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
- 3,009
- 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 1,094 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 |
|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 1,864 | $67.6 萬 | 0.04% | +161+9.5% | 加碼 |
| Patten Group, Inc. | 1,870 | $67.8 萬 | 0.15% | −21−1.1% | 減碼 |
| Gryphon Financial Partners LLC | 1,876 | $68.0 萬 | 0.10% | −110−5.5% | 減碼 |
| Summit Financial Strategies, Inc. | 1,878 | $68.1 萬 | 0.08% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 1,900 | $68.2 萬 | 0.09% | +15+0.8% | 加碼 |
| MBL Wealth, LLC | 1,887 | $68.5 萬 | 0.07% | −164−8.0% | 減碼 |
| Dale Q Rice Investment Management Ltd | 1,888 | $68.5 萬 | 0.30% | +1,888 | 新進 |
| Aprio Wealth Management, LLC | 1,893 | $68.7 萬 | 0.10% | +845+80.6% | 加碼 |
| Woodley Farra Manion Portfolio Management Inc | 1,897 | $68.8 萬 | 0.03% | −67−3.4% | 減碼 |
| Zullo Investment Group, Inc. | 1,897 | $68.8 萬 | 0.28% | +132+7.5% | 加碼 |
| Paulson Wealth Management Inc. | 1,898 | $68.9 萬 | 0.19% | −209−9.9% | 減碼 |
| State of Wyoming | 1,899 | $68.9 萬 | 0.09% | +1,376+263.1% | 加碼 |
| Two Sigma Investments, LP | 1,900 | $68.9 萬 | 0.00% | −14,093−88.1% | 減碼 |
| Blueshift Asset Management, LLC | 1,906 | $69.1 萬 | 0.25% | −2,486−56.6% | 減碼 |
| Guardian Asset Advisors, LLC | 1,909 | $69.2 萬 | 0.44% | 00.0% | 不變 |
| Excalibur Management Corp | 1,914 | $69.4 萬 | 0.28% | −7−0.4% | 減碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,916 | $69.5 萬 | 0.17% | 00.0% | 不變 |
| Oak Hill Wealth Advisors, LLC | 1,919 | $69.6 萬 | 0.17% | +1,919 | 新進 |
| Harris Associates L P大師Oakmark（Harris Associates） | 1,920 | $69.6 萬 | 0.00% | +120+6.7% | 加碼 |
| Thrive Wealth Management, LLC | 1,921 | $69.7 萬 | 0.13% | −9−0.5% | 減碼 |
| Horst & Graben Wealth Management LLC | 1,924 | $69.8 萬 | 0.12% | +50+2.7% | 加碼 |
| Baldwin Brothers Inc | 1,925 | $69.8 萬 | 0.05% | +176+10.1% | 加碼 |
| Delta Financial Group, Inc. | 1,927 | $69.9 萬 | 0.16% | +1,927 | 新進 |
| Diversify Wealth Management, LLC | 1,992 | $69.9 萬 | 0.05% | +535+36.7% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,933 | $70.1 萬 | 0.06% | +1,933 | 新進 |
| WSFS Capital Management, LLC | 1,935 | $70.2 萬 | 0.04% | +6+0.3% | 加碼 |
| Bensler, LLC | 1,937 | $70.3 萬 | 0.08% | −93−4.6% | 減碼 |
| Austin Private Wealth, LLC | 1,939 | $70.3 萬 | 0.07% | +634+48.6% | 加碼 |
| Flow Traders U.S. LLC | 1,942 | $70.4 萬 | 0.03% | +1,942 | 新進 |
| BlueSky Wealth Advisors, LLC | 1,942 | $70.4 萬 | 0.11% | 00.0% | 不變 |
| United Bank | 1,942 | $70.4 萬 | 0.30% | +1,942 | 新進 |
| Fernwood Investment Management, LLC | 1,957 | $71.0 萬 | 0.25% | 00.0% | 不變 |
| Beacon Financial Advisory LLC | 1,957 | $71.0 萬 | 0.23% | +20+1.0% | 加碼 |
| Bank of Stockton | 1,963 | $71.2 萬 | 0.22% | +361+22.5% | 加碼 |
| Trust Co of Virginia | 1,973 | $71.6 萬 | 0.07% | +500+33.9% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 1,974 | $71.6 萬 | 0.22% | +1,208+157.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 1,974 | $71.6 萬 | 0.10% | +121+6.5% | 加碼 |
| Root Financial Partners, LLC | 1,974 | $71.6 萬 | 0.09% | +334+20.4% | 加碼 |
| LCNB Corp | 1,977 | $71.7 萬 | 0.26% | 00.0% | 不變 |
| Beaumont Financial Advisors, LLC | 1,979 | $71.8 萬 | 0.05% | +242+13.9% | 加碼 |
| Callan Capital, LLC | 1,982 | $71.9 萬 | 0.05% | +285+16.8% | 加碼 |
| Ridgecrest Wealth Partners, LLC | 1,984 | $72.0 萬 | 0.39% | 00.0% | 不變 |
| Shoker Investment Counsel, Inc. | 1,990 | $72.2 萬 | 0.24% | +5+0.3% | 加碼 |
| Calamos Wealth Management LLC | 1,991 | $72.2 萬 | 0.04% | +99+5.2% | 加碼 |
| Lester Murray Antman dba SimplyRich | 1,996 | $72.4 萬 | 0.21% | 00.0% | 不變 |
| Engineers Gate Manager LP | 1,996 | $72.4 萬 | 0.01% | −1,067−34.8% | 減碼 |
| Saybrook Capital | 2,000 | $72.6 萬 | 0.19% | 00.0% | 不變 |
| Smith Anglin Financial, LLC | 2,003 | $72.7 萬 | 0.07% | +5+0.3% | 加碼 |
| BayBridge Capital Group, LLC | 2,004 | $72.7 萬 | 0.53% | +11+0.6% | 加碼 |
| Bienville Capital Management, LLC | 2,007 | $72.8 萬 | 0.18% | +7+0.4% | 加碼 |
| Winthrop Advisory Group LLC | 2,013 | $73.0 萬 | 0.09% | −6−0.3% | 減碼 |
| First Financial Bankshares Inc | 2,013 | $73.0 萬 | 0.02% | +13+0.7% | 加碼 |
| Sage Investment Counsel LLC | 2,014 | $73.1 萬 | 0.95% | +2,014 | 新進 |
| Townsend Asset Management Corp | 2,016 | $73.1 萬 | 0.27% | −145−6.7% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 2,016 | $73.2 萬 | 0.34% | −165−7.6% | 減碼 |
| First American Bank | 2,017 | $73.2 萬 | 0.05% | 00.0% | 不變 |
| Tompkins Financial Corp | 2,019 | $73.2 萬 | 0.07% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 2,020 | $73.3 萬 | 0.13% | −91−4.3% | 減碼 |
| CFS Investment Advisory Services, LLC | 2,020 | $73.3 萬 | 0.07% | −6−0.3% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 2,022 | $73.4 萬 | 0.11% | +2,022 | 新進 |
| Kathmere Capital Management, LLC | 2,023 | $73.4 萬 | 0.07% | +486+31.6% | 加碼 |
| Cable Hill Partners, LLC | 2,025 | $73.5 萬 | 0.07% | −229−10.2% | 減碼 |
| Capital Square, LLC | 1,802 | $73.5 萬 | 0.42% | +113+6.7% | 加碼 |
| Gibbs Wealth Management | 2,029 | $73.6 萬 | 0.20% | +739+57.3% | 加碼 |
| 626 Financial, LLC | 2,032 | $73.7 萬 | 0.40% | −45−2.2% | 減碼 |
| Davis Investment Partners, LLC | 2,103 | $73.8 萬 | 0.31% | +656+45.3% | 加碼 |
| Sentry Investment Management LLC | 2,036 | $73.9 萬 | 0.35% | −331−14.0% | 減碼 |
| Aviso Wealth Management | 2,037 | $73.9 萬 | 0.38% | +3+0.1% | 加碼 |
| Carret Asset Management, LLC | 2,041 | $74.0 萬 | 0.08% | −420−17.1% | 減碼 |
| Severin Investments, LLC | 2,042 | $74.1 萬 | 0.74% | +2,042 | 新進 |
| Goldstone Financial Group, LLC | 2,042 | $74.1 萬 | 0.12% | +460+29.1% | 加碼 |
| Copperwynd Financial, LLC | 2,042 | $74.1 萬 | 0.20% | +308+17.8% | 加碼 |
| Red Door Wealth Management, LLC | 2,043 | $74.1 萬 | 0.11% | +64+3.2% | 加碼 |
| Options Solutions, LLC | 2,050 | $74.4 萬 | 0.33% | +135+7.0% | 加碼 |
| First Commonwealth Financial Corp | 2,054 | $74.5 萬 | 0.18% | −51−2.4% | 減碼 |
| NCM Capital Management, LLC | 2,055 | $74.5 萬 | 0.34% | 00.0% | 不變 |
| McElhenny Sheffield Capital Management, LLC | 2,060 | $74.7 萬 | 0.25% | +11+0.5% | 加碼 |
| AF Advisors, Inc. | 2,061 | $74.8 萬 | 0.10% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 2,066 | $75.0 萬 | 0.19% | 00.0% | 不變 |
| Icon Wealth Advisors, LLC | 2,070 | $75.1 萬 | 0.06% | +115+5.9% | 加碼 |
| Tarbox Family Office, Inc. | 2,072 | $75.2 萬 | 0.12% | +4+0.2% | 加碼 |
| MSH Capital Advisors LLC | 2,074 | $75.2 萬 | 0.24% | −5−0.2% | 減碼 |
| Woodstock Corp | 2,080 | $75.5 萬 | 0.07% | −200−8.8% | 減碼 |
| Herold Advisors, Inc. | 2,081 | $75.5 萬 | 0.16% | −510−19.7% | 減碼 |
| Fairvoy Private Wealth, LLC | 2,092 | $75.9 萬 | 0.20% | +2,092 | 新進 |
| BCS Wealth Management | 2,094 | $76.0 萬 | 0.19% | +2,094 | 新進 |
| TBH Global Asset Management, LLC | 2,101 | $76.2 萬 | 0.18% | +36+1.7% | 加碼 |
| Bill Few Associates, Inc. | 2,104 | $76.3 萬 | 0.27% | −358−14.5% | 減碼 |
| Cassaday & Co Wealth Management LLC | 2,113 | $76.6 萬 | 0.02% | +472+28.8% | 加碼 |
| YANKCOM Partnership | 2,113 | $76.7 萬 | 0.41% | +2,113 | 新進 |
| BancorpSouth Bank | 2,114 | $76.7 萬 | 0.05% | +1,055+99.6% | 加碼 |
| Harvest Investment Services, LLC | 2,114 | $76.7 萬 | 0.19% | +2,114 | 新進 |
| United Asset Strategies, Inc. | 2,116 | $76.7 萬 | 0.07% | −121−5.4% | 減碼 |
| Centaurus Financial, Inc. | 2,121 | $76.9 萬 | 0.05% | −165−7.2% | 減碼 |
| Simon Quick Advisors, LLC | 2,123 | $77.0 萬 | 0.05% | +431+25.5% | 加碼 |
| Buck Wealth Strategies, LLC | 2,124 | $77.0 萬 | 0.16% | +852+67.0% | 加碼 |
| W Advisors, LLC | 2,127 | $77.2 萬 | 0.48% | +36+1.7% | 加碼 |
| Independence Bank of Kentucky | 2,130 | $77.3 萬 | 0.12% | +512+31.6% | 加碼 |
| Sovran Advisors, LLC | 2,083 | $77.4 萬 | 0.11% | +2,083 | 新進 |
| Oakworth Capital, Inc. | 2,135 | $77.4 萬 | 0.05% | 00.0% | 不變 |