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 |
|---|---|---|---|---|---|
| Cambridge Trust Co | 9,803 | $359.2 萬 | 0.14% | +2,375+32.0% | 加碼 |
| UniSuper Management Pty Ltd | 9,800 | $359.1 萬 | 0.03% | +5,744+141.6% | 加碼 |
| Hudock, Inc. | 9,771 | $358.1 萬 | 0.79% | +40.0% | 加碼 |
| Argent Trust Co | 9,754 | $357.4 萬 | 0.16% | +250+2.6% | 加碼 |
| HBK Sorce Advisory LLC | 9,748 | $357.2 萬 | 0.13% | +870+9.8% | 加碼 |
| Mill Capital Management, LLC | 9,737 | $356.8 萬 | 0.30% | 00.0% | 不變 |
| Truvestments Capital LLC | 9,715 | $356.0 萬 | 1.37% | −451−4.4% | 減碼 |
| Legacy Financial Strategies, LLC | 9,686 | $354.9 萬 | 0.91% | −78−0.8% | 減碼 |
| Pinnacle Holdings, LLC | 9,676 | $354.6 萬 | 1.42% | −785−7.5% | 減碼 |
| We Are One Seven, LLC | 9,669 | $354.3 萬 | 0.18% | −238−2.4% | 減碼 |
| Hoylecohen, LLC | 9,624 | $352.6 萬 | 0.27% | −209−2.1% | 減碼 |
| Wellington Shields & Co., LLC | 9,608 | $352.1 萬 | 1.18% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 9,595 | $351.6 萬 | 0.19% | −1,615−14.4% | 減碼 |
| NorthRock Partners, LLC | 9,555 | $350.1 萬 | 0.13% | +296+3.2% | 加碼 |
| Cambridge Advisors Inc. | 9,546 | $349.8 萬 | 0.82% | −969−9.2% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 9,478 | $347.3 萬 | 0.37% | −785−7.6% | 減碼 |
| RB Capital Management, LLC | 9,477 | $347.3 萬 | 0.93% | +191+2.1% | 加碼 |
| Palisade Asset Management, LLC | 9,472 | $347.1 萬 | 0.34% | 00.0% | 不變 |
| Seizert Capital Partners, LLC | 9,467 | $346.9 萬 | 0.16% | +9,467 | 新進 |
| McKinley Carter Wealth Services, Inc. | 9,441 | $345.9 萬 | 0.23% | −184−1.9% | 減碼 |
| First National Bank & Trust Co of Newtown | 9,426 | $345.4 萬 | 0.70% | −63−0.7% | 減碼 |
| Global Trust Asset Management, LLC | 9,413 | $344.9 萬 | 1.42% | +1,004+11.9% | 加碼 |
| Hennessy Advisors Inc | 9,400 | $344.4 萬 | 0.15% | −1,200−11.3% | 減碼 |
| LMG Wealth Partners, LLC | 9,395 | $344.3 萬 | 0.87% | +357+3.9% | 加碼 |
| Independent Financial Group, LLC | 9,368 | $343.3 萬 | 0.16% | +1,640+21.2% | 加碼 |
| Buckley Wealth Management, LLC | 9,347 | $342.5 萬 | 1.10% | −25−0.3% | 減碼 |
| Aire Advisors, LLC | 9,341 | $342.3 萬 | 0.77% | +10.0% | 加碼 |
| Graphene Investments SAS | 9,300 | $340.8 萬 | 2.05% | −1,800−16.2% | 減碼 |
| Avitas Wealth Management LLC | 9,263 | $339.4 萬 | 0.52% | +140+1.5% | 加碼 |
| JPL Wealth Management, LLC | 9,201 | $337.1 萬 | 1.86% | +1,108+13.7% | 加碼 |
| Meeder Advisory Services, Inc. | 9,101 | $333.5 萬 | 0.34% | +522+6.1% | 加碼 |
| Ti-Trust, Inc | 9,097 | $333.3 萬 | 2.45% | 00.0% | 不變 |
| Imprint Wealth LLC | 9,124 | $331.9 萬 | 0.80% | +2,488+37.5% | 加碼 |
| Acadian Asset Management LLC | 9,037 | $330.8 萬 | 0.01% | +1,327+17.2% | 加碼 |
| South Dakota Investment Council | 8,974 | $328.8 萬 | 0.07% | −250−2.7% | 減碼 |
| River Street Advisors LLC | 8,967 | $328.6 萬 | 2.22% | +5+0.1% | 加碼 |
| Jump Financial, LLC | 8,955 | $328.1 萬 | 0.09% | +7,382+469.3% | 加碼 |
| Qtron Investments LLC | 8,953 | $328.1 萬 | 0.46% | +1,582+21.5% | 加碼 |
| Nilsine Partners, LLC | 8,929 | $327.2 萬 | 0.45% | +205+2.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 8,932 | $327.2 萬 | 0.17% | +359+4.2% | 加碼 |
| Cullen Investment Group, Ltd. | 8,953 | $326.6 萬 | 0.51% | +326+3.8% | 加碼 |
| Lowe Brockenbrough & Co Inc | 8,890 | $325.8 萬 | 0.22% | +1,020+13.0% | 加碼 |
| Douglass Winthrop Advisors, LLC | 8,885 | $325.6 萬 | 0.07% | +315+3.7% | 加碼 |
| Change Path, LLC | 8,881 | $325.4 萬 | 0.13% | +4,978+127.5% | 加碼 |
| Boston Private Wealth LLC | 8,875 | $325.2 萬 | 0.07% | −16−0.2% | 減碼 |
| Adirondack Trust Co | 8,864 | $324.8 萬 | 1.36% | −60−0.7% | 減碼 |
| Bryn Mawr Trust Co | 8,859 | $324.6 萬 | 0.12% | +8,859 | 新進 |
| Tritonpoint Wealth, LLC | 10,696 | $323.4 萬 | 0.34% | −1,839−14.7% | 減碼 |
| Core Wealth Advisors, Inc. | 8,801 | $322.5 萬 | 1.10% | −728−7.6% | 減碼 |
| Hanson & Doremus Investment Management | 8,790 | $322.1 萬 | 0.55% | −33−0.4% | 減碼 |
| CoreCap Advisors, LLC | 8,780 | $321.7 萬 | 0.17% | +2,131+32.0% | 加碼 |
| Ellis Investment Partners, LLC | 8,770 | $321.3 萬 | 0.70% | −2,008−18.6% | 減碼 |
| Choate Investment Advisors | 8,720 | $319.5 萬 | 0.09% | +2,649+43.6% | 加碼 |
| Park National Corp | 8,686 | $318.3 萬 | 0.12% | −230−2.6% | 減碼 |
| Atlantic Union Bankshares Corp | 8,674 | $317.8 萬 | 0.27% | −393−4.3% | 減碼 |
| Rothschild Investment LLC | 8,652 | $317.1 萬 | 0.23% | +305+3.7% | 加碼 |
| Becker Capital Management Inc | 8,612 | $315.6 萬 | 0.11% | −239−2.7% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 8,606 | $315.4 萬 | 0.28% | +2,815+48.6% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 8,527 | $312.5 萬 | 1.24% | −120−1.4% | 減碼 |
| Capital Asset Advisory Services LLC | 8,196 | $310.9 萬 | 0.18% | −618−7.0% | 減碼 |
| V-Square Quantitative Management LLC | 8,464 | $310.1 萬 | 0.52% | +2,141+33.9% | 加碼 |
| Loudon Investment Management, LLC | 8,418 | $308.5 萬 | 1.77% | −625−6.9% | 減碼 |
| Berkshire Bank | 8,392 | $307.5 萬 | 0.76% | −542−6.1% | 減碼 |
| Murphy, Middleton, Hinkle & Parker, Inc. | 8,347 | $305.9 萬 | 1.78% | −180−2.1% | 減碼 |
| Concord Wealth Partners | 8,302 | $304.2 萬 | 0.55% | +1,715+26.0% | 加碼 |
| Stamos Capital Partners, L.P. | 8,290 | $303.8 萬 | 0.69% | −9,620−53.7% | 減碼 |
| Boltwood Capital Management | 8,279 | $303.4 萬 | 0.94% | −149−1.8% | 減碼 |
| Smith, Salley & Associates | 8,277 | $303.3 萬 | 0.24% | −395−4.6% | 減碼 |
| Chapin Davis, Inc. | 8,255 | $302.5 萬 | 1.10% | 00.0% | 不變 |
| World Equity Group, Inc. | 8,238 | $302.3 萬 | 0.62% | −1,588−16.2% | 減碼 |
| Westpac Banking Corp | 8,203 | $300.6 萬 | 0.23% | −12−0.1% | 減碼 |
| Parallel Advisors, LLC | 8,197 | $300.4 萬 | 0.08% | +1,602+24.3% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 8,186 | $299.9 萬 | 0.24% | −14,816−64.4% | 減碼 |
| Y.D. More Investments Ltd | 8,164 | $299.1 萬 | 0.53% | +5,075+164.3% | 加碼 |
| Old Port Advisors | 8,150 | $298.6 萬 | 0.91% | −62−0.8% | 減碼 |
| Ignite Planners, LLC | 8,176 | $297.4 萬 | 0.83% | −1,251−13.3% | 減碼 |
| MB, Levis & Associates, LLC | 8,087 | $296.3 萬 | 1.59% | −13−0.2% | 減碼 |
| Radnor Capital Management, LLC | 8,087 | $296.3 萬 | 0.51% | −265−3.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 8,075 | $295.9 萬 | 0.17% | −2,040−20.2% | 減碼 |
| United Community Bank | 8,072 | $295.8 萬 | 1.15% | −112−1.4% | 減碼 |
| Argent Advisors, Inc. | 8,065 | $295.5 萬 | 1.17% | −62−0.8% | 減碼 |
| Court Place Advisors, LLC | 8,063 | $295.4 萬 | 0.95% | −276−3.3% | 減碼 |
| FLC Capital Advisors | 8,052 | $295.0 萬 | 0.75% | −235−2.8% | 減碼 |
| Greater Midwest Financial Group, LLC | 8,043 | $294.7 萬 | 1.85% | −175−2.1% | 減碼 |
| Altshuler Shaham Ltd | 8,042 | $294.7 萬 | 0.12% | −2,714−25.2% | 減碼 |
| Fruth Investment Management | 8,033 | $294.3 萬 | 0.76% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 8,029 | $294.2 萬 | 0.08% | −30−0.4% | 減碼 |
| Sumitomo Life Insurance Co | 8,020 | $293.9 萬 | 0.08% | −305−3.7% | 減碼 |
| Zhang Financial LLC | 8,019 | $293.8 萬 | 0.22% | +1,426+21.6% | 加碼 |
| Cohen Klingenstein LLC | 8,000 | $293.1 萬 | 0.11% | 00.0% | 不變 |
| Family Management Corp | 7,989 | $292.7 萬 | 0.54% | +7,989 | 新進 |
| Oxbow Advisors, LLC | 7,963 | $291.8 萬 | 0.40% | −243−3.0% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,958 | $291.6 萬 | 0.52% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 7,935 | $290.8 萬 | 0.31% | +380+5.0% | 加碼 |
| Gifford Fong Associates | 7,800 | $285.8 萬 | 0.79% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 7,762 | $284.4 萬 | 1.34% | −731−8.6% | 減碼 |
| Field & Main Bank | 7,746 | $283.8 萬 | 1.10% | −12−0.2% | 減碼 |
| Transform Wealth, LLC | 7,741 | $283.6 萬 | 0.27% | −6,398−45.3% | 減碼 |
| Insigneo Advisory Services, LLC | 7,711 | $282.6 萬 | 0.34% | +1,309+20.4% | 加碼 |
| Trust Investment Advisors | 7,687 | $281.7 萬 | 2.03% | −48−0.6% | 減碼 |