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 |
|---|---|---|---|---|---|
| Symmetry Partners, LLC | 6,049 | $221.7 萬 | 0.17% | −134−2.2% | 減碼 |
| Coastline Trust Co | 6,090 | $223.2 萬 | 0.27% | −120−1.9% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,132 | $224.7 萬 | 0.14% | −65−1.0% | 減碼 |
| AXS Investments LLC | 6,151 | $225.4 萬 | 0.54% | −1,113−15.3% | 減碼 |
| Watershed Private Wealth LLC | 6,185 | $226.6 萬 | 1.00% | −30−0.5% | 減碼 |
| Gen-Wealth Partners Inc | 6,188 | $226.8 萬 | 1.12% | +6,188 | 新進 |
| Forum Financial Management, LP | 6,190 | $226.8 萬 | 0.04% | −70−1.1% | 減碼 |
| Zurich Insurance Group Ltd | 6,200 | $227.2 萬 | 0.02% | +6,200 | 新進 |
| Eads & Heald Wealth Management | 6,204 | $227.3 萬 | 1.06% | −168−2.6% | 減碼 |
| Mission Wealth Management, LP | 6,207 | $227.4 萬 | 0.06% | +1,789+40.5% | 加碼 |
| Haverford Trust Co | 6,208 | $227.5 萬 | 0.02% | +100+1.6% | 加碼 |
| Checchi Capital Advisers, LLC | 6,223 | $228.0 萬 | 0.18% | +86+1.4% | 加碼 |
| River Wealth Advisors LLC | 6,228 | $228.2 萬 | 0.33% | +471+8.2% | 加碼 |
| Fidelis Capital Partners, LLC | 6,231 | $228.3 萬 | 0.35% | +1,861+42.6% | 加碼 |
| Wilson & Boucher Capital Management, LLC | 6,287 | $230.4 萬 | 1.82% | −694−9.9% | 減碼 |
| Quadrant Capital Group LLC | 6,294 | $230.6 萬 | 0.18% | −428−6.4% | 減碼 |
| Good Life Advisors, LLC | 6,295 | $230.7 萬 | 0.20% | +129+2.1% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,296 | $230.7 萬 | 0.04% | −41−0.6% | 減碼 |
| LGT Group Foundation | 6,350 | $232.7 萬 | 0.05% | −500−7.3% | 減碼 |
| Strategic Planning Group, LLC | 6,355 | $232.9 萬 | 0.58% | +445+7.5% | 加碼 |
| Worldquant Millennium Advisors LLC | 6,356 | $232.9 萬 | 0.03% | +654+11.5% | 加碼 |
| Advanced Portfolio Management, LLC | 6,367 | $233.3 萬 | 4.41% | +6,367 | 新進 |
| Brighton Jones LLC | 6,377 | $233.7 萬 | 0.08% | +767+13.7% | 加碼 |
| NBC Securities, Inc. | 6,393 | $234.2 萬 | 0.22% | −342−5.1% | 減碼 |
| Balentine LLC | 6,399 | $234.5 萬 | 0.07% | +2,111+49.2% | 加碼 |
| WealthPLAN Partners, LLC | 6,403 | $234.6 萬 | 0.24% | −10.0% | 減碼 |
| Mirabaud & Cie SA | 6,433 | $235.7 萬 | 0.84% | −1,460−18.5% | 減碼 |
| Citizens Financial Group Inc | 6,470 | $237.1 萬 | 0.08% | −1,729−21.1% | 減碼 |
| Affinity Investment Advisors, LLC | 6,476 | $237.3 萬 | 1.73% | −38−0.6% | 減碼 |
| Massachusetts Wealth Management | 6,502 | $238.3 萬 | 1.68% | +275+4.4% | 加碼 |
| Oarsman Capital, Inc. | 6,525 | $239.1 萬 | 0.57% | −1,240−16.0% | 減碼 |
| Greenfield Savings Bank | 6,531 | $239.3 萬 | 1.26% | −136−2.0% | 減碼 |
| Wedmont Private Capital | 6,474 | $240.8 萬 | 0.18% | +640+11.0% | 加碼 |
| Ritholtz Wealth Management | 6,588 | $241.4 萬 | 0.08% | −948−12.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,592 | $241.5 萬 | 0.07% | −103−1.5% | 減碼 |
| Resources Management Corp | 6,594 | $241.6 萬 | 0.35% | −300−4.4% | 減碼 |
| Two Sigma Investments, LP | 6,600 | $241.8 萬 | 0.01% | 00.0% | 不變 |
| St Germain D J Co Inc | 6,604 | $242.0 萬 | 0.12% | −78−1.2% | 減碼 |
| Temasek Holdings (Private) Ltd | 6,615 | $242.4 萬 | 0.01% | 00.0% | 不變 |
| Trueblood Wealth Management, LLC | 6,622 | $242.6 萬 | 1.39% | −143−2.1% | 減碼 |
| Oak Asset Management, LLC | 6,645 | $243.5 萬 | 0.91% | −60−0.9% | 減碼 |
| Harbour Investments, Inc. | 6,661 | $244.1 萬 | 0.09% | +302+4.7% | 加碼 |
| Harvest Fund Management Co., Ltd | 6,669 | $244.3 萬 | 0.22% | +5,575+509.6% | 加碼 |
| Horizon Kinetics Asset Management LLC | 6,673 | $244.5 萬 | 0.05% | −286−4.1% | 減碼 |
| Compton Wealth Advisory Group, LLC | 6,693 | $245.3 萬 | 0.67% | +419+6.7% | 加碼 |
| Nemes Rush Group LLC | 6,697 | $245.4 萬 | 0.35% | +9+0.1% | 加碼 |
| Ar Asset Management Inc | 6,700 | $245.5 萬 | 0.60% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 6,753 | $247.5 萬 | 0.69% | +739+12.3% | 加碼 |
| Prosperity Consulting Group, LLC | 6,761 | $247.7 萬 | 0.31% | +1,252+22.7% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,668 | $248.1 萬 | 1.36% | −75−1.1% | 減碼 |
| Vise Technologies, Inc. | 6,776 | $248.3 萬 | 0.49% | −1,433−17.5% | 減碼 |
| Simplex Trading, LLC | 6,779 | $248.4 萬 | 0.07% | +6,779 | 新進 |
| RFG Advisory, LLC | 6,783 | $248.5 萬 | 0.08% | +331+5.1% | 加碼 |
| Hilton Capital Management, LLC | 6,783 | $248.5 萬 | 0.22% | 00.0% | 不變 |
| Ramirez Asset Management, Inc. | 6,788 | $248.7 萬 | 0.50% | −290−4.1% | 減碼 |
| Staley Capital Advisers Inc | 6,814 | $249.7 萬 | 0.12% | 00.0% | 不變 |
| Inspire Advisors, LLC | 6,826 | $250.1 萬 | 0.35% | +318+4.9% | 加碼 |
| Tyche Wealth Partners LLC | 6,832 | $250.4 萬 | 0.61% | +120+1.8% | 加碼 |
| Weatherly Asset Management L. P. | 6,836 | $250.5 萬 | 0.24% | −132−1.9% | 減碼 |
| Worth Asset Management, LLC | 6,843 | $250.7 萬 | 1.54% | +6,843 | 新進 |
| Cascade Investment Advisors, Inc. | 6,850 | $251.0 萬 | 1.64% | −160−2.3% | 減碼 |
| Diversified Trust Co | 6,863 | $251.5 萬 | 0.08% | −818−10.6% | 減碼 |
| Garrett Investment Advisors LLC | 6,878 | $252.0 萬 | 0.32% | −174−2.5% | 減碼 |
| Fort Point Capital Partners LLC | 6,891 | $252.5 萬 | 0.34% | −346−4.8% | 減碼 |
| Wintrust Investments LLC | 6,894 | $252.6 萬 | 0.22% | −65−0.9% | 減碼 |
| Symmetry Investments LP | 6,900 | $252.8 萬 | 0.26% | −1,500−17.9% | 減碼 |
| Teamwork Financial Advisors, LLC | 6,913 | $253.3 萬 | 0.39% | −11,854−63.2% | 減碼 |
| Stone Point Wealth LLC | 6,941 | $254.3 萬 | 0.88% | −620−8.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,942 | $254.4 萬 | 0.40% | +852+14.0% | 加碼 |
| Rollins Financial Advisors, LLC | 6,951 | $254.7 萬 | 0.48% | +556+8.7% | 加碼 |
| AMG National Trust Bank | 6,958 | $255.0 萬 | 0.07% | 00.0% | 不變 |
| Quest Investment Management LLC | 6,968 | $255.3 萬 | 0.29% | 00.0% | 不變 |
| Cozad Asset Management Inc | 6,976 | $255.6 萬 | 0.27% | +470+7.2% | 加碼 |
| Walleye Capital LLC | 7,005 | $256.7 萬 | 0.03% | +7,005 | 新進 |
| Modera Wealth Management, LLC | 7,006 | $256.7 萬 | 0.04% | +450+6.9% | 加碼 |
| BCM Advisors, LLC | 7,070 | $257.0 萬 | 0.65% | +70+1.0% | 加碼 |
| Verdence Capital Advisors LLC | 7,027 | $257.5 萬 | 0.23% | −526−7.0% | 減碼 |
| CAPROCK Group, Inc. | 7,051 | $258.4 萬 | 0.15% | −2,782−28.3% | 減碼 |
| Gables Capital Management Inc. | 7,070 | $259.1 萬 | 1.43% | 00.0% | 不變 |
| Ballentine Partners, LLC | 7,083 | $259.6 萬 | 0.05% | +1,270+21.8% | 加碼 |
| Cross Staff Investments Inc | 7,104 | $260.3 萬 | 2.19% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 7,115 | $260.7 萬 | 0.74% | −77−1.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 7,115 | $260.7 萬 | 1.42% | −2,809−28.3% | 減碼 |
| Legacy Bridge, LLC | 7,136 | $261.5 萬 | 1.53% | +6+0.1% | 加碼 |
| Convergence Investment Partners, LLC | 7,136 | $261.5 萬 | 1.00% | +1,339+23.1% | 加碼 |
| Level Four Advisory Services, LLC | 8,874 | $262.4 萬 | 0.14% | 00.0% | 不變 |
| Franklin Street Advisors Inc | 7,265 | $266.2 萬 | 0.20% | +260+3.7% | 加碼 |
| Atlas Brown,Inc. | 7,281 | $266.8 萬 | 0.97% | −248−3.3% | 減碼 |
| Dorsey & Whitney Trust CO LLC | 7,296 | $267.3 萬 | 0.18% | −413−5.4% | 減碼 |
| Avantax Planning Partners, Inc. | 7,318 | $268.2 萬 | 0.09% | +600+8.9% | 加碼 |
| Secured Retirement Advisors, LLC | 7,348 | $269.3 萬 | 2.28% | −261−3.4% | 減碼 |
| BNC Wealth Management, LLC | 7,361 | $269.7 萬 | 1.15% | +258+3.6% | 加碼 |
| Orleans Capital Management Corp | 7,363 | $269.8 萬 | 1.77% | +778+11.8% | 加碼 |
| Howland Capital Management LLC | 7,371 | $270.1 萬 | 0.13% | −459−5.9% | 減碼 |
| Cornercap Investment Counsel Inc | 7,380 | $270.4 萬 | 0.42% | −1,043−12.4% | 減碼 |
| First Horizon Advisors, Inc. | 7,438 | $272.6 萬 | 0.08% | −832−10.1% | 減碼 |
| Umpqua Bank | 7,446 | $272.8 萬 | 1.12% | +7,446 | 新進 |
| Clearbridge Investments, LLC | 7,463 | $273.5 萬 | 0.00% | −6,502−46.6% | 減碼 |
| Prudential PLC | 7,479 | $274.1 萬 | 0.02% | −13,399−64.2% | 減碼 |
| Bayesian Capital Management, LP | 7,486 | $274.3 萬 | 0.26% | +7,486 | 新進 |