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 |
|---|---|---|---|---|---|
| Manchester Capital Management LLC | 2,933 | $107.5 萬 | 0.13% | +47+1.6% | 加碼 |
| CVA Family Office, LLC | 2,934 | $107.5 萬 | 0.19% | +53+1.8% | 加碼 |
| Harfst & Associates, Inc. | 2,941 | $107.8 萬 | 0.26% | −13−0.4% | 減碼 |
| KLCM Advisors, Inc. | 2,944 | $107.9 萬 | 0.14% | −103−3.4% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 2,952 | $108.1 萬 | 0.65% | −49−1.6% | 減碼 |
| Aspire Private Capital, LLC | 2,959 | $108.4 萬 | 0.29% | +290+10.9% | 加碼 |
| Natixis | 2,964 | $108.6 萬 | 0.01% | −24,906−89.4% | 減碼 |
| CMG Global Holdings, LLC | 2,968 | $108.7 萬 | 0.75% | 00.0% | 不變 |
| Morse Asset Management, Inc | 2,974 | $109.0 萬 | 0.28% | +125+4.4% | 加碼 |
| Legacy Wealth Asset Management, LLC | 2,975 | $109.0 萬 | 0.30% | −115−3.7% | 減碼 |
| Mainstay Capital Management LLC | 2,979 | $109.2 萬 | 0.21% | −405−12.0% | 減碼 |
| Martingale Asset Management L P | 2,980 | $109.2 萬 | 0.02% | −780−20.7% | 減碼 |
| Farmers National Bank | 2,982 | $109.3 萬 | 0.33% | −193−6.1% | 減碼 |
| Threadgill Financial, LLC | 2,987 | $109.4 萬 | 0.49% | +5+0.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 3,000 | $109.9 萬 | 0.34% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,003 | $110.0 萬 | 0.05% | +50+1.7% | 加碼 |
| Geller Advisors LLC | 3,006 | $110.1 萬 | 0.09% | −32−1.1% | 減碼 |
| Saxon Interests, Inc. | 3,010 | $110.3 萬 | 0.53% | +2,300+323.9% | 加碼 |
| Mechanics Financial Corp | 3,016 | $110.5 萬 | 0.57% | 00.0% | 不變 |
| WBI Investments | 3,029 | $111.0 萬 | 0.23% | +3,029 | 新進 |
| Wilkins Investment Counsel Inc | 3,035 | $111.2 萬 | 0.16% | +3,035 | 新進 |
| Benjamin Edwards Inc | 3,038 | $111.3 萬 | 0.22% | −334−9.9% | 減碼 |
| Bath Savings Trust Co | 3,039 | $111.4 萬 | 0.12% | −43−1.4% | 減碼 |
| Uncommon Cents Investing LLC | 3,040 | $111.4 萬 | 0.34% | −30−1.0% | 減碼 |
| Lakeview Capital Partners, LLC | 3,045 | $111.6 萬 | 0.18% | −20−0.7% | 減碼 |
| Benin Management CORP | 3,048 | $111.7 萬 | 0.35% | +19+0.6% | 加碼 |
| Concentric Wealth Management, LLC | 3,075 | $112.7 萬 | 0.30% | −75−2.4% | 減碼 |
| ICA Group Wealth Management, LLC | 3,075 | $112.7 萬 | 0.23% | −59−1.9% | 減碼 |
| WMS Partners, LLC | 3,078 | $112.8 萬 | 0.08% | +57+1.9% | 加碼 |
| Visionary Wealth Advisors | 3,079 | $112.8 萬 | 0.08% | −216−6.6% | 減碼 |
| Gray Wealth Management Inc. | 3,080 | $112.9 萬 | 0.50% | −56−1.8% | 減碼 |
| Rogco, LP | 3,083 | $113.0 萬 | 0.46% | +85+2.8% | 加碼 |
| TD Private Client Wealth LLC | 3,084 | $113.0 萬 | 0.04% | −910−22.8% | 減碼 |
| Grimes & Company, Inc. | 3,090 | $113.2 萬 | 0.03% | −10.0% | 減碼 |
| Means Investment Co., Inc. | 3,096 | $113.5 萬 | 0.15% | +41+1.3% | 加碼 |
| Sawgrass Asset Management LLC | 3,100 | $113.6 萬 | 0.12% | +100+3.3% | 加碼 |
| Costello Asset Management, INC | 3,108 | $113.9 萬 | 0.81% | −475−13.3% | 減碼 |
| Hilltop Holdings Inc. | 3,109 | $113.9 萬 | 0.13% | −394−11.2% | 減碼 |
| Menard Financial Group LLC | 3,123 | $114.4 萬 | 0.96% | −316−9.2% | 減碼 |
| Washburn Capital Management, Inc. | 3,137 | $115.0 萬 | 0.85% | +372+13.5% | 加碼 |
| Mitchell Capital Management Co | 3,141 | $115.1 萬 | 0.22% | −150−4.6% | 減碼 |
| Summit Financial Group Inc | 3,142 | $115.1 萬 | 0.41% | −210−6.3% | 減碼 |
| Puzo Michael J | 3,150 | $115.4 萬 | 0.32% | −250−7.4% | 減碼 |
| 180 Wealth Advisors, LLC | 3,151 | $115.5 萬 | 0.21% | +883+38.9% | 加碼 |
| Venturi Wealth Management, LLC | 3,160 | $115.8 萬 | 0.07% | +2,481+365.4% | 加碼 |
| Guerra Pan Advisors, LLC | 3,164 | $115.9 萬 | 1.07% | +513+19.4% | 加碼 |
| SignalPoint Asset Management, LLC | 3,168 | $116.1 萬 | 0.32% | +2+0.1% | 加碼 |
| Provenance Wealth Advisors, LLC | 3,168 | $116.1 萬 | 0.16% | +25+0.8% | 加碼 |
| Gleason Group, Inc. | 3,172 | $116.2 萬 | 0.24% | −237−7.0% | 減碼 |
| CNB Bank | 3,174 | $116.3 萬 | 0.57% | −120−3.6% | 減碼 |
| Eudaimonia Partners, LLC | 3,180 | $116.5 萬 | 0.28% | −70−2.2% | 減碼 |
| WealthTrust Asset Management, LLC | 3,181 | $116.6 萬 | 0.89% | −164−4.9% | 減碼 |
| King Wealth | 3,187 | $116.8 萬 | 0.20% | +47+1.5% | 加碼 |
| Colonial Trust Co | 3,188 | $116.8 萬 | 0.22% | +35+1.1% | 加碼 |
| Wealth Effects LLC | 3,209 | $117.6 萬 | 0.43% | +10.0% | 加碼 |
| Rossmore Private Capital | 3,221 | $118.0 萬 | 0.15% | +30+0.9% | 加碼 |
| Aspen Investment Management Inc | 3,228 | $118.3 萬 | 0.60% | −250−7.2% | 減碼 |
| Auxier Asset Management | 3,230 | $118.4 萬 | 0.18% | 00.0% | 不變 |
| Montecito Bank & Trust | 3,235 | $118.5 萬 | 0.24% | +83+2.6% | 加碼 |
| CORDA Investment Management, LLC. | 3,243 | $118.8 萬 | 0.09% | +3,243 | 新進 |
| Traphagen Investment Advisors LLC | 3,249 | $119.1 萬 | 0.13% | +3+0.1% | 加碼 |
| Birinyi Associates Inc | 3,250 | $119.1 萬 | 0.39% | 00.0% | 不變 |
| Taurus Asset Management, LLC | 3,258 | $119.4 萬 | 0.12% | −300−8.4% | 減碼 |
| Wealth Management Partners, LLC | 3,258 | $119.4 萬 | 0.61% | −320−8.9% | 減碼 |
| Wolverine Trading, LLC | 3,266 | $119.7 萬 | 0.01% | −18,392−84.9% | 減碼 |
| Magnus Financial Group LLC | 3,270 | $119.8 萬 | 0.14% | +113+3.6% | 加碼 |
| Mendel Money Management | 3,277 | $120.1 萬 | 0.56% | +11+0.3% | 加碼 |
| LexAurum Advisors, LLC | 3,284 | $120.3 萬 | 0.30% | −802−19.6% | 減碼 |
| Nicolet Bankshares Inc | 3,284 | $120.3 萬 | 0.30% | −7−0.2% | 減碼 |
| Edge Capital Group, LLC | 3,300 | $120.9 萬 | 0.06% | −90−2.7% | 減碼 |
| Allegheny Financial Group LTD | 3,312 | $121.4 萬 | 0.37% | +457+16.0% | 加碼 |
| Security Financial Services, INC. | 3,316 | $121.5 萬 | 0.27% | +6+0.2% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,325 | $121.8 萬 | 0.21% | −421−11.2% | 減碼 |
| Hartline Investment Corp | 3,325 | $121.8 萬 | 0.21% | +2,642+386.8% | 加碼 |
| AA Financial Advisors, LLC | 3,333 | $122.1 萬 | 0.49% | +3,333 | 新進 |
| Evergreen Capital Management LLC | 3,335 | $122.2 萬 | 0.05% | +141+4.4% | 加碼 |
| Atwood & Palmer Inc | 3,358 | $123.0 萬 | 0.09% | 00.0% | 不變 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3,363 | $123.2 萬 | 0.06% | +1,024+43.8% | 加碼 |
| First Financial Bankshares Inc | 3,379 | $123.8 萬 | 0.03% | +1,284+61.3% | 加碼 |
| Wealth Quarterback LLC | 3,382 | $123.9 萬 | 0.69% | −136−3.9% | 減碼 |
| CIC Wealth, LLC | 3,386 | $124.1 萬 | 0.36% | −12−0.4% | 減碼 |
| JFS Wealth Advisors, LLC | 3,392 | $124.3 萬 | 0.10% | −16−0.5% | 減碼 |
| Fundamentun, LLC | 3,392 | $124.3 萬 | 0.12% | +151+4.7% | 加碼 |
| Alexander Labrunerie & Co., Inc. | 3,393 | $124.3 萬 | 0.69% | +3,393 | 新進 |
| Founders Financial Alliance, LLC | 3,399 | $124.6 萬 | 0.37% | +1,407+70.6% | 加碼 |
| Telos Capital Management, Inc. | 3,405 | $124.8 萬 | 0.14% | −56−1.6% | 減碼 |
| RFP Financial Group LLC | 3,408 | $124.8 萬 | 0.49% | −185−5.1% | 減碼 |
| Davis R M Inc | 3,407 | $124.9 萬 | 0.03% | −82−2.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 3,425 | $125.5 萬 | 0.02% | +3,425 | 新進 |
| Vanguard Capital Wealth Advisors | 3,434 | $125.8 萬 | 0.89% | +213+6.6% | 加碼 |
| First Heartland Consultants, Inc. | 3,437 | $125.9 萬 | 0.13% | +110+3.3% | 加碼 |
| Tiemann Investment Advisors, LLC | 3,437 | $125.9 萬 | 0.56% | +10+0.3% | 加碼 |
| Keynote Financial Services LLC | 3,449 | $126.4 萬 | 1.06% | +3,449 | 新進 |
| PFC Capital Group, Inc. | 3,457 | $126.6 萬 | 0.68% | +125+3.8% | 加碼 |
| DMG Group, LLC | 3,455 | $126.6 萬 | 1.09% | −46−1.3% | 減碼 |
| McKinley Capital Management LLC /Delaware | 3,459 | $126.7 萬 | 0.15% | −150−4.2% | 減碼 |
| Wrapmanager Inc | 3,461 | $126.8 萬 | 0.35% | +1,323+61.9% | 加碼 |
| Mango Five Family, Inc. | 3,465 | $127.0 萬 | 0.42% | 00.0% | 不變 |
| Savoie Capital LLC | 3,465 | $127.0 萬 | 0.18% | +3,465 | 新進 |
| Belpointe Asset Management LLC | 3,467 | $127.0 萬 | 0.10% | +589+20.5% | 加碼 |