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 |
|---|---|---|---|---|---|
| Vantage Investment Partners, LLC | 34,937 | $1,280 萬 | 1.14% | +34,937 | 新進 |
| Two Sigma Securities, LLC | 34,864 | $1,278 萬 | 0.62% | +27,689+385.9% | 加碼 |
| Prospera Financial Services Inc | 34,808 | $1,276 萬 | 0.38% | −2,392−6.4% | 減碼 |
| Eagle Asset Management Inc | 34,932 | $1,271 萬 | 0.06% | +9,477+37.2% | 加碼 |
| Lyell Wealth Management, LP | 34,547 | $1,266 萬 | 1.29% | +82+0.2% | 加碼 |
| Mizuho Markets Americas LLC | 34,519 | $1,265 萬 | 0.34% | +16,395+90.5% | 加碼 |
| Federation des caisses Desjardins du Quebec | 36,372 | $1,264 萬 | 0.09% | +3,007+9.0% | 加碼 |
| HighPoint Advisor Group LLC | 35,339 | $1,261 萬 | 0.89% | −547−1.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 33,918 | $1,243 萬 | 1.27% | −152−0.4% | 減碼 |
| Shelton Capital Management | 33,916 | $1,243 萬 | 0.36% | +8,946+35.8% | 加碼 |
| Jefferies Financial Group Inc. | 33,844 | $1,240 萬 | 0.25% | −8,356−19.8% | 減碼 |
| Bokf, NA | 33,520 | $1,219 萬 | 0.22% | −366−1.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 33,098 | $1,213 萬 | 0.08% | −68,559−67.4% | 減碼 |
| Jamison Private Wealth Management, Inc. | 33,076 | $1,212 萬 | 2.05% | −70.0% | 減碼 |
| Credit Agricole S A | 33,798 | $1,210 萬 | 0.21% | +16,140+91.4% | 加碼 |
| Hartford Investment Management Co | 32,898 | $1,205 萬 | 0.43% | −1,471−4.3% | 減碼 |
| LMCG Investments, LLC | 32,845 | $1,204 萬 | 0.71% | −388−1.2% | 減碼 |
| James Investment Research Inc | 32,775 | $1,201 萬 | 1.43% | −1,378−4.0% | 減碼 |
| Cornerstone Advisors, LLC | 32,500 | $1,191 萬 | 0.49% | −1,000−3.0% | 減碼 |
| Groupama Asset Managment | 26,827 | $1,190 萬 | 0.22% | −7,249−21.3% | 減碼 |
| Verition Fund Management LLC | 32,414 | $1,188 萬 | 0.11% | −993−3.0% | 減碼 |
| HRT Financial LP | 32,356 | $1,186 萬 | 0.07% | +23,903+282.8% | 加碼 |
| First American Trust, FSB | 31,900 | $1,169 萬 | 1.23% | +1,215+4.0% | 加碼 |
| Brookstone Capital Management | 31,859 | $1,167 萬 | 0.21% | +996+3.2% | 加碼 |
| Greenwood Gearhart Inc | 31,234 | $1,144 萬 | 1.12% | −17,085−35.4% | 減碼 |
| Hamilton Capital Partners Inc. | 31,080 | $1,139 萬 | 1.38% | +31,080 | 新進 |
| Madison Asset Management, LLC | 31,076 | $1,139 萬 | 0.14% | −31,769−50.6% | 減碼 |
| Shelter Mutual Insurance Co | 30,780 | $1,128 萬 | 2.91% | 00.0% | 不變 |
| Philadelphia Trust Co | 30,588 | $1,121 萬 | 0.90% | +295+1.0% | 加碼 |
| Adviser Investments LLC | 30,066 | $1,102 萬 | 0.15% | −714−2.3% | 減碼 |
| German American Bancorp, Inc. | 30,020 | $1,100 萬 | 1.32% | +794+2.7% | 加碼 |
| Securian Asset Management, Inc | 29,985 | $1,099 萬 | 0.32% | −2,348−7.3% | 減碼 |
| Illinois Municipal Retirement Fund | 29,985 | $1,099 萬 | 0.17% | 00.0% | 不變 |
| AIA Group Ltd | 29,633 | $1,086 萬 | 0.35% | −204−0.7% | 減碼 |
| Louisiana State Employees Retirement System | 29,600 | $1,085 萬 | 0.21% | −1,200−3.9% | 減碼 |
| National Asset Management, Inc. | 39,548 | $1,080 萬 | 0.29% | +870+2.2% | 加碼 |
| Buck Wealth Strategies, LLC | 29,107 | $1,067 萬 | 3.66% | +27,025+1,298.0% | 加碼 |
| Central Bank & Trust Co | 28,831 | $1,056 萬 | 1.51% | −183−0.6% | 減碼 |
| United Capital Management of KS, Inc. | 28,821 | $1,056 萬 | 2.42% | +1,128+4.1% | 加碼 |
| Paradiem, LLC | 28,704 | $1,052 萬 | 2.60% | −357−1.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 28,677 | $1,051 萬 | 0.24% | −4,197−12.8% | 減碼 |
| Prime Capital Investment Advisors, LLC | 28,329 | $1,038 萬 | 0.14% | −120.0% | 減碼 |
| Norinchukin Bank, The | 28,256 | $1,035 萬 | 0.31% | −3,053−9.8% | 減碼 |
| Eagle Global Advisors LLC | 28,215 | $1,034 萬 | 0.58% | −55−0.2% | 減碼 |
| SpiderRock Advisors, LLC | 29,097 | $1,024 萬 | 0.33% | +29,097 | 新進 |
| Drexel Morgan & Co. | 27,886 | $1,022 萬 | 2.10% | +140+0.5% | 加碼 |
| Freestone Capital Holdings, LLC | 27,567 | $1,010 萬 | 0.38% | +13,292+93.1% | 加碼 |
| Alps Advisors Inc | 27,496 | $1,008 萬 | 0.07% | +70.0% | 加碼 |
| Kanawha Capital Management LLC | 27,486 | $1,007 萬 | 0.81% | −448−1.6% | 減碼 |
| Banque Cantonale Vaudoise | 27,476 | $1,007 萬 | 0.39% | +1,152+4.4% | 加碼 |
| Venture Visionary Partners LLC | 27,295 | $1,000 萬 | 0.48% | −70−0.3% | 減碼 |
| Consolidated Planning Corp | 27,113 | $993.5 萬 | 1.70% | +127+0.5% | 加碼 |
| Claudia M.P. Batlle, CRP (R) LLC | 27,043 | $990.9 萬 | 2.98% | +698+2.6% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 26,821 | $982.8 萬 | 0.22% | −457−1.7% | 減碼 |
| Financial Partners Group, LLC | 26,754 | $980.3 萬 | 3.79% | −530−1.9% | 減碼 |
| Farmers & Merchants Investments Inc | 26,722 | $979.2 萬 | 0.33% | +119+0.4% | 加碼 |
| Zimmer Partners, LP | 26,720 | $979.1 萬 | 0.21% | +26,720 | 新進 |
| Independent Wealth Network Inc. | 26,658 | $976.8 萬 | 4.58% | +168+0.6% | 加碼 |
| Narwhal Capital Management | 26,650 | $976.5 萬 | 0.96% | +3,924+17.3% | 加碼 |
| Tufton Capital Management | 26,603 | $974.8 萬 | 1.91% | −4,404−14.2% | 減碼 |
| Sigma Planning Corp | 26,475 | $970.2 萬 | 0.30% | +12,828+94.0% | 加碼 |
| Toroso Investments, LLC | 26,453 | $968.2 萬 | 0.17% | −4,736−15.2% | 減碼 |
| Integris Wealth Management, LLC | 26,316 | $964.3 萬 | 2.67% | −182−0.7% | 減碼 |
| Addenda Capital Inc. | 26,235 | $961.3 萬 | 0.36% | −73−0.3% | 減碼 |
| Financial Advocates Investment Management | 26,120 | $957.1 萬 | 0.56% | +10,062+62.7% | 加碼 |
| Sigma Investment Counselors Inc | 26,015 | $953.3 萬 | 0.61% | +24+0.1% | 加碼 |
| Community Bank & Trust, Waco, Texas | 25,807 | $945.6 萬 | 2.32% | +51+0.2% | 加碼 |
| New Mexico Educational Retirement Board | 25,702 | $941.8 萬 | 0.34% | −1,100−4.1% | 減碼 |
| Compagnie Lombard Odier SCmA | 25,658 | $940.2 萬 | 0.17% | −100−0.4% | 減碼 |
| Quadrature Capital Ltd | 25,563 | $936.6 萬 | 0.16% | +25,563 | 新進 |
| Logan Capital Management Inc | 25,416 | $931.3 萬 | 0.40% | −35−0.1% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 25,376 | $929.8 萬 | 1.02% | −3,725−12.8% | 減碼 |
| Generali Powszechne Towarzystwo Emerytalne | 25,118 | $920.4 萬 | 3.35% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 25,068 | $918.6 萬 | 0.17% | +490+2.0% | 加碼 |
| Hixon Zuercher, LLC | 24,999 | $916.0 萬 | 3.87% | −148−0.6% | 減碼 |
| Signet Financial Management, LLC | 24,879 | $911.6 萬 | 1.25% | −491−1.9% | 減碼 |
| American National Bank | 24,862 | $911.0 萬 | 1.21% | +329+1.3% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 24,705 | $905.3 萬 | 0.18% | −3,994−13.9% | 減碼 |
| Employees Provident Fund Board | 24,700 | $905.1 萬 | 0.16% | +3,389+15.9% | 加碼 |
| Vident Advisory, LLC | 24,427 | $895.1 萬 | 0.19% | +4,013+19.7% | 加碼 |
| L & S Advisors Inc | 24,409 | $894.4 萬 | 1.01% | +24,409 | 新進 |
| Aull & Monroe Investment Management Corp | 24,371 | $893.0 萬 | 4.08% | +220+0.9% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 24,314 | $890.9 萬 | 0.38% | +638+2.7% | 加碼 |
| Oppenheimer Asset Management Inc. | 24,259 | $888.9 萬 | 0.13% | −4,742−16.4% | 減碼 |
| Fusion Capital, LLC | 24,135 | $884.4 萬 | 4.05% | −1,046−4.2% | 減碼 |
| Meiji Yasuda Life Insurance Co | 24,120 | $883.8 萬 | 0.19% | +2,552+11.8% | 加碼 |
| Strategic Global Advisors, LLC | 24,017 | $880.1 萬 | 1.90% | −679−2.7% | 減碼 |
| First Financial Bank - Trust Division | 23,963 | $878.1 萬 | 0.84% | −1,589−6.2% | 減碼 |
| Exchange Traded Concepts, LLC | 23,936 | $877.1 萬 | 0.23% | −4,724−16.5% | 減碼 |
| Raymond James Trust N.A. | 23,877 | $874.9 萬 | 0.21% | −323−1.3% | 減碼 |
| Perigon Wealth Management, LLC | 23,779 | $871.3 萬 | 0.26% | +605+2.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 23,767 | $870.9 萬 | 0.29% | +672+2.9% | 加碼 |
| Welch & Forbes LLC | 23,760 | $870.6 萬 | 0.12% | −1,014−4.1% | 減碼 |
| Wesbanco Bank Inc | 23,499 | $861.1 萬 | 0.32% | +11,738+99.8% | 加碼 |
| Spears Abacus Advisors LLC | 23,490 | $860.7 萬 | 0.18% | +23,490 | 新進 |
| Kavar Capital Partners Group, LLC | 23,472 | $860.1 萬 | 1.59% | −22,952−49.4% | 減碼 |
| Brinker Capital Investments, LLC | 23,471 | $860.0 萬 | 0.09% | +736+3.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 23,471 | $860.0 萬 | 0.09% | +736+3.2% | 加碼 |
| Principle Wealth Partners LLC | 23,453 | $859.4 萬 | 0.67% | −68−0.3% | 減碼 |
| Sentry LLC | 23,436 | $858.8 萬 | 1.62% | −54−0.2% | 減碼 |