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 | 3,773 | $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 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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 1,635 | $59.3 萬 | 0.26% | +1,635 | 新進 |
| Signature Estate & Investment Advisors LLC | 1,636 | $59.3 萬 | 0.01% | −362−18.1% | 減碼 |
| Cooper/Haims Advisors, LLC | 1,635 | $59.3 萬 | 0.34% | 00.0% | 不變 |
| Arcataur Capital Management LLC | 1,637 | $59.4 萬 | 0.20% | −10−0.6% | 減碼 |
| Ascent Group, LLC | 1,639 | $59.5 萬 | 0.04% | +501+44.0% | 加碼 |
| United Bank | 1,640 | $59.5 萬 | 0.07% | −50−3.0% | 減碼 |
| Appleton Partners Inc | 1,642 | $59.6 萬 | 0.04% | +1+0.1% | 加碼 |
| Transcendent Capital Group LLC | 1,648 | $59.8 萬 | 0.31% | +324+24.5% | 加碼 |
| Coastwise Capital Group, LLC | 1,649 | $59.8 萬 | 0.48% | −100−5.7% | 減碼 |
| Impact Capital Partners LLC | 1,654 | $60.0 萬 | 0.21% | +1,654 | 新進 |
| Gould Asset Management LLC | 1,655 | $60.0 萬 | 0.13% | +165+11.1% | 加碼 |
| Pacitti Group Inc. | 1,656 | $60.1 萬 | 0.28% | +2+0.1% | 加碼 |
| Union Savings Bank | 1,657 | $60.1 萬 | 0.30% | −49−2.9% | 減碼 |
| Disciplined Investors, L.L.C. | 1,660 | $60.2 萬 | 0.58% | +1,660 | 新進 |
| Obsidian Personal Planning Solutions LLC | 1,620 | $60.2 萬 | 0.29% | +72+4.7% | 加碼 |
| South Plains Financial, Inc. | 1,660 | $60.2 萬 | 0.46% | +1,660 | 新進 |
| Jeppson Wealth Management, LLC | 1,661 | $60.3 萬 | 0.22% | +1+0.1% | 加碼 |
| Smith Shellnut Wilson LLC | 1,661 | $60.3 萬 | 0.27% | +111+7.2% | 加碼 |
| YHB Investment Advisors, Inc. | 1,666 | $60.4 萬 | 0.05% | −50−2.9% | 減碼 |
| Charis Legacy Partners, LLC | 1,670 | $60.6 萬 | 1.24% | +1,670 | 新進 |
| Reliant Investment Partners, LLC | 1,670 | $60.6 萬 | 0.54% | +1,670 | 新進 |
| Summit Wealth Partners, LLC | 1,674 | $60.7 萬 | 0.12% | −10−0.6% | 減碼 |
| Advisory Resource Group | 1,674 | $60.7 萬 | 0.13% | 00.0% | 不變 |
| Rational Advisors LLC | 1,675 | $60.8 萬 | 0.06% | +1,545+1,188.5% | 加碼 |
| Kaydan Wealth Management, Inc. | 1,677 | $60.8 萬 | 0.20% | 00.0% | 不變 |
| Bank of Jackson Hole Trust | 1,678 | $60.9 萬 | 0.41% | +1,678 | 新進 |
| West Family Investments, Inc. | 1,680 | $60.9 萬 | 0.21% | −21−1.2% | 減碼 |
| Everpar Advisors LLC | 1,680 | $60.9 萬 | 0.31% | +181+12.1% | 加碼 |
| Fca Corp | 1,782 | $61.1 萬 | 0.19% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 1,684 | $61.1 萬 | 0.18% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 1,700 | $61.2 萬 | 0.23% | 00.0% | 不變 |
| Peterson Wealth Management | 1,686 | $61.2 萬 | 0.36% | +82+5.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 1,689 | $61.3 萬 | 0.08% | +108+6.8% | 加碼 |
| Cornerstone Select Advisors, LLC | 1,694 | $61.5 萬 | 0.59% | +1,694 | 新進 |
| Ofc Financial Planning, LLC | 1,695 | $61.5 萬 | 0.65% | +1,695 | 新進 |
| Caxton Associates LP | 1,697 | $61.6 萬 | 0.02% | +417+32.6% | 加碼 |
| Breakwater Capital Group | 1,698 | $61.6 萬 | 0.12% | +5+0.3% | 加碼 |
| ICONIQ Capital, LLC | 1,698 | $61.6 萬 | 0.01% | +467+37.9% | 加碼 |
| Dogwood Wealth Management LLC | 1,698 | $61.6 萬 | 0.33% | +386+29.4% | 加碼 |
| Perpetual Ltd | 1,700 | $61.7 萬 | 0.01% | 00.0% | 不變 |
| Forbes J M & Co LLP | 1,701 | $61.7 萬 | 0.06% | +394+30.1% | 加碼 |
| Athena Investment Management | 1,709 | $62.0 萬 | 0.36% | −137−7.4% | 減碼 |
| Cornerstone Advisory, LLC | 1,755 | $62.0 萬 | 0.07% | +40+2.3% | 加碼 |
| Taylor Hoffman Capital Management LLC | 1,711 | $62.1 萬 | 0.23% | 00.0% | 不變 |
| Clarus Group, Inc. | 1,712 | $62.1 萬 | 0.22% | +1+0.1% | 加碼 |
| PBMares Wealth Management LLC | 1,713 | $62.1 萬 | 0.13% | −249−12.7% | 減碼 |
| Silvia McColl Wealth Management, LLC | 1,716 | $62.2 萬 | 0.47% | 00.0% | 不變 |
| Check Capital Management Inc | 1,717 | $62.3 萬 | 0.04% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 1,720 | $62.4 萬 | 0.14% | −839−32.8% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 1,720 | $62.4 萬 | 0.15% | −10−0.6% | 減碼 |
| Lakeridge Wealth Management LLC | 1,726 | $62.6 萬 | 0.32% | +4+0.2% | 加碼 |
| McAdam, LLC | 1,732 | $62.8 萬 | 0.03% | +876+102.3% | 加碼 |
| Quest Partners LLC | 1,733 | $62.9 萬 | 0.08% | +1,149+196.7% | 加碼 |
| Forte Capital LLC | 1,734 | $62.9 萬 | 0.07% | −10−0.6% | 減碼 |
| Lafayette Investments, Inc. | 1,736 | $63.0 萬 | 0.13% | +286+19.7% | 加碼 |
| Novem Group | 1,737 | $63.0 萬 | 0.09% | +1,737 | 新進 |
| Abacus Wealth Partners, LLC | 1,744 | $63.3 萬 | 0.09% | 00.0% | 不變 |
| Fiduciary Alliance LLC | 1,745 | $63.3 萬 | 0.06% | +558+47.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,747 | $63.4 萬 | 0.02% | 00.0% | 不變 |
| Sterling Investment Advisors, Ltd. | 1,749 | $63.4 萬 | 0.15% | +1+0.1% | 加碼 |
| Charter Oak Capital Management, LLC | 1,751 | $63.5 萬 | 0.06% | +3+0.2% | 加碼 |
| Moment Partners, LLC | 1,760 | $63.8 萬 | 0.12% | +1,760 | 新進 |
| MFA Wealth Services | 1,761 | $63.9 萬 | 0.51% | +1,761 | 新進 |
| GTS Securities LLC | 1,764 | $64.0 萬 | 0.03% | −28−1.6% | 減碼 |
| Jacksonville Wealth Management, LLC | 1,769 | $64.2 萬 | 0.60% | +1,769 | 新進 |
| Fiduciary Financial Group, LLC | 1,829 | $64.2 萬 | 0.14% | −29−1.6% | 減碼 |
| OneAscent Wealth Management LLC | 1,770 | $64.2 萬 | 0.26% | −130−6.8% | 減碼 |
| Opal Wealth Advisors, LLC | 1,771 | $64.3 萬 | 0.19% | +115+6.9% | 加碼 |
| LifeSteps Financial, Inc. | 1,779 | $64.5 萬 | 0.50% | 00.0% | 不變 |
| Operose Advisors LLC | 1,780 | $64.6 萬 | 0.22% | −127−6.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 1,783 | $64.7 萬 | 0.20% | −19−1.1% | 減碼 |
| Lakeside Advisors, INC. | 1,785 | $64.7 萬 | 0.43% | +1+0.1% | 加碼 |
| Sanders Morris Harris LLC | 1,775 | $64.8 萬 | 0.10% | 00.0% | 不變 |
| Benchmark Wealth Management, LLC | 1,786 | $64.8 萬 | 0.32% | +1+0.1% | 加碼 |
| Waterway Wealth Management, LLC | 1,787 | $64.8 萬 | 0.29% | +151+9.2% | 加碼 |
| Pacifica Partners Inc. | 1,802 | $64.8 萬 | 0.28% | −5−0.3% | 減碼 |
| Montz Harcus Wealth Management LLC | 1,790 | $65.0 萬 | 0.36% | −34−1.9% | 減碼 |
| Chicago Trust Co NA | 1,791 | $65.0 萬 | 0.11% | −388−17.8% | 減碼 |
| Sovereign Financial Group, Inc. | 1,798 | $65.2 萬 | 0.15% | +25+1.4% | 加碼 |
| North Berkeley Wealth Management, LLC | 1,800 | $65.3 萬 | 0.66% | +1,800 | 新進 |
| Taylor Financial Group, Inc. | 1,805 | $65.5 萬 | 0.45% | 00.0% | 不變 |
| McBroom & Associates, LLC | 1,806 | $65.5 萬 | 0.37% | 00.0% | 不變 |
| Essential Planning, LLC. | 1,690 | $65.5 萬 | 0.00% | +1,690 | 新進 |
| Atlantic Trust, LLC | 1,807 | $65.6 萬 | 0.14% | −321−15.1% | 減碼 |
| Centurion Wealth Management LLC | 1,810 | $65.6 萬 | 0.21% | 00.0% | 不變 |
| Meriwether Wealth & Planning, LLC | 1,812 | $65.7 萬 | 0.47% | +1,812 | 新進 |
| Harbour Trust & Investment Management Co | 1,813 | $65.8 萬 | 0.07% | −26−1.4% | 減碼 |
| Aft, Forsyth & Company, Inc. | 1,815 | $65.8 萬 | 0.32% | 00.0% | 不變 |
| Deseret Mutual Benefit Administrators | 1,821 | $66.1 萬 | 0.32% | −60−3.2% | 減碼 |
| Resonant Capital Advisors, LLC | 1,826 | $66.2 萬 | 0.05% | +65+3.7% | 加碼 |
| Capital Management Associates, Inc | 1,826 | $66.2 萬 | 0.25% | +2+0.1% | 加碼 |
| one8zero8, LLC | 1,828 | $66.3 萬 | 0.14% | +1,828 | 新進 |
| Fermata Advisors, LLC | 1,831 | $66.4 萬 | 0.12% | +1,831 | 新進 |
| TFG Advisers LLC | 1,834 | $66.5 萬 | 0.24% | +22+1.2% | 加碼 |
| Stonebridge Capital Advisors LLC | 1,837 | $66.6 萬 | 0.05% | −277−13.1% | 減碼 |
| Bridgewealth Advisory Group, LLC | 1,896 | $67.1 萬 | 0.19% | +920+94.3% | 加碼 |
| Geller Advisors LLC | 1,850 | $67.1 萬 | 0.04% | −1,194−39.2% | 減碼 |
| Barr E S & Co | 1,850 | $67.1 萬 | 0.04% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 1,853 | $67.2 萬 | 0.33% | +5+0.3% | 加碼 |
| Fulton Breakefield Broenniman LLC | 1,854 | $67.2 萬 | 0.05% | +30+1.6% | 加碼 |