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 |
|---|---|---|---|---|---|
| River Wealth Advisors LLC | 6,228 | $228.2 萬 | 0.33% | +471+8.2% | 加碼 |
| Checchi Capital Advisers, LLC | 6,223 | $228.0 萬 | 0.18% | +86+1.4% | 加碼 |
| Haverford Trust Co | 6,208 | $227.5 萬 | 0.02% | +100+1.6% | 加碼 |
| Mission Wealth Management, LP | 6,207 | $227.4 萬 | 0.06% | +1,789+40.5% | 加碼 |
| Eads & Heald Wealth Management | 6,204 | $227.3 萬 | 1.06% | −168−2.6% | 減碼 |
| Zurich Insurance Group Ltd | 6,200 | $227.2 萬 | 0.02% | +6,200 | 新進 |
| Forum Financial Management, LP | 6,190 | $226.8 萬 | 0.04% | −70−1.1% | 減碼 |
| Gen-Wealth Partners Inc | 6,188 | $226.8 萬 | 1.12% | +6,188 | 新進 |
| Watershed Private Wealth LLC | 6,185 | $226.6 萬 | 1.00% | −30−0.5% | 減碼 |
| AXS Investments LLC | 6,151 | $225.4 萬 | 0.54% | −1,113−15.3% | 減碼 |
| Osborne Partners Capital Management, LLC | 6,132 | $224.7 萬 | 0.14% | −65−1.0% | 減碼 |
| Coastline Trust Co | 6,090 | $223.2 萬 | 0.27% | −120−1.9% | 減碼 |
| Symmetry Partners, LLC | 6,049 | $221.7 萬 | 0.17% | −134−2.2% | 減碼 |
| Bragg Financial Advisors, Inc | 6,022 | $220.7 萬 | 0.10% | −71−1.2% | 減碼 |
| Johnson Financial Group, Inc. | 6,000 | $219.9 萬 | 0.12% | +1,236+25.9% | 加碼 |
| Crown Oak Advisors, LLC | 6,000 | $219.9 萬 | 1.21% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 5,993 | $219.6 萬 | 0.07% | +5+0.1% | 加碼 |
| Keudell/Morrison Wealth Management | 5,972 | $218.8 萬 | 0.66% | −15−0.3% | 減碼 |
| First National Bank Sioux Falls | 5,970 | $218.8 萬 | 1.19% | 00.0% | 不變 |
| Richelieu Gestion PLC | 5,958 | $218.3 萬 | 2.24% | −3,492−37.0% | 減碼 |
| Eagle Rock Investment Company, LLC | 5,925 | $217.1 萬 | 0.40% | +750+14.5% | 加碼 |
| Farther Finance Advisors, LLC | 5,960 | $216.8 萬 | 0.13% | +624+11.7% | 加碼 |
| Washington Trust Bank | 5,912 | $216.6 萬 | 0.21% | +33+0.6% | 加碼 |
| Slagle Financial, LLC | 5,891 | $215.9 萬 | 1.17% | −11,119−65.4% | 減碼 |
| Duff & Phelps Investment Management Co | 5,883 | $215.6 萬 | 0.03% | +243+4.3% | 加碼 |
| Intellectus Partners, LLC | 5,867 | $215.0 萬 | 0.57% | −248−4.1% | 減碼 |
| Westwood Holdings Group Inc. | 5,843 | $214.1 萬 | 0.02% | −1,602−21.5% | 減碼 |
| Mather Group, LLC. | 7,236 | $213.9 萬 | 0.03% | −2,052−22.1% | 減碼 |
| Benedict Financial Advisors Inc | 5,834 | $213.8 萬 | 0.54% | −3−0.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 5,825 | $213.4 萬 | 0.29% | +1,752+43.0% | 加碼 |
| Insight Wealth Strategies, LLC | 5,823 | $213.4 萬 | 0.31% | +5,823 | 新進 |
| Charles Schwab Trust Co | 5,822 | $213.3 萬 | 0.20% | −455−7.2% | 減碼 |
| Spreng Capital Management, Inc. | 5,812 | $213.0 萬 | 1.15% | +9+0.2% | 加碼 |
| Pinnacle Wealth Management, LLC | 5,809 | $212.9 萬 | 2.22% | −4,089−41.3% | 減碼 |
| Rockland Trust Co | 5,757 | $211.0 萬 | 0.11% | −1,315−18.6% | 減碼 |
| Cottage Street Advisors LLC | 5,756 | $210.9 萬 | 1.28% | +39+0.7% | 加碼 |
| Naviter Wealth, LLC | 5,754 | $210.8 萬 | 0.34% | −257−4.3% | 減碼 |
| Lindbrook Capital, LLC | 5,736 | $210.2 萬 | 0.20% | +196+3.5% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,721 | $209.6 萬 | 1.75% | +186+3.4% | 加碼 |
| Mattern Wealth Management LLC | 5,700 | $208.9 萬 | 0.51% | +10.0% | 加碼 |
| WBH Advisory Inc | 5,684 | $208.3 萬 | 0.21% | −4−0.1% | 減碼 |
| Csenge Advisory Group | 5,684 | $208.3 萬 | 0.12% | −1,019−15.2% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,661 | $207.4 萬 | 0.11% | +191+3.5% | 加碼 |
| JT Stratford LLC | 5,658 | $207.3 萬 | 0.41% | +1,783+46.0% | 加碼 |
| Beaton Management Co. Inc. | 5,653 | $207.1 萬 | 1.13% | 00.0% | 不變 |
| Nations Financial Group Inc, | 5,639 | $206.7 萬 | 0.17% | +396+7.6% | 加碼 |
| Syon Capital LLC | 5,637 | $206.5 萬 | 0.20% | +149+2.7% | 加碼 |
| Investment House LLC | 5,623 | $206.0 萬 | 0.12% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 5,606 | $205.4 萬 | 0.33% | +553+10.9% | 加碼 |
| Shepherd Financial Partners LLC | 5,601 | $205.3 萬 | 0.27% | +25+0.4% | 加碼 |
| CFM Wealth Partners LLC | 5,588 | $204.8 萬 | 0.41% | −100−1.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 5,573 | $204.2 萬 | 0.16% | −403−6.7% | 減碼 |
| Advisors Management Group Inc | 5,548 | $203.3 萬 | 0.50% | −66−1.2% | 減碼 |
| Arkadios Wealth Advisors | 5,539 | $203.0 萬 | 0.16% | −346−5.9% | 減碼 |
| Schear Investment Advisers, LLC | 5,516 | $202.1 萬 | 1.62% | +627+12.8% | 加碼 |
| Connecticut Wealth Management, LLC | 5,501 | $201.6 萬 | 0.11% | −10.0% | 減碼 |
| True North Advisors, LLC | 5,495 | $201.3 萬 | 0.56% | −20.0% | 減碼 |
| GYL Financial Synergies, LLC | 5,484 | $201.0 萬 | 0.16% | +189+3.6% | 加碼 |
| RMB Capital Management, LLC | 5,484 | $201.0 萬 | 0.05% | −11−0.2% | 減碼 |
| Legacy Capital Group California, Inc. | 5,478 | $200.7 萬 | 0.74% | +1,810+49.3% | 加碼 |
| Alaethes Wealth LLC | 5,443 | $199.4 萬 | 0.87% | −10−0.2% | 減碼 |
| Papp L Roy & Associates | 5,432 | $199.0 萬 | 0.24% | −2,000−26.9% | 減碼 |
| Little House Capital LLC | 5,420 | $198.6 萬 | 0.66% | −1,648−23.3% | 減碼 |
| Indiana Trust & Investment Management CO | 5,416 | $198.5 萬 | 0.80% | −85−1.5% | 減碼 |
| Glen Eagle Advisors, LLC | 5,407 | $198.1 萬 | 0.38% | +335+6.6% | 加碼 |
| Cigna Investments Inc | 5,401 | $197.9 萬 | 0.38% | −51−0.9% | 減碼 |
| Brevan Howard Capital Management LP | 5,391 | $197.5 萬 | 0.18% | −2,652−33.0% | 減碼 |
| HM Payson & Co | 5,385 | $197.3 萬 | 0.04% | +20.0% | 加碼 |
| Chilton Capital Management LLC | 5,380 | $197.1 萬 | 0.09% | −77,669−93.5% | 減碼 |
| Strategic Advisors LLC | 5,377 | $197.0 萬 | 0.39% | −5,656−51.3% | 減碼 |
| Sequent Asset Management, LLC | 5,375 | $196.9 萬 | 1.04% | 00.0% | 不變 |
| Proequities, Inc. | 5,364 | $196.5 萬 | 0.13% | +20.0% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,581 | $196.1 萬 | 0.77% | +2,912+109.1% | 加碼 |
| Cladis Investment Advisory, LLC | 5,314 | $194.7 萬 | 1.43% | +92+1.8% | 加碼 |
| Wealth Group, Ltd. | 5,292 | $193.9 萬 | 1.46% | +5,292 | 新進 |
| Guardian Investment Management | 5,287 | $193.7 萬 | 1.60% | 00.0% | 不變 |
| West Oak Capital, LLC | 5,287 | $193.7 萬 | 0.82% | +765+16.9% | 加碼 |
| ARS Wealth Advisors Group, LLC | 5,279 | $193.4 萬 | 0.26% | −11−0.2% | 減碼 |
| BNP Paribas | 5,276 | $193.4 萬 | 0.09% | +5,276 | 新進 |
| Cookson Peirce & Co Inc | 5,272 | $193.2 萬 | 0.10% | +15+0.3% | 加碼 |
| Kovack Advisors, Inc. | 5,271 | $193.1 萬 | 0.23% | +89+1.7% | 加碼 |
| Courier Capital LLC | 5,266 | $193.0 萬 | 0.14% | −28−0.5% | 減碼 |
| Trust Point Inc. | 5,239 | $192.0 萬 | 0.15% | +98+1.9% | 加碼 |
| Woodmont Investment Counsel LLC | 5,219 | $191.2 萬 | 0.16% | +169+3.3% | 加碼 |
| Accurate Wealth Management, LLC | 5,382 | $190.9 萬 | 0.56% | +4+0.1% | 加碼 |
| Ibex Wealth Advisors | 7,960 | $190.7 萬 | 0.52% | +7,958+397,900.0% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,204 | $190.7 萬 | 0.07% | −441−7.8% | 減碼 |
| Horizon Investments, LLC | 5,218 | $190.5 萬 | 0.05% | +65+1.3% | 加碼 |
| Allen Wealth Management, LLC | 5,183 | $189.9 萬 | 1.68% | −375−6.7% | 減碼 |
| GAMMA Investing LLC | 5,156 | $188.9 萬 | 0.38% | +773+17.6% | 加碼 |
| SOL Capital Management CO | 5,152 | $188.8 萬 | 0.24% | −30−0.6% | 減碼 |
| Old Mission Investment Co LLC | 5,151 | $188.8 萬 | 0.63% | −70−1.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,148 | $188.6 萬 | 0.03% | +111+2.2% | 加碼 |
| International Assets Investment Management, LLC | 5,180 | $188.4 萬 | 0.20% | +127+2.5% | 加碼 |
| Garrison Point Advisors, LLC | 5,135 | $188.2 萬 | 1.21% | +25+0.5% | 加碼 |
| Northern Financial Advisors Inc | 5,119 | $187.6 萬 | 1.46% | −77−1.5% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,117 | $187.5 萬 | 0.30% | +195+4.0% | 加碼 |
| Clearstead Advisors, LLC | 5,223 | $186.3 萬 | 0.09% | −94−1.8% | 減碼 |
| Great Lakes Retirement, Inc. | 5,084 | $186.3 萬 | 0.28% | +181+3.7% | 加碼 |
| Gilbert & Cook, Inc. | 5,078 | $186.1 萬 | 0.25% | +19+0.4% | 加碼 |