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
- 2,713
- 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 1,084 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 | 3,773 | $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 |
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 |
|---|---|---|---|---|---|
| Slocum, Gordon & Co LLP | 2,500 | $91.6 萬 | 0.68% | 00.0% | 不變 |
| BlueSky Wealth Advisors, LLC | 2,506 | $91.8 萬 | 0.72% | +91+3.8% | 加碼 |
| Shelton Wealth Management, LLC | 2,512 | $92.1 萬 | 0.58% | +670+36.4% | 加碼 |
| Ci Investments Inc. | 2,517 | $92.2 萬 | 0.00% | +455+22.1% | 加碼 |
| Diversify Advisory Services, LLC | 2,547 | $92.6 萬 | 0.05% | +2,547 | 新進 |
| Bridges Investment Management Inc | 2,535 | $92.9 萬 | 0.03% | −2,000−44.1% | 減碼 |
| Horizon Wealth Management, LLC | 2,537 | $93.0 萬 | 0.24% | −136−5.1% | 減碼 |
| Woodstock Corp | 2,555 | $93.6 萬 | 0.10% | 00.0% | 不變 |
| Heritage Wealth Advisors | 2,556 | $93.7 萬 | 0.04% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 2,562 | $93.9 萬 | 0.14% | +2+0.1% | 加碼 |
| BOS Asset Management, LLC | 2,563 | $93.9 萬 | 0.49% | 00.0% | 不變 |
| Nabity-Jensen Investment Management Inc | 2,564 | $94.0 萬 | 0.77% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 2,564 | $94.0 萬 | 0.16% | −751−22.7% | 減碼 |
| Palumbo Wealth Management LLC | 2,570 | $94.2 萬 | 0.42% | −61−2.3% | 減碼 |
| White Lighthouse Investment Management Inc. | 2,571 | $94.2 萬 | 0.19% | 00.0% | 不變 |
| Westmount Partners, LLC | 2,573 | $94.3 萬 | 0.34% | −50−1.9% | 減碼 |
| KKM Financial LLC | 2,575 | $94.4 萬 | 0.46% | +692+36.7% | 加碼 |
| Northstar Group, Inc. | 2,586 | $94.8 萬 | 0.19% | −60−2.3% | 減碼 |
| Pine Haven Investment Counsel, Inc | 2,590 | $94.9 萬 | 0.83% | −25−1.0% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 2,592 | $95.0 萬 | 0.30% | +2,592 | 新進 |
| Verus Capital Partners, LLC | 2,597 | $95.2 萬 | 0.11% | −6−0.2% | 減碼 |
| Ted Buchan & Co | 2,602 | $95.3 萬 | 0.59% | −47−1.8% | 減碼 |
| Hilltop National Bank | 2,605 | $95.5 萬 | 0.32% | +2,605 | 新進 |
| Hudson Valley Investment Advisors Inc | 2,609 | $95.6 萬 | 0.11% | −552−17.5% | 減碼 |
| Quadrant Private Wealth Management, LLC | 2,620 | $96.0 萬 | 0.24% | +20+0.8% | 加碼 |
| Adell Harriman & Carpenter Inc | 2,620 | $96.0 萬 | 0.08% | −289−9.9% | 減碼 |
| Virtus ETF Advisers LLC | 2,621 | $96.0 萬 | 0.51% | +259+11.0% | 加碼 |
| Stiles Financial Services Inc | 2,621 | $96.0 萬 | 0.38% | −44−1.7% | 減碼 |
| Windsor Capital Management, LLC | 2,627 | $96.2 萬 | 0.30% | −48−1.8% | 減碼 |
| Skopos Labs, Inc. | 2,649 | $96.4 萬 | 0.41% | +44+1.7% | 加碼 |
| Fortem Financial Group, LLC | 2,630 | $96.4 萬 | 0.42% | −451−14.6% | 減碼 |
| Prestige Wealth Management Group LLC | 2,632 | $96.4 萬 | 0.21% | −2−0.1% | 減碼 |
| Cidel Asset Management Inc | 2,638 | $96.7 萬 | 0.07% | −51−1.9% | 減碼 |
| Astoria Portfolio Advisors LLC. | 2,660 | $96.8 萬 | 0.37% | −31−1.2% | 減碼 |
| Klingenstein Fields & Co LP | 2,643 | $96.8 萬 | 0.04% | −60−2.2% | 減碼 |
| Van Strum & Towne Inc. | 2,645 | $96.9 萬 | 0.35% | +200+8.2% | 加碼 |
| GeoWealth Management, LLC | 2,648 | $97.0 萬 | 0.04% | −2,092−44.1% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,650 | $97.1 萬 | 0.16% | +160+6.4% | 加碼 |
| Quadcap Wealth Management, LLC | 2,652 | $97.2 萬 | 0.22% | −200−7.0% | 減碼 |
| Marcum Wealth, LLC | 2,660 | $97.5 萬 | 0.10% | −554−17.2% | 減碼 |
| Ancora Advisors, LLC | 2,660 | $97.5 萬 | 0.02% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,675 | $98.0 萬 | 0.38% | 00.0% | 不變 |
| Redwood Wealth Management Group, LLC | 2,676 | $98.1 萬 | 1.04% | −343−11.4% | 減碼 |
| Epoch Investment Partners, Inc. | 2,686 | $98.4 萬 | 0.00% | −113−4.0% | 減碼 |
| LVW Advisors, LLC | 2,687 | $98.5 萬 | 0.17% | +930+52.9% | 加碼 |
| ABN AMRO Bank N.V. | 2,692 | $98.6 萬 | 0.01% | −1,670−38.3% | 減碼 |
| TCG Advisory Services, LLC | 2,692 | $98.6 萬 | 0.05% | +244+10.0% | 加碼 |
| Waycross Partners, LLC | 2,700 | $98.9 萬 | 0.17% | 00.0% | 不變 |
| Cahill Financial Advisors Inc | 2,705 | $99.1 萬 | 0.14% | −527−16.3% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 2,712 | $99.4 萬 | 0.23% | +2,027+295.9% | 加碼 |
| NVWM, LLC | 2,717 | $99.6 萬 | 0.27% | −256−8.6% | 減碼 |
| Prosperitas Financial LLC | 2,723 | $99.8 萬 | 0.64% | −106−3.7% | 減碼 |
| CX Institutional | 2,731 | $100.1 萬 | 0.05% | −130−4.5% | 減碼 |
| Joel Isaacson & Co., LLC | 2,733 | $100.1 萬 | 0.05% | +10.0% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,734 | $100.2 萬 | 0.62% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,736 | $100.3 萬 | 0.28% | +135+5.2% | 加碼 |
| Key Financial Inc | 2,742 | $100.5 萬 | 0.26% | 00.0% | 不變 |
| Disciplined Equity Management, Inc. | 2,750 | $100.8 萬 | 0.67% | −60−2.1% | 減碼 |
| Heartwood Wealth Advisors LLC | 2,754 | $100.9 萬 | 0.12% | +50+1.8% | 加碼 |
| Bill Few Associates, Inc. | 2,759 | $101.1 萬 | 0.41% | +212+8.3% | 加碼 |
| Financial Management Network Inc | 2,736 | $101.2 萬 | 0.25% | −131−4.6% | 減碼 |
| Patriot Investment Management Inc. | 2,763 | $101.2 萬 | 0.08% | −14−0.5% | 減碼 |
| Abacus Planning Group, Inc. | 2,768 | $101.4 萬 | 0.20% | −87−3.0% | 減碼 |
| Girard Partners Ltd. | 2,780 | $101.9 萬 | 0.10% | −131−4.5% | 減碼 |
| First Command Advisory Services, Inc. | 2,786 | $102.1 萬 | 0.01% | −105−3.6% | 減碼 |
| Capital Advisors Inc | 2,785 | $102.1 萬 | 0.02% | +207+8.0% | 加碼 |
| Sittner & Nelson, LLC | 2,785 | $102.1 萬 | 0.51% | −544−16.3% | 減碼 |
| RDA Financial Network | 2,788 | $102.2 萬 | 0.35% | +184+7.1% | 加碼 |
| Everhart Financial Group, Inc. | 2,789 | $102.2 萬 | 0.30% | +1,113+66.4% | 加碼 |
| Sentinus, LLC | 2,796 | $102.4 萬 | 0.36% | +2,796 | 新進 |
| Peavine Capital, LLC | 2,800 | $102.6 萬 | 0.26% | 00.0% | 不變 |
| Clarus Group, Inc. | 2,801 | $102.6 萬 | 0.72% | −22−0.8% | 減碼 |
| Hancock Whitney Corp | 2,801 | $102.6 萬 | 0.04% | −168−5.7% | 減碼 |
| 1858 Wealth Management, LLC | 3,498 | $103.4 萬 | 0.98% | 00.0% | 不變 |
| Valmark Advisers, Inc. | 2,823 | $103.4 萬 | 0.02% | +387+15.9% | 加碼 |
| Capstone Financial Advisors, Inc. | 2,824 | $103.5 萬 | 0.07% | +35+1.3% | 加碼 |
| Ballast, Inc. | 2,829 | $103.7 萬 | 0.33% | +4+0.1% | 加碼 |
| Texas Capital Bancshares Inc | 2,833 | $103.8 萬 | 0.47% | −1,124−28.4% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 2,792 | $103.9 萬 | 0.20% | +3+0.1% | 加碼 |
| Accredited Investors Inc. | 2,839 | $104.0 萬 | 0.07% | −51−1.8% | 減碼 |
| Compass Ion Advisors, LLC | 2,839 | $104.0 萬 | 0.15% | +10.0% | 加碼 |
| Ballast Advisors LLC | 2,850 | $104.4 萬 | 0.35% | −209−6.8% | 減碼 |
| Carson Advisory Inc. | 2,853 | $104.6 萬 | 0.74% | +3+0.1% | 加碼 |
| Fort Sheridan Advisors LLC | 2,854 | $104.6 萬 | 0.20% | +124+4.5% | 加碼 |
| Archer Investment Corp | 2,855 | $104.6 萬 | 0.31% | −146−4.9% | 減碼 |
| Somerville Kurt F | 2,860 | $104.8 萬 | 0.18% | 00.0% | 不變 |
| Vectors Research Management, LLC | 2,867 | $105.1 萬 | 0.30% | −184−6.0% | 減碼 |
| Ironwood Investment Counsel, LLC | 2,868 | $105.1 萬 | 0.19% | +10.0% | 加碼 |
| Washington Trust Advisors, Inc. | 2,871 | $105.2 萬 | 0.10% | −413−12.6% | 減碼 |
| Toth Financial Advisory Corp | 2,877 | $105.4 萬 | 0.13% | −138−4.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,890 | $105.9 萬 | 0.03% | −126−4.2% | 減碼 |
| Aspiriant, LLC | 2,889 | $105.9 萬 | 0.04% | −41−1.4% | 減碼 |
| Clarus Wealth Advisors | 2,849 | $106.0 萬 | 0.60% | −152−5.1% | 減碼 |
| Berkshire Asset Management LLC | 2,908 | $106.6 萬 | 0.06% | −293−9.2% | 減碼 |
| Transcend Wealth Collective, LLC | 2,909 | $106.6 萬 | 0.09% | −124−4.1% | 減碼 |
| South State Corp. | 2,916 | $106.9 萬 | 0.08% | −699−19.3% | 減碼 |
| Veracity Capital LLC | 2,917 | $106.9 萬 | 0.42% | −656−18.4% | 減碼 |
| Peoples Financial Services Corp. | 2,919 | $107.0 萬 | 0.46% | −391−11.8% | 減碼 |
| Well Done, LLC | 2,926 | $107.2 萬 | 0.21% | +241+9.0% | 加碼 |
| FCG Investment Co | 2,927 | $107.3 萬 | 0.86% | −1,082−27.0% | 減碼 |