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 |
|---|---|---|---|---|---|
| Retirement Systems of Alabama | 280,116 | $1.03 億 | 0.40% | −670.0% | 減碼 |
| Nomura Asset Management Co Ltd | 275,822 | $1.01 億 | 0.37% | +6,008+2.2% | 加碼 |
| Natixis Advisors, L.P. | 268,938 | $9,855 萬 | 0.23% | +10,215+3.9% | 加碼 |
| Jennison Associates LLC | 267,888 | $9,816 萬 | 0.07% | +55,935+26.4% | 加碼 |
| Jupiter Asset Management Ltd | 265,743 | $9,738 萬 | 0.93% | +193,307+266.9% | 加碼 |
| Swedbank AB | 264,832 | $9,704 萬 | 0.14% | +21,774+9.0% | 加碼 |
| Storebrand Asset Management AS | 264,247 | $9,683 萬 | 0.33% | +663+0.3% | 加碼 |
| Bessemer Group Inc | 262,948 | $9,635 萬 | 0.17% | −10,659−3.9% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 260,271 | $9,537 萬 | 1.19% | +15,517+6.3% | 加碼 |
| TD Asset Management Inc | 258,943 | $9,488 萬 | 0.09% | −2,813−1.1% | 減碼 |
| Janney Montgomery Scott LLC | 258,670 | $9,478 萬 | 0.28% | −24,337−8.6% | 減碼 |
| Empower Advisory Group, LLC | 253,845 | $9,302 萬 | 0.35% | +1,192+0.5% | 加碼 |
| Pictet Asset Management Holding SA | 251,846 | $9,228 萬 | 0.10% | −8,482−3.3% | 減碼 |
| Cetera Investment Advisers | 251,685 | $9,222 萬 | 0.22% | +174,330+225.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 248,905 | $9,121 萬 | 0.32% | +32,145+14.8% | 加碼 |
| Public Employees Retirement System of Ohio | 245,762 | $9,005 萬 | 0.35% | −17,920−6.8% | 減碼 |
| Brandywine Global Investment Management, LLC | 243,165 | $8,910 萬 | 0.64% | −3,195−1.3% | 減碼 |
| Truist Financial Corp | 238,144 | $8,726 萬 | 0.13% | −9,948−4.0% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 237,250 | $8,694 萬 | 0.21% | +65,101+37.8% | 加碼 |
| Treasurer of the State of North Carolina | 235,468 | $8,628 萬 | 0.38% | +1,577+0.7% | 加碼 |
| Tredje AP-fonden | 235,048 | $8,613 萬 | 0.89% | +94,500+67.2% | 加碼 |
| D. E. Shaw & Co., Inc. | 233,750 | $8,565 萬 | 0.11% | −142,226−37.8% | 減碼 |
| Susquehanna International Group, LLP | 232,400 | $8,516 萬 | 0.13% | −108,913−31.9% | 減碼 |
| Aviva PLC | 228,318 | $8,366 萬 | 0.28% | +37,996+20.0% | 加碼 |
| Allianz Asset Management GmbH | 227,372 | $8,332 萬 | 0.14% | +27,500+13.8% | 加碼 |
| Renaissance Technologies LLC | 227,000 | $8,318 萬 | 0.13% | −407,200−64.2% | 減碼 |
| M&T Bank Corp | 226,479 | $8,299 萬 | 0.29% | −35,548−13.6% | 減碼 |
| STRS Ohio | 226,293 | $8,292 萬 | 0.33% | −19,244−7.8% | 減碼 |
| Great West Life Assurance Co | 219,154 | $8,034 萬 | 0.16% | +13,257+6.4% | 加碼 |
| Cerity Partners LLC | 219,291 | $8,018 萬 | 0.21% | −288,031−56.8% | 減碼 |
| Royal London Asset Management Ltd | 214,450 | $7,858 萬 | 0.20% | +376+0.2% | 加碼 |
| LSV Asset Management | 211,300 | $7,743 萬 | 0.16% | −26,900−11.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 209,741 | $7,686 萬 | 0.08% | −4,352−2.0% | 減碼 |
| State of Tennessee, Treasury Department | 208,561 | $7,642 萬 | 0.28% | +21,814+11.7% | 加碼 |
| Mariner, LLC | 207,993 | $7,621 萬 | 0.16% | −1,197−0.6% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 205,828 | $7,542 萬 | 0.55% | −38,600−15.8% | 減碼 |
| InterOcean Capital Group, LLC | 205,215 | $7,520 萬 | 1.80% | −3,384−1.6% | 減碼 |
| Ensign Peak Advisors, Inc | 204,407 | $7,490 萬 | 0.14% | −19,710−8.8% | 減碼 |
| Creative Planning | 203,608 | $7,461 萬 | 0.08% | +22,995+12.7% | 加碼 |
| Employees Retirement System of Texas | 203,200 | $7,446 萬 | 0.81% | −59,000−22.5% | 減碼 |
| Bollard Group LLC | 197,496 | $7,237 萬 | 2.19% | +945+0.5% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 196,558 | $7,202 萬 | 0.35% | +76,010+63.1% | 加碼 |
| Ofi Invest Asset Management | 208,919 | $7,088 萬 | 1.92% | −25,380−10.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 188,801 | $6,918 萬 | 0.27% | +39,789+26.7% | 加碼 |
| Rathbone Brothers plc | 185,656 | $6,803 萬 | 0.39% | +1,758+1.0% | 加碼 |
| AQR Capital Management LLC | 183,817 | $6,720 萬 | 0.11% | −123,274−40.1% | 減碼 |
| CIBC World Markets Inc. | 182,838 | $6,700 萬 | 0.17% | −29,438−13.9% | 減碼 |
| National Bank of Canada | 188,874 | $6,695 萬 | 0.12% | −275,939−59.4% | 減碼 |
| GWM Advisors LLC | 179,639 | $6,582 萬 | 0.57% | +5,549+3.2% | 加碼 |
| Old Republic International Corporation | 177,000 | $6,486 萬 | 2.55% | −85,000−32.4% | 減碼 |
| Handelsbanken Fonder AB | 175,509 | $6,431 萬 | 0.28% | +12,308+7.5% | 加碼 |
| Resona Asset Management Co.,Ltd. | 174,893 | $6,409 萬 | 0.38% | +174,893 | 新進 |
| Mackenzie Financial Corp | 174,495 | $6,394 萬 | 0.09% | −5,865−3.3% | 減碼 |
| Intech Investment Management LLC | 162,123 | $5,941 萬 | 0.84% | +107,170+195.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 161,593 | $5,921 萬 | 0.38% | −28,347−14.9% | 減碼 |
| Teacher Retirement System of Texas | 161,414 | $5,915 萬 | 0.38% | −4,404−2.7% | 減碼 |
| Financial Counselors Inc | 161,101 | $5,903 萬 | 0.99% | −7,461−4.4% | 減碼 |
| Gateway Investment Advisers LLC | 161,006 | $5,900 萬 | 0.67% | −6,634−4.0% | 減碼 |
| Hyman Charles D | 160,536 | $5,883 萬 | 3.25% | −270−0.2% | 減碼 |
| Huntington National Bank | 158,507 | $5,808 萬 | 0.47% | −2,525−1.6% | 減碼 |
| AXA S.A. | 177,111 | $5,792 萬 | 0.17% | −60,215−25.4% | 減碼 |
| Nisa Investment Advisors, LLC | 153,061 | $5,609 萬 | 0.36% | −6,608−4.1% | 減碼 |
| Tocqueville Asset Management L.P. | 152,053 | $5,572 萬 | 0.91% | −5,425−3.4% | 減碼 |
| Forsta Ap-Fonden | 151,900 | $5,566 萬 | 0.47% | +28,900+23.5% | 加碼 |
| MML Investors Services, LLC | 151,044 | $5,535 萬 | 0.23% | −6,834−4.3% | 減碼 |
| American International Group, Inc. | 150,780 | $5,525 萬 | 0.20% | −1,969−1.3% | 減碼 |
| Calamos Advisors LLC | 150,456 | $5,513 萬 | 0.27% | −3,783−2.5% | 減碼 |
| Kestra Advisory Services, LLC | 148,860 | $5,455 萬 | 0.37% | +14,094+10.5% | 加碼 |
| Robeco Institutional Asset Management B.V. | 146,389 | $5,364 萬 | 0.12% | +25,237+20.8% | 加碼 |
| Arizona State Retirement System | 146,090 | $5,353 萬 | 0.37% | +2,565+1.8% | 加碼 |
| Capital International Inc | 145,713 | $5,339 萬 | 0.72% | +6,207+4.4% | 加碼 |
| Squarepoint Ops LLC | 143,858 | $5,271 萬 | 0.22% | +90,828+171.3% | 加碼 |
| Keybank National Association | 142,228 | $5,212 萬 | 0.22% | −170.0% | 減碼 |
| Federated Hermes, Inc. | 141,408 | $5,182 萬 | 0.12% | −34,018−19.4% | 減碼 |
| State of Michigan Retirement System | 139,472 | $5,111 萬 | 0.27% | −200−0.1% | 減碼 |
| Heritage Investors Management Corp | 138,041 | $5,058 萬 | 1.78% | −5,911−4.1% | 減碼 |
| CIBC World Markets Corp | 136,294 | $4,994 萬 | 0.33% | +60,742+80.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 137,479 | $4,974 萬 | 0.55% | +88,549+181.0% | 加碼 |
| Assenagon Asset Management S.A. | 135,416 | $4,962 萬 | 0.13% | +119,962+776.3% | 加碼 |
| MetLife Investment Management | 135,053 | $4,949 萬 | 0.33% | −4,565−3.3% | 減碼 |
| Commerce Bank | 131,408 | $4,815 萬 | 0.32% | −1,656−1.2% | 減碼 |
| Meyer Handelman Co | 129,226 | $4,735 萬 | 1.66% | −3,490−2.6% | 減碼 |
| Manning & Napier Group, LLC | 128,283 | $4,701 萬 | 0.54% | −11,930−8.5% | 減碼 |
| Captrust Financial Advisors | 127,830 | $4,684 萬 | 0.17% | −22,852−15.2% | 減碼 |
| CBOE Vest Financial, LLC | 127,718 | $4,680 萬 | 1.24% | +19,332+17.8% | 加碼 |
| Daiwa Securities Group Inc. | 127,600 | $4,676 萬 | 0.26% | +5,916+4.9% | 加碼 |
| Capital International Sarl | 126,540 | $4,637 萬 | 1.54% | −4,941−3.8% | 減碼 |
| Glenmede Trust Co NA | 123,311 | $4,518 萬 | 0.23% | −17,704−12.6% | 減碼 |
| Comerica Bank | 120,150 | $4,403 萬 | 0.19% | −4,539−3.6% | 減碼 |
| Conning Inc. | 118,580 | $4,337 萬 | 1.42% | −15,246−11.4% | 減碼 |
| Blair William & Co | 117,623 | $4,310 萬 | 0.14% | −4,858−4.0% | 減碼 |
| Russell Investments Group, Ltd. | 117,719 | $4,308 萬 | 0.07% | −14,990−11.3% | 減碼 |
| S&CO Inc | 115,849 | $4,245 萬 | 2.99% | −2,381−2.0% | 減碼 |
| Gabelli Funds LLC | 114,960 | $4,212 萬 | 0.31% | −2,290−2.0% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 114,346 | $4,190 萬 | 0.46% | −2,138−1.8% | 減碼 |
| SEI Investments Co | 114,337 | $4,190 萬 | 0.06% | +14,121+14.1% | 加碼 |
| Alpha Cubed Investments, LLC | 113,456 | $4,157 萬 | 2.17% | +15,070+15.3% | 加碼 |
| Vontobel Holding Ltd. | 113,188 | $4,148 萬 | 0.33% | −1,078−0.9% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 111,759 | $4,095 萬 | 0.28% | +440.0% | 加碼 |
| Bradley Foster & Sargent Inc | 111,663 | $4,092 萬 | 0.74% | −3,542−3.1% | 減碼 |