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 |
|---|---|---|---|---|---|
| Acorn Wealth Advisors, LLC | 4,264 | $156.2 萬 | 0.82% | +301+7.6% | 加碼 |
| Crawford Investment Counsel Inc | 4,259 | $156.1 萬 | 0.03% | +516+13.8% | 加碼 |
| Delta Investment Management, LLC | 4,252 | $155.8 萬 | 0.35% | −17−0.4% | 減碼 |
| Catalyst Financial Partners LLC | 4,332 | $155.2 萬 | 0.40% | +37+0.9% | 加碼 |
| Raleigh Capital Management Inc. | 4,234 | $155.1 萬 | 0.67% | +215+5.3% | 加碼 |
| Donoghue Forlines LLC | 4,218 | $154.6 萬 | 0.44% | −771−15.5% | 減碼 |
| Solstein Capital, LLC | 4,214 | $154.4 萬 | 1.07% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 4,212 | $154.3 萬 | 0.33% | +124+3.0% | 加碼 |
| Cardiff Park Advisors, LLC | 4,208 | $154.2 萬 | 0.15% | +15+0.4% | 加碼 |
| Norwood Financial Corp | 4,204 | $154.0 萬 | 2.22% | +59+1.4% | 加碼 |
| Werlinich Asset Management, LLC | 4,217 | $153.8 萬 | 1.00% | 00.0% | 不變 |
| Roman Butler Fullerton & Co | 4,290 | $153.4 萬 | 0.58% | +84+2.0% | 加碼 |
| Eastern Bank | 4,180 | $153.2 萬 | 0.06% | −198−4.5% | 減碼 |
| First Manhattan Co | 4,129 | $152.4 萬 | 0.00% | +108+2.7% | 加碼 |
| Smithfield Trust Co | 4,147 | $151.8 萬 | 0.08% | −95−2.2% | 減碼 |
| Southeast Asset Advisors Inc. | 4,142 | $151.8 萬 | 0.18% | +6+0.1% | 加碼 |
| BBR Partners, LLC | 4,132 | $151.4 萬 | 0.12% | +4,132 | 新進 |
| IVC Wealth Advisors LLC | 4,131 | $151.4 萬 | 0.87% | +127+3.2% | 加碼 |
| WD Rutherford LLC | 4,130 | $151.3 萬 | 0.78% | −65−1.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 4,126 | $151.2 萬 | 0.25% | +79+2.0% | 加碼 |
| Live Oak Private Wealth LLC | 4,081 | $149.5 萬 | 0.26% | 00.0% | 不變 |
| Lantz Financial LLC | 4,065 | $149.0 萬 | 0.48% | −12−0.3% | 減碼 |
| Birch Hill Investment Advisors LLC | 4,044 | $148.2 萬 | 0.07% | −165−3.9% | 減碼 |
| K.J. Harrison & Partners Inc | 4,044 | $148.2 萬 | 0.23% | +44+1.1% | 加碼 |
| ZWJ Investment Counsel Inc | 4,043 | $148.2 萬 | 0.07% | +60+1.5% | 加碼 |
| Evernest Financial Advisors, LLC | 4,163 | $147.6 萬 | 0.70% | +326+8.5% | 加碼 |
| SNS Financial Group, LLC | 4,008 | $146.9 萬 | 0.16% | −37−0.9% | 減碼 |
| Western Wealth Management, LLC | 4,005 | $146.7 萬 | 0.11% | −2,621−39.6% | 減碼 |
| 9258 Wealth Management, LLC | 4,002 | $146.6 萬 | 0.23% | +163+4.2% | 加碼 |
| Saybrook Capital | 4,000 | $146.6 萬 | 0.39% | 00.0% | 不變 |
| Viking Fund Management LLC | 4,000 | $146.6 萬 | 0.27% | −500−11.1% | 減碼 |
| IFP Advisors, Inc | 4,001 | $146.6 萬 | 0.06% | −1,665−29.4% | 減碼 |
| MONECO Advisors, LLC | 3,998 | $146.5 萬 | 0.23% | +1,200+42.9% | 加碼 |
| Stratos Wealth Advisors, LLC | 3,988 | $146.2 萬 | 0.09% | −375−8.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 3,984 | $146.0 萬 | 0.12% | +477+13.6% | 加碼 |
| IAM Advisory, LLC | 3,984 | $146.0 萬 | 0.40% | +45+1.1% | 加碼 |
| Security National Bank | 3,983 | $145.9 萬 | 0.22% | +101+2.6% | 加碼 |
| Cim Investment Mangement Inc | 3,978 | $145.8 萬 | 0.43% | 00.0% | 不變 |
| Connor, Clark & Lunn Investment Management Ltd. | 3,966 | $145.3 萬 | 0.01% | +3,966 | 新進 |
| Grey Street Capital, LLC | 3,966 | $145.3 萬 | 0.20% | +3,966 | 新進 |
| City State Bank | 3,959 | $145.1 萬 | 0.64% | −20−0.5% | 減碼 |
| First Citizens Bank & Trust Co | 3,959 | $145.1 萬 | 0.03% | −8,656−68.6% | 減碼 |
| Quad-Cities Investment Group, LLC | 3,957 | $145.0 萬 | 0.85% | +3+0.1% | 加碼 |
| Elevate Wealth Advisory, Inc | 3,949 | $144.7 萬 | 1.26% | −185−4.5% | 減碼 |
| Shell Asset Management Co | 4,343 | $144.7 萬 | 0.07% | +1,416+48.4% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,941 | $144.4 萬 | 0.17% | +3,941 | 新進 |
| Patten & Patten Inc | 3,913 | $143.4 萬 | 0.10% | −397−9.2% | 減碼 |
| David Loasby | 3,850 | $143.2 萬 | 0.15% | +567+17.3% | 加碼 |
| Creegan & Nassoura Financial Group, LLC | 3,905 | $143.1 萬 | 0.96% | −25−0.6% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 3,893 | $142.7 萬 | 0.21% | +32+0.8% | 加碼 |
| HCR Wealth Advisors | 3,878 | $142.1 萬 | 0.22% | +200+5.4% | 加碼 |
| Granite Investment Partners, LLC | 3,876 | $142.0 萬 | 0.05% | +1,004+35.0% | 加碼 |
| Sunbelt Securities, Inc. | 3,874 | $142.0 萬 | 0.16% | +151+4.1% | 加碼 |
| First Foundation Advisors | 3,861 | $141.5 萬 | 0.06% | +177+4.8% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,816 | $139.8 萬 | 0.09% | −99−2.5% | 減碼 |
| First Citizens Financial Corp | 3,798 | $139.2 萬 | 0.83% | +3+0.1% | 加碼 |
| Cyndeo Wealth Partners, LLC | 3,791 | $138.9 萬 | 0.12% | +566+17.6% | 加碼 |
| Confluence Wealth Services, Inc. | 3,785 | $138.7 萬 | 0.12% | −514−12.0% | 減碼 |
| Everett Harris & Co | 3,780 | $138.5 萬 | 0.02% | +247+7.0% | 加碼 |
| Oak Harvest Investment Services | 3,756 | $137.6 萬 | 0.23% | −61−1.6% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 3,737 | $136.9 萬 | 0.26% | +555+17.4% | 加碼 |
| Regal Investment Advisors LLC | 3,737 | $136.9 萬 | 0.09% | −87−2.3% | 減碼 |
| Inscription Capital, LLC | 3,732 | $136.8 萬 | 0.23% | +935+33.4% | 加碼 |
| Eqis Capital Management, Inc. | 3,726 | $136.5 萬 | 0.11% | +206+5.9% | 加碼 |
| US Asset Management LLC | 3,724 | $136.5 萬 | 1.23% | −43−1.1% | 減碼 |
| Circle Wealth Management, LLC | 3,718 | $136.3 萬 | 0.03% | +3+0.1% | 加碼 |
| Rodgers Brothers Inc. | 3,710 | $135.9 萬 | 0.19% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,063 | $135.9 萬 | 0.11% | +1,696+71.7% | 加碼 |
| Winton Group Ltd | 3,707 | $135.8 萬 | 0.10% | +3,707 | 新進 |
| Missouri Trust & Investment Co | 3,704 | $135.7 萬 | 0.52% | +325+9.6% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,704 | $135.7 萬 | 0.95% | +3+0.1% | 加碼 |
| Paradigm Asset Management Co LLC | 3,700 | $135.6 萬 | 0.34% | 00.0% | 不變 |
| Patrick M Sweeney & Associates, Inc | 3,693 | $135.3 萬 | 1.11% | +86+2.4% | 加碼 |
| Berger Financial Group, Inc | 3,686 | $135.1 萬 | 0.11% | +1,734+88.8% | 加碼 |
| Marble Harbor Investment Counsel, LLC | 3,682 | $134.9 萬 | 0.16% | 00.0% | 不變 |
| Ostrum Asset Management | 3,671 | $134.5 萬 | 0.11% | 00.0% | 不變 |
| Rooted Wealth Advisors, Inc. | 3,687 | $134.5 萬 | 0.66% | −32−0.9% | 減碼 |
| Founders Financial Securities LLC | 3,669 | $134.5 萬 | 0.14% | +98+2.7% | 加碼 |
| Investment Partners, Ltd. | 3,648 | $133.7 萬 | 0.61% | +4+0.1% | 加碼 |
| Leo Wealth, LLC | 3,669 | $133.5 萬 | 0.14% | +23+0.6% | 加碼 |
| Bullock Wealth Management Group | 3,663 | $133.2 萬 | 0.89% | +3,663 | 新進 |
| Cynosure Management, LLC | 3,635 | $133.2 萬 | 0.24% | −4,346−54.5% | 減碼 |
| Souders Financial Advisors | 3,628 | $132.9 萬 | 0.21% | +99+2.8% | 加碼 |
| Rehmann Capital Advisory Group | 3,618 | $132.6 萬 | 0.10% | +156+4.5% | 加碼 |
| High Net Worth Advisory Group LLC | 3,617 | $132.5 萬 | 0.42% | +240+7.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 3,603 | $132.0 萬 | 0.14% | +50+1.4% | 加碼 |
| Thomasville National Bank | 3,603 | $132.0 萬 | 0.11% | +16+0.4% | 加碼 |
| Retirement Guys Formula LLC | 3,598 | $131.8 萬 | 0.64% | −227−5.9% | 減碼 |
| Gateway Wealth Partners, LLC | 3,584 | $131.3 萬 | 0.47% | −47−1.3% | 減碼 |
| J. W. Coons Advisors, LLC | 3,580 | $131.2 萬 | 0.30% | 00.0% | 不變 |
| Nwam LLC | 3,774 | $130.6 萬 | 0.11% | −451−10.7% | 減碼 |
| Covenant Asset Management, LLC | 3,554 | $130.2 萬 | 0.32% | +54+1.5% | 加碼 |
| Fiduciary Family Office, LLC | 3,550 | $130.1 萬 | 0.51% | +496+16.2% | 加碼 |
| Boston Research & Management Inc | 3,542 | $129.7 萬 | 0.32% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 3,538 | $129.7 萬 | 0.21% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 3,528 | $129.3 萬 | 0.07% | −100−2.8% | 減碼 |
| Fort Pitt Capital Group, LLC | 3,526 | $129.2 萬 | 0.04% | −148−4.0% | 減碼 |
| SS&H Financial Advisors, Inc. | 3,525 | $129.1 萬 | 0.54% | 00.0% | 不變 |
| Pathway Financial Advisors LLC | 3,523 | $129.1 萬 | 0.35% | 00.0% | 不變 |
| Steigerwald, Gordon & Koch Inc. | 3,522 | $129.1 萬 | 0.16% | +19+0.5% | 加碼 |