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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $90.1 萬 | 0.69% | – | – |
| Measured Wealth Private Client Group, LLC | 2,492 | $90.4 萬 | 0.29% | −20−0.8% | 減碼 |
| First Foundation Advisors | 2,499 | $90.7 萬 | 0.03% | −485−16.3% | 減碼 |
| Monetta Financial Services Inc | 2,500 | $90.7 萬 | 0.73% | 00.0% | 不變 |
| Sippican Capital Advisors | 2,500 | $90.7 萬 | 0.66% | 00.0% | 不變 |
| Kercheville Advisors, LLC | 2,500 | $90.7 萬 | 0.35% | 00.0% | 不變 |
| Slocum, Gordon & Co LLP | 2,500 | $90.7 萬 | 0.75% | +2,000+400.0% | 加碼 |
| Hilltop National Bank | 2,502 | $90.8 萬 | 0.27% | −144−5.4% | 減碼 |
| Burns J W & Co Inc | 2,505 | $90.9 萬 | 0.12% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 2,511 | $91.1 萬 | 0.75% | −130−4.9% | 減碼 |
| Prestige Wealth Management Group LLC | 2,513 | $91.2 萬 | 0.19% | +88+3.6% | 加碼 |
| Orrstown Financial Services Inc | 2,517 | $91.3 萬 | 0.25% | −331−11.6% | 減碼 |
| Wealth Watch Advisors, INC | 2,539 | $91.8 萬 | 0.57% | +2,539 | 新進 |
| Fortem Financial Group, LLC | 2,535 | $92.0 萬 | 0.36% | 00.0% | 不變 |
| Veracity Capital LLC | 2,536 | $92.0 萬 | 0.33% | +109+4.5% | 加碼 |
| Disciplined Equity Management, Inc. | 2,540 | $92.1 萬 | 0.60% | 00.0% | 不變 |
| Argus Investors' Counsel, Inc. | 2,545 | $92.3 萬 | 0.62% | −600−19.1% | 減碼 |
| Heck Capital Advisors, LLC | 2,547 | $92.4 萬 | 0.11% | +10.0% | 加碼 |
| Cortland Associates Inc | 2,546 | $92.4 萬 | 0.11% | +2+0.1% | 加碼 |
| White Lighthouse Investment Management Inc. | 2,551 | $92.5 萬 | 0.16% | −20−0.8% | 減碼 |
| LVM Capital Management Ltd | 2,552 | $92.6 萬 | 0.10% | +527+26.0% | 加碼 |
| Palumbo Wealth Management LLC | 2,554 | $92.6 萬 | 0.35% | −3−0.1% | 減碼 |
| Fukoku Mutual Life Insurance Co | 2,554 | $92.6 萬 | 0.07% | +590+30.0% | 加碼 |
| BOS Asset Management, LLC | 2,563 | $93.0 萬 | 0.33% | 00.0% | 不變 |
| Atwood & Palmer Inc | 2,565 | $93.0 萬 | 0.06% | −775−23.2% | 減碼 |
| Chesapeake Wealth Management | 2,567 | $93.1 萬 | 0.32% | +87+3.5% | 加碼 |
| Hancock Whitney Corp | 2,568 | $93.2 萬 | 0.03% | −45−1.7% | 減碼 |
| Heritage Wealth Advisors | 2,570 | $93.2 萬 | 0.05% | +2+0.1% | 加碼 |
| Quantbot Technologies LP | 2,572 | $93.3 萬 | 0.03% | +2,572 | 新進 |
| WealthTrust Asset Management, LLC | 2,581 | $93.6 萬 | 0.67% | −117−4.3% | 減碼 |
| Marcum Wealth, LLC | 2,584 | $93.7 萬 | 0.08% | −65−2.5% | 減碼 |
| Westmount Partners, LLC | 2,585 | $93.8 萬 | 0.28% | +4+0.2% | 加碼 |
| Northstar Group, Inc. | 2,586 | $93.8 萬 | 0.16% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 2,602 | $94.4 萬 | 0.23% | +17+0.7% | 加碼 |
| KKM Financial LLC | 2,609 | $94.6 萬 | 0.39% | +726+38.6% | 加碼 |
| Harbor Investment Advisory, LLC | 2,608 | $94.6 萬 | 0.09% | +10.0% | 加碼 |
| Visionary Wealth Advisors | 2,612 | $94.8 萬 | 0.06% | −82−3.0% | 減碼 |
| Woodward Diversified Capital, LLC | 2,614 | $94.8 萬 | 0.70% | −1,661−38.9% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 2,615 | $94.9 萬 | 0.28% | +125+5.0% | 加碼 |
| Redwood Wealth Management Group, LLC | 2,621 | $95.1 萬 | 0.46% | −19−0.7% | 減碼 |
| Sage Mountain Advisors LLC | 2,631 | $95.4 萬 | 0.07% | +211+8.7% | 加碼 |
| First Command Advisory Services, Inc. | 2,631 | $95.4 萬 | 0.01% | −118−4.3% | 減碼 |
| Yoffe Investment Management, LLC | 2,637 | $95.7 萬 | 1.42% | +2,637 | 新進 |
| Vectors Research Management, LLC | 2,638 | $95.7 萬 | 0.33% | −331−11.1% | 減碼 |
| Compass Capital Corp | 2,594 | $95.7 萬 | 0.37% | +2,594 | 新進 |
| Winebrenner Capital Management LLC | 2,640 | $95.8 萬 | 0.74% | +2,640 | 新進 |
| Ullmann Financial Group, Inc. | 2,641 | $95.8 萬 | 0.12% | +648+32.5% | 加碼 |
| Miller Financial Services LLC | 2,642 | $95.8 萬 | 0.81% | +2,642 | 新進 |
| Klingenstein Fields & Co LP | 2,643 | $95.9 萬 | 0.04% | 00.0% | 不變 |
| Hudson Valley Investment Advisors Inc | 2,644 | $95.9 萬 | 0.11% | +35+1.3% | 加碼 |
| Fortress Wealth Group, LLC | 2,655 | $96.0 萬 | 0.46% | +219+9.0% | 加碼 |
| L.M. Kohn & Company | 2,649 | $96.1 萬 | 0.25% | −7−0.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 2,650 | $96.1 萬 | 0.16% | 00.0% | 不變 |
| Hickory Point Bank & Trust | 2,655 | $96.3 萬 | 0.85% | +2,655 | 新進 |
| Capital Planning Advisors, LLC | 2,668 | $96.8 萬 | 0.15% | +2+0.1% | 加碼 |
| Richwood Investment Advisors, LLC | 2,670 | $96.9 萬 | 0.81% | +185+7.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2,681 | $97.3 萬 | 0.04% | −111−4.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,689 | $97.5 萬 | 0.03% | +12+0.4% | 加碼 |
| Eagle Bluffs Wealth Management LLC | 2,694 | $97.7 萬 | 0.52% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 2,696 | $97.8 萬 | 0.09% | +218+8.8% | 加碼 |
| Waycross Partners, LLC | 2,700 | $97.9 萬 | 0.13% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 2,700 | $97.9 萬 | 0.24% | +1,100+68.8% | 加碼 |
| Phoenix Holdings Ltd. | 2,701 | $98.0 萬 | 0.01% | +596+28.3% | 加碼 |
| Ballast Advisors LLC | 2,701 | $98.0 萬 | 0.30% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 2,702 | $98.0 萬 | 0.32% | +11+0.4% | 加碼 |
| Peoples Bank | 2,708 | $98.2 萬 | 0.68% | +1,200+79.6% | 加碼 |
| Means Investment Co., Inc. | 2,709 | $98.3 萬 | 0.10% | −371−12.0% | 減碼 |
| Puzo Michael J | 2,710 | $98.3 萬 | 0.27% | 00.0% | 不變 |
| Keel Point, LLC | 2,711 | $98.3 萬 | 0.08% | +95+3.6% | 加碼 |
| Ted Buchan & Co | 2,711 | $98.3 萬 | 0.46% | +184+7.3% | 加碼 |
| Cadent Capital Advisors, LLC | 2,715 | $98.5 萬 | 0.34% | −33−1.2% | 減碼 |
| Somerville Kurt F | 2,715 | $98.5 萬 | 0.17% | 00.0% | 不變 |
| Kennebec Savings Bank | 2,725 | $98.8 萬 | 0.99% | −88−3.1% | 減碼 |
| Synergy Financial Management, LLC | 2,746 | $98.8 萬 | 0.08% | +2,746 | 新進 |
| Washington Trust Advisors, Inc. | 2,726 | $98.9 萬 | 0.08% | −45−1.6% | 減碼 |
| TRUE Private Wealth Advisors | 2,727 | $98.9 萬 | 0.12% | +3+0.1% | 加碼 |
| Joel Isaacson & Co., LLC | 2,728 | $99.0 萬 | 0.04% | +10.0% | 加碼 |
| Edgestream Partners, L.P. | 2,732 | $99.1 萬 | 0.04% | −1,484−35.2% | 減碼 |
| Key Financial Inc | 2,738 | $99.3 萬 | 0.23% | −16−0.6% | 減碼 |
| Abc Arbitrage SA | 2,747 | $99.7 萬 | 0.14% | +2,747 | 新進 |
| Clarus Wealth Advisors | 2,751 | $99.7 萬 | 0.50% | −271−9.0% | 減碼 |
| Trace Wealth Advisors, LLC | 2,750 | $99.8 萬 | 0.89% | +2,750 | 新進 |
| Verus Capital Partners, LLC | 2,752 | $99.8 萬 | 0.10% | −4−0.1% | 減碼 |
| Toth Financial Advisory Corp | 2,755 | $100.0 萬 | 0.12% | −63−2.2% | 減碼 |
| Marshall Wace, LLP | 2,760 | $100.1 萬 | 0.00% | −59,336−95.6% | 減碼 |
| Sittner & Nelson, LLC | 2,765 | $100.3 萬 | 0.43% | +2+0.1% | 加碼 |
| Harvest Fund Management Co., Ltd | 2,769 | $100.5 萬 | 0.05% | +1,114+67.3% | 加碼 |
| Creekside Partners | 2,776 | $100.7 萬 | 0.52% | +2+0.1% | 加碼 |
| KLCM Advisors, Inc. | 2,777 | $100.7 萬 | 0.12% | −367−11.7% | 減碼 |
| Hall Laurie J Trustee | 2,780 | $100.8 萬 | 0.33% | −500−15.2% | 減碼 |
| Patriot Investment Management Inc. | 2,790 | $101.2 萬 | 0.08% | +9+0.3% | 加碼 |
| Peavine Capital, LLC | 2,800 | $101.6 萬 | 0.26% | 00.0% | 不變 |
| Legacy Wealth Asset Management, LLC | 2,802 | $101.6 萬 | 0.28% | −138−4.7% | 減碼 |
| Cypress Asset Management Inc | 2,662 | $101.6 萬 | 0.25% | −95−3.4% | 減碼 |
| Prosperitas Financial LLC | 2,810 | $101.9 萬 | 0.52% | −10.0% | 減碼 |
| Guardian Wealth Advisors, LLC | 2,816 | $102.1 萬 | 0.08% | +796+39.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,825 | $102.5 萬 | 0.15% | −615−17.9% | 減碼 |
| Ballast, Inc. | 2,828 | $102.6 萬 | 0.29% | 00.0% | 不變 |
| Farmers National Bank | 2,828 | $102.6 萬 | 0.30% | +2,828 | 新進 |
| Texas Capital Bancshares Inc | 2,833 | $102.8 萬 | 0.41% | 00.0% | 不變 |