 | 0.28% | 00.0% | 不變 |
| Thomas Story & Son LLC | 1,700 | $62.3 萬 | 0.26% | 00.0% | 不變 |
| Evermay Wealth Management LLC | 1,702 | $62.4 萬 | 0.09% | −30−1.7% | 減碼 |
| Prosperity Financial Group, Inc. | 1,704 | $62.4 萬 | 0.39% | +125+7.9% | 加碼 |
| Home Federal Bank of Tennessee | 1,709 | $62.6 萬 | 0.19% | −100−5.5% | 減碼 |
| Charter Oak Capital Management, LLC | 1,710 | $62.7 萬 | 0.07% | +161+10.4% | 加碼 |
| Coastwise Capital Group, LLC | 1,712 | $62.7 萬 | 0.58% | −5−0.3% | 減碼 |
| Lakeridge Wealth Management LLC | 1,713 | $62.8 萬 | 0.41% | −326−16.0% | 減碼 |
| Morningstar Investment Services LLC | 1,721 | $62.8 萬 | 0.01% | −709−29.2% | 減碼 |
| Taylor Hoffman Wealth Management | 1,717 | $62.9 萬 | 0.27% | −31−1.8% | 減碼 |
| Breakwater Capital Group | 1,741 | $63.8 萬 | 0.16% | 00.0% | 不變 |
| Abacus Wealth Partners, LLC | 1,742 | $63.8 萬 | 0.11% | +326+23.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 1,745 | $64.0 萬 | 0.18% | +34+2.0% | 加碼 |
| New Century Financial Group, LLC | 1,746 | $64.0 萬 | 0.44% | +11+0.6% | 加碼 |
| Sterling Investment Advisors, Ltd. | 1,746 | $64.0 萬 | 0.18% | −99−5.4% | 減碼 |
| Loomis Sayles & Co L P | 1,746 | $64.0 萬 | 0.00% | −148−7.8% | 減碼 |
| Red Door Wealth Management, LLC | 1,751 | $64.2 萬 | 0.12% | −33−1.8% | 減碼 |
| Hohimer Wealth Management, LLC | 1,758 | $64.4 萬 | 0.15% | +100+6.0% | 加碼 |
| Kohmann Bosshard Financial Services, LLC | 1,762 | $64.6 萬 | 0.09% | +187+11.9% | 加碼 |
| PBMares Wealth Management LLC | 1,763 | $64.6 萬 | 0.17% | +52+3.0% | 加碼 |
| Boston Financial Mangement LLC | 1,768 | $64.8 萬 | 0.02% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,822 | $64.8 萬 | 0.29% | −20−1.1% | 減碼 |
| GTS Securities LLC | 1,771 | $64.9 萬 | 0.02% | −3,290−65.0% | 減碼 |
| Savvy Advisors, Inc. | 1,775 | $65.0 萬 | 0.37% | +154+9.5% | 加碼 |
| Stokes Family Office, LLC | 1,775 | $65.0 萬 | 0.08% | +275+18.3% | 加碼 |
| Sanders Morris Harris LLC | 1,775 | $65.0 萬 | 0.12% | +1,775 | 新進 |
| LifeSteps Financial, Inc. | 1,779 | $65.2 萬 | 0.49% | +20+1.1% | 加碼 |
| Fca Corp | 1,782 | $65.3 萬 | 0.21% | +582+48.5% | 加碼 |
| Lakeside Advisors, INC. | 1,782 | $65.3 萬 | 0.42% | +1+0.1% | 加碼 |
| Benchmark Wealth Management, LLC | 1,784 | $65.4 萬 | 0.36% | +1+0.1% | 加碼 |
| Cornerstone Advisory, LLC | 1,785 | $65.4 萬 | 0.09% | +117+7.0% | 加碼 |
| Edmp, Inc. | 1,792 | $65.7 萬 | 0.55% | 00.0% | 不變 |