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 4 季 13F 持有人
Caterpillar Inc 在 2024/12/31 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
- 3,010
- 較 2024 年第 3 季 +225 家
- 持有股數
- 3.40 億
- 較 2024 年第 3 季 −249.5 萬 (−0.7%)
- 總市值
- $1,234 億
- 較 2024 年第 3 季 −$97.4 億 (−7.3%)
- 新進機構
- 385
- 另有 1,095 家加碼
- 清倉機構
- 160
- 另有 1,050 家減碼
另有 53 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 | 3,772 | $2,320 億 |
| 2025 年第 4 季 | 3,542 | $1,887 億 |
| 2025 年第 3 季 | 3,150 | $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 4 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 2024 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Quadcap Wealth Management, LLC | 1,263 | $45.8 萬 | 0.07% | −1,320−51.1% | 減碼 |
| Monte Financial Group, LLC | 1,266 | $45.9 萬 | 0.20% | −10−0.8% | 減碼 |
| Tumwater Wealth Management, LLC | 1,266 | $45.9 萬 | 0.24% | +1,266 | 新進 |
| Capital Advisors Wealth Management, LLC | 1,267 | $46.0 萬 | 0.08% | +103+8.8% | 加碼 |
| Ethos Financial Group, LLC | 1,263 | $46.0 萬 | 0.06% | +509+67.5% | 加碼 |
| AdvisorShares Investments LLC | 1,270 | $46.1 萬 | 0.09% | −65−4.9% | 減碼 |
| Alpha Family Trust | 1,270 | $46.1 萬 | 0.26% | 00.0% | 不變 |
| Next Level Private LLC | 1,270 | $46.1 萬 | 0.19% | 00.0% | 不變 |
| MCF Advisors LLC | 1,270 | $46.1 萬 | 0.03% | +6+0.5% | 加碼 |
| Sunflower Bank, N.A. | 1,271 | $46.1 萬 | 0.13% | +116+10.0% | 加碼 |
| FSA Advisors, Inc. | 1,273 | $46.2 萬 | 0.56% | +8+0.6% | 加碼 |
| WealthPLAN Partners, LLC | 1,274 | $46.2 萬 | 0.07% | +115+9.9% | 加碼 |
| Kornitzer Capital Management Inc | 1,275 | $46.3 萬 | 0.01% | +3+0.2% | 加碼 |
| SageView Advisory Group, LLC | 1,276 | $46.3 萬 | 0.02% | −153−10.7% | 減碼 |
| BlueStem Wealth Partners, LLC | 1,276 | $46.3 萬 | 0.06% | +1,276 | 新進 |
| Prostatis Group LLC | 1,279 | $46.4 萬 | 0.14% | +173+15.6% | 加碼 |
| Bay Capital Advisors, LLC | 1,281 | $46.5 萬 | 0.37% | +1,281 | 新進 |
| Foster Group, Inc. | 1,281 | $46.5 萬 | 0.02% | +217+20.4% | 加碼 |
| Rockingstone Advisors LLC | 1,283 | $46.5 萬 | 0.21% | +34+2.7% | 加碼 |
| LM Advisors LLC | 1,286 | $46.7 萬 | 0.08% | +1,286 | 新進 |
| Leo Wealth, LLC | 1,293 | $46.9 萬 | 0.04% | −97−7.0% | 減碼 |
| Baker Tilly Wealth Management, LLC | 1,294 | $46.9 萬 | 0.18% | +206+18.9% | 加碼 |
| Wellington Shields Capital Management, LLC | 1,300 | $47.2 萬 | 0.08% | 00.0% | 不變 |
| Schulhoff & Co Inc | 1,305 | $47.3 萬 | 0.21% | −95−6.8% | 減碼 |
| Gradient Capital Advisors, LLC | 1,305 | $47.4 萬 | 0.15% | −18−1.4% | 減碼 |
| Chesley Taft & Associates LLC | 1,306 | $47.4 萬 | 0.02% | +35+2.8% | 加碼 |
| Apollon Financial, LLC | 1,309 | $47.5 萬 | 0.12% | −31−2.3% | 減碼 |
| Northstar Financial Companies, Inc. | 1,310 | $47.5 萬 | 0.45% | +1,310 | 新進 |
| McMill Wealth Management | 1,311 | $47.6 萬 | 0.19% | +1,311 | 新進 |
| Petix & Botte Co | 1,312 | $47.6 萬 | 0.13% | 00.0% | 不變 |
| First National Corp | 1,312 | $47.6 萬 | 0.11% | −6−0.5% | 減碼 |
| Birchcreek Wealth Management, LLC | 1,314 | $47.7 萬 | 0.30% | 00.0% | 不變 |
| Reyes Financial Architecture, Inc. | 1,315 | $47.7 萬 | 0.38% | +1,315 | 新進 |
| Onefund, LLC | 1,316 | $47.7 萬 | 0.46% | +42+3.3% | 加碼 |
| Waters Parkerson & Co., LLC | 1,319 | $47.8 萬 | 0.03% | 00.0% | 不變 |
| Highview Capital Management LLC | 1,320 | $47.9 萬 | 0.18% | +300+29.4% | 加碼 |
| Westshore Wealth, LLC | 1,323 | $48.0 萬 | 0.19% | 00.0% | 不變 |
| Kestra Investment Management, LLC | 1,323 | $48.0 萬 | 0.02% | +318+31.6% | 加碼 |
| Fi3 FINANCIAL ADVISORS, LLC | 1,327 | $48.1 萬 | 0.18% | −23−1.7% | 減碼 |
| MinichMacGregor Wealth Management, LLC | 1,327 | $48.1 萬 | 0.10% | +101+8.2% | 加碼 |
| Warther Private Wealth, LLC | 1,330 | $48.3 萬 | 0.16% | +9+0.7% | 加碼 |
| Blueprint Investment Partners LLC | 1,332 | $48.3 萬 | 0.08% | +135+11.3% | 加碼 |
| Winton Group Ltd | 1,332 | $48.3 萬 | 0.03% | −166−11.1% | 減碼 |
| Formidable Asset Management, LLC | 1,332 | $48.3 萬 | 0.08% | −4−0.3% | 減碼 |
| Elser Financial Planning, Inc | 1,334 | $48.4 萬 | 0.03% | +19+1.4% | 加碼 |
| Burton Enright Welch | 1,335 | $48.4 萬 | 0.10% | 00.0% | 不變 |
| American Money Management, LLC | 1,335 | $48.4 萬 | 0.09% | −59−4.2% | 減碼 |
| VeraBank, N.A. | 1,336 | $48.5 萬 | 0.14% | +10+0.8% | 加碼 |
| Claro Advisors LLC | 1,342 | $48.7 萬 | 0.07% | −412−23.5% | 減碼 |
| Global X Japan Co., Ltd. | 1,344 | $48.8 萬 | 0.06% | +89+7.1% | 加碼 |
| Sendero Wealth Management, LLC | 1,344 | $48.8 萬 | 0.07% | 00.0% | 不變 |
| Hardin Capital Partners, LLC | 1,347 | $48.9 萬 | 0.29% | −120−8.2% | 減碼 |
| Invesco, LLC | 1,347 | $48.9 萬 | 0.19% | +21+1.6% | 加碼 |
| Morningstar Investment Management LLC | 1,348 | $48.9 萬 | 0.04% | 00.0% | 不變 |
| Coyle Financial Counsel LLC | 1,348 | $48.9 萬 | 0.15% | +1+0.1% | 加碼 |
| First Community Trust NA | 1,350 | $49.0 萬 | 0.35% | 00.0% | 不變 |
| Evanson Asset Management, LLC | 1,350 | $49.0 萬 | 0.03% | 00.0% | 不變 |
| Thomas Story & Son LLC | 1,350 | $49.0 萬 | 0.21% | 00.0% | 不變 |
| BankPlus Wealth Management LLC | 1,352 | $49.0 萬 | 0.37% | +1,352 | 新進 |
| SJS Investment Consulting Inc. | 1,354 | $49.1 萬 | 0.08% | −14−1.0% | 減碼 |
| Enterprise Financial Services Corp | 1,355 | $49.2 萬 | 0.27% | +142+11.7% | 加碼 |
| Rosenberg Matthew Hamilton | 1,358 | $49.3 萬 | 0.13% | +176+14.9% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,371 | $49.3 萬 | 0.17% | −20−1.4% | 減碼 |
| Bard Financial Services, Inc. | 1,360 | $49.3 萬 | 0.06% | 00.0% | 不變 |
| Acas, LLC | 1,377 | $49.4 萬 | 0.37% | −30−2.1% | 減碼 |
| Moloney Securities Asset Management, LLC | 1,365 | $49.5 萬 | 0.07% | +645+89.6% | 加碼 |
| Private Wealth Advisors | 1,365 | $49.5 萬 | 0.22% | −681−33.3% | 減碼 |
| Optas, LLC | 1,372 | $49.8 萬 | 0.11% | +77+5.9% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,379 | $50.0 萬 | 0.02% | −569−29.2% | 減碼 |
| Mengis Capital Management, Inc. | 1,385 | $50.3 萬 | 0.10% | 00.0% | 不變 |
| Grove Bank & Trust | 1,386 | $50.3 萬 | 0.07% | −96−6.5% | 減碼 |
| WestHill Financial Advisors, Inc. | 1,386 | $50.3 萬 | 0.11% | 00.0% | 不變 |
| apricus wealth, LLC | 1,389 | $50.4 萬 | 0.33% | 00.0% | 不變 |
| Firestone Capital Management | 1,391 | $50.5 萬 | 0.13% | 00.0% | 不變 |
| Grant Street Asset Management, Inc. | 1,394 | $50.6 萬 | 0.13% | +150+12.1% | 加碼 |
| Ransom Advisory, Ltd | 1,395 | $50.6 萬 | 0.23% | +25+1.8% | 加碼 |
| Investment Advisory Services Inc | 1,398 | $50.7 萬 | 0.18% | +68+5.1% | 加碼 |
| Ironwood Investment Management LLC | 1,400 | $50.8 萬 | 0.25% | 00.0% | 不變 |
| VSM Wealth Advisory, LLC | 1,401 | $50.8 萬 | 0.18% | +1,401 | 新進 |
| First Pacific Financial | 1,402 | $50.9 萬 | 0.12% | +788+128.3% | 加碼 |
| KFA Private Wealth Group, LLC | 1,403 | $50.9 萬 | 0.21% | +627+80.8% | 加碼 |
| First Financial Corp | 1,408 | $51.1 萬 | 0.24% | 00.0% | 不變 |
| Intrua Financial, LLC | 1,409 | $51.1 萬 | 0.08% | −1,802−56.1% | 減碼 |
| Fingerlakes Wealth Management, Inc. | 1,410 | $51.1 萬 | 0.41% | +12+0.9% | 加碼 |
| Cove Private Wealth, LLC | 1,410 | $51.1 萬 | 0.31% | +1,410 | 新進 |
| Insight Advisors, LLC | 1,410 | $51.2 萬 | 0.09% | +5+0.4% | 加碼 |
| Blankinship & Foster, LLC | 1,411 | $51.2 萬 | 0.13% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 1,415 | $51.3 萬 | 0.02% | +82+6.2% | 加碼 |
| Empirical Asset Management, LLC | 7,624 | $51.7 萬 | 0.17% | +6,251+455.3% | 加碼 |
| MRP Capital Investments, LLC | 1,425 | $51.7 萬 | 0.47% | +10+0.7% | 加碼 |
| Beacon Capital Management, LLC | 1,432 | $52.0 萬 | 0.07% | +29+2.1% | 加碼 |
| Watts Gwilliam & Co., LLC | 1,433 | $52.0 萬 | 0.11% | −36−2.5% | 減碼 |
| CarsonAllaria Wealth Management, Ltd. | 1,433 | $52.0 萬 | 0.30% | +1+0.1% | 加碼 |
| Rise Advisors, LLC | 1,435 | $52.1 萬 | 0.25% | −53−3.6% | 減碼 |
| Wealth Management Associates, Inc. | 1,438 | $52.1 萬 | 0.22% | +1+0.1% | 加碼 |
| Seed Wealth Management, Inc. | 1,440 | $52.2 萬 | 0.42% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,443 | $52.3 萬 | 0.05% | 00.0% | 不變 |
| Lazari Capital Management, Inc. | 1,443 | $52.3 萬 | 0.21% | +36+2.6% | 加碼 |
| Continuum Advisory, LLC | 1,443 | $52.3 萬 | 0.07% | +281+24.2% | 加碼 |
| Nadler Financial Group, Inc. | 1,446 | $52.5 萬 | 0.06% | 00.0% | 不變 |