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 |
|---|---|---|---|---|---|
| Capital Group Investment Management Pte. Ltd. | 23,394 | $857.2 萬 | 1.54% | −1,945−7.7% | 減碼 |
| Spinnaker Trust | 23,210 | $850.5 萬 | 0.55% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 22,923 | $840.0 萬 | 1.77% | −369−1.6% | 減碼 |
| Viewpoint Capital Management LLC | 25,333 | $838.1 萬 | 5.33% | +12,585+98.7% | 加碼 |
| Allworth Financial LP | 22,795 | $835.3 萬 | 0.06% | +1,556+7.3% | 加碼 |
| McGuire Investment Group, LLC | 22,475 | $823.6 萬 | 1.20% | +266+1.2% | 加碼 |
| Moors & Cabot, Inc. | 22,377 | $819.9 萬 | 0.44% | −612−2.7% | 減碼 |
| Coldstream Capital Management Inc | 22,019 | $806.8 萬 | 0.20% | +10,415+89.8% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 22,013 | $806.6 萬 | 0.03% | −12,099−35.5% | 減碼 |
| City Holding Co | 21,973 | $805.1 萬 | 1.21% | −69−0.3% | 減碼 |
| Northwest Investment Counselors, LLC | 21,918 | $803.1 萬 | 1.96% | +455+2.1% | 加碼 |
| Edgestream Partners, L.P. | 21,912 | $802.9 萬 | 0.40% | +20,253+1,220.8% | 加碼 |
| TownSquare Capital, LLC | 21,833 | $800.0 萬 | 0.12% | +3,301+17.8% | 加碼 |
| Axxcess Wealth Management, LLC | 21,832 | $800.0 萬 | 0.23% | +489+2.3% | 加碼 |
| Citizens National Bank Trust Department | 21,600 | $791.5 萬 | 1.84% | −84−0.4% | 減碼 |
| Capital Investment Counsel, LLC | 21,519 | $788.5 萬 | 1.69% | +6,799+46.2% | 加碼 |
| Atomi Financial Group, Inc. | 21,482 | $787.1 萬 | 0.73% | +9,899+85.5% | 加碼 |
| Crestwood Advisors Group LLC | 21,404 | $784.3 萬 | 0.17% | +1,770+9.0% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 21,313 | $781.0 萬 | 0.57% | −111−0.5% | 減碼 |
| BKD Wealth Advisors, LLC | 21,246 | $778.5 萬 | 0.20% | −424−2.0% | 減碼 |
| Ieq Capital, LLC | 21,180 | $776.1 萬 | 0.11% | +2,093+11.0% | 加碼 |
| Churchill Management Corp | 21,116 | $773.8 萬 | 0.10% | +119+0.6% | 加碼 |
| Knuff & Co LLC | 21,107 | $773.4 萬 | 2.60% | −50−0.2% | 減碼 |
| Tiaa Trust, National Association | 21,080 | $772.4 萬 | 0.02% | +729+3.6% | 加碼 |
| Apollon Wealth Management, LLC | 20,988 | $769.0 萬 | 0.24% | −686−3.2% | 減碼 |
| Advisors Asset Management, Inc. | 20,974 | $768.6 萬 | 0.15% | −1,361−6.1% | 減碼 |
| Highland Capital Management, LLC | 20,709 | $758.8 萬 | 0.44% | −692−3.2% | 減碼 |
| Uniplan Investment Counsel, Inc. | 20,702 | $758.5 萬 | 0.60% | −3,093−13.0% | 減碼 |
| Valeo Financial Advisors, LLC | 20,824 | $757.0 萬 | 0.27% | +494+2.4% | 加碼 |
| Metropolitan Life Insurance Co | 20,533 | $752.4 萬 | 0.33% | −232−1.1% | 減碼 |
| Mutual Advisors, LLC | 20,528 | $752.2 萬 | 0.24% | +489+2.4% | 加碼 |
| Searle & Co. | 20,423 | $748.4 萬 | 1.91% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 20,314 | $744.4 萬 | 1.14% | −3,871−16.0% | 減碼 |
| Biechele Royce Advisors | 20,081 | $735.9 萬 | 2.44% | −1,971−8.9% | 減碼 |
| Anderson Hoagland & Co | 19,630 | $730.4 萬 | 0.82% | −750−3.7% | 減碼 |
| Simplicity Wealth,LLC | 19,827 | $726.5 萬 | 0.17% | +19,827 | 新進 |
| Hodges Capital Management Inc. | 19,704 | $722.0 萬 | 0.46% | −8,362−29.8% | 減碼 |
| Buckingham Strategic Wealth, LLC | 19,611 | $718.6 萬 | 0.08% | −2,419−11.0% | 減碼 |
| Asset Dedication, LLC | 19,548 | $714.7 萬 | 0.53% | −153−0.8% | 減碼 |
| Perfromance Wealth Partners, LLC | 19,500 | $714.5 萬 | 0.30% | +804+4.3% | 加碼 |
| MAI Capital Management | 19,460 | $713.1 萬 | 0.07% | +3,571+22.5% | 加碼 |
| Nikko Asset Management Americas, Inc. | 19,456 | $712.9 萬 | 0.07% | −1,762−8.3% | 減碼 |
| Jacobs Levy Equity Management, Inc | 19,388 | $710.4 萬 | 0.03% | −61,637−76.1% | 減碼 |
| Caldwell Trust Co | 19,386 | $710.4 萬 | 0.83% | −404−2.0% | 減碼 |
| Boit C F David | 21,400 | $708.5 萬 | 3.87% | −1,000−4.5% | 減碼 |
| Metis Global Partners, LLC | 19,279 | $706.4 萬 | 0.26% | +160+0.8% | 加碼 |
| Colony Group, LLC | 19,276 | $706.3 萬 | 0.06% | +11,798+157.8% | 加碼 |
| Global Retirement Partners, LLC | 19,234 | $704.8 萬 | 0.26% | +367+1.9% | 加碼 |
| Northeast Investment Management | 19,017 | $696.8 萬 | 0.34% | −619−3.2% | 減碼 |
| Trifecta Capital Advisors, LLC | 18,986 | $695.7 萬 | 1.69% | +1,229+6.9% | 加碼 |
| Empowered Funds, LLC | 18,929 | $693.6 萬 | 0.13% | −12,059−38.9% | 減碼 |
| Empirical Finance, LLC | 18,899 | $692.5 萬 | 0.43% | +618+3.4% | 加碼 |
| AustralianSuper Pty Ltd | 19,001 | $691.1 萬 | 0.04% | +572+3.1% | 加碼 |
| Bleakley Financial Group, LLC | 18,783 | $688.3 萬 | 0.20% | +282+1.5% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 18,658 | $683.7 萬 | 2.11% | −304−1.6% | 減碼 |
| Vestcor Inc | 18,659 | $683.7 萬 | 0.23% | −7,433−28.5% | 減碼 |
| King Luther Capital Management Corp | 18,587 | $681.1 萬 | 0.03% | +182+1.0% | 加碼 |
| Summit Trail Advisors, LLC | 18,439 | $675.7 萬 | 0.18% | +14,673+389.6% | 加碼 |
| AE Wealth Management LLC | 18,436 | $675.6 萬 | 0.08% | −85,264−82.2% | 減碼 |
| Neville Rodie & Shaw Inc | 18,385 | $673.7 萬 | 0.51% | 00.0% | 不變 |
| Wedbush Securities Inc | 18,321 | $671.3 萬 | 0.25% | +514+2.9% | 加碼 |
| Physicians Financial Services, Inc. | 18,315 | $671.1 萬 | 2.36% | +20+0.1% | 加碼 |
| Colonial Trust Advisors | 18,249 | $668.7 萬 | 0.66% | −31−0.2% | 減碼 |
| Reliant Investment Management, LLC | 18,135 | $664.5 萬 | 3.12% | −325−1.8% | 減碼 |
| Aries Wealth Management | 18,128 | $664.3 萬 | 2.14% | 00.0% | 不變 |
| Romano Brothers and Company | 18,077 | $662.4 萬 | 0.91% | −501−2.7% | 減碼 |
| Chartwell Investment Partners, LLC | 18,000 | $659.6 萬 | 0.23% | 00.0% | 不變 |
| Abbrea Capital, LLC | 17,972 | $658.5 萬 | 0.87% | +250+1.4% | 加碼 |
| GAM Holding AG | 17,964 | $658.2 萬 | 0.48% | −16−0.1% | 減碼 |
| Ipswich Investment Management Co., Inc. | 17,956 | $658.0 萬 | 1.54% | −50−0.3% | 減碼 |
| Bridge Creek Capital Management LLC | 17,933 | $657.1 萬 | 2.10% | −497−2.7% | 減碼 |
| Pinnacle Financial Partners Inc | 17,928 | $656.9 萬 | 0.14% | +461+2.6% | 加碼 |
| Family Legacy, Inc. | 17,920 | $656.6 萬 | 2.36% | −1,471−7.6% | 減碼 |
| Summitry LLC | 17,903 | $656.0 萬 | 0.34% | −2,278−11.3% | 減碼 |
| Man Group plc | 17,881 | $655.2 萬 | 0.02% | −7,213−28.7% | 減碼 |
| Financial & Tax Architects, LLC | 17,845 | $653.9 萬 | 1.80% | −2,735−13.3% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 17,729 | $649.7 萬 | 2.02% | +20.0% | 加碼 |
| Gateway Advisory, LLC | 17,592 | $644.6 萬 | 1.13% | −70−0.4% | 減碼 |
| Montag A & Associates Inc | 17,533 | $642.5 萬 | 0.32% | +5,258+42.8% | 加碼 |
| Advocate Group LLC | 17,519 | $641.9 萬 | 1.28% | −130−0.7% | 減碼 |
| Creekmur Asset Management LLC | 17,463 | $639.9 萬 | 2.19% | −478−2.7% | 減碼 |
| Mairs & Power Inc | 17,435 | $638.9 萬 | 0.06% | −145−0.8% | 減碼 |
| Trinity Legacy Partners, LLC | 17,428 | $638.6 萬 | 1.87% | −906−4.9% | 減碼 |
| Greenleaf Trust | 17,403 | $637.7 萬 | 0.06% | +1,431+9.0% | 加碼 |
| Country Club Bank | 17,367 | $636.4 萬 | 0.45% | −102−0.6% | 減碼 |
| Silvercrest Asset Management Group LLC | 17,339 | $635.4 萬 | 0.04% | −1,013−5.5% | 減碼 |
| Koshinski Asset Management, Inc. | 17,249 | $632.0 萬 | 0.65% | +1,981+13.0% | 加碼 |
| Community Bank, N.A. | 17,235 | $631.5 萬 | 0.83% | −295−1.7% | 減碼 |
| TCI Wealth Advisors, Inc. | 17,175 | $629.4 萬 | 0.62% | +1,988+13.1% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 17,155 | $628.6 萬 | 1.54% | +1,289+8.1% | 加碼 |
| Ameritas Advisory Services, LLC | 18,020 | $627.6 萬 | 0.26% | −674−3.6% | 減碼 |
| Pallas Capital Advisors LLC | 17,104 | $626.8 萬 | 0.26% | +776+4.8% | 加碼 |
| Burney Co | 17,063 | $625.2 萬 | 0.24% | −1,633−8.7% | 減碼 |
| Terry L. Blaker | 16,942 | $620.8 萬 | 0.47% | −112−0.7% | 減碼 |
| Griffin Asset Management, Inc. | 16,821 | $616.4 萬 | 0.74% | −255−1.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 16,800 | $615.6 萬 | 0.42% | −1,374−7.6% | 減碼 |
| Resources Investment Advisors, LLC. | 16,717 | $612.6 萬 | 0.10% | −775−4.4% | 減碼 |
| Ascent Wealth Partners, LLC | 16,714 | $612.5 萬 | 0.91% | −160−0.9% | 減碼 |
| TruWealth Advisors, LLC | 16,677 | $611.1 萬 | 0.43% | +15,491+1,306.2% | 加碼 |
| Mathes Company, Inc. | 16,673 | $610.9 萬 | 2.29% | −165−1.0% | 減碼 |