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 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $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 |
|---|---|---|---|---|---|
| O'Shaughnessy Asset Management, LLC | 56,450 | $2,069 萬 | 0.23% | −38,297−40.4% | 減碼 |
| Richard C. Young & CO., LTD. | 56,364 | $2,065 萬 | 2.59% | −694−1.2% | 減碼 |
| Congress Asset Management Co | 56,101 | $2,056 萬 | 0.15% | −1,594−2.8% | 減碼 |
| Wharton Business Group, LLC | 55,693 | $2,041 萬 | 0.98% | −629−1.1% | 減碼 |
| Wealthfront Advisers LLC | 55,378 | $2,029 萬 | 0.07% | +1,273+2.4% | 加碼 |
| KCM Investment Advisors LLC | 55,188 | $2,022 萬 | 0.75% | −457−0.8% | 減碼 |
| Moran Wealth Management, LLC | 54,778 | $2,007 萬 | 0.65% | +129+0.2% | 加碼 |
| CWM, LLC | 54,662 | $2,003 萬 | 0.10% | +6,374+13.2% | 加碼 |
| CWM Advisors, LLC | 54,544 | $1,999 萬 | 2.04% | +4,756+9.6% | 加碼 |
| Gotham Asset Management, LLC | 53,448 | $1,958 萬 | 0.30% | −5,194−8.9% | 減碼 |
| Scotia Capital Inc. | 53,262 | $1,952 萬 | 0.12% | +9,888+22.8% | 加碼 |
| Allianz SE | 52,647 | $1,929 萬 | 0.61% | +52,647 | 新進 |
| Birmingham Capital Management Co Inc | 52,265 | $1,915 萬 | 7.05% | −1,155−2.2% | 減碼 |
| Independent Advisor Alliance | 52,006 | $1,906 萬 | 0.69% | −5,218−9.1% | 減碼 |
| LaFleur & Godfrey LLC | 51,690 | $1,894 萬 | 2.80% | −5,152−9.1% | 減碼 |
| Whittier Trust Co | 51,348 | $1,881 萬 | 0.27% | −746−1.4% | 減碼 |
| Aptus Capital Advisors, LLC | 51,216 | $1,877 萬 | 0.40% | +3,854+8.1% | 加碼 |
| Charter Trust Co | 50,640 | $1,856 萬 | 1.24% | −1,534−2.9% | 減碼 |
| Kovitz Investment Group Partners, LLC | 48,131 | $1,764 萬 | 0.22% | −10,551−18.0% | 減碼 |
| Integrated Advisors Network LLC | 47,166 | $1,728 萬 | 0.88% | +503+1.1% | 加碼 |
| Savant Capital, LLC | 47,021 | $1,723 萬 | 0.20% | +4,136+9.6% | 加碼 |
| Qube Research & Technologies Ltd | 46,797 | $1,715 萬 | 0.03% | −254,259−84.5% | 減碼 |
| Clear Harbor Asset Management, LLC | 46,633 | $1,709 萬 | 1.50% | −2,764−5.6% | 減碼 |
| Elo Mutual Pension Insurance Co | 46,516 | $1,705 萬 | 0.40% | +1,977+4.4% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 46,373 | $1,699 萬 | 0.58% | −171−0.4% | 減碼 |
| Howe & Rusling Inc | 46,348 | $1,698 萬 | 1.63% | −4,255−8.4% | 減碼 |
| NBT Bank N A | 46,289 | $1,696 萬 | 1.24% | −1,119−2.4% | 減碼 |
| Congress Wealth Management LLC | 46,033 | $1,687 萬 | 0.29% | −1,395−2.9% | 減碼 |
| Atria Investments LLC | 45,729 | $1,675 萬 | 0.23% | +3,299+7.8% | 加碼 |
| American Assets Investment Management, LLC | 45,000 | $1,649 萬 | 1.57% | 00.0% | 不變 |
| Janney Capital Management LLC | 44,854 | $1,644 萬 | 1.09% | −32,614−42.1% | 減碼 |
| Ethic Inc. | 44,711 | $1,638 萬 | 0.41% | +1,196+2.7% | 加碼 |
| JustInvest LLC | 44,664 | $1,637 萬 | 0.35% | +4,149+10.2% | 加碼 |
| Kadensa Capital Ltd | 44,655 | $1,636 萬 | 4.44% | −32,534−42.1% | 減碼 |
| Gulf International Bank (UK) Ltd | 44,044 | $1,614 萬 | 0.41% | +1,691+4.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 44,018 | $1,613 萬 | 0.69% | −8,552−16.3% | 減碼 |
| Quilter Plc | 43,651 | $1,600 萬 | 0.38% | −375−0.9% | 減碼 |
| Oregon Public Employees Retirement Fund | 43,535 | $1,595 萬 | 0.32% | +3,751+9.4% | 加碼 |
| Allied Investment Advisors, LLC | 43,511 | $1,594 萬 | 3.85% | −59−0.1% | 減碼 |
| Dana Investment Advisors, Inc. | 43,426 | $1,591 萬 | 0.53% | −640−1.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 43,167 | $1,582 萬 | 0.18% | +4,452+11.5% | 加碼 |
| Crossmark Global Holdings, Inc. | 43,120 | $1,580 萬 | 0.30% | +4,050+10.4% | 加碼 |
| Central Trust Co | 43,036 | $1,577 萬 | 0.39% | −605−1.4% | 減碼 |
| Culbertson A N & Co Inc | 42,812 | $1,569 萬 | 2.71% | −283−0.7% | 減碼 |
| Atwater Malick LLC | 42,679 | $1,564 萬 | 5.51% | +213+0.5% | 加碼 |
| ARK Investment Management LLC大師方舟投資 | 42,616 | $1,562 萬 | 0.11% | −23,248−35.3% | 減碼 |
| Dodge & Cox | 42,326 | $1,551 萬 | 0.01% | −53−0.1% | 減碼 |
| Rafferty Asset Management, LLC | 42,325 | $1,551 萬 | 0.06% | −456−1.1% | 減碼 |
| First National Trust Co | 42,204 | $1,546 萬 | 0.63% | +10,065+31.3% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 42,136 | $1,544 萬 | 0.14% | −2,156−4.9% | 減碼 |
| Degroof Petercam Asset Management | 42,050 | $1,541 萬 | 0.19% | −250−0.6% | 減碼 |
| Cullinan Associates Inc | 41,983 | $1,538 萬 | 0.86% | +5,147+14.0% | 加碼 |
| Salem Investment Counselors Inc | 41,936 | $1,537 萬 | 0.50% | −219−0.5% | 減碼 |
| Pacer Advisors, Inc. | 41,895 | $1,535 萬 | 0.04% | −1,741−4.0% | 減碼 |
| Wafra Inc. | 41,881 | $1,535 萬 | 0.81% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 41,947 | $1,526 萬 | 0.03% | −3,130−6.9% | 減碼 |
| Davenport & Co LLC | 41,497 | $1,521 萬 | 0.09% | −1,004−2.4% | 減碼 |
| Stillwater Capital Advisors, LLC | 41,057 | $1,504 萬 | 2.23% | +177+0.4% | 加碼 |
| M&G Plc | 41,009 | $1,501 萬 | 0.09% | +41,009 | 新進 |
| Prio Wealth Limited Partnership | 40,582 | $1,487 萬 | 0.43% | +1,833+4.7% | 加碼 |
| Community Bank of Raymore | 40,555 | $1,486 萬 | 6.98% | −3,750−8.5% | 減碼 |
| Fayez Sarofim & Co | 40,410 | $1,481 萬 | 0.04% | −114−0.3% | 減碼 |
| Pittenger & Anderson Inc | 40,285 | $1,476 萬 | 0.60% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 40,166 | $1,472 萬 | 0.55% | −2,107−5.0% | 減碼 |
| Bogart Wealth, LLC | 40,140 | $1,471 萬 | 0.76% | −5,025−11.1% | 減碼 |
| Dearborn Partners LLC | 39,831 | $1,460 萬 | 0.63% | −646−1.6% | 減碼 |
| Parsons Capital Management Inc | 39,759 | $1,457 萬 | 1.00% | +522+1.3% | 加碼 |
| Jacobs & Co | 39,600 | $1,451 萬 | 1.54% | −1,523−3.7% | 減碼 |
| LS Investment Advisors, LLC | 39,250 | $1,438 萬 | 2.28% | +394+1.0% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 39,133 | $1,424 萬 | 0.16% | +188+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 38,730 | $1,419 萬 | 0.33% | +558+1.5% | 加碼 |
| Kentucky Retirement Systems | 38,661 | $1,417 萬 | 0.42% | −2,156−5.3% | 減碼 |
| Simmons Bank | 38,547 | $1,412 萬 | 1.06% | +860+2.3% | 加碼 |
| Noesis Capital Mangement Corp | 38,531 | $1,412 萬 | 3.14% | −1,393−3.5% | 減碼 |
| Coulter & Justus Financial Services, LLC | 38,531 | $1,412 萬 | 3.14% | +37,625+4,152.9% | 加碼 |
| Maryland State Retirement & Pension System | 39,863 | $1,407 萬 | 0.28% | +84+0.2% | 加碼 |
| Lido Advisors, LLC | 38,134 | $1,397 萬 | 0.13% | −5,241−12.1% | 減碼 |
| Synovus Financial Corp | 37,953 | $1,391 萬 | 0.18% | +509+1.4% | 加碼 |
| Advisory Services Network, LLC | 37,597 | $1,378 萬 | 0.31% | −203−0.5% | 減碼 |
| Quantinno Capital Management LP | 37,341 | $1,368 萬 | 0.30% | +3,821+11.4% | 加碼 |
| Walleye Trading LLC | 37,202 | $1,363 萬 | 0.22% | −17,873−32.5% | 減碼 |
| Meridian Wealth Management, LLC | 37,201 | $1,363 萬 | 2.27% | +2,521+7.3% | 加碼 |
| Hantz Financial Services, Inc. | 37,180 | $1,362 萬 | 0.27% | −2,051−5.2% | 減碼 |
| HB Wealth Management, LLC | 37,139 | $1,361 萬 | 0.17% | +2,057+5.9% | 加碼 |
| SlateStone Wealth, LLC | 36,949 | $1,354 萬 | 1.36% | +15,016+68.5% | 加碼 |
| Segment Wealth Management, LLC | 36,525 | $1,338 萬 | 1.02% | +34,345+1,575.5% | 加碼 |
| Whittier Trust Co of Nevada Inc | 36,493 | $1,337 萬 | 0.38% | +784+2.2% | 加碼 |
| Stockman Wealth Management, Inc. | 36,446 | $1,335 萬 | 2.36% | −2,320−6.0% | 減碼 |
| Ellsworth Advisors, LLC | 36,216 | $1,324 萬 | 3.80% | +312+0.9% | 加碼 |
| Twin Tree Management, LP | 35,822 | $1,313 萬 | 0.30% | +15,198+73.7% | 加碼 |
| Achmea Investment Management B.V. | 35,795 | $1,312 萬 | 0.25% | 00.0% | 不變 |
| MainStreet Investment Advisors LLC | 35,642 | $1,306 萬 | 1.57% | −458−1.3% | 減碼 |
| CSM Advisors, LLC | 35,489 | $1,301 萬 | 0.86% | +790+2.3% | 加碼 |
| Snowden Capital Advisors LLC | 35,410 | $1,298 萬 | 0.41% | +5,270+17.5% | 加碼 |
| Avantax Advisory Services, Inc. | 35,179 | $1,289 萬 | 0.11% | +3,958+12.7% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 35,125 | $1,287 萬 | 0.01% | +33,503+2,065.5% | 加碼 |
| Baader Bank INC | 35,121 | $1,287 萬 | 1.05% | +3,015+9.4% | 加碼 |
| Andra AP-fonden | 35,000 | $1,283 萬 | 0.23% | +35,000 | 新進 |
| La Banque Postale Asset Management SA | 34,988 | $1,282 萬 | 0.51% | −8,679−19.9% | 減碼 |
| Welch Group, LLC | 34,949 | $1,281 萬 | 0.64% | +189+0.5% | 加碼 |