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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 1,450 | $52.6 萬 | 0.14% | −107−6.9% | 減碼 |
| Caas Capital Management LP | 1,460 | $53.0 萬 | 0.44% | +1,460 | 新進 |
| SFMG, LLC | 1,461 | $53.0 萬 | 0.04% | +3+0.2% | 加碼 |
| Planning Center, Inc. | 1,463 | $53.1 萬 | 0.07% | −50−3.3% | 減碼 |
| Hara Capital LLC | 1,465 | $53.1 萬 | 0.34% | 00.0% | 不變 |
| Andina Capital Management, LLC | 1,466 | $53.2 萬 | 0.43% | −23−1.5% | 減碼 |
| Smart Portfolios, LLC | 1,466 | $53.2 萬 | 0.56% | −15−1.0% | 減碼 |
| Frisch Financial Group, Inc. | 1,465 | $53.2 萬 | 0.16% | −68−4.4% | 減碼 |
| West Paces Advisors Inc. | 1,467 | $53.2 萬 | 0.13% | −175−10.7% | 減碼 |
| Channel Wealth LLC | 1,468 | $53.3 萬 | 0.17% | +27+1.9% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 1,469 | $53.3 萬 | 0.10% | −151−9.3% | 減碼 |
| Landaas & Co | 1,470 | $53.3 萬 | 0.15% | +172+13.3% | 加碼 |
| Garrett Wealth Advisory Group, LLC | 1,470 | $53.3 萬 | 0.12% | +295+25.1% | 加碼 |
| Acima Private Wealth, LLC | 1,473 | $53.4 萬 | 0.18% | 00.0% | 不變 |
| Fortitude Family Office, LLC | 1,474 | $53.5 萬 | 0.19% | +51+3.6% | 加碼 |
| Quent Capital, LLC | 1,474 | $53.5 萬 | 0.06% | −69−4.5% | 減碼 |
| RMR Wealth Builders | 1,475 | $53.5 萬 | 0.06% | +60+4.2% | 加碼 |
| IMS Capital Management | 1,475 | $53.5 萬 | 0.25% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,476 | $53.5 萬 | 0.31% | 00.0% | 不變 |
| Leisure Capital Management | 1,478 | $53.6 萬 | 0.21% | 00.0% | 不變 |
| Analyst IMS Investment Management Services Ltd. | 1,479 | $53.7 萬 | 0.02% | +270+22.3% | 加碼 |
| Costello Asset Management, INC | 1,481 | $53.7 萬 | 0.36% | −1,560−51.3% | 減碼 |
| Audent Global Asset Management, LLC | 1,486 | $53.9 萬 | 0.35% | +1,486 | 新進 |
| Morton Community Bank | 1,493 | $54.2 萬 | 0.14% | +647+76.5% | 加碼 |
| Center For Asset Management LLC | 1,497 | $54.3 萬 | 0.35% | +1+0.1% | 加碼 |
| Bigelow Investment Advisors, LLC | 1,498 | $54.3 萬 | 0.25% | −79−5.0% | 減碼 |
| Chickasaw Capital Management LLC | 1,500 | $54.4 萬 | 0.02% | 00.0% | 不變 |
| Rbo & Co LLC | 1,500 | $54.4 萬 | 0.09% | 00.0% | 不變 |
| Fractal Investments LLC | 1,500 | $54.4 萬 | 0.08% | +800+114.3% | 加碼 |
| Objective Capital Management, LLC | 1,501 | $54.5 萬 | 0.36% | −331−18.1% | 減碼 |
| Marex Group plc | 1,504 | $54.6 萬 | 0.01% | −914−37.8% | 減碼 |
| M1 Capital Management LLC | 1,505 | $54.6 萬 | 0.29% | +1,505 | 新進 |
| Liberty Square Wealth Partners LLC | 1,546 | $54.6 萬 | 0.20% | +1,546 | 新進 |
| TFB Advisors LLC | 1,507 | $54.7 萬 | 0.16% | −39−2.5% | 減碼 |
| Oliver Luxxe Assets LLC | 1,398 | $54.7 萬 | 0.10% | 00.0% | 不變 |
| Comprehensive Financial Consultants Institutional, Inc. | 1,510 | $54.8 萬 | 0.20% | 00.0% | 不變 |
| Armis Advisers, LLC | 1,512 | $54.9 萬 | 0.07% | +1,512 | 新進 |
| Bordeaux Wealth Advisors LLC | 1,517 | $55.0 萬 | 0.09% | +10+0.7% | 加碼 |
| Doliver Advisors, LP | 1,518 | $55.1 萬 | 0.15% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,518 | $55.1 萬 | 0.15% | −43−2.8% | 減碼 |
| Strategic Equity Management | 1,520 | $55.1 萬 | 0.23% | +11+0.7% | 加碼 |
| Integrity Alliance, LLC. | 1,523 | $55.3 萬 | 0.06% | +1,523 | 新進 |
| Tectonic Advisors LLC | 1,523 | $55.3 萬 | 0.04% | −23−1.5% | 減碼 |
| Sepio Capital, LP | 1,525 | $55.3 萬 | 0.04% | −47−3.0% | 減碼 |
| Financial Partners Group, Inc | 1,527 | $55.4 萬 | 0.08% | +22+1.5% | 加碼 |
| Olistico Wealth, LLC | 1,530 | $55.5 萬 | 0.32% | 00.0% | 不變 |
| Kaizen Financial Strategies | 1,531 | $55.5 萬 | 0.31% | +3+0.2% | 加碼 |
| Beach Investment Counsel Inc | 1,533 | $55.6 萬 | 0.08% | −22,486−93.6% | 減碼 |
| Affinity Capital Advisors, LLC | 1,532 | $55.6 萬 | 0.10% | +3+0.2% | 加碼 |
| Stonebridge Financial Group, LLC | 1,533 | $55.6 萬 | 0.06% | +1,533 | 新進 |
| Morris Retirement Advisors, LLC | 1,534 | $55.6 萬 | 0.29% | +31+2.1% | 加碼 |
| Fairfield, Bush & Co. | 1,534 | $55.6 萬 | 0.33% | −109−6.6% | 減碼 |
| DnB Asset Management AS | 1,536 | $55.7 萬 | 0.00% | +293+23.6% | 加碼 |
| TrinityPoint Wealth, LLC | 1,537 | $55.8 萬 | 0.08% | +42+2.8% | 加碼 |
| Hillsdale Investment Management Inc. | 1,537 | $55.8 萬 | 0.03% | −3,140−67.1% | 減碼 |
| SAM Advisors, LLC | 1,540 | $55.9 萬 | 0.20% | 00.0% | 不變 |
| Citizens Business Bank | 567 | $56.0 萬 | 0.10% | −989−63.6% | 減碼 |
| Longview Financial Advisors LLC | 1,545 | $56.0 萬 | 0.38% | +1,545 | 新進 |
| Quantum Financial Advisors, LLC | 1,550 | $56.2 萬 | 0.09% | 00.0% | 不變 |
| DRW Securities, LLC | 1,556 | $56.4 萬 | 0.04% | −3,945−71.7% | 減碼 |
| Isthmus Partners, LLC | 1,557 | $56.5 萬 | 0.07% | +450+40.7% | 加碼 |
| Canal Capital Management, LLC | 1,561 | $56.6 萬 | 0.09% | +3+0.2% | 加碼 |
| Pettyjohn, Wood & White, Inc | 1,565 | $56.8 萬 | 0.10% | +500+46.9% | 加碼 |
| SeaBridge Investment Advisors LLC | 1,565 | $56.8 萬 | 0.12% | +655+72.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 1,570 | $57.0 萬 | 0.13% | +17+1.1% | 加碼 |
| Buckingham Capital Management, Inc. | 1,570 | $57.0 萬 | 0.07% | +2+0.1% | 加碼 |
| Curbstone Financial Management Corp | 1,572 | $57.0 萬 | 0.12% | 00.0% | 不變 |
| Vertex Planning Partners, LLC | 1,573 | $57.1 萬 | 0.13% | +16+1.0% | 加碼 |
| Boston Financial Mangement LLC | 1,573 | $57.1 萬 | 0.02% | +3+0.2% | 加碼 |
| Arvest Bank Trust Division | 1,574 | $57.1 萬 | 0.03% | +14+0.9% | 加碼 |
| J2 Capital Management Inc | 1,577 | $57.2 萬 | 0.54% | +1,577 | 新進 |
| New Republic Capital, LLC | 1,578 | $57.3 萬 | 0.37% | −448−22.1% | 減碼 |
| Retirement Planning Group | 1,580 | $57.3 萬 | 0.03% | +347+28.1% | 加碼 |
| AXS Investments LLC | 1,583 | $57.4 萬 | 0.16% | −3,625−69.6% | 減碼 |
| Kohmann Bosshard Financial Services, LLC | 1,584 | $57.5 萬 | 0.07% | +2+0.1% | 加碼 |
| Sandy Cove Advisors, LLC | 1,585 | $57.5 萬 | 0.23% | +102+6.9% | 加碼 |
| McGowan Group Asset Management, Inc. | 1,587 | $57.6 萬 | 0.08% | +224+16.4% | 加碼 |
| One Capital Management, LLC | 1,588 | $57.6 萬 | 0.02% | −112−6.6% | 減碼 |
| Kozak & Associates, Inc. | 1,585 | $57.7 萬 | 0.13% | −89−5.3% | 減碼 |
| Spirepoint Private Client, LLC | 1,590 | $57.7 萬 | 0.07% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,591 | $57.7 萬 | 0.36% | +191+13.6% | 加碼 |
| Mustard Seed Financial, LLC | 1,592 | $57.8 萬 | 0.47% | −295−15.6% | 減碼 |
| Fagan Associates, Inc. | 1,595 | $57.9 萬 | 0.09% | +40+2.6% | 加碼 |
| Pacific Point Advisors, LLC | 1,600 | $57.9 萬 | 0.35% | +1,600 | 新進 |
| Baker Ellis Asset Management LLC | 1,597 | $57.9 萬 | 0.09% | −100−5.9% | 減碼 |
| Alteri Wealth LLC | 1,598 | $58.0 萬 | 0.16% | +1,598 | 新進 |
| Bell Bank | 1,598 | $58.0 萬 | 0.04% | −3−0.2% | 減碼 |
| WealthTrust Axiom LLC | 1,599 | $58.0 萬 | 0.17% | −15−0.9% | 減碼 |
| Icapital Wealth LLC | 1,600 | $58.0 萬 | 0.33% | 00.0% | 不變 |
| Penn Davis McFarland Inc | 1,600 | $58.0 萬 | 0.06% | +1,600 | 新進 |
| Board of the Pension Protection Fund | 1,600 | $58.0 萬 | 0.67% | +1,600 | 新進 |
| Meadow Creek Wealth Advisors LLC | 1,603 | $58.2 萬 | 0.42% | +5+0.3% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $58.3 萬 | 0.20% | 00.0% | 不變 |
| Redhawk Wealth Advisors, Inc. | 1,609 | $58.4 萬 | 0.08% | +978+155.0% | 加碼 |
| MJP Associates Inc | 1,610 | $58.4 萬 | 0.10% | +618+62.3% | 加碼 |
| One Degree Advisors Inc | 1,615 | $58.5 萬 | 0.24% | 00.0% | 不變 |
| Stokes Family Office, LLC | 1,618 | $58.7 萬 | 0.06% | −97−5.7% | 減碼 |
| Soltis Investment Advisors LLC | 1,629 | $59.1 萬 | 0.05% | +228+16.3% | 加碼 |
| Wealth Alliance | 1,632 | $59.2 萬 | 0.07% | +215+15.2% | 加碼 |
| Van Hulzen Asset Management, LLC | 1,634 | $59.3 萬 | 0.04% | +58+3.7% | 加碼 |