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 |
|---|---|---|---|---|---|
| Sapient Capital LLC | 12,702 | $465.4 萬 | 0.10% | +20.0% | 加碼 |
| Profund Advisors LLC | 12,686 | $464.9 萬 | 0.18% | +1,235+10.8% | 加碼 |
| Signaturefd, LLC | 12,558 | $460.2 萬 | 0.10% | +1,051+9.1% | 加碼 |
| Merit Financial Group, LLC | 13,654 | $459.8 萬 | 0.11% | +9,779+252.4% | 加碼 |
| DT Investment Partners, LLC | 12,539 | $459.5 萬 | 0.46% | −1,157−8.4% | 減碼 |
| Barbara Oil Co. | 12,500 | $458.0 萬 | 1.94% | 00.0% | 不變 |
| J.P. Marvel Investment Advisors, LLC | 12,459 | $456.5 萬 | 0.79% | +290+2.4% | 加碼 |
| Anchor Investment Management, LLC | 12,452 | $456.3 萬 | 0.48% | −1,420−10.2% | 減碼 |
| Ogorek Anthony Joseph | 12,438 | $455.7 萬 | 1.58% | −122−1.0% | 減碼 |
| Applied Capital LLC | 12,363 | $453.0 萬 | 3.69% | +115+0.9% | 加碼 |
| Duality Advisers, LP | 12,340 | $452.2 萬 | 0.45% | +6,666+117.5% | 加碼 |
| Financial Advisory Service, Inc. | 12,314 | $451.2 萬 | 0.40% | +210+1.7% | 加碼 |
| MEMBERS Trust Co | 12,268 | $449.5 萬 | 0.13% | −2,362−16.1% | 減碼 |
| Azimuth Capital Investment Management LLC | 12,260 | $449.2 萬 | 0.19% | −300−2.4% | 減碼 |
| Vista Investment Partners LLC | 12,247 | $448.8 萬 | 1.54% | +125+1.0% | 加碼 |
| Jacobi Capital Management LLC | 12,194 | $446.8 萬 | 0.41% | +37+0.3% | 加碼 |
| Slow Capital, Inc. | 12,149 | $445.2 萬 | 0.71% | −30−0.2% | 減碼 |
| Essex Financial Services, Inc. | 12,148 | $445.1 萬 | 0.41% | +707+6.2% | 加碼 |
| Wakefield Asset Management LLLP | 12,109 | $443.7 萬 | 1.54% | −1,256−9.4% | 減碼 |
| Kingsview Wealth Management, LLC | 12,003 | $439.8 萬 | 0.11% | −182−1.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 11,867 | $434.9 萬 | 0.06% | +21+0.2% | 加碼 |
| Whitener Capital Management, Inc. | 11,854 | $434.4 萬 | 1.42% | +64+0.5% | 加碼 |
| Steel Peak Wealth Management LLC | 11,827 | $433.4 萬 | 0.22% | −18,925−61.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 11,823 | $433.2 萬 | 1.13% | +1,488+14.4% | 加碼 |
| Guyasuta Investment Advisors Inc | 14,612 | $432.0 萬 | 0.31% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 11,753 | $430.7 萬 | 0.25% | +44+0.4% | 加碼 |
| Procyon Private Wealth Partners, LLC | 11,683 | $428.1 萬 | 0.33% | −225−1.9% | 減碼 |
| Midland Wealth Advisors LLC | 11,680 | $428.0 萬 | 0.26% | +853+7.9% | 加碼 |
| New Hampshire Trust | 11,611 | $425.5 萬 | 0.99% | −277−2.3% | 減碼 |
| Global Wealth Management Investment Advisory, Inc. | 11,513 | $421.9 萬 | 1.03% | −22−0.2% | 減碼 |
| Intact Investment Management Inc. | 11,500 | $421.4 萬 | 0.17% | −1,440−11.1% | 減碼 |
| Spirit of America Management Corp | 11,490 | $421.0 萬 | 0.85% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 11,440 | $419.2 萬 | 0.03% | −200−1.7% | 減碼 |
| Buckingham Strategic Partners | 11,418 | $418.4 萬 | 0.12% | +8,688+318.2% | 加碼 |
| Providence Wealth Advisors, LLC | 11,520 | $417.8 萬 | 3.57% | +4,452+63.0% | 加碼 |
| Johnson Investment Counsel Inc | 11,396 | $417.6 萬 | 0.05% | −12−0.1% | 減碼 |
| BLB&B Advisors, LLC | 11,379 | $416.9 萬 | 0.24% | −245−2.1% | 減碼 |
| ExodusPoint Capital Management, LP | 11,337 | $415.4 萬 | 0.05% | −12,864−53.2% | 減碼 |
| MWA Asset Management | 11,319 | $414.7 萬 | 3.01% | −159−1.4% | 減碼 |
| Money Concepts Capital Corp | 11,295 | $413.9 萬 | 0.38% | −182−1.6% | 減碼 |
| Graypoint LLC | 11,293 | $413.8 萬 | 0.30% | +278+2.5% | 加碼 |
| Gouws Capital LLC | 11,277 | $413.2 萬 | 3.13% | +335+3.1% | 加碼 |
| OneAscent Financial Services LLC | 11,265 | $412.8 萬 | 0.46% | +1,126+11.1% | 加碼 |
| Kames Capital plc | 11,247 | $411.9 萬 | 0.06% | −345−3.0% | 減碼 |
| Marvin & Palmer Associates Inc | 11,234 | $411.6 萬 | 4.08% | +11,234 | 新進 |
| Modus Advisors, LLC | 11,200 | $410.4 萬 | 1.52% | +140+1.3% | 加碼 |
| Principal Securities, Inc. | 11,148 | $408.5 萬 | 0.13% | −1,810−14.0% | 減碼 |
| AlTi Global, Inc. | 11,164 | $408.4 萬 | 0.11% | +4,428+65.7% | 加碼 |
| Summit Financial, LLC | 11,086 | $406.2 萬 | 0.24% | +123+1.1% | 加碼 |
| Smith, Moore & Co. | 11,041 | $404.6 萬 | 0.43% | +513+4.9% | 加碼 |
| Creative Financial Designs Inc | 11,036 | $404.4 萬 | 0.38% | −3,686−25.0% | 減碼 |
| Edmond de Rothschild Holding S.A. | 11,031 | $404.2 萬 | 0.07% | −4,424−28.6% | 減碼 |
| CPA Asset Management LLC | 11,009 | $403.4 萬 | 2.26% | 00.0% | 不變 |
| Heritage Trust Co | 10,999 | $403.0 萬 | 0.54% | −209−1.9% | 減碼 |
| Asset Management Group, Inc. | 10,994 | $402.8 萬 | 0.76% | +39+0.4% | 加碼 |
| Assetmark, Inc | 10,969 | $401.9 萬 | 0.01% | +755+7.4% | 加碼 |
| Kinloch Capital, LLC | 10,909 | $399.7 萬 | 2.05% | +531+5.1% | 加碼 |
| Smith Group Asset Management, LLC | 10,900 | $399.4 萬 | 0.23% | −5,745−34.5% | 減碼 |
| Caldwell Sutter Capital, Inc. | 10,894 | $399.2 萬 | 1.92% | −1,236−10.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 10,839 | $397.2 萬 | 0.13% | +9,010+492.6% | 加碼 |
| Whalerock Point Partners, LLC | 10,742 | $393.6 萬 | 1.07% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 10,737 | $393.4 萬 | 1.41% | −75−0.7% | 減碼 |
| Capital Investment Counsel, Inc | 10,735 | $393.4 萬 | 0.68% | −400−3.6% | 減碼 |
| Private Trust Co NA | 10,695 | $391.9 萬 | 0.42% | +30+0.3% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 10,690 | $391.7 萬 | 0.20% | −807−7.0% | 減碼 |
| TCW Group Inc | 10,682 | $391.4 萬 | 0.04% | −2,225−17.2% | 減碼 |
| Traynor Capital Management, Inc. | 10,655 | $390.4 萬 | 0.37% | +97+0.9% | 加碼 |
| Warren Averett Asset Management, LLC | 10,620 | $389.1 萬 | 0.09% | +4,014+60.8% | 加碼 |
| Thoroughbred Financial Services, LLC | 10,574 | $387.4 萬 | 0.37% | −1,890−15.2% | 減碼 |
| Gould Capital, LLC | 10,567 | $387.2 萬 | 2.73% | −454−4.1% | 減碼 |
| MV Capital Management, Inc. | 10,549 | $386.5 萬 | 0.44% | −1,131−9.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 10,543 | $386.3 萬 | 0.06% | +1,929+22.4% | 加碼 |
| Harbor Capital Advisors, Inc. | 10,509 | $385.1 萬 | 0.50% | +10,509 | 新進 |
| Mystic Asset Management, Inc. | 10,478 | $383.9 萬 | 1.59% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 10,466 | $383.5 萬 | 0.04% | +1,588+17.9% | 加碼 |
| Brown Brothers Harriman & Co | 10,434 | $382.3 萬 | 0.03% | −441−4.1% | 減碼 |
| PFG Advisors | 10,424 | $382.0 萬 | 0.28% | +86+0.8% | 加碼 |
| Monetary Management Group Inc | 10,417 | $381.7 萬 | 1.06% | +25+0.2% | 加碼 |
| IHT Wealth Management, LLC | 10,408 | $381.4 萬 | 0.15% | −275−2.6% | 減碼 |
| Pure Financial Advisors, Inc. | 10,356 | $379.5 萬 | 0.12% | +1,678+19.3% | 加碼 |
| Focus Financial Network, Inc. | 10,599 | $379.4 萬 | 0.18% | +10,599 | 新進 |
| Donaldson Capital Management, LLC | 10,340 | $378.9 萬 | 0.16% | −33−0.3% | 減碼 |
| Gluskin Sheff & Assoc Inc | 10,331 | $378.6 萬 | 0.38% | −908−8.1% | 減碼 |
| WR Wealth Planners, LLC | 10,326 | $378.4 萬 | 1.18% | −213−2.0% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 10,314 | $377.9 萬 | 0.91% | −166−1.6% | 減碼 |
| Schnieders Capital Management LLC | 10,259 | $375.9 萬 | 0.78% | +250+2.5% | 加碼 |
| Trust Co of Toledo NA | 10,230 | $374.9 萬 | 0.59% | −446−4.2% | 減碼 |
| Naples Global Advisors, LLC | 10,216 | $374.3 萬 | 0.38% | −229−2.2% | 減碼 |
| First Dallas Securities Inc. | 10,198 | $373.7 萬 | 1.72% | −100−1.0% | 減碼 |
| Evercore Wealth Management, LLC | 10,179 | $373.0 萬 | 0.06% | −547−5.1% | 減碼 |
| Oliver Luxxe Assets LLC | 10,174 | $372.8 萬 | 0.78% | −71−0.7% | 減碼 |
| Regency Capital Management Inc. | 10,171 | $372.7 萬 | 2.37% | −935−8.4% | 減碼 |
| Finer Wealth Management, Inc. | 10,170 | $372.6 萬 | 2.45% | +395+4.0% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,168 | $372.6 萬 | 0.46% | −2,002−16.5% | 減碼 |
| GQG Partners LLC | 10,053 | $368.4 萬 | 0.01% | −11,083−52.4% | 減碼 |
| Baldwin Investment Management, LLC | 10,053 | $368.4 萬 | 0.50% | +60+0.6% | 加碼 |
| KMG Fiduciary Partners, LLC | 10,019 | $367.1 萬 | 0.38% | −8,295−45.3% | 減碼 |
| 1st Source Bank | 10,012 | $366.9 萬 | 0.21% | −117−1.2% | 減碼 |
| Occidental Asset Management, LLC | 9,869 | $361.6 萬 | 0.68% | +995+11.2% | 加碼 |
| Cumberland Advisors Inc | 9,850 | $360.9 萬 | 1.34% | 00.0% | 不變 |