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 | 3,773 | $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 |
|---|---|---|---|---|---|
| Parcion Private Wealth LLC | 16,656 | $610.3 萬 | 0.54% | −629−3.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 16,598 | $608.2 萬 | 0.57% | −841−4.8% | 減碼 |
| Beach Investment Counsel Inc | 20,539 | $607.3 萬 | 0.75% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 16,533 | $605.8 萬 | 0.08% | −30−0.2% | 減碼 |
| Kinneret Advisory, LLC | 16,524 | $605.5 萬 | 0.61% | −52−0.3% | 減碼 |
| Integrated Wealth Concepts LLC | 16,478 | $603.8 萬 | 0.09% | +1,756+11.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 16,330 | $598.4 萬 | 0.25% | −509−3.0% | 減碼 |
| Roundview Capital LLC | 16,325 | $598.2 萬 | 0.49% | +684+4.4% | 加碼 |
| Sandhill Capital Partners LLC | 16,317 | $597.9 萬 | 0.48% | −260−1.6% | 減碼 |
| Keeler Thomas Management LLC | 16,326 | $597.9 萬 | 2.05% | −131−0.8% | 減碼 |
| Foster & Motley Inc | 16,313 | $597.8 萬 | 0.41% | −633−3.7% | 減碼 |
| Marketfield Asset Management LLC | 16,302 | $597.4 萬 | 4.70% | −880−5.1% | 減碼 |
| Consolidated Capital Management, LLC | 16,287 | $596.8 萬 | 2.86% | −543−3.2% | 減碼 |
| Stratos Wealth Partners, LTD. | 16,267 | $596.1 萬 | 0.10% | +1,257+8.4% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 16,154 | $591.9 萬 | 0.15% | +60.0% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 16,131 | $591.1 萬 | 1.15% | −1,225−7.1% | 減碼 |
| Old National Bancorp | 16,116 | $590.5 萬 | 0.14% | −3,486−17.8% | 減碼 |
| Holderness Investments Co | 16,044 | $587.9 萬 | 1.44% | −80−0.5% | 減碼 |
| Lake Street Advisors Group, LLC | 16,007 | $586.6 萬 | 0.27% | +443+2.8% | 加碼 |
| Vinva Investment Management Ltd | 15,995 | $586.1 萬 | 0.34% | −1,650−9.4% | 減碼 |
| Lincoln National Corp | 15,968 | $585.1 萬 | 0.09% | +598+3.9% | 加碼 |
| Siemens Fonds Invest GmbH | 15,967 | $585.1 萬 | 0.45% | −650−3.9% | 減碼 |
| Twin Capital Management Inc | 15,921 | $583.4 萬 | 0.72% | −664−4.0% | 減碼 |
| Geneos Wealth Management Inc. | 15,869 | $581.5 萬 | 0.27% | −271−1.7% | 減碼 |
| Bank of Hawaii | 15,853 | $580.9 萬 | 0.28% | −143−0.9% | 減碼 |
| Wells Trecaso Financial Group, LLC | 15,835 | $580.2 萬 | 2.05% | +751+5.0% | 加碼 |
| Hallmark Capital Management Inc | 15,746 | $577.0 萬 | 0.43% | −2,265−12.6% | 減碼 |
| Eukles Asset Management | 15,633 | $572.8 萬 | 2.49% | +360+2.4% | 加碼 |
| Equitable Trust Co | 15,575 | $570.7 萬 | 0.40% | +615+4.1% | 加碼 |
| EagleClaw Capital Managment, LLC | 15,570 | $570.5 萬 | 1.03% | +25+0.2% | 加碼 |
| iA Global Asset Management Inc. | 15,553 | $569.9 萬 | 0.12% | −2,990−16.1% | 減碼 |
| Concurrent Investment Advisors, LLC | 15,485 | $567.4 萬 | 0.23% | −1,004−6.1% | 減碼 |
| Montgomery Investment Management Inc | 15,480 | $567.2 萬 | 2.16% | −2,000−11.4% | 減碼 |
| Goelzer Investment Management, Inc. | 15,402 | $564.4 萬 | 0.32% | −200−1.3% | 減碼 |
| Studio Investment Management LLC | 15,377 | $563.5 萬 | 1.34% | −776−4.8% | 減碼 |
| Resolute Wealth Strategies, LLC | 15,375 | $563.4 萬 | 3.41% | −586−3.7% | 減碼 |
| Canandaigua National Bank & Trust Co | 15,327 | $561.6 萬 | 0.83% | −153−1.0% | 減碼 |
| Legacy CG, LLC | 15,289 | $560.2 萬 | 2.03% | +475+3.2% | 加碼 |
| Veriti Management LLC | 15,225 | $557.9 萬 | 0.41% | +1,770+13.2% | 加碼 |
| Investment Management Corp of Ontario | 15,207 | $557.2 萬 | 0.17% | −3,700−19.6% | 減碼 |
| Columbia Asset Management | 18,759 | $554.6 萬 | 1.13% | 00.0% | 不變 |
| Monument Capital Management | 15,135 | $554.6 萬 | 1.60% | −539−3.4% | 減碼 |
| Richard Bernstein Advisors LLC | 15,070 | $552.2 萬 | 0.12% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 15,039 | $551.1 萬 | 0.06% | +920+6.5% | 加碼 |
| North Star Investment Management Corp. | 15,031 | $550.8 萬 | 0.39% | +229+1.5% | 加碼 |
| RBF Capital, LLC | 15,000 | $549.6 萬 | 0.31% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $549.6 萬 | 1.30% | 00.0% | 不變 |
| Geneva Partners, LLC | 14,997 | $549.5 萬 | 2.42% | +2,847+23.4% | 加碼 |
| Bridgeway Capital Management, LLC | 14,940 | $547.4 萬 | 0.11% | +1,600+12.0% | 加碼 |
| Tower View Investment Management & Research LLC | 14,906 | $546.2 萬 | 3.20% | −45−0.3% | 減碼 |
| Americana Partners, LLC | 14,872 | $545.0 萬 | 0.46% | +1,721+13.1% | 加碼 |
| Ronald Blue Trust, Inc. | 14,821 | $543.1 萬 | 0.08% | −1,751−10.6% | 減碼 |
| Robbins Farley LLC | 14,778 | $541.5 萬 | 2.98% | −445−2.9% | 減碼 |
| Sandy Spring Bank | 14,701 | $538.7 萬 | 0.25% | −655−4.3% | 減碼 |
| Malaga Cove Capital, LLC | 14,623 | $535.8 萬 | 2.18% | −40−0.3% | 減碼 |
| Webster Bank, N. A. | 14,619 | $535.7 萬 | 0.60% | +56+0.4% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,607 | $535.2 萬 | 0.29% | −100−0.7% | 減碼 |
| Arrow Financial Corp | 14,595 | $534.8 萬 | 0.53% | −958−6.2% | 減碼 |
| NEOS Investment Management LLC | 14,546 | $533.0 萬 | 0.33% | +1,863+14.7% | 加碼 |
| Park Avenue Securities LLC | 14,535 | $532.6 萬 | 0.07% | −605−4.0% | 減碼 |
| Chicago Capital, LLC | 14,267 | $522.8 萬 | 0.16% | +500+3.6% | 加碼 |
| Alberta Investment Management Corp | 14,200 | $520.3 萬 | 0.05% | 00.0% | 不變 |
| Nomura Holdings Inc | 14,196 | $520.2 萬 | 0.04% | +241+1.7% | 加碼 |
| Castellan Group, LLC | 14,189 | $519.9 萬 | 2.66% | −602−4.1% | 減碼 |
| Iowa State Bank | 14,085 | $516.1 萬 | 1.14% | −858−5.7% | 減碼 |
| Pflug Koory, LLC | 14,083 | $516.0 萬 | 2.54% | −10−0.1% | 減碼 |
| Sowell Financial Services LLC | 14,047 | $514.7 萬 | 0.24% | +523+3.9% | 加碼 |
| RSM US Wealth Management LLC | 14,039 | $514.4 萬 | 0.13% | +1,649+13.3% | 加碼 |
| Wright Investors Service Inc | 14,009 | $513.3 萬 | 1.30% | −126−0.9% | 減碼 |
| Spire Wealth Management | 13,980 | $512.3 萬 | 0.14% | +259+1.9% | 加碼 |
| Argyle Capital Management Inc. | 13,917 | $510.0 萬 | 1.97% | −850−5.8% | 減碼 |
| Great Valley Advisor Group, Inc. | 13,908 | $509.6 萬 | 0.15% | −1,844−11.7% | 減碼 |
| NewSquare Capital LLC | 13,888 | $508.9 萬 | 0.45% | +660+5.0% | 加碼 |
| IronBridge Private Wealth, LLC | 13,860 | $507.9 萬 | 2.11% | −392−2.8% | 減碼 |
| Leuthold Group, LLC | 13,856 | $507.7 萬 | 0.57% | −32−0.2% | 減碼 |
| Seascape Capital Management | 13,836 | $507.0 萬 | 1.88% | +495+3.7% | 加碼 |
| FRG Family Wealth Advisors LLC | 14,794 | $495.0 萬 | 0.97% | +30.0% | 加碼 |
| Ameritas Investment Partners, Inc. | 13,483 | $494.0 萬 | 0.17% | +404+3.1% | 加碼 |
| Plato Investment Management Ltd | 13,465 | $493.4 萬 | 0.51% | +10,660+380.0% | 加碼 |
| Altrius Capital Management Inc | 13,454 | $493.0 萬 | 1.24% | −3,481−20.6% | 減碼 |
| Kingswood Wealth Advisors, LLC | 13,453 | $493.0 萬 | 0.57% | −5,192−27.8% | 減碼 |
| Trajan Wealth LLC | 13,425 | $491.9 萬 | 0.33% | +13,425 | 新進 |
| Wetherby Asset Management Inc | 13,376 | $490.1 萬 | 0.23% | +12+0.1% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 13,345 | $489.0 萬 | 1.70% | −129−1.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 13,312 | $487.8 萬 | 0.19% | +35+0.3% | 加碼 |
| Trust Co of Vermont | 13,297 | $487.2 萬 | 0.27% | +1,167+9.6% | 加碼 |
| FourThought Financial Partners, LLC | 13,237 | $485.0 萬 | 0.56% | +17+0.1% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 13,143 | $481.6 萬 | 2.89% | −5,150−28.2% | 減碼 |
| Liberty One Investment Management, LLC | 13,055 | $478.4 萬 | 0.54% | +317+2.5% | 加碼 |
| Bailard, Inc. | 13,037 | $477.7 萬 | 0.13% | −341−2.5% | 減碼 |
| Blue Edge Capital, LLC | 13,019 | $476.8 萬 | 0.80% | +8+0.1% | 加碼 |
| Ilmarinen Mutual Pension Insurance Co | 13,000 | $476.4 萬 | 0.06% | −11,000−45.8% | 減碼 |
| Ledyard National Bank | 12,982 | $475.7 萬 | 0.46% | +622+5.0% | 加碼 |
| Hayek Kallen Investment Management | 12,861 | $471.3 萬 | 1.81% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 12,856 | $471.1 萬 | 0.15% | +2,440+23.4% | 加碼 |
| Plimoth Trust Co LLC | 12,812 | $469.5 萬 | 1.25% | −489−3.7% | 減碼 |
| Jackson Square Capital, LLC | 12,780 | $468.3 萬 | 1.21% | +188+1.5% | 加碼 |
| StoneX Group Inc. | 12,753 | $467.3 萬 | 0.42% | +279+2.2% | 加碼 |
| Stonebridge Capital Management Inc | 12,722 | $466.2 萬 | 2.08% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 12,722 | $466.2 萬 | 0.24% | +1,133+9.8% | 加碼 |