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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 2,564 | $94.0 萬 | 0.16% | −751−22.7% | 減碼 |
| Nabity-Jensen Investment Management Inc | 2,564 | $94.0 萬 | 0.77% | 00.0% | 不變 |
| BOS Asset Management, LLC | 2,563 | $93.9 萬 | 0.49% | 00.0% | 不變 |
| Heck Capital Advisors, LLC | 2,562 | $93.9 萬 | 0.14% | +2+0.1% | 加碼 |
| Heritage Wealth Advisors | 2,556 | $93.7 萬 | 0.04% | 00.0% | 不變 |
| Woodstock Corp | 2,555 | $93.6 萬 | 0.10% | 00.0% | 不變 |
| Horizon Wealth Management, LLC | 2,537 | $93.0 萬 | 0.24% | −136−5.1% | 減碼 |
| Bridges Investment Management Inc | 2,535 | $92.9 萬 | 0.03% | −2,000−44.1% | 減碼 |
| Diversify Advisory Services, LLC | 2,547 | $92.6 萬 | 0.05% | +2,547 | 新進 |
| Ci Investments Inc. | 2,517 | $92.2 萬 | 0.00% | +455+22.1% | 加碼 |
| Shelton Wealth Management, LLC | 2,512 | $92.1 萬 | 0.58% | +670+36.4% | 加碼 |
| BlueSky Wealth Advisors, LLC | 2,506 | $91.8 萬 | 0.72% | +91+3.8% | 加碼 |
| Sippican Capital Advisors | 2,500 | $91.6 萬 | 0.71% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $91.6 萬 | 0.43% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $91.6 萬 | 0.68% | 00.0% | 不變 |
| Lion Street Advisors, LLC | 3,093 | $91.5 萬 | 0.37% | 00.0% | 不變 |
| Harbor Investment Advisory, LLC | 2,495 | $91.4 萬 | 0.10% | +274+12.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 2,490 | $91.2 萬 | 0.09% | −59−2.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 2,490 | $91.2 萬 | 0.08% | +13+0.5% | 加碼 |
| Wayfinding Financial, LLC | 2,647 | $91.1 萬 | 0.53% | −19−0.7% | 減碼 |
| United Asset Strategies, Inc. | 2,480 | $90.9 萬 | 0.09% | −300−10.8% | 減碼 |
| Seelaus Asset Management LLC | 2,478 | $90.8 萬 | 0.90% | 00.0% | 不變 |
| Chicago Trust Co NA | 2,478 | $90.8 萬 | 0.19% | +588+31.1% | 加碼 |
| Fiducient Advisors LLC | 2,477 | $90.8 萬 | 0.18% | +57+2.4% | 加碼 |
| Centaurus Financial, Inc. | 2,472 | $90.6 萬 | 0.06% | −144−5.5% | 減碼 |
| RE Dickinson Investment Advisors, LLC | 2,467 | $90.4 萬 | 0.57% | +217+9.6% | 加碼 |
| Hamel Associates, Inc. | 2,465 | $90.3 萬 | 0.29% | 00.0% | 不變 |
| Carret Asset Management, LLC | 2,460 | $90.1 萬 | 0.11% | 00.0% | 不變 |
| NewEdge Wealth, LLC | 2,679 | $89.9 萬 | 0.02% | +1,407+110.6% | 加碼 |
| Polymer Capital Management (HK) LTD | 2,450 | $89.8 萬 | 0.23% | +2,450 | 新進 |
| Stableford Capital II LLC | 2,445 | $89.6 萬 | 0.36% | +2,445 | 新進 |
| TBH Global Asset Management, LLC | 2,445 | $89.6 萬 | 0.18% | +67+2.8% | 加碼 |
| Trillium Asset Management, LLC | 2,434 | $89.2 萬 | 0.02% | 00.0% | 不變 |
| Hunter Associates Investment Management LLC | 2,427 | $88.7 萬 | 0.15% | +10.0% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,412 | $88.4 萬 | 0.17% | +341+16.5% | 加碼 |
| E&G Advisors, LP | 2,412 | $88.4 萬 | 0.28% | +12+0.5% | 加碼 |
| Claris Advisors, LLC | 2,410 | $88.3 萬 | 0.45% | +94+4.1% | 加碼 |
| Executive Wealth Management, LLC | 2,419 | $88.0 萬 | 0.08% | +33+1.4% | 加碼 |
| Wimmer Associates 1, LLC | 2,385 | $87.4 萬 | 0.46% | 00.0% | 不變 |
| Keel Point, LLC | 2,384 | $87.4 萬 | 0.09% | −142−5.6% | 減碼 |
| Worth Financial Advisory Group, LLC | 2,383 | $87.3 萬 | 0.60% | +28+1.2% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,375 | $87.0 萬 | 0.30% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 2,362 | $86.6 萬 | 0.43% | +164+7.5% | 加碼 |
| Marietta Investment Partners LLC | 2,357 | $86.4 萬 | 0.19% | −324−12.1% | 減碼 |
| Mechanics Bank Trust Department | 2,353 | $86.2 萬 | 0.13% | −48−2.0% | 減碼 |
| RMR Wealth Builders | 2,352 | $86.2 萬 | 0.10% | +22+0.9% | 加碼 |
| W Advisors, LLC | 2,344 | $85.9 萬 | 0.59% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,343 | $85.9 萬 | 0.08% | −966−29.2% | 減碼 |
| Grandview Asset Management LLC | 2,337 | $85.7 萬 | 0.39% | −46−1.9% | 減碼 |
| Arbor Wealth Advisors LLC | 2,337 | $85.6 萬 | 0.81% | 00.0% | 不變 |
| LCNB Corp | 2,334 | $85.5 萬 | 0.31% | +20+0.9% | 加碼 |
| Sage Mountain Advisors LLC | 2,333 | $85.5 萬 | 0.09% | +762+48.5% | 加碼 |
| Capital Planning Advisors, LLC | 2,332 | $85.5 萬 | 0.15% | +26+1.1% | 加碼 |
| Retirement Planning Co of New England, Inc. | 2,330 | $85.4 萬 | 0.47% | −4,413−65.4% | 減碼 |
| Greenwich Wealth Management LLC | 2,327 | $85.3 萬 | 0.07% | −111−4.6% | 減碼 |
| RNC Capital Management LLC | 2,327 | $85.3 萬 | 0.05% | −149−6.0% | 減碼 |
| Tompkins Financial Corp | 2,325 | $85.2 萬 | 0.10% | −179−7.1% | 減碼 |
| Zega Financial, LLC | 2,317 | $84.9 萬 | 0.37% | −1,585−40.6% | 減碼 |
| Abn Amro Investment Solutions | 2,316 | $84.9 萬 | 0.01% | −812−26.0% | 減碼 |
| RiverFront Investment Group, LLC | 2,311 | $84.7 萬 | 0.02% | −58,122−96.2% | 減碼 |
| Fox Hill Wealth Management | 2,308 | $84.6 萬 | 0.57% | +330+16.7% | 加碼 |
| Atlanta Consulting Group Advisors, LLC | 2,308 | $84.6 萬 | 0.29% | +2,308 | 新進 |
| Cahaba Wealth Management, Inc. | 2,282 | $83.6 萬 | 0.08% | +63+2.8% | 加碼 |
| Avestar Capital, LLC | 2,276 | $83.4 萬 | 0.10% | +461+25.4% | 加碼 |
| Intrust Bank NA | 2,274 | $83.3 萬 | 0.09% | +39+1.7% | 加碼 |
| Smartleaf Asset Management LLC | 2,285 | $83.3 萬 | 0.16% | +637+38.7% | 加碼 |
| Maxi Investments CY Ltd | 2,272 | $83.3 萬 | 0.22% | +2,272 | 新進 |
| Close Asset Management Ltd | 2,269 | $83.1 萬 | 0.03% | −284−11.1% | 減碼 |
| Beverly Hills Private Wealth, LLC | 2,264 | $83.0 萬 | 0.19% | +7+0.3% | 加碼 |
| Aberdeen Wealth Management LLC | 2,262 | $82.9 萬 | 0.48% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,250 | $82.5 萬 | 0.36% | +308+15.9% | 加碼 |
| Garner Asset Management Corp | 2,245 | $82.3 萬 | 0.42% | −4−0.2% | 減碼 |
| Catalina Capital Group, LLC | 2,244 | $82.2 萬 | 0.35% | +1,030+84.8% | 加碼 |
| Patton Albertson Miller Group, LLC | 2,244 | $82.2 萬 | 0.12% | −200−8.2% | 減碼 |
| Sound Financial Strategies Group, LLC | 2,242 | $82.2 萬 | 0.68% | −91−3.9% | 減碼 |
| Gries Financial LLC | 2,238 | $82.0 萬 | 0.14% | +2,238 | 新進 |
| Marks Group Wealth Management, Inc | 2,234 | $81.9 萬 | 0.09% | 00.0% | 不變 |
| Canopy Partners, LLC | 2,231 | $81.8 萬 | 0.40% | +143+6.8% | 加碼 |
| Cypress Asset Management Inc | 2,130 | $81.7 萬 | 0.22% | −100−4.5% | 減碼 |
| Tidemark, LLC | 2,223 | $81.5 萬 | 0.45% | +71+3.3% | 加碼 |
| PDS Planning, Inc | 2,223 | $81.4 萬 | 0.09% | +108+5.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 2,220 | $81.3 萬 | 0.02% | +2,220 | 新進 |
| Fortress Wealth Group, LLC | 2,308 | $81.2 萬 | 0.44% | +317+15.9% | 加碼 |
| PSI Advisors, LLC | 2,216 | $81.2 萬 | 0.29% | −448−16.8% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2,400 | $81.1 萬 | 0.34% | −101−4.0% | 減碼 |
| Novare Capital Management LLC | 2,210 | $81.0 萬 | 0.07% | +568+34.6% | 加碼 |
| Tolleson Wealth Management, Inc. | 2,206 | $80.8 萬 | 0.16% | −194−8.1% | 減碼 |
| Hexagon Capital Partners LLC | 2,205 | $80.8 萬 | 0.18% | −448−16.9% | 減碼 |
| Ocean Capital Management, LLC | 2,200 | $80.6 萬 | 0.30% | −200−8.3% | 減碼 |
| Fiduciary Group LLC | 2,197 | $80.5 萬 | 0.09% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 2,188 | $80.2 萬 | 0.04% | +154+7.6% | 加碼 |
| SRB Corp | 2,182 | $80.0 萬 | 0.04% | +167+8.3% | 加碼 |
| 626 Financial, LLC | 2,177 | $79.8 萬 | 0.48% | 00.0% | 不變 |
| Mine & Arao Wealth Creation & Management, LLC. | 2,174 | $79.7 萬 | 0.39% | +3+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 2,170 | $79.5 萬 | 0.71% | +400+22.6% | 加碼 |
| Symphony Financial, Ltd. Co. | 2,170 | $79.5 萬 | 0.19% | −3,606−62.4% | 減碼 |
| MSH Capital Advisors LLC | 2,169 | $79.5 萬 | 0.28% | +65+3.1% | 加碼 |
| Atlantic Trust, LLC | 2,168 | $79.4 萬 | 0.21% | +70+3.3% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,161 | $79.2 萬 | 0.04% | −123−5.4% | 減碼 |
| Townsend Asset Management Corp | 2,160 | $79.2 萬 | 0.31% | +141+7.0% | 加碼 |