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 |
|---|---|---|---|---|---|
| Evanson Asset Management, LLC | 1,350 | $49.5 萬 | 0.04% | 00.0% | 不變 |
| Herold Advisors, Inc. | 1,350 | $49.5 萬 | 0.12% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 1,351 | $49.5 萬 | 0.07% | +2+0.1% | 加碼 |
| Birchcreek Wealth Management, LLC | 1,354 | $49.6 萬 | 0.26% | 00.0% | 不變 |
| Westshore Wealth, LLC | 1,355 | $49.7 萬 | 0.21% | −8−0.6% | 減碼 |
| Waters Parkerson & Co., LLC | 1,358 | $49.8 萬 | 0.03% | +49+3.7% | 加碼 |
| Orrstown Financial Services Inc | 1,360 | $49.8 萬 | 0.28% | +1,360 | 新進 |
| Chesley Taft & Associates LLC | 1,363 | $49.9 萬 | 0.03% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 1,363 | $49.9 萬 | 0.27% | −40−2.9% | 減碼 |
| Beacon Capital Management, LLC | 1,369 | $50.1 萬 | 0.10% | +100+7.9% | 加碼 |
| SJS Investment Consulting Inc. | 1,369 | $50.2 萬 | 0.10% | +93+7.3% | 加碼 |
| apricus wealth, LLC | 1,375 | $50.4 萬 | 0.35% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 1,379 | $50.5 萬 | 0.13% | +24+1.8% | 加碼 |
| BayBridge Capital Group, LLC | 1,414 | $50.6 萬 | 0.44% | +1,414 | 新進 |
| Retirement Planning Group | 1,381 | $50.6 萬 | 0.04% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,383 | $50.7 萬 | 0.31% | −39−2.7% | 減碼 |
| WestHill Financial Advisors, Inc. | 1,386 | $50.8 萬 | 0.12% | −33−2.3% | 減碼 |
| Invesco, LLC | 1,386 | $50.8 萬 | 0.22% | +3+0.2% | 加碼 |
| Fingerlakes Wealth Management, Inc. | 1,388 | $50.8 萬 | 0.49% | +6+0.4% | 加碼 |
| Idaho Trust Bank | 1,388 | $50.8 萬 | 0.49% | +1,388 | 新進 |
| SFMG, LLC | 1,392 | $51.0 萬 | 0.04% | +16+1.2% | 加碼 |
| Kessler Investment Group, LLC | 1,398 | $51.2 萬 | 0.32% | +447+47.0% | 加碼 |
| Sweeney & Michel, LLC | 1,431 | $51.2 萬 | 0.23% | +1,431 | 新進 |
| Schulhoff & Co Inc | 1,400 | $51.3 萬 | 0.22% | −30−2.1% | 減碼 |
| Ironwood Investment Management LLC | 1,400 | $51.3 萬 | 0.25% | 00.0% | 不變 |
| New Jersey Better Educational Savings Trust | 1,400 | $51.3 萬 | 0.97% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,400 | $51.3 萬 | 0.25% | 00.0% | 不變 |
| Acas, LLC | 1,406 | $51.5 萬 | 0.50% | −23−1.6% | 減碼 |
| Jupiter Wealth Management LLC | 1,500 | $51.7 萬 | 0.27% | 00.0% | 不變 |
| Blankinship & Foster, LLC | 1,411 | $51.7 萬 | 0.14% | +34+2.5% | 加碼 |
| Watts Gwilliam & Co., LLC | 1,445 | $51.8 萬 | 0.16% | +1,445 | 新進 |
| Everpar Advisors LLC | 1,415 | $51.8 萬 | 0.32% | −889−38.6% | 減碼 |
| Peregrine Asset Advisers, Inc. | 1,419 | $52.0 萬 | 0.21% | +5+0.4% | 加碼 |
| Boston Partners | 1,421 | $52.1 萬 | 0.00% | −454,824−99.7% | 減碼 |
| Global X Japan Co., Ltd. | 1,422 | $52.1 萬 | 0.11% | +78+5.8% | 加碼 |
| Wealth Alliance | 1,422 | $52.1 萬 | 0.07% | +4+0.3% | 加碼 |
| Braun Stacey Associates Inc | 1,425 | $52.2 萬 | 0.02% | 00.0% | 不變 |
| Ransom Advisory, Ltd | 1,425 | $52.2 萬 | 0.28% | +1,425 | 新進 |
| MPS Loria Financial Planners, LLC | 1,426 | $52.3 萬 | 0.18% | −1,689−54.2% | 減碼 |
| Baker Ellis Asset Management LLC | 1,427 | $52.3 萬 | 0.08% | +627+78.4% | 加碼 |
| Sandy Cove Advisors, LLC | 1,427 | $52.3 萬 | 0.24% | −42−2.9% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,428 | $52.3 萬 | 0.11% | +1+0.1% | 加碼 |
| Rise Advisors, LLC | 1,428 | $52.3 萬 | 0.28% | +354+33.0% | 加碼 |
| McCarthy & Cox | 1,429 | $52.4 萬 | 0.20% | +1,429 | 新進 |
| Olistico Wealth, LLC | 1,430 | $52.4 萬 | 0.38% | −700−32.9% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 1,432 | $52.5 萬 | 0.09% | +74+5.4% | 加碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $52.5 萬 | 0.33% | +83+6.1% | 加碼 |
| Investment Advisory Services Inc | 1,438 | $52.7 萬 | 0.19% | +141+10.9% | 加碼 |
| Excalibur Management Corp | 1,438 | $52.7 萬 | 0.22% | −2−0.1% | 減碼 |
| Northwest Bancshares, Inc. | 1,438 | $52.7 萬 | 0.08% | +156+12.2% | 加碼 |
| South Street Advisors LLC | 1,440 | $52.8 萬 | 0.08% | 00.0% | 不變 |
| N.E.W. Advisory Services LLC | 1,442 | $52.9 萬 | 0.06% | −41−2.8% | 減碼 |
| HTLF Bank | 1,446 | $53.0 萬 | 0.06% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,446 | $53.0 萬 | 0.07% | +13+0.9% | 加碼 |
| Gryphon Financial Partners LLC | 1,446 | $53.0 萬 | 0.09% | −50−3.3% | 減碼 |
| Weil Company, Inc. | 1,449 | $53.1 萬 | 0.21% | −20−1.4% | 減碼 |
| Lafayette Investments, Inc. | 1,450 | $53.1 萬 | 0.12% | −200−12.1% | 減碼 |
| Frisch Financial Group, Inc. | 1,451 | $53.2 萬 | 0.18% | +8+0.6% | 加碼 |
| BluePath Capital Management, LLC | 1,456 | $53.3 萬 | 0.41% | +279+23.7% | 加碼 |
| Channel Wealth LLC | 1,456 | $53.4 萬 | 0.21% | −7−0.5% | 減碼 |
| Financial Partners Group, Inc | 1,462 | $53.6 萬 | 0.09% | +11+0.8% | 加碼 |
| Planning Center, Inc. | 1,463 | $53.6 萬 | 0.12% | 00.0% | 不變 |
| Hara Capital LLC | 1,465 | $53.7 萬 | 0.32% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 1,467 | $53.8 萬 | 0.03% | +70+5.0% | 加碼 |
| Congress Park Capital LLC | 1,470 | $53.9 萬 | 0.24% | −125−7.8% | 減碼 |
| TrinityPoint Wealth, LLC | 1,473 | $54.0 萬 | 0.09% | −13−0.9% | 減碼 |
| Acima Private Wealth, LLC | 1,473 | $54.0 萬 | 0.20% | 00.0% | 不變 |
| IMS Capital Management | 1,475 | $54.0 萬 | 0.25% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 1,454 | $54.1 萬 | 0.24% | +30+2.1% | 加碼 |
| Gradient Capital Advisors, LLC | 1,483 | $54.3 萬 | 0.20% | −146−9.0% | 減碼 |
| VisionPoint Advisory Group, LLC | 1,484 | $54.4 萬 | 0.20% | −58−3.8% | 減碼 |
| Integrated Investment Consultants, LLC | 1,490 | $54.6 萬 | 0.15% | −21−1.4% | 減碼 |
| Gould Asset Management LLC | 1,490 | $54.6 萬 | 0.13% | 00.0% | 不變 |
| Center For Asset Management LLC | 1,495 | $54.8 萬 | 0.45% | +1+0.1% | 加碼 |
| Valley National Advisers Inc | 1,496 | $54.8 萬 | 0.08% | +55+3.8% | 加碼 |
| American Money Management, LLC | 1,496 | $54.8 萬 | 0.11% | −150−9.1% | 減碼 |
| Rbo & Co LLC | 1,500 | $55.0 萬 | 0.09% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $55.0 萬 | 0.03% | 00.0% | 不變 |
| Strategic Equity Management | 1,504 | $55.1 萬 | 0.46% | +6+0.4% | 加碼 |
| Laffer Tengler Investments | 1,506 | $55.2 萬 | 0.14% | +625+70.9% | 加碼 |
| Garden State Investment Advisory Services LLC | 1,514 | $55.2 萬 | 0.20% | +70+4.8% | 加碼 |
| Tectonic Advisors LLC | 1,508 | $55.3 萬 | 0.04% | +6+0.4% | 加碼 |
| Doliver Advisors, LP | 1,513 | $55.4 萬 | 0.16% | −7−0.5% | 減碼 |
| Allstate Corp | 1,516 | $55.6 萬 | 0.04% | −8−0.5% | 減碼 |
| Peoples Bank | 1,517 | $55.6 萬 | 0.43% | 00.0% | 不變 |
| Bell Bank | 1,521 | $55.7 萬 | 0.05% | +21+1.4% | 加碼 |
| Affinity Capital Advisors, LLC | 1,523 | $55.8 萬 | 0.12% | −63−4.0% | 減碼 |
| Grove Bank & Trust | 1,525 | $55.9 萬 | 0.09% | 00.0% | 不變 |
| Boston Trust Walden Corp | 1,534 | $56.2 萬 | 0.00% | +300+24.3% | 加碼 |
| Waterway Wealth Management, LLC | 1,534 | $56.2 萬 | 0.25% | +344+28.9% | 加碼 |
| Burton Enright Welch | 1,535 | $56.2 萬 | 0.14% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 1,549 | $56.3 萬 | 0.16% | −54−3.4% | 減碼 |
| West Family Investments, Inc. | 1,539 | $56.4 萬 | 0.17% | 00.0% | 不變 |
| Larson Financial Group LLC | 1,539 | $56.4 萬 | 0.04% | +198+14.8% | 加碼 |
| SAM Advisors, LLC | 1,540 | $56.4 萬 | 0.21% | 00.0% | 不變 |
| MBB Public Markets I LLC | 1,541 | $56.5 萬 | 0.04% | +1,541 | 新進 |
| Morris Retirement Advisors, LLC | 1,543 | $56.5 萬 | 0.34% | +242+18.6% | 加碼 |
| Vertex Planning Partners, LLC | 1,545 | $56.6 萬 | 0.16% | −20−1.3% | 減碼 |
| Warren Street Wealth Advisors, LLC | 1,545 | $56.6 萬 | 0.28% | +10+0.7% | 加碼 |
| Camden National Bank | 1,546 | $56.7 萬 | 0.10% | −59−3.7% | 減碼 |