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 | 3,772 | $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 | 3,022 | $1,280 億 |
| 2025 年第 1 季 | 2,902 | $1,090 億 |
| 2024 年第 4 季 | 3,009 | $1,234 億 |
| 2024 年第 3 季 | 2,837 | $1,336 億 |
| 2024 年第 2 季 | 2,712 | $1,145 億 |
| 2024 年第 1 季 | 2,713 | $1,276 億 |
| 2023 年第 4 季 | 2,582 | $1,046 億 |
| 2023 年第 3 季 | 2,408 | $973.3 億 |
| 2023 年第 2 季 | 2,328 | $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 |
|---|---|---|---|---|---|
| Eastern Bank | 4,180 | $153.2 萬 | 0.06% | −198−4.5% | 減碼 |
| Roman Butler Fullerton & Co | 4,290 | $153.4 萬 | 0.58% | +84+2.0% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $153.8 萬 | 1.00% | 00.0% | 不變 |
| Norwood Financial Corp | 4,204 | $154.0 萬 | 2.22% | +59+1.4% | 加碼 |
| Cardiff Park Advisors, LLC | 4,208 | $154.2 萬 | 0.15% | +15+0.4% | 加碼 |
| Kowal Investment Group, LLC | 4,212 | $154.3 萬 | 0.33% | +124+3.0% | 加碼 |
| Solstein Capital, LLC | 4,214 | $154.4 萬 | 1.07% | 00.0% | 不變 |
| Donoghue Forlines LLC | 4,218 | $154.6 萬 | 0.44% | −771−15.5% | 減碼 |
| Raleigh Capital Management Inc. | 4,234 | $155.1 萬 | 0.67% | +215+5.3% | 加碼 |
| Catalyst Financial Partners LLC | 4,332 | $155.2 萬 | 0.40% | +37+0.9% | 加碼 |
| Delta Investment Management, LLC | 4,252 | $155.8 萬 | 0.35% | −17−0.4% | 減碼 |
| Crawford Investment Counsel Inc | 4,259 | $156.1 萬 | 0.03% | +516+13.8% | 加碼 |
| Acorn Wealth Advisors, LLC | 4,264 | $156.2 萬 | 0.82% | +301+7.6% | 加碼 |
| Amarillo National Bank | 4,267 | $156.4 萬 | 0.29% | −803−15.8% | 減碼 |
| Vinland Capital Management Gestora de Recursos LTDA. | 4,277 | $156.7 萬 | 1.30% | +4,277 | 新進 |
| Byrne Asset Management LLC | 4,292 | $157.3 萬 | 1.09% | −143−3.2% | 減碼 |
| Sit Investment Associates Inc | 4,300 | $157.6 萬 | 0.04% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 4,302 | $157.7 萬 | 0.18% | −10−0.2% | 減碼 |
| RS Crum Inc. | 4,325 | $158.5 萬 | 0.43% | −105−2.4% | 減碼 |
| Amussen Hunsaker Associates LLC | 4,350 | $159.2 萬 | 0.29% | +4+0.1% | 加碼 |
| Beech Hill Advisors, Inc. | 4,350 | $159.4 萬 | 0.66% | +100+2.4% | 加碼 |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,351 | $159.4 萬 | 0.62% | −282−6.1% | 減碼 |
| Argus Investors' Counsel, Inc. | 4,355 | $159.6 萬 | 0.98% | −2,245−34.0% | 減碼 |
| CRA Financial Services, LLC | 4,368 | $160.1 萬 | 0.35% | +500+12.9% | 加碼 |
| Quintet Private Bank (Europe) S.A. | 3,813 | $160.1 萬 | 0.07% | +3,061+407.0% | 加碼 |
| Vivid Wealth Management, LLC | 4,370 | $160.1 萬 | 1.00% | −139−3.1% | 減碼 |
| Coastal Investment Advisors, Inc. | 4,374 | $160.3 萬 | 0.33% | −229−5.0% | 減碼 |
| Am Investment Strategies LLC | 4,383 | $160.6 萬 | 0.41% | 00.0% | 不變 |
| Woodard & Co Asset Management Group Inc | 4,384 | $160.6 萬 | 0.43% | +284+6.9% | 加碼 |
| Strategic Blueprint, LLC | 4,390 | $160.8 萬 | 0.11% | +19+0.4% | 加碼 |
| Northwest Quadrant Wealth Management, LLC | 4,391 | $160.9 萬 | 0.39% | +15+0.3% | 加碼 |
| Woodward Diversified Capital, LLC | 4,394 | $161.0 萬 | 1.00% | +184+4.4% | 加碼 |
| Biltmore Family Office, LLC | 4,398 | $161.2 萬 | 0.32% | 00.0% | 不變 |
| Baker Tilly Wealth Management, LLC | 4,404 | $161.4 萬 | 0.29% | −309−6.6% | 減碼 |
| Trustmark National Bank Trust Department | 4,409 | $161.6 萬 | 0.13% | +699+18.8% | 加碼 |
| Paloma Partners Management Co | 4,416 | $161.8 萬 | 0.23% | +4,416 | 新進 |
| Legacy Advisors, LLC | 4,426 | $162.2 萬 | 0.20% | −1,211−21.5% | 減碼 |
| Mittelman Wealth Management | 4,443 | $162.8 萬 | 1.10% | +4,443 | 新進 |
| Charter Research & Investment Group, Inc. | 4,450 | $163.1 萬 | 1.29% | −283−6.0% | 減碼 |
| Washington Trust Co | 4,452 | $163.1 萬 | 0.06% | +178+4.2% | 加碼 |
| Total Clarity Wealth Management, Inc. | 4,476 | $164.0 萬 | 0.57% | −56−1.2% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,484 | $164.3 萬 | 0.15% | +3,336+290.6% | 加碼 |
| High Falls Advisors, Inc | 4,488 | $164.4 萬 | 0.41% | +4+0.1% | 加碼 |
| Bahl & Gaynor Inc | 4,497 | $164.8 萬 | 0.01% | +25+0.6% | 加碼 |
| Widmann Financial Services, Inc. | 4,502 | $165.0 萬 | 1.39% | −140−3.0% | 減碼 |
| Norway Savings Bank | 4,502 | $165.0 萬 | 0.69% | +22+0.5% | 加碼 |
| Flputnam Investment Management Co | 4,506 | $165.1 萬 | 0.04% | +401+9.8% | 加碼 |
| Westhampton Capital, LLC | 4,510 | $165.3 萬 | 0.90% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 4,522 | $165.7 萬 | 0.11% | +115+2.6% | 加碼 |
| Strategic Investment Advisors | 4,525 | $165.8 萬 | 0.21% | −1,728−27.6% | 減碼 |
| Allen Capital Group, LLC | 4,557 | $167.0 萬 | 0.24% | +148+3.4% | 加碼 |
| SevenBridge Financial Group, LLC | 4,964 | $167.2 萬 | 0.38% | −791−13.7% | 減碼 |
| Lake Street Financial LLC | 4,584 | $168.0 萬 | 0.23% | +570+14.2% | 加碼 |
| Blue Chip Partners, Inc. | 4,610 | $168.9 萬 | 0.16% | −68−1.5% | 減碼 |
| Silverlake Wealth Management LLC | 4,612 | $169.0 萬 | 0.86% | −114−2.4% | 減碼 |
| Cobblestone Capital Advisors LLC | 4,626 | $169.5 萬 | 0.11% | +100+2.2% | 加碼 |
| Flaharty Asset Management, LLC | 4,637 | $169.9 萬 | 0.25% | −61−1.3% | 減碼 |
| Genus Capital Management Inc. | 4,639 | $170.0 萬 | 0.22% | +4,639 | 新進 |
| Ingalls & Snyder LLC | 4,645 | $170.2 萬 | 0.08% | −202−4.2% | 減碼 |
| Xcel Wealth Management, LLC | 4,649 | $170.3 萬 | 0.53% | −398−7.9% | 減碼 |
| First County Bank | 4,650 | $170.4 萬 | 0.83% | −346−6.9% | 減碼 |
| Miracle Mile Advisors, LLC | 4,667 | $171.0 萬 | 0.04% | +334+7.7% | 加碼 |
| Linden Thomas Advisory Services, LLC | 4,674 | $171.3 萬 | 0.28% | +4,674 | 新進 |
| Farmers Trust Co | 4,675 | $171.3 萬 | 0.34% | +185+4.1% | 加碼 |
| Diligent Investors, LLC | 4,684 | $171.6 萬 | 0.43% | −33−0.7% | 減碼 |
| Sargent Investment Group, LLC | 4,694 | $172.0 萬 | 0.38% | −2,700−36.5% | 減碼 |
| Portside Wealth Group, LLC | 4,698 | $172.1 萬 | 0.32% | +914+24.2% | 加碼 |
| Tower Bridge Advisors | 4,705 | $172.4 萬 | 0.18% | −140−2.9% | 減碼 |
| Aaron Wealth Advisors | 4,721 | $173.0 萬 | 0.25% | +275+6.2% | 加碼 |
| Cooper Financial Group | 4,722 | $173.0 萬 | 0.28% | +409+9.5% | 加碼 |
| Waldron Private Wealth LLC | 4,722 | $173.0 萬 | 0.08% | +225+5.0% | 加碼 |
| Eldridge Investment Advisors, Inc. | 4,730 | $173.3 萬 | 0.44% | 00.0% | 不變 |
| XML Financial, LLC | 4,730 | $173.3 萬 | 0.18% | −2,128−31.0% | 減碼 |
| Counterweight Ventures, LLC | 4,739 | $173.7 萬 | 1.40% | +4,739 | 新進 |
| Cypress Capital Group | 4,746 | $173.9 萬 | 0.21% | −25−0.5% | 減碼 |
| Moody National Bank Trust Division | 4,749 | $174.0 萬 | 0.14% | −9−0.2% | 減碼 |
| Institute for Wealth Management, LLC. | 4,754 | $174.2 萬 | 0.23% | −328−6.5% | 減碼 |
| IPG Investment Advisors LLC | 4,757 | $174.3 萬 | 0.38% | −5,450−53.4% | 減碼 |
| Clarius Group, LLC | 4,758 | $174.4 萬 | 0.12% | −463−8.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 4,773 | $174.9 萬 | 0.19% | +261+5.8% | 加碼 |
| Tanglewood Legacy Advisors, LLC | 4,785 | $175.3 萬 | 0.86% | 00.0% | 不變 |
| G&S Capital LLC | 4,785 | $175.3 萬 | 0.78% | −6,137−56.2% | 減碼 |
| Beacon Investment Advisors LLC | 4,790 | $175.5 萬 | 1.00% | +257+5.7% | 加碼 |
| Transamerica Financial Advisors, Inc. | 4,791 | $175.6 萬 | 0.18% | +665+16.1% | 加碼 |
| Intrua Financial, LLC | 4,793 | $175.6 萬 | 0.27% | +1,141+31.2% | 加碼 |
| Journey Advisory Group, LLC | 4,806 | $176.1 萬 | 0.22% | +823+20.7% | 加碼 |
| Optimum Investment Advisors | 4,808 | $176.2 萬 | 0.81% | +72+1.5% | 加碼 |
| Redwood Investment Management, LLC | 4,830 | $177.0 萬 | 0.17% | +4,042+512.9% | 加碼 |
| Jones Financial Companies LLLP | 4,836 | $177.2 萬 | 0.00% | +2,199+83.4% | 加碼 |
| Diamant Asset Management, Inc. | 4,858 | $178.0 萬 | 1.24% | −77−1.6% | 減碼 |
| Schechter Investment Advisors, LLC | 4,859 | $178.1 萬 | 0.13% | −596−10.9% | 減碼 |
| Pinnacle West Asset Management, Inc. | 4,875 | $178.6 萬 | 1.42% | −15−0.3% | 減碼 |
| Douglas Lane & Associates, LLC | 4,877 | $178.7 萬 | 0.03% | −345−6.6% | 減碼 |
| Boston Family Office LLC | 4,881 | $178.8 萬 | 0.13% | 00.0% | 不變 |
| Essex Savings Bank | 6,052 | $178.9 萬 | 0.52% | 00.0% | 不變 |
| Wealthspire Advisors, LLC | 4,884 | $179.0 萬 | 0.02% | −452−8.5% | 減碼 |
| Emprise Bank | 4,920 | $180.3 萬 | 1.21% | +4,920 | 新進 |
| Concord Asset Management, LLC | 4,956 | $181.6 萬 | 0.48% | +489+10.9% | 加碼 |
| PFG Investments, LLC | 4,958 | $181.7 萬 | 0.11% | +4,958 | 新進 |
| Opes Wealth Management LLC | 4,976 | $182.3 萬 | 0.42% | +325+7.0% | 加碼 |